WallStSmart

AAON Inc (AAON)vsMasco Corporation (MAS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Masco Corporation generates 294% more annual revenue ($7.62B vs $1.93B). MAS leads profitability with a 11.6% 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 Buy

68

out of 100

Grade: B-

Growth: 9.3Profit: 6.5Value: 6.7Quality: 7.5
Piotroski: 2/9Altman Z: 2.89

MAS

Buy

65

out of 100

Grade: C+

Growth: 4.0Profit: 8.5Value: 5.7Quality: 7.5
Piotroski: 4/9Altman Z: 2.35
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AAONUndervalued (+23.6%)

Margin of Safety

+23.6%

Fair Value

$134.52

Current Price

$79.80

$54.73 discount

UndervaluedFair: $134.52Overvalued

Intrinsic value data unavailable for MAS.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AAON3 strengths · Avg: 9.3/10
Revenue GrowthGrowth
101.2%10/10

Revenue surging 101.2% year-over-year

EPS GrowthGrowth
257.9%10/10

Earnings expanding 257.9% YoY

PEG RatioValuation
0.918/10

Growing faster than its price suggests

MAS5 strengths · Avg: 8.8/10
Return on EquityProfitability
84.6%10/10

Every $100 of equity generates 85 in profit

Debt/EquityHealth
-9.5710/10

Conservative balance sheet, low leverage

P/E RatioValuation
16.3x8/10

Attractively priced relative to earnings

Operating MarginProfitability
23.6%8/10

Strong operational efficiency at 23.6%

EPS GrowthGrowth
24.5%8/10

Earnings expanding 24.5% YoY

Areas to Watch

AAON3 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

P/E RatioValuation
41.8x2/10

Premium valuation, high expectations priced in

Free Cash FlowQuality
$-31.18M2/10

Negative free cash flow — burning cash

MAS2 concerns · Avg: 3.0/10
PEG RatioValuation
1.674/10

Expensive relative to growth rate

Revenue GrowthGrowth
-2.9%2/10

Revenue declined 2.9%

Comparative Analysis Report

WallStSmart Research

Bull 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 : MAS

The strongest argument for MAS centers on Return on Equity, Debt/Equity, P/E Ratio.

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 : MAS

The primary concerns for MAS are PEG Ratio, Revenue Growth.

Key Dynamics to Monitor

AAON profiles as a hypergrowth stock while MAS is a declining 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.

MAS generates stronger free cash flow (780M), providing more financial flexibility.

Bottom Line

AAON scores higher overall (68/100 vs 65/100) 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.

Masco Corporation

INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA

Masco Corporation is a manufacturer of products for the home improvement and new home construction markets.

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