AIT vs. PNR: Applied Industrial vs. Pentair Stock Comparison
How do Applied Industrial (AIT) and Pentair (PNR) 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 Pentair (PNR) both fall under the Capital Goods industry group, but AIT is classified in Trading Companies & Distributors while PNR is classified in Machinery.
| Profile Item | AIT | PNR |
|---|---|---|
| Name | Applied Industrial Technologies Inc. | Pentair plc |
| Country/Region | United States | United Kingdom |
| GICS Sector | Industrials | Industrials |
| GICS Industry Group | Capital Goods | Capital Goods |
| GICS Industry | Trading Companies & Distributors | Machinery |
| GICS Sub-Industry | Trading Companies & Distributors | Industrial Machinery & Supplies & Components |
| Market Capitalization | 10.35 billion USD | 10.88 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | March 17, 1980 | May 3, 1973 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | AIT | PNR |
|---|---|---|
| Total Return (1Y) | 15.62% | -33.74% |
| Total Return (3Y, Annualized) | 24.49% | 6.19% |
| Total Return (5Y, Annualized) | 24.56% | 0.13% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | AIT | PNR |
|---|---|---|
| Volatility (1Y, Annualized) | 28.72% | 36.79% |
| Beta (5Y) | 0.86 | 0.99 |
| Max Drawdown (5Y) | -26.42% | -53.15% |
| Avg. Volume (3M) | 295.41K | 3.26M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | AIT | PNR |
|---|---|---|
| Sharpe Ratio (1Y) | 0.39 | -1.03 |
| Sortino Ratio (1Y) | 0.53 | -1.35 |
Profitability
ROE (TTM)
Applied Industrial (AIT) at 22.51% sits in the top ROE quartile, while Pentair (PNR) at 15.61% 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%
PNR
Capital Goods industry group
15.61%
- Max
- 40.55%
- Q3
- 19.29%
- PNR
- 15.61%
- Median
- 12.12%
- Q1
- 4.08%
- Min
- -17.12%
Net Margin (TTM)
Pentair (PNR) at 15.44% 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%
PNR
Capital Goods industry group
15.44%
- Max
- 27.47%
- PNR
- 15.44%
- Q3
- 12.10%
- Median
- 6.30%
- Q1
- 1.40%
- Min
- -12.89%
Operating Margin (TTM)
Pentair (PNR) at 21.90% 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%
PNR
Capital Goods industry group
21.90%
- Max
- 36.60%
- PNR
- 21.90%
- Q3
- 18.33%
- Median
- 11.12%
- Q1
- 5.14%
- Min
- -12.63%
Profitability Metrics
| Metric | AIT | PNR |
|---|---|---|
| ROE (TTM) | 22.51% | 15.61% |
| ROA (TTM) | 11.43% | 7.91% |
| Net Margin (TTM) | 8.39% | 15.44% |
| Operating Margin (TTM) | 11.12% | 21.90% |
| Gross Margin (TTM) | 30.40% | 40.17% |
Growth
Revenue Growth
Both Applied Industrial (AIT) at 8.84% and Pentair (PNR) at 2.28% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
Only one side can be read here: Pentair (PNR) reports EPS growth of 5.88%, ranked against its industry; Applied Industrial (AIT) has no EPS growth figure this period.
Growth Metrics
| Metric | AIT | PNR |
|---|---|---|
| Revenue Growth (YoY) | 8.84% | 2.28% |
| Revenue Growth (3Y CAGR) | 4.02% | 0.44% |
| EPS Growth (YoY) | -- | 5.88% |
| EPS Growth (3Y CAGR) | 7.40% | 10.94% |
Financial Strength
Current Ratio (MRQ)
Both Applied Industrial (AIT) at 2.89 and Pentair (PNR) at 1.47 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
PNR
Capital Goods industry group
1.47
- Max
- 5.22
- Q3
- 2.95
- Median
- 2.08
- PNR
- 1.47
- Q1
- 1.43
- Min
- 0.36
Debt / Equity (MRQ)
Applied Industrial (AIT) at 0.15 keeps leverage in the lower industry quartile, while Pentair (PNR) at 0.42 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
PNR
Capital Goods industry group
0.42
- Max
- 2.33
- Q3
- 1.12
- Median
- 0.60
- PNR
- 0.42
- Q1
- 0.29
- Min
- 0.00
Financial Strength Metrics
| Metric | AIT | PNR |
|---|---|---|
| Current Ratio (MRQ) | 2.89 | 1.47 |
| Debt / Equity (MRQ) | 0.15 | 0.42 |
| Net Debt / EBITDA | 0.27 | 1.61 |
Dividends
Dividend Yield (TTM)
Pentair (PNR) 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, PNR 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%
PNR
Capital Goods industry group
1.52%
- Max
- 2.66%
- PNR
- 1.52%
- Q3
- 1.14%
- Median
- 0.24%
- 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 Pentair (PNR) at 28.88% 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%
PNR
Capital Goods industry group
28.88%
- Max
- 67.39%
- PNR
- 28.88%
- Q3
- 28.02%
- Median
- 6.86%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | AIT | PNR |
|---|---|---|
| Dividend Yield (TTM) | 0.71% | 1.52% |
| Dividend Payout Ratio (TTM) | 17.63% | 28.88% |
Valuation
P/E Ratio (TTM)
Pentair (PNR) at 18.56 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 PNR, 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
PNR
Capital Goods industry group
18.56
- Max
- 59.38
- Q3
- 35.92
- Median
- 25.41
- Q1
- 19.47
- PNR
- 18.56
- Min
- 3.03
P/S Ratio (TTM)
On P/S ratio, both Applied Industrial (AIT) at 2.05 and Pentair (PNR) at 2.74 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
PNR
Capital Goods industry group
2.74
- Max
- 7.54
- Q3
- 3.76
- PNR
- 2.74
- Median
- 2.15
- Q1
- 1.03
- Min
- 0.03
P/B Ratio (MRQ)
Pentair (PNR) at 2.82 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
PNR
Capital Goods industry group
2.82
- Max
- 9.66
- Q3
- 5.00
- Median
- 3.12
- PNR
- 2.82
- Q1
- 1.81
- Min
- -1.08
Valuation Metrics
| Metric | AIT | PNR |
|---|---|---|
| P/E Ratio (TTM) | 25.10 | 18.56 |
| P/S Ratio (TTM) | 2.05 | 2.74 |
| P/B Ratio (MRQ) | 5.50 | 2.82 |
| Free Cash Flow Yield (TTM) | 3.24% | 4.77% |