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AIT vs. BWXT: Applied Industrial vs. BWX Technologies Stock Comparison

How do Applied Industrial (AIT) and BWX Technologies (BWXT) 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 BWX Technologies (BWXT) both fall under the Capital Goods industry group, but AIT is classified in Trading Companies & Distributors while BWXT is classified in Aerospace & Defense.

Company profile comparison for Applied Industrial (AIT) and BWX Technologies (BWXT)
Profile ItemAITBWXT
NameApplied Industrial Technologies Inc.BWX Technologies, Inc.
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 USD10.95 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateMarch 17, 1980August 2, 2010
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

AIT
BWXT
GSPC
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Applied Industrial (AIT) vs. BWX Technologies (BWXT), 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 BWX Technologies (BWXT). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Applied Industrial (AIT) and BWX Technologies (BWXT)
MetricAITBWXT
Total Return (1Y)15.62%-33.33%
Total Return (3Y, Annualized)24.49%20.43%
Total Return (5Y, Annualized)24.56%20.57%

Risk Profile

Drawdown History

AIT
BWXT
GSPC
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Applied Industrial (AIT) vs. BWX Technologies (BWXT), 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 BWX Technologies (BWXT). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Applied Industrial (AIT) and BWX Technologies (BWXT)
MetricAITBWXT
Volatility (1Y, Annualized)28.72%45.97%
Beta (5Y)0.860.73
Max Drawdown (5Y)-26.42%-51.64%
Avg. Volume (3M)295.41K1.19M

Risk-Adjusted Performance

Risk-Return Positioning

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AIT and BWXT 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 BWX Technologies (BWXT)
MetricAITBWXT
Sharpe Ratio (1Y)0.39-0.82
Sortino Ratio (1Y)0.53-1.11

Profitability

ROE (TTM)

Both Applied Industrial (AIT) at 22.51% and BWX Technologies (BWXT) at 28.27% sit in the top peer quartile for ROE, suggesting each generates more profit from shareholders’ equity than typical industry peers.

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%

BWXT

Capital Goods industry group

28.27%

Max
40.55%
BWXT
28.27%
Q3
19.29%
Median
12.12%
Q1
4.08%
Min
-17.12%
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Applied Industrial (AIT) vs. BWX Technologies (BWXT): A comparison of their ROE against the Capital Goods industry group benchmark.

Net Margin (TTM)

Both Applied Industrial (AIT) at 8.39% and BWX Technologies (BWXT) at 10.41% 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%

BWXT

Capital Goods industry group

10.41%

Max
27.47%
Q3
12.10%
BWXT
10.41%
Median
6.30%
Q1
1.40%
Min
-12.89%
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Applied Industrial (AIT) vs. BWX Technologies (BWXT): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

Both Applied Industrial (AIT) at 11.12% and BWX Technologies (BWXT) at 11.55% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

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%

BWXT

Capital Goods industry group

11.55%

Max
36.60%
Q3
18.33%
BWXT
11.55%
Median
11.12%
Q1
5.14%
Min
-12.63%
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Applied Industrial (AIT) vs. BWX Technologies (BWXT): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for Applied Industrial (AIT) and BWX Technologies (BWXT)
MetricAITBWXT
ROE (TTM)22.51%28.27%
ROA (TTM)11.43%5.49%
Net Margin (TTM)8.39%10.41%
Operating Margin (TTM)11.12%11.55%
Gross Margin (TTM)30.40%22.61%

Growth

Revenue Growth

Both Applied Industrial (AIT) at 8.84% and BWX Technologies (BWXT) at 18.30% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

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Applied Industrial (AIT) vs. BWX Technologies (BWXT): A comparison of their Revenue Growth across different time periods.

EPS Growth

Only one side can be read here: BWX Technologies (BWXT) reports EPS growth of 16.61%, ranked against its industry; Applied Industrial (AIT) has no EPS growth figure this period.

