AAON Inc (AAON)vsJohnson Controls International PLC (JCI)
AAON
AAON Inc
$79.80
+4.28%
INDUSTRIALS · Cap: $6.55B
JCI
Johnson Controls International PLC
$146.01
+2.24%
INDUSTRIALS · Cap: $88.44B
Smart Verdict
WallStSmart Research — data-driven comparison
Johnson Controls International PLC generates 1193% more annual revenue ($25.00B vs $1.93B). JCI leads profitability with a 14.3% profit margin vs 8.2%. AAON appears more attractively valued with a PEG of 0.91. AAON earns a higher WallStSmart Score of 68/100 (B-).
AAON
Strong Buy68
out of 100
Grade: B-
JCI
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+23.6%
Fair Value
$134.52
Current Price
$79.80
$54.73 discount
Intrinsic value data unavailable for JCI.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 101.2% year-over-year
Earnings expanding 257.9% YoY
Growing faster than its price suggests
Large-cap with strong market position
Every $100 of equity generates 27 in profit
Generating 1.5B in free cash flow
Areas to Watch
Weak financial health signals
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Expensive relative to growth rate
Premium valuation, high expectations priced in
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : AAON
The strongest argument for AAON centers on Revenue Growth, EPS Growth, PEG Ratio. Revenue growth of 101.2% demonstrates continued momentum. PEG of 0.91 suggests the stock is reasonably priced for its growth.
Bull Case : JCI
The strongest argument for JCI centers on Market Cap, Return on Equity, Free Cash Flow.
Bear Case : AAON
The primary concerns for AAON are Piotroski F-Score, P/E Ratio, Free Cash Flow. A P/E of 41.8x leaves little room for execution misses.
Bear Case : JCI
The primary concerns for JCI are PEG Ratio, P/E Ratio, Altman Z-Score. A P/E of 40.1x leaves little room for execution misses.
Key Dynamics to Monitor
AAON profiles as a hypergrowth stock while JCI is a value play — different risk/reward profiles.
AAON carries more volatility with a beta of 1.41 — expect wider price swings.
AAON is growing revenue faster at 101.2% — sustainability is the question.
JCI generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
AAON scores higher overall (68/100 vs 57/100) and 101.2% revenue growth. Both earn "Strong Buy" and "Buy" 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.
Johnson Controls International PLC
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Johnson Controls International plc is an Irish-domiciled multinational conglomerate headquartered in Cork, Ireland, that produces fire, HVAC, and security equipment for buildings.
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