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Company Analysis

AAON, Inc. AAON

A comprehensive view of key metrics, scores, and financial health for AAON, Inc.

Overview of AAON, Inc.

AAON NMS
Industrials Building Products & Equipment Framework: General Corporate Mid Cap
AAON, Inc. (AAON), is a Mid Cap company, in the Building Products & Equipment industry, last closed at $127.19, about 282.3% undervalued vs fair value, +74.3% 1Y return, ranked 311/661 in sector.
Metrics P/E 11.4× Rev Growth 10.9% ROE 12.3% Gross Margin 61.0% Div Yield 32.26%
USD 127.19
-1.13%
(Delayed)
• Vol 90d: 71.0%
52-Week Range
Market Cap
$9.92B
Enterprise Value
$59.23B
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Fair
Health
Weak
Efficiency
Fair
Valuation
Weak
Growth
Fair
Profitability
Fair
Health
Weak
Efficiency
Fair
Valuation
Weak
Completeness: 82%
Confidence: 91%
Updated: Mar 8
Top Beats

Quick Facts

Website https://www.aaon.com
HQ Tulsa, OK
Employees 4,812
Fiscal year Dec 31

Next Events

Dividend Jun 26
Earnings Aug 10 Estimated

Fair Value Snapshot

Bear Base Bull
$436
$486
$541
Current: $127.19 +282% vs base

Engine Room Money Flow™

Mid Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$21.9B
10.9%%
Gross Profit
$13.3B
7.1%%
Operating Income
$5.4B
21.1%%
Net Income
$3.6B
20.7%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio
-45.8%
Poor

FCF / Net Income - measures how well earnings convert to cash

Locked Metric
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Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
5
Active Leaks
3/5
Improving
0
High Impact
4
Critical
Locked Leak
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Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating AAON, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
58
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Moderate
54
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing AAON's balance between Growth (35.5%), Profitability (40.5%), and Safety (24.0%). Growth 35% Safety 24% Profitability 41%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

58th percentile vs peers
59
Key Signals
Rev Growth YoY 10.9% 71p Revenue CAGR 3Y 3.7% 48p EPS Growth YoY 19.3% 57p EPS CAGR 3Y 14.7% 68p TSR -14.3% 33p
Strengths
  • D/E Ratio in top 20% of peers (1.59, 82th percentile)
  • Operating Margin in top 20% of peers (24.6%, 93th percentile)
  • EBIT Margin in top 20% of peers (26.3%, 93th percentile)
  • Net Profit Margin in top 20% of peers (16.4%, 90th percentile)
Risks

No significant risks identified for this axis.

Profitability

67th percentile vs peers
67
Key Signals
Strengths
Risks
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Safety

39th percentile vs peers
40
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for AAON, Inc..

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$486.28
- - -
+282.3% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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