AAON Inc (AAON)vsLennox International Inc (LII)
AAON
AAON Inc
$87.83
+4.55%
INDUSTRIALS · Cap: $6.86B
LII
Lennox International Inc
$481.68
+0.99%
INDUSTRIALS · Cap: $16.73B
Smart Verdict
WallStSmart Research — data-driven comparison
Lennox International Inc generates 260% more annual revenue ($5.20B vs $1.44B). LII leads profitability with a 15.5% profit margin vs 7.5%. LII appears more attractively valued with a PEG of 1.37. LII earns a higher WallStSmart Score of 56/100 (C).
AAON
Hold40
out of 100
Grade: D
LII
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1071.3%
Fair Value
$8.77
Current Price
$87.83
$79.06 premium
Margin of Safety
-259.6%
Fair Value
$155.04
Current Price
$481.68
$326.64 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
16.8% revenue growth
Every $100 of equity generates 76 in profit
Safe zone — low bankruptcy risk
Areas to Watch
Trading at 8.0x book value
7.5% margin — thin
Operating margin of 4.0%
Weak financial health signals
Trading at 14.4x book value
Weak financial health signals
Revenue declined 11.2%
Earnings declined 17.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : AAON
The strongest argument for AAON centers on Altman Z-Score, Revenue Growth. Revenue growth of 16.8% demonstrates continued momentum.
Bull Case : LII
The strongest argument for LII centers on Return on Equity, Altman Z-Score. Profitability is solid with margins at 15.5% and operating margin at 19.8%. PEG of 1.37 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 : LII
The primary concerns for LII are Price/Book, Piotroski F-Score, Revenue Growth.
Key Dynamics to Monitor
AAON profiles as a growth stock while LII is a declining play — different risk/reward profiles.
LII carries more volatility with a beta of 1.14 — expect wider price swings.
AAON is growing revenue faster at 16.8% — sustainability is the question.
LII generates stronger free cash flow (377M), providing more financial flexibility.
Bottom Line
LII scores higher overall (56/100 vs 40/100), backed by strong 15.5% margins. Both earn "Buy" 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.
Lennox International Inc
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Lennox International Inc. designs, manufactures and markets a range of products for the heating, ventilation, air conditioning and refrigeration markets in the United States, Canada and internationally. The company is headquartered in Richardson, Texas.
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