GFL vs AIT

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

Both GFL and AIT are from the Industrials sector.

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

GFL vs AIT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

GFL

$13B

AIT

$13B

Max Drawdown

Winner

GFL

42.85%

AIT

60.53%

Sharpe Ratio

GFL

-1.35

Winner

AIT

1.55

5Y Beta

Winner

GFL

0.48

AIT

1.17

Industry

GFL

Waste Management

AIT

Industrial Distribution

P/E Ratio

GFL

78.86

Winner

AIT

32.22

Forward P/E

GFL

44.05

Winner

AIT

28.17

PEG Ratio

GFL

N/A

AIT

3.92

Dividend Yield

GFL

0.23%

Winner

AIT

0.58%

5Y Dividends CAGR

Winner

GFL

14.44%

AIT

13.05%

5Y EPS CAGR

GFL

N/A

AIT

24.82%

Debt to Equity

GFL

135.90%

Winner

AIT

19.64%

Free Cash Flow Yield

GFL

0.52%

Winner

AIT

3.71%

GFL vs AIT - Historical Returns

Returns include dividend reinvestment.

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

GFL

-6.47%

Winner

AIT

+10.73%

GFL

-17.10%

Winner

AIT

+30.95%

GFL

-19.17%

Winner

AIT

+30.70%

GFL

-29.40%

Winner

AIT

+50.49%

5Y(CAGR)

GFL

+2.74%

Winner

AIT

+33.06%

10Y(CAGR)

GFL

N/A

AIT

+24.03%

Max(CAGR)

GFL

+12.60%

Winner

AIT

+17.93%

GFL vs AIT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	GFL	AIT
2026	-18.08%	+30.62%
2025	-3.62%	+8.41%
2024	+31.86%	+41.57%
2023	+17.72%	+39.56%
2022	-22.46%	+24.41%
2021	+36.33%	+36.16%
2020	+73.97%	+19.49%
2019	N/A	+27.76%
2018	N/A	-19.25%
2017	N/A	+15.04%
2016	N/A	+53.09%
2015	N/A	-7.75%
2014	N/A	-3.40%
2013	N/A	+14.96%
2012	N/A	+20.64%
2011	N/A	+9.11%
2010	N/A	+46.82%
2009	N/A	+13.06%
2008	N/A	-29.65%
2007	N/A	+11.91%
2006	N/A	+14.12%
2005	N/A	+32.02%
2004	N/A	+70.53%
2003	N/A	+31.81%
2002	N/A	+4.95%
2001	N/A	-3.28%
2000	N/A	+27.15%
1999	N/A	+4.67%

GFL vs AIT Drawdown Comparison

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

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

The current GFL drawdown is -31.85%.

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

Correlation

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

0.78

-101

Dividend Comparison (1999 - 2026)

GFL vs AIT dividend yield comparison.

Year	GFL	AIT
2026	0.09%	0.30%
2025	0.14%	0.72%
2024	0.12%	0.62%
2023	0.15%	0.81%
2022	0.16%	1.08%
2021	0.11%	1.29%
2020	0.10%	1.64%
2019	0.00%	1.86%
2018	0.00%	2.22%
2017	0.00%	1.70%
2016	0.00%	1.89%
2015	0.00%	2.67%
2014	0.00%	2.19%
2013	0.00%	1.87%
2012	0.00%	2.00%
2011	0.00%	2.10%
2010	0.00%	1.97%
2009	0.00%	2.72%
2008	0.00%	3.17%
2007	0.00%	1.86%
2006	0.00%	1.75%
2005	0.00%	1.51%
2004	0.00%	1.26%
2003	0.00%	2.01%
2002	0.00%	2.54%
2001	0.00%	2.57%
2000	0.00%	2.33%
1999	0.00%	0.72%