Applied Industrial Technologies (AIT)vsPool Corporation (POOL)
AIT
Applied Industrial Technologies
$299.10
+0.51%
INDUSTRIALS · Cap: $12.14B
POOL
Pool Corporation
$195.59
+0.35%
INDUSTRIALS · Cap: $7.08B
Smart Verdict
WallStSmart Research — data-driven comparison
Pool Corporation generates 10% more annual revenue ($5.45B vs $4.97B). AIT leads profitability with a 8.3% profit margin vs 7.3%. POOL appears more attractively valued with a PEG of 1.60. AIT earns a higher WallStSmart Score of 57/100 (C).
AIT
Buy57
out of 100
Grade: C
POOL
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AIT.
Margin of Safety
-78.8%
Fair Value
$151.83
Current Price
$195.59
$43.76 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
Every $100 of equity generates 36 in profit
Attractively priced relative to earnings
Areas to Watch
Premium valuation, high expectations priced in
Expensive relative to growth rate
Expensive relative to growth rate
3.7% revenue growth
0.0% earnings growth
7.3% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : AIT
The strongest argument for AIT centers on Altman Z-Score, Return on Equity, Debt/Equity. Revenue growth of 10.4% demonstrates continued momentum.
Bull Case : POOL
The strongest argument for POOL centers on Return on Equity, P/E Ratio.
Bear Case : AIT
The primary concerns for AIT are P/E Ratio, PEG Ratio.
Bear Case : POOL
The primary concerns for POOL are PEG Ratio, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
POOL carries more volatility with a beta of 1.04 — expect wider price swings.
AIT is growing revenue faster at 10.4% — sustainability is the question.
POOL generates stronger free cash flow (407M), providing more financial flexibility.
Monitor INDUSTRIAL DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AIT scores higher overall (57/100 vs 53/100) and 10.4% revenue growth. 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 →Pool Corporation
INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA
Pool Corporation is a major distributor of swimming pool supplies, equipment, and related outdoor products.
Visit Website →Compare with Other INDUSTRIAL DISTRIBUTION Stocks
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