AIT vs EQH

Comparison between Applied Industrial Technologies Inc (AIT, Company) and Equitable Holdings Inc (EQH, Company).

AIT is from the Industrials sector, while EQH is from the Financial Services sector.

5-Year PerformanceAIT has outperformed EQH, delivering a return of +27.6% compared to +7.8%

AIT vs EQH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AIT(COMPANY)	EQH(COMPANY)
Market Cap	$12B	$12B
Max Drawdown	60.53%	61.62%
Sharpe Ratio	1.31	-0.59
5Y Beta	1.22	N/A
Industry	Industrial Distribution	Asset Management
P/E Ratio	29.81	-15.23
Forward P/E	26.60	4.58
PEG Ratio	3.63	N/A
Dividend Yield	0.62%	0.07%
5Y Dividends CAGR	13.05%	9.72%
5Y EPS CAGR	24.82%	-30.68%
Debt to Equity	19.64%	1405.49%
Free Cash Flow Yield	4.00%	9.06%

Market Cap

AIT

$12B

Winner

EQH

$12B

Max Drawdown

Winner

AIT

60.53%

EQH

61.62%

Sharpe Ratio

Winner

AIT

1.31

EQH

-0.59

5Y Beta

AIT

1.22

EQH

N/A

Industry

AIT

Industrial Distribution

EQH

Asset Management

P/E Ratio

AIT

29.81

Winner

EQH

-15.23

Forward P/E

AIT

26.60

Winner

EQH

4.58

PEG Ratio

AIT

3.63

EQH

N/A

Dividend Yield

Winner

AIT

0.62%

EQH

0.07%

5Y Dividends CAGR

Winner

AIT

13.05%

EQH

9.72%

5Y EPS CAGR

Winner

AIT

24.82%

EQH

-30.68%

Debt to Equity

Winner

AIT

19.64%

EQH

1405.49%

Free Cash Flow Yield

AIT

4.00%

Winner

EQH

9.06%

AIT vs EQH - Historical Returns

Returns include dividend reinvestment.

Period	AIT	EQH
1 month	+5.09%	-0.41%
3 months	+10.86%	+3.58%
6 months	+21.97%	-11.02%
1 year	+36.75%	-21.54%
5 years(CAGR)	+27.60%	+7.77%
10 years(CAGR)	+23.11%	+11.97%
Max(CAGR)	+17.63%	+11.97%

Winner

AIT

+5.09%

EQH

-0.41%

Winner

AIT

+10.86%

EQH

+3.58%

Winner

AIT

+21.97%

EQH

-11.02%

Winner

AIT

+36.75%

EQH

-21.54%

5Y(CAGR)

Winner

AIT

+27.60%

EQH

+7.77%

10Y(CAGR)

Winner

AIT

+23.11%

EQH

+11.97%

Max(CAGR)

Winner

AIT

+17.63%

EQH

+11.97%

AIT vs EQH - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	AIT	EQH
2026	+20.88%	-13.16%
2025	+8.41%	+2.13%
2024	+41.57%	+45.79%
2023	+39.56%	+19.98%
2022	+24.41%	-11.54%
2021	+36.16%	+35.63%
2020	+19.49%	+6.06%
2019	+27.76%	+55.18%
2018	-19.25%	-17.22%
2017	+15.04%	N/A
2016	+53.09%	N/A
2015	-7.75%	N/A
2014	-3.40%	N/A
2013	+14.96%	N/A
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 EQH Drawdown Comparison

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

The maximum drawdown for EQH was -61.31%, occurring on Mar 23, 2020. Recovery took 194 trading sessions.

The current AIT drawdown is -0.77%. The current EQH drawdown is -24.91%.

Rank	AIT	EQH
#1	-59.29% Sep 21, 2018 - Nov 23, 2020	-61.31% Feb 20, 2020 - Nov 24, 2020
#2	-57.17% Oct 31, 2007 - Oct 21, 2010	-35.87% Jun 30, 2025 - Mar 27, 2026
#3	-32.25% Apr 19, 2006 - Jul 3, 2007	-35.10% Feb 10, 2022 - Dec 14, 2023
#4	-30.33% Jul 7, 2011 - Jan 5, 2012	-34.83% Sep 4, 2018 - May 3, 2019
#5	-28.67% May 23, 2002 - Jun 17, 2003	-20.65% Feb 19, 2025 - Jun 26, 2025
#6	-27.51% Aug 1, 2013 - Oct 27, 2016	-19.60% May 5, 2021 - Nov 4, 2021
#7	-26.42% Nov 26, 2024 - Jan 13, 2026	-15.04% Jul 31, 2024 - Oct 11, 2024
#8	-24.72% Dec 21, 2004 - May 18, 2005	-13.18% Nov 4, 2021 - Jan 7, 2022
#9	-23.56% Dec 28, 2000 - Mar 6, 2002	-13.03% Jul 24, 2019 - Sep 27, 2019
#10	-22.88% Jan 23, 2004 - Apr 22, 2004	-12.24% May 3, 2019 - Jul 23, 2019
#11	-20.98% May 14, 2021 - Nov 12, 2021	-11.55% Nov 6, 2024 - Jan 15, 2025
#12	-19.97% Jul 19, 2007 - Aug 24, 2007	-11.29% Jan 14, 2021 - Feb 16, 2021
#13	-19.01% May 4, 2022 - Aug 11, 2022	-11.09% Jan 14, 2022 - Feb 9, 2022
#14	-18.97% Feb 29, 2000 - Aug 10, 2000	-10.91% Sep 27, 2019 - Oct 28, 2019
#15	-18.56% Aug 11, 2022 - Oct 27, 2022	-8.85% Dec 4, 2020 - Jan 12, 2021

Correlation

Correlation between AIT and EQH is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (1999 - 2026)

AIT vs EQH dividend yield comparison.

Year	AIT	EQH
2026	0.33%	0.65%
2025	0.72%	2.20%
2024	0.62%	1.99%
2023	0.81%	2.58%
2022	1.08%	2.72%
2021	1.29%	2.17%
2020	1.64%	2.58%
2019	1.86%	2.34%
2018	2.22%	1.56%
2017	1.70%	0.00%
2016	1.89%	0.00%
2015	2.67%	0.00%
2014	2.19%	0.00%
2013	1.87%	0.00%
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%