WallStSmart

AAON Inc (AAON)vsCaterpillar Inc (CAT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Caterpillar Inc generates 4587% more annual revenue ($67.59B vs $1.44B). CAT leads profitability with a 13.1% profit margin vs 7.5%. CAT appears more attractively valued with a PEG of 2.17. CAT earns a higher WallStSmart Score of 55/100 (C-).

AAON

Buy

55

out of 100

Grade: C

Growth: 8.7Profit: 5.5Value: 3.3Quality: 7.5
Piotroski: 1/9Altman Z: 4.27

CAT

Buy

55

out of 100

Grade: C-

Growth: 4.7Profit: 7.5Value: 4.3Quality: 4.5
Piotroski: 3/9Altman Z: 2.40
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AAONUndervalued (+5.5%)

Margin of Safety

+5.5%

Fair Value

$108.65

Current Price

$86.47

$22.18 discount

UndervaluedFair: $108.65Overvalued

Intrinsic value data unavailable for CAT.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AAON3 strengths · Avg: 9.3/10
Revenue GrowthGrowth
42.5%10/10

Revenue surging 42.5% year-over-year

Altman Z-ScoreHealth
4.2710/10

Safe zone — low bankruptcy risk

EPS GrowthGrowth
26.1%8/10

Earnings expanding 26.1% YoY

CAT4 strengths · Avg: 9.0/10
Market CapQuality
$414.16B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
43.5%10/10

Every $100 of equity generates 44 in profit

Revenue GrowthGrowth
18.0%8/10

18.0% revenue growth

Free Cash FlowQuality
$2.25B8/10

Generating 2.2B in free cash flow

Areas to Watch

AAON4 concerns · Avg: 2.5/10
Profit MarginProfitability
7.5%3/10

7.5% margin — thin

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

PEG RatioValuation
2.882/10

Expensive relative to growth rate

P/E RatioValuation
67.0x2/10

Premium valuation, high expectations priced in

CAT4 concerns · Avg: 3.3/10
PEG RatioValuation
2.174/10

Expensive relative to growth rate

Price/BookValuation
19.4x4/10

Trading at 19.4x book value

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

P/E RatioValuation
44.2x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : AAON

The strongest argument for AAON centers on Revenue Growth, Altman Z-Score, EPS Growth. Revenue growth of 42.5% demonstrates continued momentum.

Bull Case : CAT

The strongest argument for CAT centers on Market Cap, Return on Equity, Revenue Growth. Revenue growth of 18.0% demonstrates continued momentum.

Bear Case : AAON

The primary concerns for AAON are Profit Margin, Piotroski F-Score, PEG Ratio. A P/E of 67.0x leaves little room for execution misses.

Bear Case : CAT

The primary concerns for CAT are PEG Ratio, Price/Book, Piotroski F-Score. A P/E of 44.2x leaves little room for execution misses. Debt-to-equity of 2.03 is elevated, increasing financial risk.

Key Dynamics to Monitor

AAON profiles as a hypergrowth stock while CAT is a growth play — different risk/reward profiles.

CAT carries more volatility with a beta of 1.52 — expect wider price swings.

AAON is growing revenue faster at 42.5% — sustainability is the question.

CAT generates stronger free cash flow (2.2B), providing more financial flexibility.

Bottom Line

AAON scores higher overall (55/100 vs 55/100) and 42.5% revenue growth. Both earn "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.

Caterpillar Inc

INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA

Caterpillar Inc. (often shortened to CAT) is an American Fortune 100 corporation that designs, develops, engineers, manufactures, markets, and sells machinery, engines, financial products, and insurance to customers via a worldwide dealer network.

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