Stock comparison
Applied Industrial Technologies
Fastenal
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
AIT
Applied Industrial Technologies
Market cap
$11.35B
Sector
Industrials
FAST
Fastenal
Market cap
$50.44B
Sector
Industrials
Overall winner
Fastenal FAST
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | AIT | FAST | Winner |
|---|---|---|---|
| Warren Buffett | 64C | 76B | FAST |
| Benjamin Graham | 77B | 90A | FAST |
| Philip Fisher | 53C | 64C | FAST |
| Peter Lynch | 51C | 67B | FAST |
| Joel Greenblatt | 48D | 75C | FAST |
| Charlie Munger | 48D | 77B | FAST |
| Terry Smith | 51C | 73B | FAST |
Side-by-side metrics
| Metric | AIT | FAST |
|---|---|---|
| Market cap | $11.35B | $50.44B |
| P/E (TTM) | 28.5x | 38.4x |
| EV/EBIT | 23.2x | 30.2x |
| ROIC (TTM) | 16.98% | 28.76% |
| Gross margin | 30.04% | 44.89% |
| Net margin | 8.34% | 15.39% |
| Revenue CAGR 5y | 8.97% | 8.07% |
| EPS CAGR 5y | 28.78% | 8.29% |
| Debt / Equity | 0.2x | 0.1x |
| Dividend yield | 0.63% | 2.12% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
AIT leads on
- EPS CAGR 5y28.78%vs 8.29%+71%
- P/E (TTM)28.5xvs 38.4x+26%
- EV/EBIT23.2xvs 30.2x+23%
- Revenue CAGR 5y8.97%vs 8.07%+10%
FAST leads on
- Market cap$50.44Bvs $11.35B+77%
- Dividend yield2.12%vs 0.63%+70%
- Net margin15.39%vs 8.34%+46%
- Debt / Equity0.1xvs 0.2x+43%
Related on invest-like
Key terms in this analysis
Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.