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AIT vs ERIE

Comparison between Applied Industrial Technologies Inc (AIT, Company) and Erie Indemnity Co. - Class A (ERIE, Company).

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

5-Year PerformanceAIT has outperformed ERIE, delivering a return of +28.8% compared to +5.7%

AIT vs ERIE - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
AIT
$12B
ERIE
$12B
Max Drawdown
Winner
AIT
60.53%
ERIE
61.96%
Sharpe Ratio
Winner
AIT
1.28
ERIE
-1.48
5Y Beta
AIT
1.19
ERIE
N/A
Industry
AIT
Industrial Distribution
ERIE
Insurance Brokers
P/E Ratio
AIT
29.81
Winner
ERIE
20.31
Forward P/E
AIT
26.95
Winner
ERIE
26.74
PEG Ratio
AIT
3.63
Winner
ERIE
2.67
Dividend Yield
AIT
0.60%
Winner
ERIE
2.58%
5Y Dividends CAGR
Winner
AIT
13.05%
ERIE
3.19%
5Y EPS CAGR
Winner
AIT
24.82%
ERIE
13.73%
Debt to Equity
AIT
19.64%
Winner
ERIE
0.00%
Free Cash Flow Yield
AIT
4.00%
Winner
ERIE
4.62%
P/S Ratio
Winner
AIT
2.39
ERIE
2.82
P/B Ratio
AIT
6.21
Winner
ERIE
4.90

AIT vs ERIE - Historical Returns

Returns include dividend reinvestment.

1M
AIT
+4.72%
Winner
ERIE
+5.89%
3M
Winner
AIT
+20.88%
ERIE
-10.05%
6M
Winner
AIT
+25.94%
ERIE
-16.68%
1Y
Winner
AIT
+39.48%
ERIE
-35.56%
5Y(CAGR)
Winner
AIT
+28.75%
ERIE
+5.68%
10Y(CAGR)
Winner
AIT
+22.98%
ERIE
+11.22%
Max(CAGR)
Winner
AIT
+17.75%
ERIE
+10.66%

AIT vs ERIE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAITERIE
2026+24.81%-16.80%
2025+8.41%-28.92%
2024+41.57%+24.67%
2023+39.56%+39.75%
2022+24.41%+31.76%
2021+36.16%-18.76%
2020+19.49%+53.13%
2019+27.76%+30.09%
2018-19.25%+14.91%
2017+15.04%+10.96%
2016+53.09%+21.90%
2015-7.75%+10.52%
2014-3.40%+29.89%
2013+14.96%+8.06%
2012+20.64%-4.19%
2011+9.11%+21.00%
2010+46.82%+71.55%
2009+13.06%+8.54%
2008-29.65%-23.30%
2007+11.91%-7.83%
2006+14.12%+11.45%
2005+32.02%+4.58%
2004+70.53%+27.59%
2003+31.81%+18.16%
2002+4.95%-2.49%
2001-3.28%+30.77%
2000+27.15%-1.93%
1999+4.67%+1.57%

AIT vs ERIE Drawdown Comparison

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

The maximum drawdown for ERIE was -60.86%, occurring on Jun 3, 2026. This drawdown has not yet recovered.

The current ERIE drawdown is -56.82%.

RankAITERIE
#1-59.29%
Sep 21, 2018 - Nov 23, 2020
-60.86%
Sep 24, 2024 - Jun 3, 2026
#2-57.17%
Oct 31, 2007 - Oct 21, 2010
-50.77%
Sep 18, 2007 - Sep 1, 2010
#3-32.25%
Apr 19, 2006 - Jul 3, 2007
-49.12%
Jul 25, 2019 - Jan 8, 2021
#4-30.33%
Jul 7, 2011 - Jan 5, 2012
-36.75%
Feb 9, 2021 - Oct 31, 2022
#5-28.67%
May 23, 2002 - Jun 17, 2003
-27.64%
Nov 30, 2022 - Aug 9, 2023
#6-27.51%
Aug 1, 2013 - Oct 27, 2016
-27.08%
Nov 30, 1999 - May 16, 2001
#7-26.42%
Nov 26, 2024 - Jan 13, 2026
-24.03%
May 6, 2002 - Feb 9, 2004
#8-24.72%
Dec 21, 2004 - May 18, 2005
-20.26%
Oct 27, 2011 - Mar 15, 2013
#9-23.56%
Dec 28, 2000 - Mar 6, 2002
-17.94%
Jul 22, 2013 - Oct 17, 2014
#10-22.88%
Jan 23, 2004 - Apr 22, 2004
-17.64%
May 31, 2001 - Jul 30, 2001
#11-20.98%
May 14, 2021 - Nov 12, 2021
-15.91%
Mar 7, 2024 - Jul 26, 2024
#12-19.97%
Jul 19, 2007 - Aug 24, 2007
-15.67%
Jul 21, 2011 - Oct 10, 2011
#13-19.01%
May 4, 2022 - Aug 11, 2022
-13.29%
Feb 23, 2015 - Nov 18, 2015
#14-18.97%
Feb 29, 2000 - Aug 10, 2000
-12.66%
Jul 28, 2017 - Aug 1, 2018
#15-18.56%
Aug 11, 2022 - Oct 27, 2022
-12.36%
Oct 17, 2023 - Dec 11, 2023

Correlation

Correlation between AIT and ERIE is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (1999 - 2026)

AIT vs ERIE dividend yield comparison.

YearAITERIE
20260.32%1.28%
20250.72%1.90%
20240.62%1.24%
20230.81%1.42%
20221.08%1.79%
20211.29%2.15%
20201.64%2.39%
20191.86%2.17%
20182.22%2.52%
20171.70%2.57%
20161.89%1.95%
20152.67%3.61%
20142.19%2.80%
20131.87%2.43%
20122.00%6.94%
20112.10%2.64%
20101.97%2.20%
20092.72%4.69%
20083.17%5.87%
20071.86%3.08%
20061.75%2.48%
20051.51%2.44%
20041.26%1.23%
20032.01%2.30%
20022.54%1.88%
20012.57%1.58%
20002.33%1.81%
19990.72%0.00%

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