AAON vs Carrier Global
AAON and CARR side by side, both in industrial and commercial machinery and computer equipment. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How AAON and CARR compare
Carrier Global is the larger company, worth 8.0 times as much as AAON ($44.2B against $5.6B).
AAON grew revenue faster over the last twelve months (53.5% versus 3.3% for Carrier Global).
AAON keeps more of each dollar of sales as profit, with a net margin of 8.2% compared with −7.9% at Carrier Global.
Both pay dividends: AAON yields 0.59% and Carrier Global 1.3%.
AAON scores higher on the StockData Score (18 against 5 for Carrier Global), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | AAON | CARR |
|---|---|---|
| Size and price | ||
| Market cap | $5.6B | $44.2B |
| Share price | $67.40 | $53.63 |
| Change, 1 year | −34.7% | −11.7% |
| Change, 5 years | 36.8% | 1.6% |
| Beta (5Y) | 1.30 | 1.23 |
| Employees | 5,897 | 47K |
| StockData Score | ||
| Total score | 18 (better) | 5 |
| Valuation score | 3 (better) | 1 |
| Growth score | 4 (better) | 1 |
| Performance score | 2 (better) | 0 |
| Health score | 6 (better) | 1 |
| Dividend score | 3 (better) | 2 |
| Valuation | ||
| P/E | 35.1× | – |
| P/S | 2.9× | 1.9× (better) |
| EV/EBITDA | 18.6× (better) | 282× |
| P/FCF | – | 18.6× |
| PEG | 26.47 | – |
| FCF yield | – | 5.4% |
| Fair value | $76.91 | $36.48 |
| Margin of safety | 12.4% (better) | −47.0% |
| Growth | ||
| Revenue growth (TTM) | 53.5% (better) | 3.3% |
| Revenue growth, 5Y average | 22.9% (better) | 4.5% |
| Net income growth (TTM) | 30.5% (better) | −145% |
| EPS growth (TTM) | 31.5% (better) | −150% |
| EPS growth, 5Y average | 5.4% (better) | −5.2% |
| Profitability | ||
| Gross margin | 25.6% | – |
| Operating margin | 11.0% (better) | −4.8% |
| Net margin | 8.2% (better) | −7.9% |
| FCF margin | – | 10.4% |
| Financial health | ||
| Net debt / EBITDA | – | 52.16 |
| Current ratio | 3.01 (better) | 1.00 |
| Altman Z-score | 6.43 (better) | 2.13 |
| Piotroski F-score | 4 | 4 |
| Dividends and buybacks | ||
| Dividend yield | 0.59% | 1.3% (better) |
| Payout ratio | 20.5% | – |
| Years of dividend growth | 1 (better) | 0 |
| Dividend growth, 5Y average | 9.6% | 19.2% (better) |
| Buyback yield | – | 3.7% |
| Shareholder yield | 0.59% | 5.0% (better) |
| Ownership | ||
| Held by institutions | 79.0% | 88.0% |
| Held by insiders | 16.4% | 4.8% |
| Insider net buying, 12 months | −$25.7M (better) | −$749M |
| Superinvestors holding | 1 | 1 |
| Short interest, % of float | 8.1% | 2.8% |
Go deeper
- AAON stock overview
- AAON income statement
- AAON valuation and score
- CARR stock overview
- CARR income statement
- CARR valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.