Applied Industrial Technologies (AIT)vsQXO, Inc. (QXO)
AIT
Applied Industrial Technologies
$266.00
+0.70%
INDUSTRIALS · Cap: $9.96B
QXO
QXO, Inc.
$20.46
+1.34%
INDUSTRIALS · Cap: $14.31B
Smart Verdict
WallStSmart Research — data-driven comparison
QXO, Inc. generates 44% more annual revenue ($6.84B vs $4.75B). AIT leads profitability with a 8.5% profit margin vs -4.1%. AIT appears more attractively valued with a PEG of 2.19. AIT earns a higher WallStSmart Score of 52/100 (C-).
AIT
Buy52
out of 100
Grade: C-
QXO
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-86.6%
Fair Value
$155.55
Current Price
$266.00
$110.45 premium
Intrinsic value data unavailable for QXO.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Every $100 of equity generates 22 in profit
Revenue surging 147.3% year-over-year
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Weak financial health signals
0.0% earnings growth
Weak financial health signals
Expensive relative to growth rate
ROE of -3.8% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : AIT
The strongest argument for AIT centers on Altman Z-Score, Return on Equity.
Bull Case : QXO
The strongest argument for QXO centers on Revenue Growth, Price/Book. Revenue growth of 147.3% demonstrates continued momentum.
Bear Case : AIT
The primary concerns for AIT are PEG Ratio, P/E Ratio, Piotroski F-Score.
Bear Case : QXO
The primary concerns for QXO are EPS Growth, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
AIT profiles as a value stock while QXO is a hypergrowth play — different risk/reward profiles.
QXO carries more volatility with a beta of 2.42 — expect wider price swings.
QXO is growing revenue faster at 147.3% — sustainability is the question.
QXO generates stronger free cash flow (158M), providing more financial flexibility.
Bottom Line
AIT scores higher overall (52/100 vs 48/100). Both earn "Buy" and "Hold" 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 →QXO, Inc.
INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA
QXO, Inc. is a business application, technology, and consulting company in North America. The company is headquartered in Greenwich, Connecticut.
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