AAON Inc (AAON)vsMasco Corporation (MAS)
AAON
AAON Inc
$132.62
-7.68%
INDUSTRIALS · Cap: $10.42B
MAS
Masco Corporation
$69.41
-0.72%
INDUSTRIALS · Cap: $14.93B
Smart Verdict
WallStSmart Research — data-driven comparison
Masco Corporation generates 375% more annual revenue ($7.68B vs $1.62B). MAS leads profitability with a 10.9% profit margin vs 7.3%. MAS appears more attractively valued with a PEG of 1.87. MAS earns a higher WallStSmart Score of 67/100 (B-).
AAON
Buy57
out of 100
Grade: C
MAS
Strong Buy67
out of 100
Grade: B-
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 MAS.
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 85 in profit
Conservative balance sheet, low leverage
Earnings expanding 20.0% YoY
Areas to Watch
Trading at 11.6x book value
7.3% margin — thin
Weak financial health signals
Expensive relative to growth rate
Expensive relative to growth rate
Negative free cash flow — burning cash
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 : MAS
The strongest argument for MAS centers on Return on Equity, Debt/Equity, EPS 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 : MAS
The primary concerns for MAS are PEG Ratio, Free Cash Flow.
Key Dynamics to Monitor
AAON profiles as a hypergrowth stock while MAS is a value 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
MAS scores higher overall (67/100 vs 57/100). 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.
Visit Website →Compare with Other BUILDING PRODUCTS & EQUIPMENT Stocks
Want to dig deeper into these stocks?