AIT vs WSO
Applied Industrial Technologies vs Watsco — AI-powered side-by-side comparison
AIT
Applied Industrial Technologies
59
Buy
VS
| Metric | AIT | WSO |
|---|
| AI Score |
59
|
60
|
| Price |
$335.68
|
$302.15
|
| P/E Ratio |
30.27×
|
26.10×
|
| ROE |
22.3%
|
17.9%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
30.3%
|
27.9%
|
| Debt / Equity |
0.26×
|
0.18×
|
| Dividend Yield |
0.6%
|
4.2%
|
| RSI (14) |
27.3
|
27.9
|
| Beta |
0.847
|
1.042
|
| Expected Upside |
—
|
+1.4%
|
AI Committee View
Current Innellis committee reasoning for AIT versus WSO.
WSO leads by 1 points.
WSO scores 60/100 (Buy) versus AIT at 59/100 (Buy).
AIT Committee View
60% agreement
5 analysts
Positive signals support the current rating — news sentiment is positive (+0.27 across 53 articles, 14d). The committee sees sufficient evidence to maintain the constructive view.
Bull Case
- ROE of 21.6% shows genuine earnings power backing the valuation — Value
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- News sentiment is positive (+0.27 across 53 articles, 14d) — News
Bear Case
- P/E of 32.7 is moderate-to-rich — Value
- Price-to-book of 4.8x prices in significant intangible value — Value
- MACD histogram negative -- bearish momentum — Technical
WSO Committee View
40% agreement
5 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — quarter-over-quarter growth rate is accelerating, not just positive. Risk Analyst remains cautious — bollinger bandwidth of 17.1% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
- Weekly trend (downtrend) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
- Price structure making lower highs and lower lows — Technical
- Trend and market structure agree -- coherent bearish picture — Technical
- Bollinger bandwidth of 17.1% signals elevated volatility — Risk