Applied Industrial Technologies (AIT) vs Intuitive Surgical (ISRG)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Applied Industrial Technologies (AIT) has outperformed Intuitive Surgical (ISRG) over the past year, gaining 32.4% versus a loss of 6.0%. Over five years, AIT leads with a +250.6% price change compared with +25.0% for ISRG. Intuitive Surgical is the larger company by market cap ($146.76 billion vs $12.20 billion), about 12.0 times the size.
On valuation, Applied Industrial Technologies trades at a lower forward P/E (25.1x vs 34.3x for Intuitive Surgical). Applied Industrial Technologies pays a dividend yielding 0.58%, while Intuitive Surgical does not currently pay one. Intuitive Surgical converts more of its revenue into profit, with a net margin of 28.4% versus 8.3%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | AIT | ISRG |
|---|---|---|
| Share price | $332.12 | $415.41 |
| Market cap | $12.20B | $146.76B |
| 1-day change | -0.74% | +0.21% |
| YTD return | +30.30% | -26.81% |
| 1-year return | +32.38% | -5.99% |
| 5-year return | +250.64% | +25.04% |
| P/E ratio (TTM) | 30.33 | 47.64 |
| Forward P/E | 25.11 | 34.30 |
| EPS (TTM) | $10.95 | $8.72 |
| Dividend yield | 0.58% | 0.00% |
| Annual dividend | $1.94 | $0.00 |
| Revenue (latest FY) | $4.97B | $10.06B |
| Revenue growth (YoY) | +8.84% | +20.51% |
| Net income (latest FY) | $414.52M | $2.86B |
| Gross margin | 30.34% | 66.00% |
| Operating margin | 11.06% | 29.27% |
| Net margin | 8.35% | 28.38% |
| 52-week high | $374.80 | $603.88 |
| 52-week low | $238.34 | $328.57 |
| Distance from 52-week high | -11.39% | -31.21% |
| Analyst consensus | none | buy |
| Avg. price target upside | +20.44% | +14.94% |
| Average volume | 280.11K | 2.92M |
| Shares outstanding | 36.73M | 353.28M |
| Employees | 6,900 | 17,021 |
| Sector | Consumer Discretionary | Health Care |
| Industry | Industrial Specialties | Industrial Specialties |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- Intuitive Surgical is about 12.0 times larger than Applied Industrial Technologies by market value ($146.76B vs $12.20B).
- AIT has outperformed ISRG by 38.4 percentage points over the past year.
- Intuitive Surgical trades at a higher earnings multiple (47.6x vs 30.3x trailing P/E).
- Intuitive Surgical is more profitable, keeping 28.4 cents of every revenue dollar as net income versus 8.3 cents for Applied Industrial Technologies.
- Intuitive Surgical grew revenue faster in its latest fiscal year (+20.51% vs +8.84%).
- The two companies sit in different sectors: Applied Industrial Technologies in Consumer Discretionary and Intuitive Surgical in Health Care.
About Applied Industrial Technologies
AIT stock →Applied Industrial Technologies, Inc. distributes industrial motion, fluid power, flow control, automation technologies, and related maintenance supplies in the United States, Canada, Mexico, Australia, New Zealand, Singapore, and Costa Rica.
Consumer Discretionary · Industrial Specialties · 6,900 employees
About Intuitive Surgical
ISRG stock →Intuitive Surgical, Inc. develops, manufactures, and markets products that enable physicians and healthcare providers to enhance the quality of and access to minimally invasive care in the United States and internationally.
Health Care · Industrial Specialties · 17,021 employees
AIT vs ISRG FAQ
Which is bigger, Applied Industrial Technologies or Intuitive Surgical?
Intuitive Surgical (ISRG) is larger, with a market capitalization of $146.76B compared with $12.20B for Applied Industrial Technologies (AIT).
Which stock has performed better over the past year, AIT or ISRG?
AIT returned +32.38% over the past 12 months, compared with -5.99% for ISRG (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, AIT or ISRG?
AIT has the lower trailing P/E at 30.3, versus 47.6 for ISRG. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Applied Industrial Technologies or Intuitive Surgical?
Applied Industrial Technologies pays a dividend yielding 0.58%, while Intuitive Surgical does not currently pay a regular dividend.
Are Applied Industrial Technologies and Intuitive Surgical in the same industry?
Yes. Both are classified in the Industrial Specialties industry within the Consumer Discretionary sector.