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Applied Industrial Technologies vs Siteone Landscape Supply

Applied Industrial Technologies and Siteone Landscape Supply are similar in size: $4.97bn and $4.70bn of revenue in their latest fiscal years. Applied Industrial Technologies grew faster (8.8% against 3.6%). Applied Industrial Technologies kept more of each dollar of sales as profit: a net margin of 8.3% against 3.2%.

Latest fiscal yearApplied Industrial TechnologiesAIT, 2026Siteone Landscape SupplySITE, 2025
Revenue $4.97bn $4.70bn
Revenue growth 8.8% 3.6%
Net income $415m $152m
Operating margin — 5.1%
Net margin 8.3% 3.2%
Return on equity 22.4% 9.4%
Free cash flow $461m $247m
Cash $127m $191m
Total debt $262m $389m
Debt to equity — 23.5%
Dividend per share $1.99 —
Dividend yield 0.7% —
Share buybacks $317m $98.3m
Employees 6,900 7,800
Market value $11.26bn $4.81bn
Price vs our value range Within our value range Within our value range
Moat score 58 (Moderate) 51 (Moderate)
Insider trades, 12 months 0 buys, 14 sales 4 buys, 4 sales

Each figure is from the company's latest annual report and links to the page it comes from. Fiscal years can end on different dates. Market value and the value verdict use the delayed price shown on the stock pages. Not a recommendation.

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Figures from each company's latest annual report filed with the SEC (10-K or 20-F), as reported, with the fiscal year shown. Not investment advice. How we read filings: methodology.