Applied Industrial Technologies

US Manufacturing Trends And Automation Will Unlock New Value

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

27 Aug 24

Updated

16 Aug 25

Views

75

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

1.6%

7D

0.5%

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1Y

1.6%

7D

0.5%

You can edit this narrative until Aug 16 6:45 AM. Then, changes will post as Updates.

Author's Valuation

US$303.3314.8% undervalued

AnalystConsensusTarget Fair Value

Shared on 16 Aug 25

Fair value Increased 8.06%

The consensus analyst price target for Applied Industrial Technologies has increased, primarily reflecting a higher future P/E multiple, raising fair value from $280.71 to $300.83. What's in the News Applied Industrial Technologies provided fiscal 2026 EPS guidance of $10.00 to $10.75, with expected sales growth of 4% to 7% (1% to 4% organic).

Shared on 07 May 25

Fair value Decreased 2.59%

Shared on 30 Apr 25

Fair value Increased 2.32%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 0.75%

AnalystConsensusTarget has decreased revenue growth from 6.4% to 5.2%.

Shared on 17 Apr 25

Fair value Decreased 1.96%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 1.23%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 2.39%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 5.44%

AnalystConsensusTarget has increased revenue growth from 4.4% to 6.3%.

AnalystConsensusTarget Fair Value

US$303.33

14.8% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

4.95%

Trade Distributors revenue growth rate

0.23%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.00%

Calculation

US$475.00m

Earnings '28

x

28.20x

PE Ratio '28

=

US$13.40b

Market Cap '28

US$13.40b

Market Cap '28

/

35.75m

No. shares '28

=

US$374.73

Share Price '28

US$374.73 Share Price '28

Discounted to 2025 @ 8.06% p.a.

=

US$297.00

Fair Value '25