AAON Inc (AAON)vsLennox International Inc (LII)
AAON
AAON Inc
$132.62
-7.68%
INDUSTRIALS · Cap: $10.42B
LII
Lennox International Inc
$508.43
-1.86%
INDUSTRIALS · Cap: $17.82B
Smart Verdict
WallStSmart Research — data-driven comparison
Lennox International Inc generates 225% more annual revenue ($5.26B vs $1.62B). LII leads profitability with a 15.1% profit margin vs 7.3%. LII appears more attractively valued with a PEG of 1.48. LII earns a higher WallStSmart Score of 58/100 (C).
AAON
Buy57
out of 100
Grade: C
LII
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+10.1%
Fair Value
$114.28
Current Price
$132.62
$18.34 discount
Intrinsic value data unavailable for LII.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 54.3% year-over-year
Earnings expanding 37.1% YoY
Every $100 of equity generates 65 in profit
Safe zone — low bankruptcy risk
Areas to Watch
Trading at 11.6x book value
7.3% margin — thin
Weak financial health signals
Expensive relative to growth rate
Trading at 14.6x book value
Elevated debt levels
Weak financial health signals
Earnings declined 7.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : AAON
The strongest argument for AAON centers on Revenue Growth, EPS Growth. Revenue growth of 54.3% demonstrates continued momentum.
Bull Case : LII
The strongest argument for LII centers on Return on Equity, Altman Z-Score. Profitability is solid with margins at 15.1% and operating margin at 14.3%. PEG of 1.48 suggests the stock is reasonably priced for its growth.
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 : LII
The primary concerns for LII are Price/Book, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.61 is elevated, increasing financial risk.
Key Dynamics to Monitor
AAON profiles as a hypergrowth stock while LII is a mature 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
LII scores higher overall (58/100 vs 57/100), backed by strong 15.1% margins. Both earn "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.
Lennox International Inc
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Lennox International Inc. designs, manufactures and markets a range of products for the heating, ventilation, air conditioning and refrigeration markets in the United States, Canada and internationally. The company is headquartered in Richardson, Texas.
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