AAON Inc (AAON)vsMasco Corporation (MAS)
AAON
AAON Inc
$79.80
+4.28%
INDUSTRIALS · Cap: $6.55B
MAS
Masco Corporation
$68.52
+1.30%
INDUSTRIALS · Cap: $13.99B
Smart Verdict
WallStSmart Research — data-driven comparison
Masco Corporation generates 294% more annual revenue ($7.62B vs $1.93B). MAS leads profitability with a 11.6% 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-
MAS
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 MAS.
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
Every $100 of equity generates 85 in profit
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Strong operational efficiency at 23.6%
Earnings expanding 24.5% YoY
Areas to Watch
Weak financial health signals
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
Expensive relative to growth rate
Revenue declined 2.9%
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 : MAS
The strongest argument for MAS centers on Return on Equity, Debt/Equity, P/E Ratio.
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 : MAS
The primary concerns for MAS are PEG Ratio, Revenue Growth.
Key Dynamics to Monitor
AAON profiles as a hypergrowth stock while MAS is a declining 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.
MAS generates stronger free cash flow (780M), 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.
Masco Corporation
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Masco Corporation is a manufacturer of products for the home improvement and new home construction markets.
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