AAON vs Johnson Controls International
AAON and JCI 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 JCI compare
Johnson Controls International is the larger company, worth 16 times as much as AAON ($90.3B against $5.6B).
On earnings, Johnson Controls International is cheaper: it trades at 25.9× trailing earnings, against 35.1× for AAON.
AAON grew revenue faster over the last twelve months (53.5% versus 6.8% for Johnson Controls International).
Johnson Controls International keeps more of each dollar of sales as profit, with a net margin of 14.3% compared with 8.2% at AAON.
Both pay dividends: AAON yields 0.59% and Johnson Controls International 0.81%.
AAON scores higher on the StockData Score (18 against 14 for Johnson Controls International), 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 | JCI |
|---|---|---|
| Size and price | ||
| Market cap | $5.6B | $90.3B |
| Share price | $67.40 | $149.03 |
| Change, 1 year | −34.7% | 31.5% |
| Change, 5 years | 36.8% | 99.7% |
| Beta (5Y) | 1.30 | 1.02 |
| Employees | 5,897 | 87K |
| StockData Score | ||
| Total score | 18 (better) | 14 |
| Valuation score | 3 (better) | 2 |
| Growth score | 4 | 4 |
| Performance score | 2 | 4 (better) |
| Health score | 6 (better) | 1 |
| Dividend score | 3 | 3 |
| Valuation | ||
| P/E | 35.1× | 25.9× (better) |
| P/S | 2.9× (better) | 3.6× |
| P/B | – | 6.7× |
| EV/EBITDA | 18.6× (better) | 28.4× |
| P/FCF | – | 28.5× |
| PEG | 26.47 | 0.81 (better) |
| FCF yield | – | 3.5% |
| Fair value | $76.91 | $128.63 |
| Margin of safety | 12.4% (better) | −15.9% |
| Growth | ||
| Revenue growth (TTM) | 53.5% (better) | 6.8% |
| Revenue growth, 5Y average | 22.9% (better) | 1.1% |
| Net income growth (TTM) | 30.5% | 60.4% (better) |
| EPS growth (TTM) | 31.5% | 70.6% (better) |
| EPS growth, 5Y average | 5.4% | 43.0% (better) |
| Profitability | ||
| Gross margin | 25.6% | 36.7% (better) |
| Operating margin | 11.0% | – |
| Net margin | 8.2% | 14.3% (better) |
| FCF margin | – | 12.7% |
| Return on equity | – | 24.4% |
| Financial health | ||
| Debt / equity | – | 0.70 |
| Net debt / EBITDA | – | 2.53 |
| Current ratio | 3.01 (better) | 1.00 |
| Altman Z-score | 6.43 (better) | 2.79 |
| Piotroski F-score | 4 | 6 (better) |
| Dividends and buybacks | ||
| Dividend yield | 0.59% | 0.81% (better) |
| Payout ratio | 20.5% | 27.3% |
| Years of dividend growth | 1 | 5 (better) |
| Dividend growth, 5Y average | 9.6% (better) | 7.7% |
| Buyback yield | – | 6.5% |
| Shareholder yield | 0.59% | 7.3% (better) |
| Ownership | ||
| Held by institutions | 79.0% | 89.9% |
| Held by insiders | 16.4% | 0.31% |
| Insider net buying, 12 months | −$25.7M | −$25.2M (better) |
| Superinvestors holding | 1 | 4 (better) |
| Short interest, % of float | 8.1% | 1.5% |
Go deeper
- AAON stock overview
- AAON income statement
- AAON valuation and score
- JCI stock overview
- JCI income statement
- JCI valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.