Home Compare AIT vs FAST
Stock Comparison · Industry comparison · Industrial Distribution

Applied Industrial Technologies vs Fastenal Company: Which Stock Looks Stronger in 2026?

Fastenal Company holds the cleaner structural position, with the lead spread across profitability and growth. Applied Industrial Technologies still has the edge on valuation, which keeps the comparison from looking entirely one-sided. In the market, Applied Industrial Technologies carries the stronger setup — intact trend against Fastenal Company's broken trend. That leaves a split case: the structural lead stays with Fastenal Company, but the market is not currently confirming it.

The comparison is based on similar long-term financial trajectories, not sector labels. Both peer scores are relative to the Russell 1000 universe, making them directly comparable.

Updated 2026-05-17

This is not just a one-metric split: both profitability and growth materially support the lead. Fastenal Company leads by 8 points on the overall comparison score.

INDUSTRY COMPARISON

Both operate in: Industrial Distribution

This comparison is based on industry proximity, not on functional trajectory similarity. AIT and FAST share the same industry classification.

For a similarity-based comparison, see how AIT and Fastenal Company each position within their functional peer groups in AssetNext.

Peer-Relative Score
AIT
Applied Industrial Technologies, Inc.
58
Peer-Score
Signal qualitylow
Peer basis: Russell 1000
vs
FAST
Fastenal Company
66
Peer-Score
Signal qualitylow
Peer basis: Russell 1000

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

The largest gaps do not all point in the same direction.

Dimension spread: AIT vs FAST Profitability 60 84 Stability 63 66 Valuation 61 45 Growth 46 69 AIT FAST
Gap Ranking
#1 Profitability +24
#2 Growth +23
#3 Valuation +16
#4 Stability +3
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for AIT and FAST Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer AITFAST Relative valuation Structural strength

Fastenal Company still looks cheaper, even though Applied Industrial Technologies, Inc. remains structurally stronger.

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

Entry today — historical context

Where AIT and FAST each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY AIT Elevated · above norm 0th 50th 100th 10 pct gap FAST Elevated · above norm 0th 50th 100th 99th 89th
AIT (99th percentile) and FAST (89th percentile) both sit in the upper portion of their own 5-year ranges. The historical entry context is broadly similar for both. This reflects entry timing, not which company is structurally stronger.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Profitability
Both profiles are strong on profitability, but Fastenal Company leads clearly.
Growth
On growth, the edge is clear — both rank well, but Fastenal Company sits noticeably higher.
Profitability — Dominant Gap
AIT
60
FAST
84
Gap+24in favour of FAST

The profitability lead is mainly driven by a 9.3-point operating margin advantage.

What keeps the gap from being one-sided

Absolute pricing still looks more supportive for Applied Industrial Technologies, with a forward P/E that is 4.8 turns lower there.

What this means for the comparison

The lead is built on both profitability and growth — though valuation still provides a counterweight.

Explore full peer positioning in AssetNext

Break down the AIT vs FAST comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Similar profitability-and-growth comparisons

Explore how AIT and FAST 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.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

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.