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AIT vs SPY

Comparison between Applied Industrial Technologies Inc (AIT, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceAIT has outperformed SPY, delivering a return of +31.7% compared to +13.2%

AIT vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
AIT
$13B
Winner
SPY
$784B
Expense Ratio
AIT
N/A
SPY
0.09%
Max Drawdown
AIT
60.53%
Winner
SPY
56.47%
Sharpe Ratio
AIT
1.43
Winner
SPY
1.54
5Y Beta
AIT
1.18
Winner
SPY
1.00
Industry
AIT
Industrial Distribution
SPY
N/A
P/E Ratio
AIT
32.22
Winner
SPY
27.62
Forward P/E
AIT
28.90
Winner
SPY
21.11
PEG Ratio
AIT
3.92
SPY
N/A
Dividend Yield
AIT
0.56%
SPY
N/A
5Y Dividends CAGR
Winner
AIT
13.05%
SPY
6.00%
5Y EPS CAGR
AIT
24.82%
Winner
SPY
25.30%
Debt to Equity
Winner
AIT
19.64%
SPY
31.11%
Free Cash Flow Yield
AIT
3.71%
SPY
N/A
P/S Ratio
Winner
AIT
2.58
SPY
3.49
P/B Ratio
AIT
6.72
Winner
SPY
5.30

AIT vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
AIT
+7.75%
SPY
-1.37%
3M
Winner
AIT
+26.40%
SPY
+12.22%
6M
Winner
AIT
+25.98%
SPY
+7.20%
1Y
Winner
AIT
+43.67%
SPY
+23.58%
5Y(CAGR)
Winner
AIT
+31.66%
SPY
+13.19%
10Y(CAGR)
Winner
AIT
+23.45%
SPY
+15.12%
Max(CAGR)
Winner
AIT
+17.83%
SPY
+8.44%

AIT vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAITSPY
2026+27.89%+7.95%
2025+8.41%+18.00%
2024+41.57%+25.59%
2023+39.56%+26.72%
2022+24.41%-18.64%
2021+36.16%+30.52%
2020+19.49%+17.28%
2019+27.76%+31.09%
2018-19.25%-5.24%
2017+15.04%+20.78%
2016+53.09%+13.59%
2015-7.75%+1.31%
2014-3.40%+14.56%
2013+14.96%+29.00%
2012+20.64%+14.17%
2011+9.11%+0.85%
2010+46.82%+13.14%
2009+13.06%+22.67%
2008-29.65%-36.25%
2007+11.91%+5.32%
2006+14.12%+13.85%
2005+32.02%+5.32%
2004+70.53%+10.75%
2003+31.81%+24.18%
2002+4.95%-22.42%
2001-3.28%-10.13%
2000+27.15%-8.84%
1999+4.67%+8.61%

AIT vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current AIT drawdown is -2.12%. The current SPY drawdown is -3.18%.

RankAITSPY
#1-59.29%
Sep 21, 2018 - Nov 23, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-57.17%
Oct 31, 2007 - Oct 21, 2010		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-32.25%
Apr 19, 2006 - Jul 3, 2007		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-30.33%
Jul 7, 2011 - Jan 5, 2012		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-28.67%
May 23, 2002 - Jun 17, 2003		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-27.51%
Aug 1, 2013 - Oct 27, 2016		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-26.42%
Nov 26, 2024 - Jan 13, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-24.72%
Dec 21, 2004 - May 18, 2005		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-23.56%
Dec 28, 2000 - Mar 6, 2002		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-22.88%
Jan 23, 2004 - Apr 22, 2004		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-20.98%
May 14, 2021 - Nov 12, 2021		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-19.97%
Jul 19, 2007 - Aug 24, 2007		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-19.01%
May 4, 2022 - Aug 11, 2022		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-18.97%
Feb 29, 2000 - Aug 10, 2000		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-18.56%
Aug 11, 2022 - Oct 27, 2022		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between AIT and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (1999 - 2026)

AIT vs SPY dividend yield comparison.

YearAITSPY
20260.31%0.50%
20250.72%1.07%
20240.62%1.21%
20230.81%1.40%
20221.08%1.65%
20211.29%1.20%
20201.64%1.52%
20191.86%1.75%
20182.22%2.04%
20171.70%1.80%
20161.89%2.03%
20152.67%2.06%
20142.19%1.87%
20131.87%1.81%
20122.00%2.18%
20112.10%2.05%
20101.97%1.80%
20092.72%1.95%
20083.17%3.02%
20071.86%1.85%
20061.75%1.73%
20051.51%1.73%
20041.26%1.82%
20032.01%1.47%
20022.54%1.70%
20012.57%1.25%
20002.33%1.15%
19990.72%0.24%

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