AIT vs GFL

Comparison between Applied Industrial Technologies Inc (AIT, Company) and GFL Environmental Inc (Sub Voting) (GFL, Company).

Both AIT and GFL are from the Industrials sector.

5-Year PerformanceAIT has outperformed GFL, delivering a return of +33.1% compared to +2.7%

AIT vs GFL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AIT(COMPANY)	GFL(COMPANY)
Market Cap	$13B	$13B
Max Drawdown	60.53%	42.85%
Sharpe Ratio	1.55	-1.35
5Y Beta	1.17	0.48
Industry	Industrial Distribution	Waste Management
P/E Ratio	32.22	78.86
Forward P/E	28.17	44.05
PEG Ratio	3.92	N/A
Dividend Yield	0.58%	0.23%
5Y Dividends CAGR	13.05%	14.44%
5Y EPS CAGR	24.82%	N/A
Debt to Equity	19.64%	135.90%
Free Cash Flow Yield	3.71%	0.52%

Market Cap

AIT

$13B

Winner

GFL

$13B

Max Drawdown

AIT

60.53%

Winner

GFL

42.85%

Sharpe Ratio

Winner

AIT

1.55

GFL

-1.35

5Y Beta

AIT

1.17

Winner

GFL

0.48

Industry

AIT

Industrial Distribution

GFL

Waste Management

P/E Ratio

Winner

AIT

32.22

GFL

78.86

Forward P/E

Winner

AIT

28.17

GFL

44.05

PEG Ratio

AIT

3.92

GFL

N/A

Dividend Yield

Winner

AIT

0.58%

GFL

0.23%

5Y Dividends CAGR

AIT

13.05%

Winner

GFL

14.44%

5Y EPS CAGR

AIT

24.82%

GFL

N/A

Debt to Equity

Winner

AIT

19.64%

GFL

135.90%

Free Cash Flow Yield

Winner

AIT

3.71%

GFL

0.52%

AIT vs GFL - Historical Returns

Returns include dividend reinvestment.

Period	AIT	GFL
1 month	+10.73%	-6.47%
3 months	+30.95%	-17.10%
6 months	+30.70%	-19.17%
1 year	+50.49%	-29.40%
5 years(CAGR)	+33.06%	+2.74%
10 years(CAGR)	+24.03%	N/A
Max(CAGR)	+17.93%	+12.60%

Winner

AIT

+10.73%

GFL

-6.47%

Winner

AIT

+30.95%

GFL

-17.10%

Winner

AIT

+30.70%

GFL

-19.17%

Winner

AIT

+50.49%

GFL

-29.40%

5Y(CAGR)

Winner

AIT

+33.06%

GFL

+2.74%

10Y(CAGR)

AIT

+24.03%

GFL

N/A

Max(CAGR)

Winner

AIT

+17.93%

GFL

+12.60%

AIT vs GFL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	AIT	GFL
2026	+30.62%	-18.08%
2025	+8.41%	-3.62%
2024	+41.57%	+31.86%
2023	+39.56%	+17.72%
2022	+24.41%	-22.46%
2021	+36.16%	+36.33%
2020	+19.49%	+73.97%
2019	+27.76%	N/A
2018	-19.25%	N/A
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 GFL Drawdown Comparison

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

The maximum drawdown for GFL was -42.75%, occurring on Oct 14, 2022. Recovery took 690 trading sessions.

The current GFL drawdown is -31.85%.

Rank	AIT	GFL
#1	-59.29% Sep 21, 2018 - Nov 23, 2020	-42.75% Nov 18, 2021 - Aug 20, 2024
#2	-57.17% Oct 31, 2007 - Oct 21, 2010	-34.88% May 5, 2025 - May 29, 2026
#3	-32.25% Apr 19, 2006 - Jul 3, 2007	-29.41% Mar 4, 2020 - May 13, 2020
#4	-30.33% Jul 7, 2011 - Jan 5, 2012	-21.85% Aug 5, 2020 - Oct 13, 2020
#5	-28.67% May 23, 2002 - Jun 17, 2003	-15.53% Oct 13, 2020 - Nov 11, 2020
#6	-27.51% Aug 1, 2013 - Oct 27, 2016	-15.52% Apr 9, 2021 - Sep 8, 2021
#7	-26.42% Nov 26, 2024 - Jan 13, 2026	-12.03% Mar 27, 2025 - Apr 14, 2025
#8	-24.72% Dec 21, 2004 - May 18, 2005	-11.76% Jun 1, 2020 - Jul 23, 2020
#9	-23.56% Dec 28, 2000 - Mar 6, 2002	-11.39% Nov 29, 2024 - Mar 5, 2025
#10	-22.88% Jan 23, 2004 - Apr 22, 2004	-10.79% Jan 19, 2021 - Mar 1, 2021
#11	-20.98% May 14, 2021 - Nov 12, 2021	-9.96% Aug 23, 2024 - Nov 6, 2024
#12	-19.97% Jul 19, 2007 - Aug 24, 2007	-7.07% Nov 2, 2021 - Nov 18, 2021
#13	-19.01% May 4, 2022 - Aug 11, 2022	-6.13% Dec 9, 2020 - Dec 30, 2020
#14	-18.97% Feb 29, 2000 - Aug 10, 2000	-5.76% Mar 3, 2021 - Mar 10, 2021
#15	-18.56% Aug 11, 2022 - Oct 27, 2022	-4.73% Dec 31, 2020 - Jan 7, 2021

Correlation

Correlation between AIT and GFL is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78

-101

Dividend Comparison (1999 - 2026)

AIT vs GFL dividend yield comparison.

Year	AIT	GFL
2026	0.30%	0.09%
2025	0.72%	0.14%
2024	0.62%	0.12%
2023	0.81%	0.15%
2022	1.08%	0.16%
2021	1.29%	0.11%
2020	1.64%	0.10%
2019	1.86%	0.00%
2018	2.22%	0.00%
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%