AIT vs PEN

Comparison between Applied Industrial Technologies Inc (AIT, Company) and Penumbra Inc (PEN, Company).

AIT is from the Industrials sector, while PEN is from the Healthcare sector.

5-Year PerformanceAIT has outperformed PEN, delivering a return of +31.6% compared to +2.2%

AIT vs PEN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AIT(COMPANY)	PEN(COMPANY)
Market Cap	$12B	$12B
Max Drawdown	60.53%	62.64%
Sharpe Ratio	1.44	0.70
5Y Beta	1.18	0.51
Industry	Industrial Distribution	Medical Devices
P/E Ratio	31.83	75.58
Forward P/E	28.49	62.50
PEG Ratio	3.87	0.73
Dividend Yield	0.57%	N/A
5Y Dividends CAGR	13.05%	N/A
5Y EPS CAGR	24.82%	46.16%
Debt to Equity	19.64%	0.00%
Free Cash Flow Yield	3.75%	1.71%
P/S Ratio	2.55	8.61
P/B Ratio	6.63	8.44

Market Cap

Winner

AIT

$12B

PEN

$12B

Max Drawdown

Winner

AIT

60.53%

PEN

62.64%

Sharpe Ratio

Winner

AIT

1.44

PEN

0.70

5Y Beta

AIT

1.18

Winner

PEN

0.51

Industry

AIT

Industrial Distribution

PEN

Medical Devices

P/E Ratio

Winner

AIT

31.83

PEN

75.58

Forward P/E

Winner

AIT

28.49

PEN

62.50

PEG Ratio

AIT

3.87

Winner

PEN

0.73

Dividend Yield

AIT

0.57%

PEN

N/A

5Y Dividends CAGR

AIT

13.05%

PEN

N/A

5Y EPS CAGR

AIT

24.82%

Winner

PEN

46.16%

Debt to Equity

AIT

19.64%

Winner

PEN

0.00%

Free Cash Flow Yield

Winner

AIT

3.75%

PEN

1.71%

P/S Ratio

Winner

AIT

2.55

PEN

8.61

P/B Ratio

Winner

AIT

6.63

PEN

8.44

AIT vs PEN - Historical Returns

Returns include dividend reinvestment.

Period	AIT	PEN
1 month	+8.25%	-3.53%
3 months	+29.58%	-5.88%
6 months	+27.72%	-0.11%
1 year	+46.17%	+24.86%
5 years(CAGR)	+31.62%	+2.25%
10 years(CAGR)	+24.49%	+18.78%
Max(CAGR)	+17.90%	+20.82%

Winner

AIT

+8.25%

PEN

-3.53%

Winner

AIT

+29.58%

PEN

-5.88%

Winner

AIT

+27.72%

PEN

-0.11%

Winner

AIT

+46.17%

PEN

+24.86%

5Y(CAGR)

Winner

AIT

+31.62%

PEN

+2.25%

10Y(CAGR)

Winner

AIT

+24.49%

PEN

+18.78%

Max(CAGR)

AIT

+17.90%

Winner

PEN

+20.82%

AIT vs PEN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	AIT	PEN
2026	+30.25%	+2.33%
2025	+8.41%	+29.55%
2024	+41.57%	-2.98%
2023	+39.56%	+13.72%
2022	+24.41%	-21.66%
2021	+36.16%	+63.62%
2020	+19.49%	+6.84%
2019	+27.76%	+33.48%
2018	-19.25%	+35.25%
2017	+15.04%	+46.92%
2016	+53.09%	+14.52%
2015	-7.75%	+30.29%
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 PEN Drawdown Comparison

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

The maximum drawdown for PEN was -62.64%, occurring on Jun 16, 2022. Recovery took 511 trading sessions.

The current AIT drawdown is -1.90%. The current PEN drawdown is -11.90%.

Rank	AIT	PEN
#1	-59.29% Sep 21, 2018 - Nov 23, 2020	-62.64% Apr 28, 2021 - May 9, 2023
#2	-57.17% Oct 31, 2007 - Oct 21, 2010	-52.44% Jun 30, 2023 - Jan 15, 2026
#3	-32.25% Apr 19, 2006 - Jul 3, 2007	-35.86% Nov 12, 2020 - Feb 9, 2021
#4	-30.33% Jul 7, 2011 - Jan 5, 2012	-35.83% Feb 19, 2020 - Jul 8, 2020
#5	-28.67% May 23, 2002 - Jun 17, 2003	-31.65% Jun 6, 2018 - Jun 14, 2019
#6	-27.51% Aug 1, 2013 - Oct 27, 2016	-28.12% Jul 24, 2019 - Feb 11, 2020
#7	-26.42% Nov 26, 2024 - Jan 13, 2026	-26.97% Nov 9, 2017 - Mar 6, 2018
#8	-24.72% Dec 21, 2004 - May 18, 2005	-26.12% Sep 22, 2016 - Feb 21, 2017
#9	-23.56% Dec 28, 2000 - Mar 6, 2002	-24.61% Jan 4, 2016 - Jun 6, 2016
#10	-22.88% Jan 23, 2004 - Apr 22, 2004	-21.70% Aug 13, 2020 - Oct 27, 2020
#11	-20.98% May 14, 2021 - Nov 12, 2021	-13.42% Dec 1, 2015 - Dec 11, 2015
#12	-19.97% Jul 19, 2007 - Aug 24, 2007	-12.79% Mar 1, 2021 - Apr 23, 2021
#13	-19.01% May 4, 2022 - Aug 11, 2022	-12.45% Oct 8, 2015 - Nov 13, 2015
#14	-18.97% Feb 29, 2000 - Aug 10, 2000	-12.03% Jan 27, 2026 - Jun 17, 2026
#15	-18.56% Aug 11, 2022 - Oct 27, 2022	-11.94% Jun 23, 2017 - Oct 2, 2017