AIT vs AMH

Comparison between Applied Industrial Technologies Inc (AIT, Company) and American Homes 4 Rent - Class A (AMH, Company).

AIT is from the Industrials sector, while AMH is from the Real Estate sector.

5-Year PerformanceAIT has outperformed AMH, delivering a return of +30.6% compared to -0.2%

AIT vs AMH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AIT(COMPANY)	AMH(COMPANY)
Market Cap	$12B	$12B
Max Drawdown	60.53%	38.52%
Sharpe Ratio	1.22	-0.13
5Y Beta	1.17	0.39
Industry	Industrial Distribution	Reit - Residential
P/E Ratio	31.68	24.02
Forward P/E	28.90	25.91
PEG Ratio	3.85	0.98
Dividend Yield	0.56%	3.67%
5Y Dividends CAGR	13.05%	33.24%
5Y EPS CAGR	24.82%	26.36%
Debt to Equity	19.64%	74.02%
Free Cash Flow Yield	3.77%	6.87%
P/S Ratio	2.58	7.42
P/B Ratio	6.72	1.75

Market Cap

Winner

AIT

$12B

AMH

$12B

Max Drawdown

AIT

60.53%

Winner

AMH

38.52%

Sharpe Ratio

Winner

AIT

1.22

AMH

-0.13

5Y Beta

AIT

1.17

Winner

AMH

0.39

Industry

AIT

Industrial Distribution

AMH

Reit - Residential

P/E Ratio

AIT

31.68

Winner

AMH

24.02

Forward P/E

AIT

28.90

Winner

AMH

25.91

PEG Ratio

AIT

3.85

Winner

AMH

0.98

Dividend Yield

AIT

0.56%

Winner

AMH

3.67%

5Y Dividends CAGR

AIT

13.05%

Winner

AMH

33.24%

5Y EPS CAGR

AIT

24.82%

Winner

AMH

26.36%

Debt to Equity

Winner

AIT

19.64%

AMH

74.02%

Free Cash Flow Yield

AIT

3.77%

Winner

AMH

6.87%

P/S Ratio

Winner

AIT

2.58

AMH

7.42

P/B Ratio

AIT

6.72

Winner

AMH

1.75

AIT vs AMH - Historical Returns

Returns include dividend reinvestment.

Period	AIT	AMH
1 month	+7.35%	+7.25%
3 months	+24.11%	+18.31%
6 months	+27.92%	+9.04%
1 year	+35.95%	+0.04%
5 years(CAGR)	+30.64%	-0.17%
10 years(CAGR)	+23.88%	+7.04%
Max(CAGR)	+17.81%	+8.00%

Winner

AIT

+7.35%

AMH

+7.25%

Winner

AIT

+24.11%

AMH

+18.31%

Winner

AIT

+27.92%

AMH

+9.04%

Winner

AIT

+35.95%

AMH

+0.04%

5Y(CAGR)

Winner

AIT

+30.64%

AMH

-0.17%

10Y(CAGR)

Winner

AIT

+23.88%

AMH

+7.04%

Max(CAGR)

Winner

AIT

+17.81%

AMH

+8.00%

AIT vs AMH - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	AIT	AMH
2026	+27.92%	+9.04%
2025	+8.41%	-9.53%
2024	+41.57%	+5.28%
2023	+39.56%	+23.97%
2022	+24.41%	-28.76%
2021	+36.16%	+51.55%
2020	+19.49%	+16.66%
2019	+27.76%	+35.72%
2018	-19.25%	-6.74%
2017	+15.04%	+6.06%
2016	+53.09%	+29.63%
2015	-7.75%	-2.84%
2014	-3.40%	+6.74%
2013	+14.96%	+4.17%
2012	+20.64%	N/A
2011	+9.11%	N/A
2010	+46.82%	N/A
2009	+13.06%	N/A
2008	-29.65%	N/A
2007	+11.91%	N/A
2006	+14.12%	N/A
2005	+32.02%	N/A
2004	+70.53%	N/A
2003	+31.81%	N/A
2002	+4.95%	N/A
2001	-3.28%	N/A
2000	+27.15%	N/A
1999	+4.67%	N/A

AIT vs AMH Drawdown Comparison

The maximum drawdown for AIT was -59.29%, occurring on Mar 18, 2020. Recovery took 547 trading sessions.

The maximum drawdown for AMH was -38.40%, occurring on Mar 23, 2020. Recovery took 146 trading sessions.

The current AIT drawdown is -3.66%. The current AMH drawdown is -11.73%.

Rank	AIT	AMH
#1	-59.29% Sep 21, 2018 - Nov 23, 2020	-38.40% Feb 14, 2020 - Sep 14, 2020
#2	-57.17% Oct 31, 2007 - Oct 21, 2010	-31.83% Dec 31, 2021 - Sep 13, 2024
#3	-32.25% Apr 19, 2006 - Jul 3, 2007	-29.75% Sep 13, 2024 - Mar 20, 2026
#4	-30.33% Jul 7, 2011 - Jan 5, 2012	-27.33% Jul 24, 2014 - May 25, 2016
#5	-28.67% May 23, 2002 - Jun 17, 2003	-20.63% Apr 18, 2017 - Apr 12, 2019
#6	-27.51% Aug 1, 2013 - Oct 27, 2016	-13.16% Aug 8, 2016 - Feb 6, 2017
#7	-26.42% Nov 26, 2024 - Jan 13, 2026	-10.30% Sep 2, 2021 - Dec 22, 2021
#8	-24.72% Dec 21, 2004 - May 18, 2005	-9.94% Sep 24, 2013 - Jan 10, 2014
#9	-23.56% Dec 28, 2000 - Mar 6, 2002	-9.48% Feb 12, 2021 - Mar 15, 2021
#10	-22.88% Jan 23, 2004 - Apr 22, 2004	-8.89% Sep 15, 2020 - Oct 5, 2020
#11	-20.98% May 14, 2021 - Nov 12, 2021	-8.62% Mar 10, 2014 - May 19, 2014
#12	-19.97% Jul 19, 2007 - Aug 24, 2007	-7.75% Nov 6, 2020 - Jan 20, 2021
#13	-19.01% May 4, 2022 - Aug 11, 2022	-7.30% Jul 10, 2019 - Sep 26, 2019
#14	-18.97% Feb 29, 2000 - Aug 10, 2000	-7.08% Oct 22, 2020 - Nov 6, 2020
#15	-18.56% Aug 11, 2022 - Oct 27, 2022	-6.69% Feb 28, 2017 - Apr 7, 2017

Correlation

Correlation between AIT and AMH is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76

-101

Dividend Comparison (1999 - 2026)

AIT vs AMH dividend yield comparison.

Year	AIT	AMH
2026	0.31%	1.94%
2025	0.72%	3.74%
2024	0.62%	2.78%
2023	0.81%	2.45%
2022	1.08%	2.39%
2021	1.29%	0.92%
2020	1.64%	0.67%
2019	1.86%	0.76%
2018	2.22%	1.01%
2017	1.70%	0.92%
2016	1.89%	0.95%
2015	2.67%	1.20%
2014	2.19%	1.17%
2013	1.87%	0.31%
2012	2.00%	0.00%
2011	2.10%	0.00%
2010	1.97%	0.00%
2009	2.72%	0.00%
2008	3.17%	0.00%
2007	1.86%	0.00%
2006	1.75%	0.00%
2005	1.51%	0.00%
2004	1.26%	0.00%
2003	2.01%	0.00%
2002	2.54%	0.00%
2001	2.57%	0.00%
2000	2.33%	0.00%
1999	0.72%	0.00%