Applied Industrial Technologies, Inc. (AIT) vs Lennox International Inc. (LII)

A side-by-side comparison of Applied Industrial Technologies, Inc. and Lennox International 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 LII

growth of $100 · dividends reinvested · last 10y
AIT +716.2% (+23.4%/yr)LII +177.8% (+10.8%/yr)AIT compounded faster over this window
200400600800Start $10020182020202220242026$816$278
AIT LII

AIT vs LII: by the numbers

  • LII is the larger company ($13.52B vs $12.51B market cap).
  • LII trades at the lower trailing earnings multiple (17.82 vs 30.90 P/E), one valuation lens rather than an overall verdict.
  • LII converts more revenue to profit (14.61% vs 8.35% net margin).
  • AIT grew revenue faster over the past five years (8.95% vs 5.08% CAGR).
  • LII pays the higher dividend yield (1.34% vs 0.59%).

Metrics side by side

Valuation

MetricAITLII
P/E ratio30.9017.82
Forward P/E31.6016.60
P/S ratio2.582.58
P/B ratio6.8810.56
EV / EBITDA21.9613.35
FCF yield3.58%5.39%

Profitability

MetricAITLII
Gross margin30.34%33.10%
Operating margin11.06%19.37%
Net margin8.35%14.61%
ROE22.27%59.71%
ROIC17.08%23.32%

Dividends

MetricAITLII
Dividend yield0.59%1.34%
Payout ratio17.94%23.58%

Growth (annualized)

MetricAITLII
Revenue CAGR (5Y)8.95%5.08%
EPS CAGR (5Y)24.35%19.13%
FCF CAGR (5Y)15.24%1.09%
Total return CAGR (5Y)31.08%4.90%

Frequently asked

Which has the lower trailing P/E, AIT or LII?
LII has the lower trailing P/E: AIT trades at 30.90 and LII at 17.82. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, AIT or LII?
Over the past five years, AIT grew revenue faster — AIT at a 8.95% CAGR versus LII at 5.08%.
Does AIT or LII pay a bigger dividend?
AIT yields 0.59% and LII yields 1.34% based on trailing dividends and the latest price.
Is AIT or LII more profitable?
LII runs the higher net margin — AIT at 8.35% versus LII at 14.61%.
How have AIT and LII total returns compared?
Over the past 10 years, AIT delivered 23.44% and LII delivered 10.76% 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.