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AIT vs BF-B

Comparison between Applied Industrial Technologies Inc (AIT, Company) and Brown-Forman Corp - Class B (BF-B, Company).

AIT is from the Industrials sector, while BF-B is from the Consumer Defensive sector.

5-Year PerformanceAIT has outperformed BF-B, delivering a return of +33.9% compared to -14.8%

AIT vs BF-B - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
AIT
$13B
BF-B
$13B
Max Drawdown
Winner
AIT
60.53%
BF-B
72.13%
Sharpe Ratio
Winner
AIT
1.10
BF-B
-0.00
5Y Beta
AIT
1.16
Winner
BF-B
0.37
Industry
AIT
Industrial Distribution
BF-B
Beverages - Wineries & Distilleries
P/E Ratio
AIT
34.13
Winner
BF-B
18.60
Forward P/E
AIT
29.50
Winner
BF-B
16.81
PEG Ratio
AIT
4.15
Winner
BF-B
2.17
Dividend Yield
AIT
0.53%
Winner
BF-B
3.21%
5Y Dividends CAGR
Winner
AIT
13.05%
BF-B
5.22%
5Y EPS CAGR
Winner
AIT
24.82%
BF-B
-5.00%
Debt to Equity
Winner
AIT
19.64%
BF-B
60.55%
Free Cash Flow Yield
AIT
3.50%
Winner
BF-B
6.74%
P/S Ratio
Winner
AIT
2.72
BF-B
3.31
P/B Ratio
AIT
6.86
Winner
BF-B
3.28

AIT vs BF-B - Historical Returns

Returns include dividend reinvestment.

1M
AIT
+9.26%
Winner
BF-B
+9.79%
3M
Winner
AIT
+14.00%
BF-B
+5.69%
6M
Winner
AIT
+23.47%
BF-B
-2.27%
1Y
Winner
AIT
+36.44%
BF-B
-4.19%
5Y(CAGR)
Winner
AIT
+33.90%
BF-B
-14.82%
10Y(CAGR)
Winner
AIT
+24.09%
BF-B
-1.37%
Max(CAGR)
Winner
AIT
+18.10%
BF-B
+7.58%

AIT vs BF-B - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAITBF-B
2026+38.74%+10.10%
2025+8.41%-27.79%
2024+41.57%-31.93%
2023+39.56%-10.99%
2022+24.41%-7.24%
2021+36.16%-4.36%
2020+19.49%+19.62%
2019+27.76%+48.46%
2018-19.25%-9.76%
2017+15.04%+54.41%
2016+53.09%-6.24%
2015-7.75%+14.02%
2014-3.40%+19.19%
2013+14.96%+20.04%
2012+20.64%+26.85%
2011+9.11%+18.34%
2010+46.82%+33.99%
2009+13.06%+4.06%
2008-29.65%-8.38%
2007+11.91%+16.68%
2006+14.12%-5.66%
2005+32.02%+46.75%
2004+70.53%+6.49%
2003+31.81%+42.63%
2002+4.95%+6.38%
2001-3.28%-2.01%
2000+27.15%+18.91%
1999+4.67%-15.55%

AIT vs BF-B Drawdown Comparison

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

The maximum drawdown for BF-B was -68.95%, occurring on Mar 20, 2026. This drawdown has not yet recovered.

The current BF-B drawdown is -61.17%.

RankAITBF-B
#1-59.29%
Sep 21, 2018 - Nov 23, 2020
-68.95%
Nov 24, 2020 - Mar 20, 2026
#2-57.17%
Oct 31, 2007 - Oct 21, 2010
-39.98%
Jun 5, 2008 - Jun 15, 2010
#3-32.25%
Apr 19, 2006 - Jul 3, 2007
-37.33%
Nov 8, 1999 - Nov 21, 2000
#4-30.33%
Jul 7, 2011 - Jan 5, 2012
-35.17%
Jan 23, 2020 - Aug 17, 2020
#5-28.67%
May 23, 2002 - Jun 17, 2003
-25.58%
May 2, 2002 - Apr 2, 2003
#6-27.51%
Aug 1, 2013 - Oct 27, 2016
-22.98%
May 18, 2018 - Aug 26, 2019
#7-26.42%
Nov 26, 2024 - Jan 13, 2026
-20.76%
Mar 17, 2006 - Jun 5, 2008
#8-24.72%
Dec 21, 2004 - May 18, 2005
-18.98%
Aug 6, 2015 - May 22, 2017
#9-23.56%
Dec 28, 2000 - Mar 6, 2002
-18.65%
Jul 7, 2011 - Oct 21, 2011
#10-22.88%
Jan 23, 2004 - Apr 22, 2004
-16.67%
May 22, 2017 - Oct 31, 2017
#11-20.98%
May 14, 2021 - Nov 12, 2021
-15.91%
Feb 13, 2001 - Feb 22, 2002
#12-19.97%
Jul 19, 2007 - Aug 24, 2007
-14.20%
Sep 9, 2020 - Nov 16, 2020
#13-19.01%
May 4, 2022 - Aug 11, 2022
-13.22%
Jun 19, 2014 - Nov 28, 2014
#14-18.97%
Feb 29, 2000 - Aug 10, 2000
-12.77%
Dec 19, 2000 - Feb 8, 2001
#15-18.56%
Aug 11, 2022 - Oct 27, 2022
-12.77%
Sep 7, 2004 - Dec 13, 2004

Correlation

Correlation between AIT and BF-B is 0.49 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.49
-101

Dividend Comparison (1999 - 2026)

AIT vs BF-B dividend yield comparison.

YearAITBF-B
20260.28%1.63%
20250.72%3.49%
20240.62%2.32%
20230.81%1.46%
20221.08%1.17%
20211.29%2.37%
20201.64%0.88%
20191.86%0.99%
20182.22%3.10%
20171.70%1.09%
20161.89%1.54%
20152.67%1.29%
20142.19%1.35%
20131.87%1.40%
20122.00%7.83%
20112.10%1.63%
20101.97%3.19%
20092.72%2.17%
20083.17%2.14%
20071.86%3.92%
20061.75%1.72%
20051.51%1.46%
20041.26%1.81%
20032.01%1.66%
20022.54%2.18%
20012.57%2.14%
20002.33%2.36%
19990.72%0.54%

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