AIT vs. MAS: Applied Industrial vs. Masco Stock Comparison

November 11, 2026

How do Applied Industrial (AIT) and Masco (MAS) 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 Masco (MAS) both fall under the Capital Goods industry group, but AIT is classified in Trading Companies & Distributors while MAS is classified in Building Products.

Company profile comparison for Applied Industrial (AIT) and Masco (MAS)
Profile Item	AIT	MAS
Name	Applied Industrial Technologies Inc.	Masco Corporation
Country/Region	United States	United States
GICS Sector	Industrials	Industrials
GICS Industry Group	Capital Goods	Capital Goods
GICS Industry	Trading Companies & Distributors	Building Products
GICS Sub-Industry	Trading Companies & Distributors	Building Products
Market Capitalization	10.35 billion USD	15.85 billion USD
Currency	USD	USD
Exchange	NYSE	NYSE
Listing Date	March 17, 1980	March 17, 1980
Security Type	Common Stock	Common Stock

Price Performance

Cumulative Growth

AIT

MAS

GSPC

Applied Industrial (AIT) vs. Masco (MAS), 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 Masco (MAS). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Applied Industrial (AIT) and Masco (MAS)
Metric	AIT	MAS
Total Return (1Y)	15.62%	40.92%
Total Return (3Y, Annualized)	24.49%	17.66%
Total Return (5Y, Annualized)	24.56%	7.57%

Risk Profile

Drawdown History

AIT

MAS

GSPC

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

Risk Metrics

Risk profile metrics for Applied Industrial (AIT) and Masco (MAS)
Metric	AIT	MAS
Volatility (1Y, Annualized)	28.72%	36.68%
Beta (5Y)	0.86	1.19
Max Drawdown (5Y)	-26.42%	-37.95%
Avg. Volume (3M)	295.41K	2.20M

Risk-Adjusted Performance

Risk-Return Positioning

AIT and MAS 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 Masco (MAS)
Metric	AIT	MAS
Sharpe Ratio (1Y)	0.39	1.00
Sortino Ratio (1Y)	0.53	1.60

Profitability

ROE (TTM)

Capital efficiency shows on one side only: Applied Industrial (AIT) earns 22.51% on shareholders’ equity, ranked against its industry; Masco (MAS) 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%

MAS

Capital Goods industry group

Max: 40.55%
Q3: 19.29%
Median: 12.12%
Q1: 4.08%
Min: -17.12%
MAS: --

Applied Industrial (AIT) vs. Masco (MAS): MAS 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 Masco (MAS) at 12.08% 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%

MAS

Capital Goods industry group

12.08%

Max: 27.47%
Q3: 12.10%
MAS: 12.08%
Median: 6.30%
Q1: 1.40%
Min: -12.89%

Applied Industrial (AIT) vs. Masco (MAS): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

Both Applied Industrial (AIT) at 11.12% and Masco (MAS) at 17.24% 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%

MAS

Capital Goods industry group

17.24%

Max: 36.60%
Q3: 18.33%
MAS: 17.24%
Median: 11.12%
Q1: 5.14%
Min: -12.63%

Applied Industrial (AIT) vs. Masco (MAS): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for Applied Industrial (AIT) and Masco (MAS)
Metric	AIT	MAS
ROE (TTM)	22.51%	--
ROA (TTM)	11.43%	15.25%
Net Margin (TTM)	8.39%	12.08%
Operating Margin (TTM)	11.12%	17.24%
Gross Margin (TTM)	30.40%	36.61%

Growth

Revenue Growth

Applied Industrial (AIT) at 8.84% is around its peer norm for revenue growth, while Masco (MAS) at -3.40% drops into the bottom quartile, signaling weaker demand or pricing momentum.

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

EPS Growth

Only one side can be read here: Masco (MAS) reports EPS growth of 2.66%, ranked against its industry; Applied Industrial (AIT) has no EPS growth figure this period.

