Applied Industrial Technologies, Inc. (AIT) vs CNH Industrial N.V. (CNH)

A side-by-side comparison of Applied Industrial Technologies, Inc. and CNH Industrial N.V. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of August 28, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnAIT vs CNH

growth of $100 · dividends reinvested · last 10y
AIT +716.2% (+23.4%/yr)CNH +87.3% (+6.5%/yr)AIT compounded faster over this window
200400600800Start $10020182020202220242026$816$187
AIT CNH

AIT vs CNH: by the numbers

  • CNH is the larger company ($14.17B vs $12.51B market cap).
  • AIT trades at the lower trailing earnings multiple (30.90 vs 46.78 P/E), one valuation lens rather than an overall verdict.
  • AIT converts more revenue to profit (8.35% vs 1.71% net margin).
  • AIT grew revenue faster over the past five years (8.95% vs 4.13% CAGR).
  • CNH pays the higher dividend yield (0.86% vs 0.59%).

Metrics side by side

Valuation

MetricAITCNH
P/E ratio30.9046.78
Forward P/E31.6026.20
P/S ratio2.580.79
P/B ratio6.881.86
EV / EBITDA21.9612.37
FCF yield3.58%8.26%

Profitability

MetricAITCNH
Gross margin30.34%30.61%
Operating margin11.06%13.65%
Net margin8.35%1.71%
ROE22.27%4.01%
ROIC17.08%6.20%

Dividends

MetricAITCNH
Dividend yield0.59%0.86%
Payout ratio17.94%24.39%

Growth (annualized)

MetricAITCNH
Revenue CAGR (5Y)8.95%4.13%
EPS CAGR (5Y)24.35%N/A
FCF CAGR (5Y)15.24%-24.28%
Total return CAGR (5Y)31.08%-4.48%

Frequently asked

Which has the lower trailing P/E, AIT or CNH?
AIT has the lower trailing P/E: AIT trades at 30.90 and CNH at 46.78. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, AIT or CNH?
Over the past five years, AIT grew revenue faster — AIT at a 8.95% CAGR versus CNH at 4.13%.
Does AIT or CNH pay a bigger dividend?
AIT yields 0.59% and CNH yields 0.86% based on trailing dividends and the latest price.
Is AIT or CNH more profitable?
AIT runs the higher net margin — AIT at 8.35% versus CNH at 1.71%.
How have AIT and CNH total returns compared?
Over the past 10 years, AIT delivered 23.44% and CNH delivered 6.36% annualized total return. Past performance doesn't predict future results.

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified August 28, 2026.