Applied Industrial Technologies holds the cleaner structural position, with the lead spread across growth and stability. Watsco does not offset that deficit through any equally strong structural edge elsewhere. On the market side, Applied Industrial Technologies is in better shape — its trend is intact while Watsco's trend has broken down. That puts structure and market broadly in agreement — Applied Industrial Technologies's lead looks more confirmed than conflicted.
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.
The clearest separation starts in growth, but stability adds another real layer to the result. Applied Industrial Technologies, Inc. leads by 19 points on the overall comparison score.
Both operate in: Industrial Distribution
This comparison is based on industry proximity, not on functional trajectory similarity. AIT and WSO share the same industry classification.
For a similarity-based comparison, see how AIT and Watsco each position within their functional peer groups in AssetNext.
Scores reflect position relative to comparable companies with similar long-term financial trajectories.
Score differences across key dimensions.
Left means cheaper relative valuation. Higher means stronger structure.
Applied Industrial Technologies, Inc. holds the stronger structural profile, but the price setup still leans toward Watsco, Inc..
Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.
Where AIT and WSO each sit in their own 5-year price and valuation history.
Describes historical entry positioning only. Descriptive — not investment advice.
Earnings growth is one contributing factor within the growth lead.
Stability also supports the lead, so the result is broader than one isolated gap.
The lead is built on both growth and stability, making it broader than a single-dimension result.
Break down the AIT vs WSO comparison across all dimensions with the full interactive tool.
Explore how AIT and WSO 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.
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.