AAON Inc (AAON)vsJohnson Controls International PLC (JCI)
AAON
AAON Inc
$132.62
-7.68%
INDUSTRIALS · Cap: $10.42B
JCI
Johnson Controls International PLC
$147.40
+0.66%
INDUSTRIALS · Cap: $86.63B
Smart Verdict
WallStSmart Research — data-driven comparison
Johnson Controls International PLC generates 1411% more annual revenue ($24.43B vs $1.62B). JCI leads profitability with a 14.4% profit margin vs 7.3%. JCI appears more attractively valued with a PEG of 1.83. JCI earns a higher WallStSmart Score of 59/100 (C).
AAON
Buy57
out of 100
Grade: C
JCI
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+10.1%
Fair Value
$114.28
Current Price
$132.62
$18.34 discount
Intrinsic value data unavailable for JCI.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 54.3% year-over-year
Earnings expanding 37.1% YoY
Large-cap with strong market position
Every $100 of equity generates 26 in profit
Earnings expanding 38.9% YoY
Areas to Watch
Trading at 11.6x book value
7.3% margin — thin
Weak financial health signals
Expensive relative to growth rate
Expensive relative to growth rate
Premium valuation, high expectations priced in
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : AAON
The strongest argument for AAON centers on Revenue Growth, EPS Growth. Revenue growth of 54.3% demonstrates continued momentum.
Bull Case : JCI
The strongest argument for JCI centers on Market Cap, Return on Equity, EPS Growth.
Bear Case : AAON
The primary concerns for AAON are Price/Book, Profit Margin, Piotroski F-Score. A P/E of 89.6x leaves little room for execution misses.
Bear Case : JCI
The primary concerns for JCI are PEG Ratio, P/E Ratio, Altman Z-Score. A P/E of 43.4x leaves little room for execution misses.
Key Dynamics to Monitor
AAON profiles as a hypergrowth stock while JCI is a value play — different risk/reward profiles.
AAON carries more volatility with a beta of 1.40 — expect wider price swings.
AAON is growing revenue faster at 54.3% — sustainability is the question.
JCI generates stronger free cash flow (604M), providing more financial flexibility.
Bottom Line
JCI scores higher overall (59/100 vs 57/100). 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.
Johnson Controls International PLC
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Johnson Controls International plc is an Irish-domiciled multinational conglomerate headquartered in Cork, Ireland, that produces fire, HVAC, and security equipment for buildings.
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