AIT vs MSM
AIT: Applied Industrial Technologies is a specialized distributor and technical solutions provider that keeps critical industrial equipment running through advanced motion control, fluid power, and automation expertise. MSM: A leading North American distributor of metalworking and MRO products that helps industrial customers optimize plant floor productivity through supply chain and inventory management solutions.
Side-by-side fundamentals
| Metric | AIT | MSM | Edge |
|---|---|---|---|
| Price as of 2026-10-21 close | $338.89 | $132.82 | |
| Market cap | $12.4B | $7.4B | |
| P/E as of 2026-10-21 | 30.95 | 32.08 | AIT lower |
| PEG as of 2026-10-21, 3-year EPS CAGR to FY2026 | 4.18 | n/a | |
| Net margin | +8.3% | +5.3% | AIT higher |
| Gross margin | +30.3% | +40.8% | MSM higher |
| Operating margin | +11.1% | +8.0% | AIT higher |
| ROE | +22.3% | +14.4% | AIT higher |
| ROA | +13.8% | +8.1% | AIT higher |
| Debt / equity | 0.14 | 0.36 | AIT lower |
| Revenue growth (YoY) | +8.8% | -1.4% | AIT higher |
| Revenue CAGR (3y) SEC XBRL | +4.0% | +0.7% | AIT higher |
| Dividend yield as of 2026-09-03 | +0.6% | +2.8% | MSM higher |
| Dividend streak (yrs) SEC XBRL | 18 | 3 | AIT higher |
| Beta as of 2026-09-03 | 1.17 | 0.79 | |
| 1-year return as of 2026-10-21 close | +31.0% | +50.9% | MSM higher |
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-21.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.