Applied Industrial Technologies distributes bearings, power transmission components, fluid power parts and automation products, mostly to maintenance and repair customers across North America, and it backs that catalogue with in-house engineering and repair services. The moat is the service layer: a plant that depends on a specific bearing or hydraulic valve buys it from the distributor that already knows its equipment, stocks it locally and can turn a repair around in hours. Revenue is growing 10.4% and return on equity sits at 22.4%, which is strong for a distributor carrying a 30.3% gross margin. The stock trades at 30.5 times trailing earnings and 27.8 times forward, so the market is already paying for that compounding, and the question for a deeper look is whether the operating margin of 11.8% has room to widen as automation sales and the Hydraulics and Fluid Power business mix shift up.
Plain-English pros, cons, and what to watch. Pro feature.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 18 Oct 2026, 16:04 CEST | Rating | Overvalued | first publication | $330 |
| 18 Oct 2026, 16:04 CEST | Fair value | $196 | $205 | $330 |
| 10 Oct 2026, 00:00 CEST | ACCE price target | $311 | first publication | $332 |
| 30 Sept 2026, 00:00 CEST | Fair value | $205 | $209 | $337 |
| 25 Sept 2026, 00:00 CEST | Fair value | $209 | $206 | $333 |
| 20 Sept 2026, 00:00 CEST | Fair value | $206 | $203 | $322 |
| 16 Sept 2026, 00:00 CEST | Fair value | $203 | $208 | $319 |
| 8 Sept 2026, 00:00 CEST | Fair value | $208 | $211 | $326 |
| 21 Aug 2026, 00:00 CEST | Fair value | $211 | $204 | $339 |
| 19 Aug 2026, 00:00 CEST | Fair value | $204 | $193 | $358 |
Answered from Applied Industrial Technologies Inc. Common Stock fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| AIT Applied Industrial Technologies Inc. Common Stock | $317.00 | $196 | 62% above | 30.9x | 22.4% | 73 | 62 |
| TIH.TO Toromont Industries Ltd. | C$202.40 | C$141 | 44% above | 31.4x | 16.0% | 72 | 58 |
| QXO QXO Inc. Common Stock | $11.02 | $5 | 111% above | - | -4.6% | 31 | 38 |
| DPLM.L Diploma PLC | £72.60 | £38 | 90% above | 50.7x | 18.9% | 77 | 61 |
| WSO Watsco Inc. Common Stock | $327.04 | $216 | 52% above | 25.8x | 16.7% | 68 | 42 |
| INDT.ST Indutrade AB (publ) | kr 258.60 | kr 161 | 60% above | 33.6x | 15.7% | 64 | 59 |
| FTT.TO Finning International Inc. | C$95.00 | C$69 | 37% above | 23.1x | 19.3% | 53 | 57 |
Where AIT ranks against its sector peers on each metric.