Applied Industrial Technologies (AIT) vs Masco (MAS)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 7, 2026.
Summary
Applied Industrial Technologies (AIT) has outperformed Masco (MAS) over the past year, gaining 32.4% versus a gain of 0.5%. Over five years, AIT leads with a +250.6% price change compared with +16.2% for MAS. Masco is the larger company by market cap ($13.58 billion vs $12.29 billion), about 1.1 times the size, while Applied Industrial Technologies is growing revenue faster (+8.8% vs -3.4%).
On valuation, Masco trades at a lower forward P/E (14.8x vs 25.3x for Applied Industrial Technologies). Masco offers the higher dividend yield (1.83% vs 0.58%). Masco converts more of its revenue into profit, with a net margin of 10.7% 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 | MAS |
|---|---|---|
| Share price | $334.58 | $68.87 |
| Market cap | $12.29B | $13.58B |
| 1-day change | -3.02% | -1.52% |
| YTD return | +30.30% | +8.53% |
| 1-year return | +32.38% | +0.50% |
| 5-year return | +250.64% | +16.20% |
| P/E ratio (TTM) | 30.56 | 15.87 |
| Forward P/E | 25.29 | 14.79 |
| EPS (TTM) | $10.95 | $4.34 |
| Dividend yield | 0.58% | 1.83% |
| Annual dividend | $1.94 | $1.26 |
| Revenue (latest FY) | $4.97B | $7.56B |
| Revenue growth (YoY) | +8.84% | -3.40% |
| Net income (latest FY) | $414.52M | $810.00M |
| Gross margin | 30.34% | 35.43% |
| Operating margin | 11.06% | 16.50% |
| Net margin | 8.35% | 10.71% |
| 52-week high | $374.80 | $83.64 |
| 52-week low | $238.34 | $58.16 |
| Distance from 52-week high | -10.73% | -17.66% |
| Analyst consensus | none | buy |
| Avg. price target upside | +19.55% | +16.23% |
| Average volume | 280.12K | 2.37M |
| Shares outstanding | 36.73M | 197.19M |
| Employees | 6,900 | 18,000 |
| Sector | Consumer Discretionary | Industrials |
| 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
- AIT has outperformed MAS by 31.9 percentage points over the past year.
- Applied Industrial Technologies trades at a higher earnings multiple (30.6x vs 15.9x trailing P/E).
- Masco offers a meaningfully higher dividend yield (1.83% vs 0.58%).
- Applied Industrial Technologies grew revenue faster in its latest fiscal year (+8.84% vs -3.40%).
- The two companies sit in different sectors: Applied Industrial Technologies in Consumer Discretionary and Masco in Industrials.
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 Masco
MAS stock →Masco Corporation provides home improvement and building products in North America, Europe, and internationally. The company's Plumbing Products segment offers faucets, showerheads, handheld showers, valves, bath hardware and accessories, bathing units, shower bases and enclosures, shower drains, steam shower systems, water filtration systems, and sinks and kitchen accessories; acrylic tubs, bath and shower enclosures, and shower bases and trays; spas, exercise pools, and aquatic fitness systems and saunas; brass, copper, and composite plumbing system component and other non-decorative plumbing products; water products; and thermoplastic products, extruded plastic profiles, and specialized fabrication products, as well as PEX tubing products.
Industrials · Industrial Specialties · 18,000 employees
AIT vs MAS FAQ
Which is bigger, Applied Industrial Technologies or Masco?
Masco (MAS) is larger, with a market capitalization of $13.58B compared with $12.29B for Applied Industrial Technologies (AIT).
Which stock has performed better over the past year, AIT or MAS?
AIT returned +32.38% over the past 12 months, compared with +0.50% for MAS (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, AIT or MAS?
MAS has the lower trailing P/E at 15.9, versus 30.6 for AIT. 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 Masco?
Masco has the higher yield at 1.83%, compared with 0.58% for Applied Industrial Technologies.
Are Applied Industrial Technologies and Masco in the same industry?
Yes. Both are classified in the Industrial Specialties industry within the Consumer Discretionary sector.