Applied Industrial Technologies, Inc. (AIT) vs Leonardo DRS, Inc. (DRS)
A side-by-side comparison of Applied Industrial Technologies, Inc. and Leonardo DRS, Inc. 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.
AIT
Applied Industrial Technologies, Inc.
$322.22IndustrialsDelayed quote: Aug 28, 2026, 4:00 PM EDT
DRS
Leonardo DRS, Inc.
$38.54IndustrialsAt close: Aug 28, 2026, 4:00 PM ET
Total return — AIT vs DRS
growth of $100 · dividends reinvested · last 10yAIT +666.7% (+22.6%/yr)DRS +3335.1% (+42.4%/yr)DRS compounded faster over this window
AIT DRS
AIT vs DRS: by the numbers
- •AIT is the larger company ($11.91B vs $10.29B market cap).
- •AIT trades at the lower trailing earnings multiple (29.43 vs 32.12 P/E), one valuation lens rather than an overall verdict.
- •DRS converts more revenue to profit (8.52% vs 8.35% net margin).
- •AIT grew revenue faster over the past five years (8.95% vs 5.56% CAGR).
- •DRS pays the higher dividend yield (1.17% vs 0.62%).
Metrics side by side
Valuation
| Metric | AIT | DRS |
|---|---|---|
| P/E ratio | 29.43 | 32.12 |
| Forward P/E | 30.09 | 27.92 |
| P/S ratio | 2.46 | 2.74 |
| P/B ratio | 6.55 | 3.70 |
| EV / EBITDA | 20.94 | 21.81 |
| FCF yield | 3.76% | 3.50% |
Profitability
| Metric | AIT | DRS |
|---|---|---|
| Gross margin | 30.34% | 24.87% |
| Operating margin | 11.06% | 10.53% |
| Net margin | 8.35% | 8.52% |
| ROE | 22.27% | 11.49% |
| ROIC | 17.08% | 10.51% |
Dividends
| Metric | AIT | DRS |
|---|---|---|
| Dividend yield | 0.62% | 1.17% |
| Payout ratio | 17.94% | 42.86% |
Growth (annualized)
| Metric | AIT | DRS |
|---|---|---|
| Revenue CAGR (5Y) | 8.95% | 5.56% |
| EPS CAGR (5Y) | 24.35% | 13.00% |
| FCF CAGR (5Y) | 15.24% | 26.07% |
| Total return CAGR (5Y) | 29.78% | 28.18% |
Frequently asked
- Which has the lower trailing P/E, AIT or DRS?
- AIT has the lower trailing P/E: AIT trades at 29.43 and DRS at 32.12. P/E is one valuation measure and does not by itself establish which business is cheaper.
- Which has grown faster, AIT or DRS?
- Over the past five years, AIT grew revenue faster — AIT at a 8.95% CAGR versus DRS at 5.56%.
- Does AIT or DRS pay a bigger dividend?
- AIT yields 0.62% and DRS yields 1.17% based on trailing dividends and the latest price.
- Is AIT or DRS more profitable?
- DRS runs the higher net margin — AIT at 8.35% versus DRS at 8.52%.
- How have AIT and DRS total returns compared?
- Over the past 10 years, AIT delivered 22.83% and DRS delivered 42.41% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Applied Industrial Technologies P/E ratioLeonardo DRS P/E ratioApplied Industrial Technologies dividend yieldLeonardo DRS dividend yieldApplied Industrial Technologies ROELeonardo DRS ROEApplied Industrial Technologies operating marginLeonardo DRS operating marginApplied Industrial Technologies revenue growthLeonardo DRS revenue growthApplied Industrial Technologies free cash flowLeonardo DRS free cash flow
Applied Industrial Technologies & Leonardo DRS appear in these rankings
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.