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Applied Industrial Technologies vs Cummins: Valuation, Growth and Quality Compared

The structural profiles are close, with Cummins carrying a narrow edge on growth. The remaining gap is narrow enough that the comparison remains open to different readings. The market setup is mixed, without a decisive signal in either direction. The market is not adding a decisive signal either way — the structural read carries the weight.

The comparison is based on similar long-term financial trajectories, not sector labels.

Updated 2026-04-05

The comparison stays tight enough that no single part of the profile fully breaks it open.

Trajectory Similarity
0.81
Similar
Peer-set rank: #14
within Applied Industrial Technologies, Inc.'s functional peer set

These two companies are linked by measured long-term financial trajectory similarity within the selected peer universe.

The pair sits on a clearly comparable long-term path, though it is not a near-twin match.

The clearest structural overlap shows up in recent revenue growth and capital structure.

Similarity drivers
recent revenue growthcapital structure
How to read the score
0.85–1.00 · Very similar0.70–0.84 · Similar0.55–0.69 · Moderately similarbelow 0.55 · Loose match
Peer-Relative Score
AIT
Applied Industrial Technologies, Inc.
62
Peer-Score
Signal qualityMedium
vs
CMI
Cummins Inc.
64
Peer-Score
Signal qualityMedium

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

Score differences across key dimensions.

Dimension spread: AIT vs CMI Profitability 56 61 Stability 61 60 Valuation 67 70 Growth 67 61 AIT CMI
Gap Ranking
#1 Growth +6
#2 Profitability +5
#3 Valuation +3
#4 Stability +1
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for AIT and CMI Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer AITCMI Relative valuation Structural strength

The setup remains mixed because the stronger profile and the more supportive price setup do not sit on the same side.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

What else supports the lead

Market confirmation also leans toward Cummins Inc., which makes the lead look better backed by actual market behaviour.

What this means for the comparison

The lead is visible, but it is still concentrated in one main area.

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Other close comparisons

Explore how AIT and CMI each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.