WallStSmart

AAON Inc (AAON)vsGE Aerospace (GE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

GE Aerospace generates 3250% more annual revenue ($48.31B vs $1.44B). GE leads profitability with a 17.9% profit margin vs 7.5%. AAON appears more attractively valued with a PEG of 2.88. GE earns a higher WallStSmart Score of 59/100 (C).

AAON

Buy

55

out of 100

Grade: C

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

GE

Buy

59

out of 100

Grade: C

Growth: 4.0Profit: 8.0Value: 3.7Quality: 5.3
Piotroski: 4/9Altman Z: 1.69
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 GE.

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

GE5 strengths · Avg: 8.8/10
Market CapQuality
$296.28B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
45.4%10/10

Every $100 of equity generates 45 in profit

Operating MarginProfitability
20.2%8/10

Strong operational efficiency at 20.2%

Revenue GrowthGrowth
24.7%8/10

Revenue surging 24.7% year-over-year

Free Cash FlowQuality
$1.50B8/10

Generating 1.5B 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

GE4 concerns · Avg: 3.5/10
P/E RatioValuation
35.2x4/10

Premium valuation, high expectations priced in

Price/BookValuation
16.3x4/10

Trading at 16.3x book value

Altman Z-ScoreHealth
1.694/10

Distress zone — elevated risk

PEG RatioValuation
6.822/10

Expensive relative to growth rate

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 : GE

The strongest argument for GE centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 17.9% and operating margin at 20.2%. Revenue growth of 24.7% 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 : 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.

GE carries more volatility with a beta of 1.43 — expect wider price swings.

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

GE generates stronger free cash flow (1.5B), providing more financial flexibility.

Bottom Line

GE scores higher overall (59/100 vs 55/100), backed by strong 17.9% margins and 24.7% 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.

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.

Want to dig deeper into these stocks?