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.

Compare

Total returnAIT vs STRL

growth of $100 · dividends reinvested · last 10y
AIT +660.1% (+22.5%/yr)STRL +6972.6% (+53.1%/yr)STRL compounded faster over this window
Log scale — wide-divergence pair
101001k10k100kStart $10020182020202220242026$760$7,073
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

MetricAITSTRL
P/E ratio29.1732.99
Forward P/E29.8323.11
P/S ratio2.434.14
P/B ratio6.5010.49
EV / EBITDA20.7719.77
FCF yield3.80%3.38%

Profitability

MetricAITSTRL
Gross margin30.34%23.59%
Operating margin11.06%18.06%
Net margin8.35%12.55%
ROE22.27%31.79%
ROIC17.08%24.77%

Dividends

MetricAITSTRL
Dividend yield0.62%N/A
Payout ratio17.94%N/A

Growth (annualized)

MetricAITSTRL
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.

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.