WallStSmart

AAON Inc (AAON)vsCarrier Global Corp (CARR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Carrier Global Corp generates 1408% more annual revenue ($21.75B vs $1.44B). AAON leads profitability with a 7.5% profit margin vs 6.8%. CARR appears more attractively valued with a PEG of 1.39. CARR earns a higher WallStSmart Score of 45/100 (D).

AAON

Hold

40

out of 100

Grade: D

Growth: 6.0Profit: 5.0Value: 2.0Quality: 8.0
Piotroski: 1/9Altman Z: 4.27

CARR

Hold

45

out of 100

Grade: D

Growth: 3.3Profit: 5.0Value: 7.3Quality: 6.0
Piotroski: 2/9Altman Z: 1.62
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AAONSignificantly Overvalued (-1071.3%)

Margin of Safety

-1071.3%

Fair Value

$8.77

Current Price

$87.83

$79.06 premium

UndervaluedFair: $8.77Overvalued
CARRSignificantly Overvalued (-483.8%)

Margin of Safety

-483.8%

Fair Value

$11.49

Current Price

$59.25

$47.76 premium

UndervaluedFair: $11.49Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AAON2 strengths · Avg: 9.0/10
Altman Z-ScoreHealth
4.2710/10

Safe zone — low bankruptcy risk

Revenue GrowthGrowth
16.8%8/10

16.8% revenue growth

CARR0 strengths · Avg: 0/10

No standout strengths identified

Areas to Watch

AAON4 concerns · Avg: 3.3/10
Price/BookValuation
8.0x4/10

Trading at 8.0x book value

Profit MarginProfitability
7.5%3/10

7.5% margin — thin

Operating MarginProfitability
4.0%3/10

Operating margin of 4.0%

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

CARR4 concerns · Avg: 3.5/10
P/E RatioValuation
34.7x4/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.624/10

Distress zone — elevated risk

Profit MarginProfitability
6.8%3/10

6.8% margin — thin

Operating MarginProfitability
1.9%3/10

Operating margin of 1.9%

Comparative Analysis Report

WallStSmart Research

Bull Case : AAON

The strongest argument for AAON centers on Altman Z-Score, Revenue Growth. Revenue growth of 16.8% demonstrates continued momentum.

Bull Case : CARR

PEG of 1.39 suggests the stock is reasonably priced for its growth.

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 : CARR

The primary concerns for CARR are P/E Ratio, Altman Z-Score, Profit Margin.

Key Dynamics to Monitor

AAON profiles as a growth stock while CARR is a value play — different risk/reward profiles.

CARR carries more volatility with a beta of 1.29 — expect wider price swings.

AAON is growing revenue faster at 16.8% — sustainability is the question.

CARR generates stronger free cash flow (882M), providing more financial flexibility.

Bottom Line

CARR scores higher overall (45/100 vs 40/100). Both earn "Hold" 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.

Carrier Global Corp

INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA

Carrier Global Corporation is an American multinational home appliances corporation based in Palm Beach Gardens, Florida.

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