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.

Compare

Total returnAIT vs DRS

growth of $100 · dividends reinvested · last 10y
AIT +666.7% (+22.6%/yr)DRS +3335.1% (+42.4%/yr)DRS compounded faster over this window
01k2k3k4kStart $10020182020202220242026$767$3,435
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

MetricAITDRS
P/E ratio29.4332.12
Forward P/E30.0927.92
P/S ratio2.462.74
P/B ratio6.553.70
EV / EBITDA20.9421.81
FCF yield3.76%3.50%

Profitability

MetricAITDRS
Gross margin30.34%24.87%
Operating margin11.06%10.53%
Net margin8.35%8.52%
ROE22.27%11.49%
ROIC17.08%10.51%

Dividends

MetricAITDRS
Dividend yield0.62%1.17%
Payout ratio17.94%42.86%

Growth (annualized)

MetricAITDRS
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.

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.