Applied Industrial Technologies, Inc. (AIT) vs Sterling Infrastructure, Inc. (STRL)
A side-by-side comparison of Applied Industrial Technologies, Inc. and Sterling Infrastructure, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of September 3, 2026. Differences are shown without an overall score or investment verdict.
AIT
Applied Industrial Technologies, Inc.
$322.46IndustrialsDelayed quote: Sep 3, 2026, 4:00 PM EDT
STRL
Sterling Infrastructure, Inc.
$460.03IndustrialsDelayed quote: Sep 3, 2026, 4:00 PM EDT
Total return — AIT vs STRL
growth of $100 · dividends reinvested · last 10yAIT +660.1% (+22.5%/yr)STRL +6972.6% (+53.1%/yr)STRL compounded faster over this window
Log scale — wide-divergence pair
AIT STRL
AIT vs STRL: by the numbers
- •STRL is the larger company ($14.12B vs $11.92B market cap).
- •AIT trades at the lower trailing earnings multiple (29.17 vs 32.99 P/E), one valuation lens rather than an overall verdict.
- •STRL converts more revenue to profit (12.55% vs 8.35% net margin).
- •STRL grew revenue faster over the past five years (18.89% vs 8.95% CAGR).
- •AIT pays a dividend (0.62% yield), while STRL is a former payer with no current dividend run rate.
Metrics side by side
Valuation
| Metric | AIT | STRL |
|---|---|---|
| P/E ratio | 29.17 | 32.99 |
| Forward P/E | 29.83 | 23.11 |
| P/S ratio | 2.43 | 4.14 |
| P/B ratio | 6.50 | 10.49 |
| EV / EBITDA | 20.77 | 19.77 |
| FCF yield | 3.80% | 3.38% |
Profitability
| Metric | AIT | STRL |
|---|---|---|
| Gross margin | 30.34% | 23.59% |
| Operating margin | 11.06% | 18.06% |
| Net margin | 8.35% | 12.55% |
| ROE | 22.27% | 31.79% |
| ROIC | 17.08% | 24.77% |
Dividends
| Metric | AIT | STRL |
|---|---|---|
| Dividend yield | 0.62% | N/A |
| Payout ratio | 17.94% | N/A |
Growth (annualized)
| Metric | AIT | STRL |
|---|---|---|
| Revenue CAGR (5Y) | 8.95% | 18.89% |
| EPS CAGR (5Y) | 24.35% | 44.28% |
| FCF CAGR (5Y) | 15.24% | 32.42% |
| Total return CAGR (5Y) | 30.51% | 81.16% |
Frequently asked
- Which has the lower trailing P/E, AIT or STRL?
- AIT has the lower trailing P/E: AIT trades at 29.17 and STRL at 32.99. P/E is one valuation measure and does not by itself establish which business is cheaper.
- Which has grown faster, AIT or STRL?
- Over the past five years, STRL grew revenue faster — AIT at a 8.95% CAGR versus STRL at 18.89%.
- Does AIT or STRL pay a bigger dividend?
- AIT pays a dividend (0.62% yield), while STRL is a former payer with no current dividend run rate.
- Is AIT or STRL more profitable?
- STRL runs the higher net margin — AIT at 8.35% versus STRL at 12.55%.
- How have AIT and STRL total returns compared?
- Over the past 10 years, AIT delivered 22.46% and STRL delivered 52.48% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Applied Industrial Technologies P/E ratioSterling Infrastructure P/E ratioApplied Industrial Technologies dividend yieldApplied Industrial Technologies ROESterling Infrastructure ROEApplied Industrial Technologies operating marginSterling Infrastructure operating marginApplied Industrial Technologies revenue growthSterling Infrastructure revenue growthApplied Industrial Technologies free cash flowSterling Infrastructure free cash flow
Applied Industrial Technologies & Sterling Infrastructure 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 September 3, 2026.