AIT vs. EMR: Applied Industrial vs. Emerson Electric Stock Comparison
How do Applied Industrial (AIT) and Emerson Electric (EMR) 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 Emerson Electric (EMR) both fall under the Capital Goods industry group, but AIT is classified in Trading Companies & Distributors while EMR is classified in Electrical Equipment.
| Profile Item | AIT | EMR |
|---|---|---|
| Name | Applied Industrial Technologies Inc. | Emerson Electric Co. |
| Country/Region | United States | United States |
| GICS Sector | Industrials | Industrials |
| GICS Industry Group | Capital Goods | Capital Goods |
| GICS Industry | Trading Companies & Distributors | Electrical Equipment |
| GICS Sub-Industry | Trading Companies & Distributors | Electrical Components & Equipment |
| Market Capitalization | 10.35 billion USD | 90.56 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | March 17, 1980 | June 1, 1972 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | AIT | EMR |
|---|---|---|
| Total Return (1Y) | 15.62% | 34.39% |
| Total Return (3Y, Annualized) | 24.49% | 28.46% |
| Total Return (5Y, Annualized) | 24.56% | 14.17% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | AIT | EMR |
|---|---|---|
| Volatility (1Y, Annualized) | 28.72% | 32.47% |
| Beta (5Y) | 0.86 | 1.20 |
| Max Drawdown (5Y) | -26.42% | -29.61% |
| Avg. Volume (3M) | 295.41K | 2.61M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | AIT | EMR |
|---|---|---|
| Sharpe Ratio (1Y) | 0.39 | 0.93 |
| Sortino Ratio (1Y) | 0.53 | 1.37 |
Profitability
ROE (TTM)
Applied Industrial (AIT) at 22.51% sits in the top ROE quartile, while Emerson Electric (EMR) at 13.12% is closer to the peer norm — stronger capital efficiency for AIT.
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%
EMR
Capital Goods industry group
13.12%
- Max
- 40.55%
- Q3
- 19.29%
- EMR
- 13.12%
- Median
- 12.12%
- Q1
- 4.08%
- Min
- -17.12%
Net Margin (TTM)
Emerson Electric (EMR) at 14.18% retains a top-quartile share of revenue as profit, ahead of Applied Industrial (AIT) at 8.39%, which keeps about the industry-typical share.
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%
EMR
Capital Goods industry group
14.18%
- Max
- 27.47%
- EMR
- 14.18%
- Q3
- 12.10%
- Median
- 6.30%
- Q1
- 1.40%
- Min
- -12.89%
Operating Margin (TTM)
Emerson Electric (EMR) at 25.90% operates in the top operating margin quartile, ahead of Applied Industrial (AIT) at 11.12%, which runs around its industry’s norm.
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%
EMR
Capital Goods industry group
25.90%
- Max
- 36.60%
- EMR
- 25.90%
- Q3
- 18.33%
- Median
- 11.12%
- Q1
- 5.14%
- Min
- -12.63%
Profitability Metrics
| Metric | AIT | EMR |
|---|---|---|
| ROE (TTM) | 22.51% | 13.12% |
| ROA (TTM) | 11.43% | 5.98% |
| Net Margin (TTM) | 8.39% | 14.18% |
| Operating Margin (TTM) | 11.12% | 25.90% |
| Gross Margin (TTM) | 30.40% | 53.36% |
Growth
Revenue Growth
Only one side can be read here: Applied Industrial (AIT) reports revenue growth of 8.84%, ranked against its industry; Emerson Electric (EMR) has no revenue growth figure this period.
EPS Growth
Only one side can be read here: Emerson Electric (EMR) reports EPS growth of 18.56%, ranked against its industry; Applied Industrial (AIT) has no EPS growth figure this period.
Growth Metrics
| Metric | AIT | EMR |
|---|---|---|
| Revenue Growth (YoY) | 8.84% | -- |
| Revenue Growth (3Y CAGR) | 4.02% | -- |
| EPS Growth (YoY) | -- | 18.56% |
| EPS Growth (3Y CAGR) | 7.40% | -40.62% |
Financial Strength
Current Ratio (MRQ)
Applied Industrial (AIT) at 2.89 keeps current ratio within its industry’s typical mid-range, while Emerson Electric (EMR) at 0.94 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for EMR.
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
EMR
Capital Goods industry group
0.94
- Max
- 5.22
- Q3
- 2.95
- Median
- 2.08
- Q1
- 1.43
- EMR
- 0.94
- Min
- 0.36
Debt / Equity (MRQ)
Applied Industrial (AIT) at 0.15 keeps leverage in the lower industry quartile, while Emerson Electric (EMR) at 0.59 runs a more typical debt-to-equity mix.
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
EMR
Capital Goods industry group
0.59
- Max
- 2.33
- Q3
- 1.12
- Median
- 0.60
- EMR
- 0.59
- Q1
- 0.29
- Min
- 0.00
Financial Strength Metrics
| Metric | AIT | EMR |
|---|---|---|
| Current Ratio (MRQ) | 2.89 | 0.94 |
| Debt / Equity (MRQ) | 0.15 | 0.59 |
| Net Debt / EBITDA | 0.27 | 1.89 |
Dividends
Dividend Yield (TTM)
Emerson Electric (EMR) 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%
EMR
Capital Goods industry group
0.00%
- Max
- 2.66%
- Q3
- 1.14%
- Median
- 0.24%
- EMR
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Applied Industrial (AIT) at 17.63% pays out a band-typical share of earnings, while Emerson Electric (EMR) at 48.51% distributes more than its industry norm — less retained, thinner cover.
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%
EMR
Capital Goods industry group
48.51%
- Max
- 67.39%
- EMR
- 48.51%
- Q3
- 28.02%
- Median
- 6.86%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | AIT | EMR |
|---|---|---|
| Dividend Yield (TTM) | 0.71% | 0.00% |
| Dividend Payout Ratio (TTM) | 17.63% | 48.51% |
Valuation
P/E Ratio (TTM)
Both Applied Industrial (AIT) at 25.10 and Emerson Electric (EMR) at 33.89 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
EMR
Capital Goods industry group
33.89
- Max
- 59.38
- Q3
- 35.92
- EMR
- 33.89
- Median
- 25.41
- Q1
- 19.47
- Min
- 3.03
P/S Ratio (TTM)
Applied Industrial (AIT) at 2.05 is priced about in line with its industry on P/S ratio, while Emerson Electric (EMR) at 4.77 sits in the pricier quartile — EMR costs more per dollar of sales.
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
EMR
Capital Goods industry group
4.77
- Max
- 7.54
- EMR
- 4.77
- Q3
- 3.76
- Median
- 2.15
- Q1
- 1.03
- Min
- 0.03
P/B Ratio (MRQ)
Emerson Electric (EMR) at 4.38 is valued about in line with its industry on P/B ratio, while Applied Industrial (AIT) at 5.50 carries an above-peer premium to book — AIT is pricier on assets.
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
EMR
Capital Goods industry group
4.38
- Max
- 9.66
- Q3
- 5.00
- EMR
- 4.38
- Median
- 3.12
- Q1
- 1.81
- Min
- -1.08
Valuation Metrics
| Metric | AIT | EMR |
|---|---|---|
| P/E Ratio (TTM) | 25.10 | 33.89 |
| P/S Ratio (TTM) | 2.05 | 4.77 |
| P/B Ratio (MRQ) | 5.50 | 4.38 |
| Free Cash Flow Yield (TTM) | 3.24% | 3.85% |