AIT vs WSC
Applied Industrial Technologies vs WillScot Holdings Corporation — AI-powered side-by-side comparison
AIT
Applied Industrial Technologies
74
Buy
VS
WSC
WillScot Holdings Corporation
43
Reduce
| Metric | AIT | WSC |
|---|
| AI Score |
74
|
43
|
| Price |
$352.86
|
$22.91
|
| P/E Ratio |
32.84×
|
-61.86×
|
| ROE |
21.3%
|
-6.2%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
30.0%
|
48.4%
|
| Debt / Equity |
0.20×
|
4.17×
|
| Dividend Yield |
0.6%
|
1.2%
|
| RSI (14) |
69.5
|
27.6
|
| Beta |
0.847
|
1.334
|
| Expected Upside |
—
|
—
|
AI Committee View
Current Innellis committee reasoning for AIT versus WSC.
AIT leads by 31 points.
AIT scores 74/100 (Buy) versus WSC at 43/100 (Reduce).
AIT Committee View
100% agreement
5 analysts
The primary driver is quarter-over-quarter growth rate is accelerating, not just positive. The main limiting factor is 2 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
- Weekly RSI at 81 -- overbought on the larger timeframe too — Technical
WSC Committee View
67% agreement
6 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Growth Analyst remains cautious — revenue declining -2.5% yoy -- this is not a growth story right now. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- VIX regime is low -- calm backdrop supports risk-taking — Macro
- Market regime is bullish (Bull market -- normal position sizing) — Macro
- Beta of 1.40 means this name should amplify a favorable market regime — Macro
Bear Case
- Price-to-book of 4.0x prices in significant intangible value — Value
- ROE of only -7.4% -- cheap may mean cheap for a reason — Value
- Debt-to-equity of 4.19 adds balance-sheet risk to the value case — Value