AAON Inc (AAON)vsMadison Air Solutions Corporation (MAIR)
AAON
AAON Inc
$132.62
-7.68%
INDUSTRIALS · Cap: $10.42B
MAIR
Madison Air Solutions Corporation
$40.14
-7.51%
INDUSTRIALS · Cap: $19.56B
Smart Verdict
WallStSmart Research — data-driven comparison
Madison Air Solutions Corporation generates 121% more annual revenue ($3.57B vs $1.62B). AAON leads profitability with a 7.3% profit margin vs 2.6%. AAON trades at a lower P/E of 89.6x. AAON earns a higher WallStSmart Score of 57/100 (C).
AAON
Buy57
out of 100
Grade: C
MAIR
Hold44
out of 100
Grade: D
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 MAIR.
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 277 in profit
Revenue surging 33.8% year-over-year
Areas to Watch
Trading at 11.6x book value
7.3% margin — thin
Weak financial health signals
Expensive relative to growth rate
0.0% earnings growth
2.6% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
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 : MAIR
The strongest argument for MAIR centers on Return on Equity, Revenue Growth. Revenue growth of 33.8% demonstrates continued momentum.
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 : MAIR
The primary concerns for MAIR are EPS Growth, Profit Margin, Piotroski F-Score. A P/E of 111.5x leaves little room for execution misses. Thin 2.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
AAON is growing revenue faster at 54.3% — sustainability is the question.
MAIR generates stronger free cash flow (50M), providing more financial flexibility.
Monitor BUILDING PRODUCTS & EQUIPMENT industry trends, competitive dynamics, and regulatory changes.
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.
Madison Air Solutions Corporation
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Madison Air Solutions Corporation (MAIR) is a leading provider of innovative air handling and ventilation systems tailored for both residential and commercial applications. The company focuses on delivering high-efficiency air quality solutions that are designed to reduce energy consumption while enhancing indoor environmental quality. With a commitment to sustainability and cutting-edge technology, Madison Air continues to expand its market presence, driven by a strong pipeline of innovative products and strategic partnerships. As the demand for energy-efficient and environmentally-friendly solutions grows, MAIR is well-positioned to capitalize on emerging market opportunities in the HVAC industry.
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