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Applied Industrial (AIT) vs. BWX Technologies (BWXT): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Applied Industrial (AIT) and BWX Technologies (BWXT)
MetricAITBWXT
Revenue Growth (YoY)8.84%18.30%
Revenue Growth (3Y CAGR)4.02%12.73%
EPS Growth (YoY)--16.61%
EPS Growth (3Y CAGR)7.40%11.25%

Financial Strength

Current Ratio (MRQ)

Both Applied Industrial (AIT) at 2.89 and BWX Technologies (BWXT) at 1.88 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.

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

BWXT

Capital Goods industry group

1.88

Max
5.22
Q3
2.95
Median
2.08
BWXT
1.88
Q1
1.43
Min
0.36
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Applied Industrial (AIT) vs. BWX Technologies (BWXT): 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 BWX Technologies (BWXT) at 1.43 sits in the higher-leverage quartile.

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

BWXT

Capital Goods industry group

1.43

Max
2.33
BWXT
1.43
Q3
1.12
Median
0.60
Q1
0.29
Min
0.00
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Applied Industrial (AIT) vs. BWX Technologies (BWXT): 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 BWX Technologies (BWXT)
MetricAITBWXT
Current Ratio (MRQ)2.891.88
Debt / Equity (MRQ)0.151.43
Net Debt / EBITDA0.272.92

Dividends

Dividend Yield (TTM)

Both Applied Industrial (AIT) at 0.71% and BWX Technologies (BWXT) at 0.92% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

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%

BWXT

Capital Goods industry group

0.92%

Max
2.66%
Q3
1.14%
BWXT
0.92%
Median
0.24%
Q1
0.00%
Min
0.00%
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Applied Industrial (AIT) vs. BWX Technologies (BWXT): A comparison of their dividend yield against the Capital Goods industry group benchmark.

Dividend Payout Ratio (TTM)

Both Applied Industrial (AIT) at 17.63% and BWX Technologies (BWXT) at 26.04% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

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%

BWXT

Capital Goods industry group

26.04%

Max
67.39%
Q3
28.02%
BWXT
26.04%
Median
6.86%
Q1
0.00%
Min
0.00%
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Applied Industrial (AIT) vs. BWX Technologies (BWXT): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for Applied Industrial (AIT) and BWX Technologies (BWXT)
MetricAITBWXT
Dividend Yield (TTM)0.71%0.92%
Dividend Payout Ratio (TTM)17.63%26.04%

Valuation

P/E Ratio (TTM)

Both Applied Industrial (AIT) at 25.10 and BWX Technologies (BWXT) at 29.37 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

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

BWXT

Capital Goods industry group

29.37

Max
59.38
Q3
35.92
BWXT
29.37
Median
25.41
Q1
19.47
Min
3.03
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Applied Industrial (AIT) vs. BWX Technologies (BWXT): 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 BWX Technologies (BWXT) at 3.04 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

BWXT

Capital Goods industry group

3.04

Max
7.54
Q3
3.76
BWXT
3.04
Median
2.15
Q1
1.03
Min
0.03
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Applied Industrial (AIT) vs. BWX Technologies (BWXT): A comparison of their P/S ratio against the Capital Goods industry group benchmark.

P/B Ratio (MRQ)

Both Applied Industrial (AIT) at 5.50 and BWX Technologies (BWXT) at 7.72 carry a premium to book value versus peers, sitting in the upper P/B ratio quartile of their industries.

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

BWXT

Capital Goods industry group

7.72

Max
9.66
BWXT
7.72
Q3
5.00
Median
3.12
Q1
1.81
Min
-1.08
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Applied Industrial (AIT) vs. BWX Technologies (BWXT): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for Applied Industrial (AIT) and BWX Technologies (BWXT)
MetricAITBWXT
P/E Ratio (TTM)25.1029.37
P/S Ratio (TTM)2.053.04
P/B Ratio (MRQ)5.507.72
Free Cash Flow Yield (TTM)3.24%2.64%