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AIT vs. BA: Applied Industrial vs. Boeing Stock Comparison

How do Applied Industrial (AIT) and Boeing (BA) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Applied Industrial (AIT) and Boeing (BA) both fall under the Capital Goods industry group, but AIT is classified in Trading Companies & Distributors while BA is classified in Aerospace & Defense.

Company profile comparison for Applied Industrial (AIT) and Boeing (BA)
Profile ItemAITBA
NameApplied Industrial Technologies Inc.The Boeing Company
Country/RegionUnited StatesUnited States
GICS SectorIndustrialsIndustrials
GICS Industry GroupCapital GoodsCapital Goods
GICS IndustryTrading Companies & DistributorsAerospace & Defense
GICS Sub-IndustryTrading Companies & DistributorsAerospace & Defense
Market Capitalization10.35 billion USD137.41 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateMarch 17, 1980January 2, 1962
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

AIT
BA
GSPC
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Applied Industrial (AIT) vs. Boeing (BA), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Applied Industrial (AIT) and Boeing (BA). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Applied Industrial (AIT) and Boeing (BA). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Applied Industrial (AIT) and Boeing (BA)
MetricAITBA
Total Return (1Y)15.62%-10.22%
Total Return (3Y, Annualized)24.49%-3.32%
Total Return (5Y, Annualized)24.56%-4.57%

Risk Profile

Drawdown History

AIT
BA
GSPC
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Applied Industrial (AIT) vs. Boeing (BA), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Applied Industrial (AIT) and Boeing (BA). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Applied Industrial (AIT) and Boeing (BA)
MetricAITBA
Volatility (1Y, Annualized)28.72%35.25%
Beta (5Y)0.861.31
Max Drawdown (5Y)-26.42%-50.29%
Avg. Volume (3M)295.41K7.77M

Risk-Adjusted Performance

Risk-Return Positioning

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AIT and BA are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Applied Industrial (AIT) and Boeing (BA)
MetricAITBA
Sharpe Ratio (1Y)0.39-0.41
Sortino Ratio (1Y)0.53-0.60

Profitability

ROE (TTM)

Capital efficiency shows on one side only: Applied Industrial (AIT) earns 22.51% on shareholders’ equity, ranked against its industry; Boeing (BA) has no ROE this period.

AIT

Capital Goods industry group

22.51%

Max
40.55%
AIT
22.51%
Q3
19.29%
Median
12.12%
Q1
4.08%
Min
-17.12%

BA

Capital Goods industry group

--

Max
40.55%
Q3
19.29%
Median
12.12%
Q1
4.08%
Min
-17.12%
BA
--
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Applied Industrial (AIT) vs. Boeing (BA): BA does not report ROE, so it has no value marker; AIT is benchmarked against the Capital Goods industry group.

Net Margin (TTM)

Both Applied Industrial (AIT) at 8.39% and Boeing (BA) at 8.07% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

AIT

Capital Goods industry group

8.39%

Max
27.47%
Q3
12.10%
AIT
8.39%
Median
6.30%
Q1
1.40%
Min
-12.89%

BA

Capital Goods industry group

8.07%

Max
27.47%
Q3
12.10%
BA
8.07%
Median
6.30%
Q1
1.40%
Min
-12.89%
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Applied Industrial (AIT) vs. Boeing (BA): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

Applied Industrial (AIT) at 11.12% runs core operations around its industry’s norm, while Boeing (BA) at 0.30% operates in the bottom quartile.

AIT

Capital Goods industry group

11.12%

Max
36.60%
Q3
18.33%
AIT
11.12%
Median
11.12%
Q1
5.14%
Min
-12.63%

BA

Capital Goods industry group

0.30%

Max
36.60%
Q3
18.33%
Median
11.12%
Q1
5.14%
BA
0.30%
Min
-12.63%
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Applied Industrial (AIT) vs. Boeing (BA): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for Applied Industrial (AIT) and Boeing (BA)
MetricAITBA
ROE (TTM)22.51%--
ROA (TTM)11.43%-0.11%
Net Margin (TTM)8.39%8.07%
Operating Margin (TTM)11.12%0.30%
Gross Margin (TTM)30.40%9.45%

Growth

Revenue Growth

Boeing (BA) at 34.50% sits in the top revenue growth quartile, while Applied Industrial (AIT) at 8.84% is closer to the peer norm — faster top-line expansion for BA.

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Applied Industrial (AIT) vs. Boeing (BA): A comparison of their Revenue Growth across different time periods.

EPS Growth

Neither Applied Industrial (AIT) nor Boeing (BA) reports a EPS growth value for this period, so a direct comparison isn't possible.

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Applied Industrial (AIT) vs. Boeing (BA): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Applied Industrial (AIT) and Boeing (BA)
MetricAITBA
Revenue Growth (YoY)8.84%34.50%
Revenue Growth (3Y CAGR)4.02%10.33%
EPS Growth (YoY)----
EPS Growth (3Y CAGR)7.40%--

Financial Strength

Current Ratio (MRQ)

Applied Industrial (AIT) at 2.89 keeps current ratio within its industry’s typical mid-range, while Boeing (BA) at 1.13 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for BA.

