AIT vs. WCC: Applied Industrial vs. WESCO Stock Comparison
How do Applied Industrial (AIT) and WESCO (WCC) 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 WESCO (WCC) 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.
| Profile Item | AIT | WCC |
|---|---|---|
| Name | Applied Industrial Technologies Inc. | WESCO International, Inc. |
| Country/Region | United States | United States |
| GICS Sector | Industrials | Industrials |
| GICS Industry Group | Capital Goods | Capital Goods |
| GICS Industry | Trading Companies & Distributors | Trading Companies & Distributors |
| GICS Sub-Industry | Trading Companies & Distributors | Trading Companies & Distributors |
| Market Capitalization | 10.35 billion USD | 14.24 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | March 17, 1980 | May 12, 1999 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | AIT | WCC |
|---|---|---|
| Total Return (1Y) | 15.62% | 26.01% |
| Total Return (3Y, Annualized) | 24.49% | 33.71% |
| Total Return (5Y, Annualized) | 24.56% | 19.77% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | AIT | WCC |
|---|---|---|
| Volatility (1Y, Annualized) | 28.72% | 48.31% |
| Beta (5Y) | 0.86 | 1.56 |
| Max Drawdown (5Y) | -26.42% | -37.37% |
| Avg. Volume (3M) | 295.41K | 592.41K |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | AIT | WCC |
|---|---|---|
| Sharpe Ratio (1Y) | 0.39 | 0.45 |
| Sortino Ratio (1Y) | 0.53 | 0.66 |
Profitability
ROE (TTM)
Applied Industrial (AIT) at 22.51% sits in the top ROE quartile, while WESCO (WCC) at 15.44% 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%
WCC
Capital Goods industry group
15.44%
- Max
- 40.55%
- Q3
- 19.29%
- WCC
- 15.44%
- Median
- 12.12%
- Q1
- 4.08%
- Min
- -17.12%
Net Margin (TTM)
Both Applied Industrial (AIT) at 8.39% and WESCO (WCC) at 3.04% 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%
WCC
Capital Goods industry group
3.04%
- Max
- 27.47%
- Q3
- 12.10%
- Median
- 6.30%
- WCC
- 3.04%
- Q1
- 1.40%
- Min
- -12.89%
Operating Margin (TTM)
Both Applied Industrial (AIT) at 11.12% and WESCO (WCC) at 6.61% 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%
WCC
Capital Goods industry group
6.61%
- Max
- 36.60%
- Q3
- 18.33%
- Median
- 11.12%
- WCC
- 6.61%
- Q1
- 5.14%
- Min
- -12.63%
Profitability Metrics
| Metric | AIT | WCC |
|---|---|---|
| ROE (TTM) | 22.51% | 15.44% |
| ROA (TTM) | 11.43% | 5.43% |
| Net Margin (TTM) | 8.39% | 3.04% |
| Operating Margin (TTM) | 11.12% | 6.61% |
| Gross Margin (TTM) | 30.40% | 21.51% |
Growth
Revenue Growth
Both Applied Industrial (AIT) at 8.84% and WESCO (WCC) at 7.76% 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: WESCO (WCC) reports EPS growth of 0.00%, ranked against its industry; Applied Industrial (AIT) has no EPS growth figure this period.
Growth Metrics
| Metric | AIT | WCC |
|---|---|---|
| Revenue Growth (YoY) | 8.84% | 7.76% |
| Revenue Growth (3Y CAGR) | 4.02% | 3.15% |
| EPS Growth (YoY) | -- | 0.00% |
| EPS Growth (3Y CAGR) | 7.40% | -5.23% |
Financial Strength
Current Ratio (MRQ)
Both Applied Industrial (AIT) at 2.89 and WESCO (WCC) at 2.01 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
WCC
Capital Goods industry group
2.01
- Max
- 5.22
- Q3
- 2.95
- Median
- 2.08
- WCC
- 2.01
- Q1
- 1.43
- Min
- 0.36
Debt / Equity (MRQ)
Applied Industrial (AIT) at 0.15 keeps leverage in the lower quartile, while WESCO (WCC) at 1.25 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
WCC
Capital Goods industry group
1.25
- Max
- 2.33
- WCC
- 1.25
- Q3
- 1.12
- Median
- 0.60
- Q1
- 0.29
- Min
- 0.00
Financial Strength Metrics
| Metric | AIT | WCC |
|---|---|---|
| Current Ratio (MRQ) | 2.89 | 2.01 |
| Debt / Equity (MRQ) | 0.15 | 1.25 |
| Net Debt / EBITDA | 0.27 | 3.46 |
Dividends
Dividend Yield (TTM)
Both Applied Industrial (AIT) at 0.71% and WESCO (WCC) at 0.68% 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%
WCC
Capital Goods industry group
0.68%
- Max
- 2.66%
- Q3
- 1.14%
- WCC
- 0.68%
- Median
- 0.24%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Applied Industrial (AIT) at 17.63% and WESCO (WCC) at 12.13% 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%
WCC
Capital Goods industry group
12.13%
- Max
- 67.39%
- Q3
- 28.02%
- WCC
- 12.13%
- Median
- 6.86%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | AIT | WCC |
|---|---|---|
| Dividend Yield (TTM) | 0.71% | 0.68% |
| Dividend Payout Ratio (TTM) | 17.63% | 12.13% |
Valuation
P/E Ratio (TTM)
WESCO (WCC) at 18.17 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 WCC, 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
WCC
Capital Goods industry group
18.17
- Max
- 59.38
- Q3
- 35.92
- Median
- 25.41
- Q1
- 19.47
- WCC
- 18.17
- Min
- 3.03
P/S Ratio (TTM)
WESCO (WCC) at 0.55 sits in the cheaper P/S ratio quartile while Applied Industrial (AIT) at 2.05 prices around its industry’s middle — WCC costs less per dollar of sales, though read it alongside growth and margins.
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
WCC
Capital Goods industry group
0.55
- Max
- 7.54
- Q3
- 3.76
- Median
- 2.15
- Q1
- 1.03
- WCC
- 0.55
- Min
- 0.03
P/B Ratio (MRQ)
WESCO (WCC) at 2.62 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
WCC
Capital Goods industry group
2.62
- Max
- 9.66
- Q3
- 5.00
- Median
- 3.12
- WCC
- 2.62
- Q1
- 1.81
- Min
- -1.08
Valuation Metrics
| Metric | AIT | WCC |
|---|---|---|
| P/E Ratio (TTM) | 25.10 | 18.17 |
| P/S Ratio (TTM) | 2.05 | 0.55 |
| P/B Ratio (MRQ) | 5.50 | 2.62 |
| Free Cash Flow Yield (TTM) | 3.24% | 2.71% |