AAON Inc (AAON)vsTrane Technologies plc (TT)
AAON
AAON Inc
$87.83
+4.55%
INDUSTRIALS · Cap: $6.86B
TT
Trane Technologies plc
$434.00
+0.91%
INDUSTRIALS · Cap: $95.37B
Smart Verdict
WallStSmart Research — data-driven comparison
Trane Technologies plc generates 1379% more annual revenue ($21.32B vs $1.44B). TT leads profitability with a 13.7% profit margin vs 7.5%. TT appears more attractively valued with a PEG of 2.01. TT earns a higher WallStSmart Score of 52/100 (C-).
AAON
Hold40
out of 100
Grade: D
TT
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1071.3%
Fair Value
$8.77
Current Price
$87.83
$79.06 premium
Margin of Safety
-428.0%
Fair Value
$89.49
Current Price
$434.00
$344.51 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
16.8% revenue growth
Every $100 of equity generates 37 in profit
Large-cap with strong market position
Generating 1.1B in free cash flow
Areas to Watch
Trading at 8.0x book value
7.5% margin — thin
Operating margin of 4.0%
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 11.2x book value
Earnings declined 0.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : AAON
The strongest argument for AAON centers on Altman Z-Score, Revenue Growth. Revenue growth of 16.8% demonstrates continued momentum.
Bull Case : TT
The strongest argument for TT centers on Return on Equity, Market Cap, Free Cash Flow.
Bear Case : AAON
The primary concerns for AAON are Price/Book, Profit Margin, Operating Margin. A P/E of 65.1x leaves little room for execution misses.
Bear Case : TT
The primary concerns for TT are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
AAON profiles as a growth stock while TT is a value play — different risk/reward profiles.
TT carries more volatility with a beta of 1.19 — expect wider price swings.
AAON is growing revenue faster at 16.8% — sustainability is the question.
TT generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
TT scores higher overall (52/100 vs 40/100). 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.
Trane Technologies plc
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Trane Technologies plc is an American Irish domiciled diversified industrial manufacturing company. It is headquartered near Dublin, Ireland.
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