AIT

Capital Goods industry group

2.89

Max
5.22
Q3
2.95
AIT
2.89
Median
2.08
Q1
1.43
Min
0.36

BA

Capital Goods industry group

1.13

Max
5.22
Q3
2.95
Median
2.08
Q1
1.43
BA
1.13
Min
0.36
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Applied Industrial (AIT) vs. Boeing (BA): A comparison of their current ratio against the Capital Goods industry group benchmark.

Debt / Equity (MRQ)

Applied Industrial (AIT) at 0.15 keeps leverage in the lower quartile, while Boeing (BA) at 7.39 is above its industry debt-to-equity ratio range.

AIT

Capital Goods industry group

0.15

Max
2.33
Q3
1.12
Median
0.60
Q1
0.29
AIT
0.15
Min
0.00

BA

Capital Goods industry group

7.39

BA
7.39
Max
2.33
Q3
1.12
Median
0.60
Q1
0.29
Min
0.00
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Applied Industrial (AIT) vs. Boeing (BA): A comparison of their debt-to-equity ratio against the Capital Goods industry group benchmark.

Financial Strength Metrics

Financial strength metrics for Applied Industrial (AIT) and Boeing (BA)
MetricAITBA
Current Ratio (MRQ)2.891.13
Debt / Equity (MRQ)0.157.39
Net Debt / EBITDA0.2713.81

Dividends

Dividend Yield (TTM)

Boeing (BA) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Applied Industrial (AIT) reports a yield of 0.71%, ranking against industry peers normally.

AIT

Capital Goods industry group

0.71%

Max
2.66%
Q3
1.14%
AIT
0.71%
Median
0.24%
Q1
0.00%
Min
0.00%

BA

Capital Goods industry group

0.00%

Max
2.66%
Q3
1.14%
Median
0.24%
BA
0.00%
Q1
0.00%
Min
0.00%
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Applied Industrial (AIT) vs. Boeing (BA): A comparison of their dividend yield against the Capital Goods industry group benchmark.

Dividend Payout Ratio (TTM)

Boeing (BA) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Applied Industrial (AIT) reports a payout of 17.63%, ranking against industry peers normally.

AIT

Capital Goods industry group

17.63%

Max
67.39%
Q3
28.02%
AIT
17.63%
Median
6.86%
Q1
0.00%
Min
0.00%

BA

Capital Goods industry group

0.00%

Max
67.39%
Q3
28.02%
Median
6.86%
BA
0.00%
Q1
0.00%
Min
0.00%
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Applied Industrial (AIT) vs. Boeing (BA): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for Applied Industrial (AIT) and Boeing (BA)
MetricAITBA
Dividend Yield (TTM)0.71%0.00%
Dividend Payout Ratio (TTM)17.63%0.00%

Valuation

P/E Ratio (TTM)

Boeing (BA) at 17.89 sits in the cheaper P/E ratio quartile, while Applied Industrial (AIT) at 25.10 is closer to its industry’s usual earnings multiple — a discount for BA, though growth and earnings durability still matter.

AIT

Capital Goods industry group

25.10

Max
59.38
Q3
35.92
Median
25.41
AIT
25.10
Q1
19.47
Min
3.03

BA

Capital Goods industry group

17.89

Max
59.38
Q3
35.92
Median
25.41
Q1
19.47
BA
17.89
Min
3.03
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Applied Industrial (AIT) vs. Boeing (BA): A comparison of their P/E ratio against the Capital Goods industry group benchmark.

P/S Ratio (TTM)

On P/S ratio, both Applied Industrial (AIT) at 2.05 and Boeing (BA) at 1.45 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

AIT

Capital Goods industry group

2.05

Max
7.54
Q3
3.76
Median
2.15
AIT
2.05
Q1
1.03
Min
0.03

BA

Capital Goods industry group

1.45

Max
7.54
Q3
3.76
Median
2.15
BA
1.45
Q1
1.03
Min
0.03
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Applied Industrial (AIT) vs. Boeing (BA): A comparison of their P/S ratio against the Capital Goods industry group benchmark.

P/B Ratio (MRQ)

Both look rich against book: Applied Industrial (AIT) at 5.50 sits in the upper P/B ratio quartile, and Boeing (BA) at 20.99 prices even higher, above its industry range.

AIT

Capital Goods industry group

5.50

Max
9.66
AIT
5.50
Q3
5.00
Median
3.12
Q1
1.81
Min
-1.08

BA

Capital Goods industry group

20.99

BA
20.99
Max
9.66
Q3
5.00
Median
3.12
Q1
1.81
Min
-1.08
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Applied Industrial (AIT) vs. Boeing (BA): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for Applied Industrial (AIT) and Boeing (BA)
MetricAITBA
P/E Ratio (TTM)25.1017.89
P/S Ratio (TTM)2.051.45
P/B Ratio (MRQ)5.5020.99
Free Cash Flow Yield (TTM)3.24%3.44%