AIT vs. BE: Applied Industrial vs. Bloom Energy Stock Comparison

Company Profile

Applied Industrial (AIT) and Bloom Energy (BE) both fall under the Capital Goods industry group, but AIT is classified in Trading Companies & Distributors while BE is classified in Electrical Equipment.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Bloom Energy (BE) carries a highly aggressive beta of 3.61, indicating much higher sensitivity to broad-market moves, whereas Applied Industrial (AIT) is closer to market-like at 0.86 — a noticeable difference in market-sensitivity profile.

Bloom Energy (BE) is heavily traded at around 15.48M shares per day, whereas Applied Industrial (AIT) sees a more moderate 295.41K — larger orders in the latter may require more patience and tighter control over order sizing.

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Both Applied Industrial (AIT) at 22.51% and Bloom Energy (BE) at 39.61% sit in the top peer quartile for ROE, suggesting each generates more profit from shareholders’ equity than typical industry peers.

Bloom Energy (BE) at 13.53% retains a top-quartile share of revenue as profit, ahead of Applied Industrial (AIT) at 8.39%, which keeps about the industry-typical share.

Bloom Energy (BE) at 18.49% operates in the top operating margin quartile, ahead of Applied Industrial (AIT) at 11.12%, which runs around its industry’s norm.

Profitability Metrics

Growth

Bloom Energy (BE) at 37.33% 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 BE.

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

Growth Metrics

Financial Strength

Applied Industrial (AIT) at 2.89 keeps current ratio within its industry’s typical mid-range, while Bloom Energy (BE) at 3.74 sits above its industry’s typical mid-range — comfortable liquidity, though possibly with more idle current assets relative to peers.

Applied Industrial (AIT) at 0.15 keeps leverage in the lower quartile, while Bloom Energy (BE) at 1.42 sits in the higher-leverage quartile.

Financial Strength Metrics

Dividends

Bloom Energy (BE) 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.

Bloom Energy (BE) 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.

Dividend Metrics

Valuation

Applied Industrial (AIT) at 25.10 is near its industry’s usual P/E ratio, while Bloom Energy (BE) at 104.99 sits above its peer range — an unusually expensive price for BE’s trailing earnings.

Applied Industrial (AIT) at 2.05 prices around its industry’s typical P/S ratio, while Bloom Energy (BE) at 13.37 clears its benchmark range — BE looks notably rich on sales.

Both look rich against book: Applied Industrial (AIT) at 5.50 sits in the upper P/B ratio quartile, and Bloom Energy (BE) at 26.49 prices even higher, above its industry range.

Valuation Metrics