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

Growth Metrics

Growth metrics for Applied Industrial (AIT) and Masco (MAS)
Metric	AIT	MAS
Revenue Growth (YoY)	8.84%	-3.40%
Revenue Growth (3Y CAGR)	4.02%	-4.49%
EPS Growth (YoY)	--	2.66%
EPS Growth (3Y CAGR)	7.40%	2.07%

Financial Strength

Current Ratio (MRQ)

Both Applied Industrial (AIT) at 2.89 and Masco (MAS) at 1.83 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

MAS

Capital Goods industry group

1.83

Max: 5.22
Q3: 2.95
Median: 2.08
MAS: 1.83
Q1: 1.43
Min: 0.36

Applied Industrial (AIT) vs. Masco (MAS): A comparison of their current ratio against the Capital Goods industry group benchmark.

Debt / Equity (MRQ)

Only one side’s leverage can be read here: Applied Industrial (AIT) carries debt-to-equity ratio of 0.15 against its industry range, while Masco (MAS) reports no figure this period.

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

MAS

Capital Goods industry group

Max: 2.33
Q3: 1.12
Median: 0.60
Q1: 0.29
Min: 0.00
MAS: --

Applied Industrial (AIT) vs. Masco (MAS): MAS does not report debt-to-equity ratio, so it has no value marker; AIT is benchmarked against the Capital Goods industry group.

Financial Strength Metrics

Financial strength metrics for Applied Industrial (AIT) and Masco (MAS)
Metric	AIT	MAS
Current Ratio (MRQ)	2.89	1.83
Debt / Equity (MRQ)	0.15	--
Net Debt / EBITDA	0.27	1.98

Dividends

Dividend Yield (TTM)

Masco (MAS) at 1.52% delivers top-quartile income for its industry, while Applied Industrial (AIT) at 0.71% pays a more typical yield — both are credible income propositions, MAS 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%

MAS

Capital Goods industry group

1.52%

Max: 2.66%
MAS: 1.52%
Q3: 1.14%
Median: 0.24%
Q1: 0.00%
Min: 0.00%

Applied Industrial (AIT) vs. Masco (MAS): 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 Masco (MAS) at 27.55% 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%

MAS

Capital Goods industry group

27.55%

Max: 67.39%
Q3: 28.02%
MAS: 27.55%
Median: 6.86%
Q1: 0.00%
Min: 0.00%

Applied Industrial (AIT) vs. Masco (MAS): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for Applied Industrial (AIT) and Masco (MAS)
Metric	AIT	MAS
Dividend Yield (TTM)	0.71%	1.52%
Dividend Payout Ratio (TTM)	17.63%	27.55%

Valuation

P/E Ratio (TTM)

Masco (MAS) at 17.84 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 MAS, 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

MAS

Capital Goods industry group

17.84

Max: 59.38
Q3: 35.92
Median: 25.41
Q1: 19.47
MAS: 17.84
Min: 3.03

Applied Industrial (AIT) vs. Masco (MAS): 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 Masco (MAS) at 2.07 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

MAS

Capital Goods industry group

2.07

Max: 7.54
Q3: 3.76
Median: 2.15
MAS: 2.07
Q1: 1.03
Min: 0.03

Applied Industrial (AIT) vs. Masco (MAS): A comparison of their P/S ratio against the Capital Goods industry group benchmark.

P/B Ratio (MRQ)

Masco (MAS) reports a negative P/B ratio of -35.38, meaning negative book equity — the multiple itself is not meaningful for valuation. Meanwhile Applied Industrial (AIT) reports 5.50, ranking against industry peers normally.

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

MAS

Capital Goods industry group

-35.38

Max: 9.66
Q3: 5.00
Median: 3.12
Q1: 1.81
Min: -1.08
MAS: -35.38

Applied Industrial (AIT) vs. Masco (MAS): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for Applied Industrial (AIT) and Masco (MAS)
Metric	AIT	MAS
P/E Ratio (TTM)	25.10	17.84
P/S Ratio (TTM)	2.05	2.07
P/B Ratio (MRQ)	5.50	-35.38
Free Cash Flow Yield (TTM)	3.24%	5.15%