AIT vs WMS
Applied Industrial Technologies vs Advanced Drainage Systems — AI-powered side-by-side comparison
AIT
Applied Industrial Technologies
71
Buy
VS
WMS
Advanced Drainage Systems
67
Buy
| Metric | AIT | WMS |
|---|
| AI Score |
71
|
67
|
| Price |
$359.82
|
$144.02
|
| P/E Ratio |
33.54×
|
24.69×
|
| ROE |
21.3%
|
22.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
30.0%
|
37.6%
|
| Debt / Equity |
0.20×
|
24.57×
|
| Dividend Yield |
0.5%
|
0.5%
|
| RSI (14) |
74.7
|
47.4
|
| Beta |
0.835
|
1.262
|
| Expected Upside |
—
|
+1.1%
|
AI Committee View
Current Innellis committee reasoning for AIT versus WMS.
AIT leads by 4 points.
AIT scores 71/100 (Buy) versus WMS at 67/100 (Buy).
AIT Committee View
100% agreement
4 analysts
The primary driver is quarter-over-quarter growth rate is accelerating, not just positive. The main limiting factor is 4 existing position pair(s) are highly correlated already. The committee is constructive but not yet at full conviction.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- RSI at 75 is in overbought territory — Technical
- Weekly RSI at 84 -- overbought on the larger timeframe too — Technical
WMS Committee View
80% agreement
5 analysts
The primary driver is 5 consecutive earnings beats -- consistent execution. The main limiting factor is price-to-book of 5.5x prices in significant intangible value. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 23.4% shows genuine earnings power backing the valuation — Value
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- Price-to-book of 5.5x prices in significant intangible value — Value