AAON Inc (AAON)vsCarlisle Companies Incorporated (CSL)
AAON
AAON Inc
$87.83
+4.55%
INDUSTRIALS · Cap: $6.86B
CSL
Carlisle Companies Incorporated
$339.93
+0.02%
INDUSTRIALS · Cap: $13.90B
Smart Verdict
WallStSmart Research — data-driven comparison
Carlisle Companies Incorporated generates 248% more annual revenue ($5.02B vs $1.44B). CSL leads profitability with a 14.8% profit margin vs 7.5%. CSL appears more attractively valued with a PEG of 1.03. CSL earns a higher WallStSmart Score of 56/100 (C).
AAON
Hold40
out of 100
Grade: D
CSL
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1071.3%
Fair Value
$8.77
Current Price
$87.83
$79.06 premium
Margin of Safety
-258.9%
Fair Value
$116.69
Current Price
$339.93
$223.24 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
16.8% revenue growth
Every $100 of equity generates 35 in profit
Areas to Watch
Trading at 8.0x book value
7.5% margin — thin
Operating margin of 4.0%
Weak financial health signals
0.4% revenue growth
Weak financial health signals
Earnings declined 14.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : AAON
The strongest argument for AAON centers on Altman Z-Score, Revenue Growth. Revenue growth of 16.8% demonstrates continued momentum.
Bull Case : CSL
The strongest argument for CSL centers on Return on Equity. PEG of 1.03 suggests the stock is reasonably priced for its growth.
Bear Case : AAON
The primary concerns for AAON are Price/Book, Profit Margin, Operating Margin. A P/E of 65.1x leaves little room for execution misses.
Bear Case : CSL
The primary concerns for CSL are Revenue Growth, Piotroski F-Score, EPS Growth.
Key Dynamics to Monitor
AAON profiles as a growth stock while CSL is a value play — different risk/reward profiles.
AAON carries more volatility with a beta of 1.13 — expect wider price swings.
AAON is growing revenue faster at 16.8% — sustainability is the question.
CSL generates stronger free cash flow (344M), providing more financial flexibility.
Bottom Line
CSL scores higher overall (56/100 vs 40/100). 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.
Carlisle Companies Incorporated
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Carlisle Companies Incorporated is a diversified manufacturer of engineered products in the United States, Europe, Asia, Canada, Mexico, the Middle East, Africa, and internationally. The company is headquartered in Scottsdale, Arizona.
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