Applied Industrial Technologies, Inc. (AIT) compounding analysis
Full-size annual and quarterly year-over-year growth charts for revenue, EPS, operating cash flow, EBITDA, and free cash flow against the 15%, 20%, and 30% bars over 3-, 5-, and 10-year windows, with each metric's valuation multiple vs its own history.
Revenue · 10YDoes not currently clear the 15%+, 20%+, or 30%+ revenue bars over 10Y.
- Score
- 23/100
- 10Y CAGR
- 7%
- Median YoY
- 7.3%
- YoY volatility
- σ 11.2pp· uneven
- Quarters ≥ 20%
- 6 of 40
- Negative quarters
- 10
- Valuation vs own 10Y history
- P/S 2.6x · 10Y median 1.1x · 98th percentile · as of Aug 27, 2026
How this score is computed
- Quarters at or above 20%: 6 of 40 → 6 of 40 pts
- Steadiness (typical swing 11.2pp) → 17 of 25 pts
- Pace (median 7.3% YoY) → 0 of 20 pts
- Latest quarter (10.4% YoY) → 0 of 15 pts
- Score: 23 of 100
Annualized revenue (TTM) · by quarter, last 40
Quarterly YoY revenue growth vs the 20% line
P/S multiple vs its 10Y median
Across metrics · 10Y
| Metric | 10Y CAGR | Median YoY | YoY σ | Qtrs ≥ 20% | Neg. qtrs |
|---|---|---|---|---|---|
| RevenueRevenue | 7% | 7.3% | 11.2pp | 6 of 40 | 10 |
| EPSEPS | 30.8% | 12.6% | 30.2pp | 14 of 36 | 9 |
| Op cash flowOperating cash flow | 11.6% | 17.4% | 121.0pp | 19 of 40 | 14 |
| EBITDAEBITDA | 16.8% | 9.6% | 119.4pp | 12 of 38 | 12 |
| FCFFree cash flow | 12% | 18.2% | 1247.6pp | 20 of 40 | 15 |
Reported figures over 10Y: annual-series CAGR, median and standard deviation (σ, percentage points) of quarterly year-over-year growth, quarters at or above 20%, and quarters with negative YoY. “—” means the window needs more comparable data.
Scores, qualification bars, and the 0–100 consistency methodology are documented on the compounders list page →
See also: AIT on the compounders surface · All compounders, ranked