WallStSmart

AAON Inc (AAON)vsCarrier Global Corp (CARR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Carrier Global Corp generates 1253% more annual revenue ($21.87B vs $1.62B). AAON leads profitability with a 7.3% profit margin vs 6.0%. CARR appears more attractively valued with a PEG of 1.57. AAON earns a higher WallStSmart Score of 57/100 (C).

AAON

Buy

57

out of 100

Grade: C

Growth: 9.3Profit: 5.5Value: 3.3Quality: 7.0
Piotroski: 2/9Altman Z: 2.89

CARR

Hold

44

out of 100

Grade: D

Growth: 4.0Profit: 5.5Value: 3.3Quality: 5.0
Piotroski: 2/9Altman Z: 1.66
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AAONUndervalued (+10.1%)

Margin of Safety

+10.1%

Fair Value

$114.28

Current Price

$132.62

$18.34 discount

UndervaluedFair: $114.28Overvalued
CARRSignificantly Overvalued (-66.0%)

Margin of Safety

-66.0%

Fair Value

$40.47

Current Price

$68.54

$28.07 premium

UndervaluedFair: $40.47Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AAON2 strengths · Avg: 9.0/10
Revenue GrowthGrowth
54.3%10/10

Revenue surging 54.3% year-over-year

EPS GrowthGrowth
37.1%8/10

Earnings expanding 37.1% YoY

CARR1 strengths · Avg: 9.0/10
Market CapQuality
$55.17B9/10

Large-cap with strong market position

Areas to Watch

AAON4 concerns · Avg: 3.0/10
Price/BookValuation
11.6x4/10

Trading at 11.6x book value

Profit MarginProfitability
7.3%3/10

7.3% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
3.822/10

Expensive relative to growth rate

CARR4 concerns · Avg: 3.8/10
PEG RatioValuation
1.574/10

Expensive relative to growth rate

Revenue GrowthGrowth
2.4%4/10

2.4% revenue growth

Altman Z-ScoreHealth
1.664/10

Distress zone — elevated risk

Profit MarginProfitability
6.0%3/10

6.0% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : AAON

The strongest argument for AAON centers on Revenue Growth, EPS Growth. Revenue growth of 54.3% demonstrates continued momentum.

Bull Case : CARR

The strongest argument for CARR centers on Market Cap.

Bear Case : AAON

The primary concerns for AAON are Price/Book, Profit Margin, Piotroski F-Score. A P/E of 89.6x leaves little room for execution misses.

Bear Case : CARR

The primary concerns for CARR are PEG Ratio, Revenue Growth, Altman Z-Score. A P/E of 44.3x leaves little room for execution misses.

Key Dynamics to Monitor

AAON profiles as a hypergrowth stock while CARR is a value play — different risk/reward profiles.

AAON carries more volatility with a beta of 1.40 — expect wider price swings.

AAON is growing revenue faster at 54.3% — sustainability is the question.

AAON generates stronger free cash flow (-11M), providing more financial flexibility.

Bottom Line

AAON scores higher overall (57/100 vs 44/100) and 54.3% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

AAON Inc

INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA

AAON, Inc. engages in the engineering, manufacturing, marketing and sales of heating and air conditioning equipment in the United States and Canada. The company is headquartered in Tulsa, Oklahoma.

Carrier Global Corp

INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA

Carrier Global Corporation is an American multinational home appliances corporation based in Palm Beach Gardens, Florida.

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