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Upturn AI SWOT - About
AIT 
Applied Industrial Technologies (AIT)
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Upturn Advisory Summary
04/01/2025: AIT (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit -6.4% | Avg. Invested days 42 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 8.66B USD | Price to earnings Ratio 22.83 | 1Y Target Price 291.43 |
Price to earnings Ratio 22.83 | 1Y Target Price 291.43 | ||
Volume (30-day avg) 353157 | Beta 1.08 | 52 Weeks Range 176.46 - 282.49 | Updated Date 04/1/2025 |
52 Weeks Range 176.46 - 282.49 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 0.82% | Basic EPS (TTM) 9.87 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 8.62% | Operating Margin (TTM) 11.26% |
Management Effectiveness
Return on Assets (TTM) 10.64% | Return on Equity (TTM) 22.7% |
Valuation
Trailing PE 22.83 | Forward PE 20.88 | Enterprise Value 8924081094 | Price to Sales(TTM) 1.93 |
Enterprise Value 8924081094 | Price to Sales(TTM) 1.93 | ||
Enterprise Value to Revenue 1.99 | Enterprise Value to EBITDA 15.65 | Shares Outstanding 38377300 | Shares Floating 37954337 |
Shares Outstanding 38377300 | Shares Floating 37954337 | ||
Percent Insiders 0.96 | Percent Institutions 95.98 |
Analyst Ratings
Rating 4.62 | Target Price 292.86 | Buy 1 | Strong Buy 6 |
Buy 1 | Strong Buy 6 | ||
Hold 1 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Applied Industrial Technologies
Company Overview
History and Background
Applied Industrial Technologies was founded in 1923 as The Ohio Ball Bearing Company. It has evolved into a leading distributor of industrial motion, power, control, and flow technology solutions. The company went public in 1968.
Core Business Areas
- Bearings & Power Transmission: This segment distributes bearings, power transmission components, and related products.
- Fluid Power: This segment provides hydraulic and pneumatic components, systems, and services.
- Flow Control: This segment focuses on distributing valves, pumps, and instrumentation.
- Automation: This segment focus on the distribution of industrial automation products and solutions.
Leadership and Structure
The CEO of Applied Industrial Technologies is Neil A. Schrimsher III. The company operates with a decentralized organizational structure with regional operating groups.
Top Products and Market Share
Key Offerings
- Bearings: Industrial bearings are used in various machinery. Applied is a main distributor of a wide array of bearings for its customers across all end markets. Market share data specific to Applied's bearing sales is not publicly available but the ball bearings market is very fragmented. Competitors include Motion Industries, Timken, and Schaeffler.
- Power Transmission Components: Gears, belts, and other components used to transmit power. Market share data specific to Applied's power transmission is not publicly available but this market is also very fragmented. Competitors include Motion Industries, Rexnord, and Regal Rexnord.
- Flow Control Solutions: Valves, pumps, and instrumentation. Market share data specific to Applied's flow control solution sales is not publicly available. Competitors include Emerson Electric, Crane Co., and Flowserve.
- Fluid Power Systems: Hydraulic and pneumatic systems. Market share data specific to Applied's fluid power system sales is not publicly available. Competitors include Parker-Hannifin, Eaton, and Danfoss.
Market Dynamics
Industry Overview
The industrial distribution market is driven by manufacturing activity, capital spending, and infrastructure development. It's a cyclical industry, influenced by economic conditions.
Positioning
Applied Industrial Technologies is a large distributor with a broad product offering and a strong service network. Its competitive advantage lies in its extensive product range, value-added services, and ability to serve diverse customer needs.
Total Addressable Market (TAM)
The estimated TAM for the industrial distribution market exceeds $1 trillion globally. Applied is positioned to capture a portion of this market through its broad product and service offerings and strategic acquisitions.
Upturn SWOT Analysis
Strengths
- Broad product portfolio
- Extensive distribution network
- Value-added services
- Strong customer relationships
- Experienced management team
Weaknesses
- Exposure to cyclical industries
- Reliance on acquisitions for growth
- Complex supply chain
- Vulnerability to economic downturns
- Competition from larger, more diversified distributors
Opportunities
- Expanding into new geographies
- Growing e-commerce presence
- Increasing demand for automation solutions
- Acquiring smaller distributors
- Investing in digital capabilities
Threats
- Economic downturn
- Increased competition
- Disruptions in supply chain
- Fluctuations in commodity prices
- Changing customer preferences
Competitors and Market Share
Key Competitors
- Motion Industries (GPC)
- WESCO International (WCC)
- Grainger (GWW)
Competitive Landscape
Applied competes with other industrial distributors. Applied's strengths are in its specialized expertise and value-added services. Competitors may have a broader product range or greater geographic reach.
Major Acquisitions
All Integrated Solutions
- Year: 2022
- Acquisition Price (USD millions): 369
- Strategic Rationale: Expanded Applied's automation product offering and market reach.
Growth Trajectory and Initiatives
Historical Growth: Historical growth data will be added upon request.
Future Projections: Future projections will be added upon request based on available analyst estimates.
Recent Initiatives: Recent initiatives will be added upon request based on available data.
Summary
Applied Industrial Technologies is a solid player in the industrial distribution market. The company's broad product portfolio and value-added services are key strengths. However, it faces cyclical headwinds and intense competition. Strategic acquisitions and a focus on digital capabilities are crucial for future growth.
Similar Companies
- GPC
- WCC
- GWW
- FAST
Sources and Disclaimers
Data Sources:
- Company filings (10K, 10Q), Investor presentations, Press releases, Industry reports, Analyst reports (where available).
Disclaimers:
This analysis is based on publicly available information and is intended for informational purposes only. It should not be construed as financial advice. Market share figures are estimates and may not be precise.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Applied Industrial Technologies
Exchange NYSE | Headquaters Cleveland, OH, United States | ||
IPO Launch date 1984-09-07 | President, CEO & Director Mr. Neil A. Schrimsher | ||
Sector Industrials | Industry Industrial Distribution | Full time employees 6916 | Website https://www.applied.com |
Full time employees 6916 | Website https://www.applied.com | ||
Applied Industrial Technologies, Inc. distributes industrial motion, power, control, and automation technology solutions in the United States, Canada, Mexico, Australia, New Zealand, Singapore, and Costa Rica. It operates in two segments, Service Center Based Distribution, and Engineered Solutions. The company distributes bearings, power transmission products, engineered fluid power components and systems, specialty flow control solutions, advanced automation products, industrial rubber products, linear motion components, automation solutions, tools, safety products, oilfield supplies, and other industrial and maintenance supplies; and motors, belting, drives, couplings, pumps, hydraulic and pneumatic components, filtration supplies, valves, fittings, process instrumentation, actuators, and hoses, filtration supplies, as well as other related supplies for general operational needs of customers' machinery and equipment. It also operates fabricated rubber shops and service field crews that install, modify, and repair conveyor belts and rubber linings, as well as offer hose assemblies. In addition, the company provides technical support services; engages in the distribution of fluid power and industrial flow control products; advanced automation solutions, including machine vision, robotics, motion control, and smart technologies. It distributes industrial products through a network of service centers. The company serves various industries, including agriculture and food processing, cement, chemicals and petrochemicals, fabricated metals, forest products, industrial machinery and equipment, life sciences, mining, oil and gas, primary metals, technology, transportation, and utilities, as well as government entities. The company was formerly known as Bearings, Inc. and changed its to name to Applied Industrial Technologies, Inc. in 1997. The company was founded in 1923 and is headquartered in Cleveland, Ohio.
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