AAON Inc (AAON)vsTrane Technologies plc (TT)
AAON
AAON Inc
$132.62
-7.68%
INDUSTRIALS · Cap: $10.42B
TT
Trane Technologies plc
$463.76
-0.41%
INDUSTRIALS · Cap: $101.45B
Smart Verdict
WallStSmart Research — data-driven comparison
Trane Technologies plc generates 1236% more annual revenue ($21.60B vs $1.62B). TT leads profitability with a 13.4% profit margin vs 7.3%. TT appears more attractively valued with a PEG of 1.91. AAON earns a higher WallStSmart Score of 57/100 (C).
AAON
Buy57
out of 100
Grade: C
TT
Buy54
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 TT.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 54.3% year-over-year
Earnings expanding 37.1% YoY
Every $100 of equity generates 34 in profit
Large-cap with strong market position
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
Trading at 12.0x book value
Earnings declined 2.1%
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 : TT
The strongest argument for TT centers on Return on Equity, Market Cap.
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 : TT
The primary concerns for TT are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
AAON profiles as a hypergrowth stock while TT 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.
TT generates stronger free cash flow (542M), providing more financial flexibility.
Bottom Line
AAON scores higher overall (57/100 vs 54/100) and 54.3% 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.
Trane Technologies plc
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Trane Technologies plc is an American Irish domiciled diversified industrial manufacturing company. It is headquartered near Dublin, Ireland.
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