Applied Industrial Technologies Stock Performance

AIT Stock  USD 182.87  2.24  1.24%   
The firm shows a Beta (market volatility) of 1.49, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Applied Industrial will likely underperform. Applied Industrial has an expected return of -0.0081%. Please make sure to confirm Applied Industrial treynor ratio, as well as the relationship between the semi variance and rate of daily change , to decide if Applied Industrial performance from the past will be repeated at some point in the near future.

Risk-Adjusted Performance

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Over the last 90 days Applied Industrial Technologies has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of comparatively stable forward indicators, Applied Industrial is not utilizing all of its potentials. The latest stock price uproar, may contribute to short-horizon losses for the private investors. ...more

Actual Historical Performance (%)

One Day Return
(1.43)
Five Day Return
0.95
Year To Date Return
6.03
Ten Year Return
275.53
All Time Return
8.1 K
Forward Dividend Yield
0.0081
Payout Ratio
0.1513
Last Split Factor
3:2
Forward Dividend Rate
1.48
Dividend Date
2024-05-31
 
Applied Industrial dividend paid on 29th of February 2024
02/29/2024
1
Does Applied Industrial Technologies Deserve A Spot On Your Watchlist
03/19/2024
2
Acquisition by Peter Wallace of tradable shares of Applied Industrial at 189.89 subject to Rule 16b-3
03/28/2024
3
Applied Industrial Technologies rated Outperform at Oppenheimer
04/03/2024
4
Are You a Growth Investor This 1 Stock Could Be the Perfect Pick
04/10/2024
5
Applied Industrial Technologies Earnings Expected to Grow Should You Buy
04/18/2024
6
Apogee Earnings Surpass Estimates in Q4, Rise YY
04/19/2024
7
Flowserve Earnings Expected to Grow Should You Buy
04/22/2024
8
Applied Industrial Technologies Q3 2024 Earnings Preview
04/24/2024
9
Applied Industrial Technologies beats top-line and bottom-line estimates updates FY24 out
04/25/2024
10
Applied Industrial Q3 Earnings Beat, Revenues Rise YY
04/26/2024
11
Loop Capital lifts AIT shares target on earnings beat, acquisition
04/29/2024
Begin Period Cash Flow184.5 M
Total Cashflows From Investing Activities-60.8 M
  

Applied Industrial Relative Risk vs. Return Landscape

If you would invest  18,256  in Applied Industrial Technologies on February 2, 2024 and sell it today you would lose (193.00) from holding Applied Industrial Technologies or give up 1.06% of portfolio value over 90 days. Applied Industrial Technologies is generating negative expected returns assuming volatility of 1.3539% on return distribution over 90 days investment horizon. In other words, 11% of stocks are less volatile than Applied, and above 99% of all equities are expected to generate higher returns over the next 90 days.
  Expected Return   
       Risk  
Considering the 90-day investment horizon Applied Industrial is expected to under-perform the market. In addition to that, the company is 2.16 times more volatile than its market benchmark. It trades about -0.01 of its total potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.07 per unit of volatility.

Applied Industrial Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Applied Industrial's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Applied Industrial Technologies, and traders can use it to determine the average amount a Applied Industrial's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = -0.006

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Estimated Market Risk

 1.35
  actual daily
11
89% of assets are more volatile

Expected Return

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Most of other assets have higher returns

Risk-Adjusted Return

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Most of other assets perform better
Based on monthly moving average Applied Industrial is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Applied Industrial by adding Applied Industrial to a well-diversified portfolio.

Applied Industrial Fundamentals Growth

Applied Stock prices reflect investors' perceptions of the future prospects and financial health of Applied Industrial, and Applied Industrial fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Applied Stock performance.

About Applied Industrial Performance

To evaluate Applied Industrial Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Applied Industrial generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Applied Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Applied Industrial market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Applied's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
Last ReportedProjected for Next Year
Days Of Inventory On Hand 67.30  68.68 
Return On Tangible Assets 0.16  0.17 
Return On Capital Employed 0.19  0.12 
Return On Assets 0.11  0.12 
Return On Equity 0.21  0.22 

Things to note about Applied Industrial performance evaluation

Checking the ongoing alerts about Applied Industrial for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Applied Industrial help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Applied Industrial generated a negative expected return over the last 90 days
Over 96.0% of the company shares are held by institutions such as insurance companies
Latest headline from investing.com: Loop Capital lifts AIT shares target on earnings beat, acquisition
Evaluating Applied Industrial's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Applied Industrial's stock performance include:
  • Analyzing Applied Industrial's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Applied Industrial's stock is overvalued or undervalued compared to its peers.
  • Examining Applied Industrial's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Applied Industrial's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Applied Industrial's management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of Applied Industrial's stock. These opinions can provide insight into Applied Industrial's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Applied Industrial's stock performance is not an exact science, and many factors can impact Applied Industrial's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
When determining whether Applied Industrial is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if Applied Stock is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Applied Industrial Technologies Stock. Highlighted below are key reports to facilitate an investment decision about Applied Industrial Technologies Stock:
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Applied Industrial Technologies. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product.
You can also try the Fundamental Analysis module to view fundamental data based on most recent published financial statements.

Complementary Tools for Applied Stock analysis

When running Applied Industrial's price analysis, check to measure Applied Industrial's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Applied Industrial is operating at the current time. Most of Applied Industrial's value examination focuses on studying past and present price action to predict the probability of Applied Industrial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Applied Industrial's price. Additionally, you may evaluate how the addition of Applied Industrial to your portfolios can decrease your overall portfolio volatility.
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Is Applied Industrial's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Applied Industrial. If investors know Applied will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Applied Industrial listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
0.004
Dividend Share
1.42
Earnings Share
9.53
Revenue Per Share
115.704
Quarterly Revenue Growth
0.013
The market value of Applied Industrial is measured differently than its book value, which is the value of Applied that is recorded on the company's balance sheet. Investors also form their own opinion of Applied Industrial's value that differs from its market value or its book value, called intrinsic value, which is Applied Industrial's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Applied Industrial's market value can be influenced by many factors that don't directly affect Applied Industrial's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Applied Industrial's value and its price as these two are different measures arrived at by different means. Investors typically determine if Applied Industrial is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Applied Industrial's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.