AAON Inc (AAON)vsLennox International Inc (LII)
AAON
AAON Inc
$79.80
+4.28%
INDUSTRIALS · Cap: $6.55B
LII
Lennox International Inc
$366.04
-1.77%
INDUSTRIALS · Cap: $13.31B
Smart Verdict
WallStSmart Research — data-driven comparison
Lennox International Inc generates 174% more annual revenue ($5.30B vs $1.93B). LII leads profitability with a 14.9% 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-
LII
Buy62
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 LII.
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
Every $100 of equity generates 60 in profit
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Attractively priced relative to earnings
Strong operational efficiency at 22.9%
Areas to Watch
Weak financial health signals
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Trading at 9.8x book value
3.0% revenue growth
0.1% earnings growth
Elevated debt levels
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 : LII
The strongest argument for LII centers on Return on Equity, Altman Z-Score, PEG Ratio. PEG of 0.99 suggests the stock is reasonably priced for its growth.
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 : LII
The primary concerns for LII are Price/Book, Revenue Growth, EPS Growth. Debt-to-equity of 1.56 is elevated, increasing financial risk.
Key Dynamics to Monitor
AAON profiles as a hypergrowth stock while LII 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.
LII generates stronger free cash flow (136M), providing more financial flexibility.
Bottom Line
AAON scores higher overall (68/100 vs 62/100) 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.
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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