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AIT vs. FTAI: Applied Industrial vs. FTAI Aviation Stock Comparison

How do Applied Industrial (AIT) and FTAI Aviation (FTAI) 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 FTAI Aviation (FTAI) are both classified in the Trading Companies & Distributors sub-industry within the broader Trading Companies & Distributors industry, placing them in the closest GICS peer bucket.

Company profile comparison for Applied Industrial (AIT) and FTAI Aviation (FTAI)
Profile ItemAITFTAI
NameApplied Industrial Technologies Inc.FTAI Aviation Ltd.
Country/RegionUnited StatesUnited States
GICS SectorIndustrialsIndustrials
GICS Industry GroupCapital GoodsCapital Goods
GICS IndustryTrading Companies & DistributorsTrading Companies & Distributors
GICS Sub-IndustryTrading Companies & DistributorsTrading Companies & Distributors
Market Capitalization10.35 billion USD18.43 billion USD
CurrencyUSDUSD
ExchangeNYSENasdaq
Listing DateMarch 17, 1980May 14, 2015
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

AIT
FTAI
GSPC
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Applied Industrial (AIT) vs. FTAI Aviation (FTAI), 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 FTAI Aviation (FTAI). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Applied Industrial (AIT) and FTAI Aviation (FTAI)
MetricAITFTAI
Total Return (1Y)15.62%20.27%
Total Return (3Y, Annualized)24.49%71.86%
Total Return (5Y, Annualized)24.56%58.99%

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for Applied Industrial (AIT) and FTAI Aviation (FTAI)
MetricAITFTAI
Volatility (1Y, Annualized)28.72%68.23%
Beta (5Y)0.861.52
Max Drawdown (5Y)-26.42%-52.11%
Avg. Volume (3M)295.41K1.60M

Risk-Adjusted Performance

Risk-Return Positioning

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AIT and FTAI 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 FTAI Aviation (FTAI)
MetricAITFTAI
Sharpe Ratio (1Y)0.390.23
Sortino Ratio (1Y)0.530.38

Profitability

ROE (TTM)

Both companies show strong equity returns, but FTAI Aviation (FTAI) at 154.32% is the standout with ROE above its industry range; Applied Industrial (AIT) at 22.51% also sits in the top quartile.

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%

FTAI

Capital Goods industry group

154.32%

FTAI
154.32%
Max
40.55%
Q3
19.29%
Median
12.12%
Q1
4.08%
Min
-17.12%
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Applied Industrial (AIT) vs. FTAI Aviation (FTAI): A comparison of their ROE against the Capital Goods industry group benchmark.

Net Margin (TTM)

FTAI Aviation (FTAI) at 15.46% 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%

FTAI

Capital Goods industry group

15.46%

Max
27.47%
FTAI
15.46%
Q3
12.10%
Median
6.30%
Q1
1.40%
Min
-12.89%
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Applied Industrial (AIT) vs. FTAI Aviation (FTAI): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

FTAI Aviation (FTAI) at 22.90% 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%

FTAI

Capital Goods industry group

22.90%

Max
36.60%
FTAI
22.90%
Q3
18.33%
Median
11.12%
Q1
5.14%
Min
-12.63%
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Applied Industrial (AIT) vs. FTAI Aviation (FTAI): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for Applied Industrial (AIT) and FTAI Aviation (FTAI)
MetricAITFTAI
ROE (TTM)22.51%154.32%
ROA (TTM)11.43%11.05%
Net Margin (TTM)8.39%15.46%
Operating Margin (TTM)11.12%22.90%
Gross Margin (TTM)30.40%30.63%

Growth

Revenue Growth

FTAI Aviation (FTAI) at 44.53% clears its industry range for revenue growth, far stronger top-line momentum than Applied Industrial (AIT) at 8.84%, which is closer to a typical peer reading.

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

EPS Growth

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

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

Growth Metrics

Growth metrics for Applied Industrial (AIT) and FTAI Aviation (FTAI)
MetricAITFTAI
Revenue Growth (YoY)8.84%44.53%
Revenue Growth (3Y CAGR)4.02%52.40%
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 FTAI Aviation (FTAI) at 3.82 sits above its industry’s typical mid-range — comfortable liquidity, though possibly with more idle current assets 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

FTAI

Capital Goods industry group

3.82

Max
5.22
FTAI
3.82
Q3
2.95
Median
2.08
Q1
1.43
Min
0.36
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Applied Industrial (AIT) vs. FTAI Aviation (FTAI): 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 FTAI Aviation (FTAI) at 8.06 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

FTAI

Capital Goods industry group

8.06

FTAI
8.06
Max
2.33
Q3
1.12
Median
0.60
Q1
0.29
Min
0.00
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Applied Industrial (AIT) vs. FTAI Aviation (FTAI): 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 FTAI Aviation (FTAI)
MetricAITFTAI
Current Ratio (MRQ)2.893.82
Debt / Equity (MRQ)0.158.06
Net Debt / EBITDA0.273.11

Dividends

Dividend Yield (TTM)

FTAI Aviation (FTAI) at 1.14% delivers top-quartile income for its industry, while Applied Industrial (AIT) at 0.71% pays a more typical yield — both are credible income propositions, FTAI the richer one.

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%

FTAI

Capital Goods industry group

1.14%

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

Dividend Payout Ratio (TTM)

Applied Industrial (AIT) at 17.63% pays out a band-typical share of earnings, while FTAI Aviation (FTAI) at 34.48% 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%

FTAI

Capital Goods industry group

34.48%

Max
67.39%
FTAI
34.48%
Q3
28.02%
Median
6.86%
Q1
0.00%
Min
0.00%
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Applied Industrial (AIT) vs. FTAI Aviation (FTAI): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for Applied Industrial (AIT) and FTAI Aviation (FTAI)
MetricAITFTAI
Dividend Yield (TTM)0.71%1.14%
Dividend Payout Ratio (TTM)17.63%34.48%

Valuation

P/E Ratio (TTM)

Applied Industrial (AIT) at 25.10 is near its industry’s usual P/E ratio, while FTAI Aviation (FTAI) at 36.57 sits in the richer quartile — FTAI needs stronger growth or earnings quality to justify the premium.

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

FTAI

Capital Goods industry group

36.57

Max
59.38
FTAI
36.57
Q3
35.92
Median
25.41
Q1
19.47
Min
3.03
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Applied Industrial (AIT) vs. FTAI Aviation (FTAI): A comparison of their P/E ratio against the Capital Goods industry group benchmark.

P/S Ratio (TTM)

Applied Industrial (AIT) at 2.05 is priced about in line with its industry on P/S ratio, while FTAI Aviation (FTAI) at 5.38 sits in the pricier quartile — FTAI 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

FTAI

Capital Goods industry group

5.38

Max
7.54
FTAI
5.38
Q3
3.76
Median
2.15
Q1
1.03
Min
0.03
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Applied Industrial (AIT) vs. FTAI Aviation (FTAI): 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 FTAI Aviation (FTAI) at 42.62 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

FTAI

Capital Goods industry group

42.62

FTAI
42.62
Max
9.66
Q3
5.00
Median
3.12
Q1
1.81
Min
-1.08
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Applied Industrial (AIT) vs. FTAI Aviation (FTAI): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for Applied Industrial (AIT) and FTAI Aviation (FTAI)
MetricAITFTAI
P/E Ratio (TTM)25.1036.57
P/S Ratio (TTM)2.055.38
P/B Ratio (MRQ)5.5042.62
Free Cash Flow Yield (TTM)3.24%-3.18%