COMP <GO>
POOL vs AIT // DIVIDEND YIELD & FCF PAYOUT SAFETY
Pool Corporation (NASDAQ) VS. Applied Industrial Technologies Inc. (NYSE) • 15-METRIC TALLY: POOL 7
— AIT 6
▲ DIVIDEND YIELD & FCF PAYOUT SAFETY LEADER: POOL
LAST: $205.95 (+0.90%) • MKT CAP: $7.36B
dividend-safety
2.54%
LAST: $294.12 (-2.75%) • MKT CAP: $10.74B
dividend-safety
0.58%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (POOL VS. AIT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | POOL | AIT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 29.70% | 30.30% | -0.60 | AIT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 23.70% | 19.00% | +4.70 | POOL | /roic <GO> |
| EV/EBITDA & P/E Valuation | 12.8x | 16.7x | -3.90 | POOL | /valuation <GO> |
| Free Cash Flow Yield | 4.24% | 2.60% | +1.64 | POOL | /fcf-yield <GO> |
| Operating Margin | 11.00% | 10.90% | +0.10 | POOL | /operating-margins <GO> |
| Net Profit Margin | 7.70% | 0.00% | +7.70 | POOL | /net-margins <GO> |
| Revenue Growth (YoY) | -0.40% | 1.90% | -2.30 | AIT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety ACTIVE | 2.54% | 0.58% | +1.96 | POOL | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.34 | 8.77 | -4.43 | AIT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 7/9 | -2.00 | AIT | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 74.0 | 34.4 | +39.60 | POOL | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.94 | 1.16 | -0.22 | AIT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.6x | — | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $7.36B | $10.74B | -$3.38B | AIT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | POOL REV | AIT REV | POOL GROSS % | AIT GROSS % | POOL FCF | AIT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $5.29B | $4.56B | 29.7% | 30.3% | $309.5M | $287.0M |
| FY 2024 | $5.31B | $4.48B | 29.7% | 29.8% | $599.7M | $169.8M |
| FY 2023 | $5.54B | $4.41B | — | — | $638.9M | $145.4M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
POOL // BETA 0.94
AIT // BETA 1.16