AAON Inc (AAON)vsGE Aerospace (GE)
AAON
AAON Inc
$79.80
+4.28%
INDUSTRIALS · Cap: $6.55B
GE
GE Aerospace
$323.66
-0.15%
INDUSTRIALS · Cap: $335.82B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 2521% more annual revenue ($50.64B vs $1.93B). GE leads profitability with a 17.7% profit margin vs 8.2%. AAON appears more attractively valued with a PEG of 0.91. AAON earns a higher WallStSmart Score of 68/100 (B-).
AAON
Strong Buy68
out of 100
Grade: B-
GE
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+23.6%
Fair Value
$134.52
Current Price
$79.80
$54.73 discount
Intrinsic value data unavailable for GE.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 101.2% year-over-year
Earnings expanding 257.9% YoY
Growing faster than its price suggests
Mega-cap, among the largest globally
Every $100 of equity generates 51 in profit
Strong operational efficiency at 20.6%
Revenue surging 21.1% year-over-year
Generating 2.9B in free cash flow
Areas to Watch
Weak financial health signals
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Premium valuation, high expectations priced in
Trading at 19.0x book value
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : AAON
The strongest argument for AAON centers on Revenue Growth, EPS Growth, PEG Ratio. Revenue growth of 101.2% demonstrates continued momentum. PEG of 0.91 suggests the stock is reasonably priced for its growth.
Bull Case : GE
The strongest argument for GE centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 17.7% and operating margin at 20.6%. Revenue growth of 21.1% demonstrates continued momentum.
Bear Case : AAON
The primary concerns for AAON are Piotroski F-Score, P/E Ratio, Free Cash Flow. A P/E of 41.8x leaves little room for execution misses.
Bear Case : GE
The primary concerns for GE are P/E Ratio, Price/Book, Altman Z-Score.
Key Dynamics to Monitor
AAON profiles as a hypergrowth stock while GE is a growth play — different risk/reward profiles.
AAON carries more volatility with a beta of 1.41 — expect wider price swings.
AAON is growing revenue faster at 101.2% — sustainability is the question.
GE generates stronger free cash flow (2.9B), providing more financial flexibility.
Bottom Line
AAON scores higher overall (68/100 vs 65/100) and 101.2% revenue growth. Both earn "Strong 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.
GE Aerospace
INDUSTRIALS · AEROSPACE & DEFENSE · USA
General Electric Company (GE) is an American multinational conglomerate incorporated in New York City and headquartered in Boston. As of 2018, the company operates through the following segments: aviation, healthcare, power, renewable energy, digital industry, additive manufacturing and venture capital and finance.
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