Applied Industrial Technologies (AIT)vsDXP Enterprises Inc (DXPE)
AIT
Applied Industrial Technologies
$359.90
+0.28%
INDUSTRIALS · Cap: $12.76B
DXPE
DXP Enterprises Inc
$192.36
-2.95%
INDUSTRIALS · Cap: $2.43B
Smart Verdict
WallStSmart Research — data-driven comparison
Applied Industrial Technologies generates 135% more annual revenue ($4.84B vs $2.06B). AIT leads profitability with a 8.3% profit margin vs 4.3%. DXPE appears more attractively valued with a PEG of 0.55. DXPE earns a higher WallStSmart Score of 53/100 (C-).
AIT
Buy51
out of 100
Grade: C-
DXPE
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AIT.
Margin of Safety
-42.5%
Fair Value
$103.92
Current Price
$192.36
$88.44 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Every $100 of equity generates 22 in profit
Conservative balance sheet, low leverage
Growing faster than its price suggests
Areas to Watch
Premium valuation, high expectations priced in
3.1% earnings growth
Weak financial health signals
Expensive relative to growth rate
Moderate valuation
4.3% margin — thin
Elevated debt levels
Earnings declined 2.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : AIT
The strongest argument for AIT centers on Altman Z-Score, Return on Equity, Debt/Equity.
Bull Case : DXPE
The strongest argument for DXPE centers on PEG Ratio. PEG of 0.55 suggests the stock is reasonably priced for its growth.
Bear Case : AIT
The primary concerns for AIT are P/E Ratio, EPS Growth, Piotroski F-Score.
Bear Case : DXPE
The primary concerns for DXPE are P/E Ratio, Profit Margin, Debt/Equity. Debt-to-equity of 1.76 is elevated, increasing financial risk. Thin 4.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
DXPE carries more volatility with a beta of 0.97 — expect wider price swings.
DXPE is growing revenue faster at 9.5% — sustainability is the question.
AIT generates stronger free cash flow (95M), providing more financial flexibility.
Monitor INDUSTRIAL DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
DXPE scores higher overall (53/100 vs 51/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Applied Industrial Technologies
INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA
Applied Industrial Technologies, Inc. distributes industrial products in North America, Australia, New Zealand, and Singapore. The company is headquartered in Cleveland, Ohio.
Visit Website →DXP Enterprises Inc
INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA
DXP Enterprises, Inc. is dedicated to the distribution of maintenance, repair and operation (MRO) products, equipment and services to industrial and energy customers primarily in the United States and Canada. The company is headquartered in Houston, Texas.
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