AAON Inc (AAON)vsMadison Air Solutions Corporation (MAIR)
AAON
AAON Inc
$86.47
-1.83%
INDUSTRIALS · Cap: $7.08B
MAIR
Madison Air Solutions Corporation
$38.18
+6.06%
INDUSTRIALS · Cap: $18.05B
Smart Verdict
WallStSmart Research — data-driven comparison
Madison Air Solutions Corporation generates 132% more annual revenue ($3.34B vs $1.44B). AAON leads profitability with a 7.5% profit margin vs 2.9%. AAON trades at a lower P/E of 67.0x. AAON earns a higher WallStSmart Score of 55/100 (C).
AAON
Buy55
out of 100
Grade: C
MAIR
Avoid35
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+5.5%
Fair Value
$108.65
Current Price
$86.47
$22.18 discount
Intrinsic value data unavailable for MAIR.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 42.5% year-over-year
Safe zone — low bankruptcy risk
Earnings expanding 26.1% YoY
No standout strengths identified
Areas to Watch
7.5% margin — thin
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
0.0% revenue growth
0.0% earnings growth
2.9% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull 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 : MAIR
MAIR has a balanced fundamental profile.
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 : MAIR
The primary concerns for MAIR are Revenue Growth, EPS Growth, Profit Margin. A P/E of 102.9x leaves little room for execution misses. Thin 2.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
AAON profiles as a hypergrowth stock while MAIR is a value play — different risk/reward profiles.
AAON is growing revenue faster at 42.5% — sustainability is the question.
MAIR generates stronger free cash flow (440M), providing more financial flexibility.
Monitor BUILDING PRODUCTS & EQUIPMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AAON scores higher overall (55/100 vs 35/100) and 42.5% revenue growth. Both earn "Buy" and "Avoid" 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.
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