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AAON, Inc. (AAON) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

AAON, Inc.

AAONMarket cap $7.18BPrice $87.1

Country🇺🇸United States

SectorIndustrials

IndustryBuilding Products

AAON designs and manufactures highly efficient HVAC systems for commercial and industrial buildings, engineered-to-order rather than mass-produced. That custom approach lets it command premium pricing while competitors chase cheaper, standardized units.

In Bastion Portfolios?

52W Return-10%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+18%9

Revenue Forecast

Rev CAGR (1y)+60%10

Rev CAGR (3y)+28%10

Rev CAGR (5y)+12%8

Earnings Forecast

EPS Growth Y+1+80%10

EPS Growth Y+2+50%9

EPS Growth Y+3+30%9

Quality

Margins

EBIT Margin11%5

Net Income Margin8%5

Free Cash Flow Margin-6%2

Debt

Net Debt/EBITDA1.55

Efficiency

ROE17%7

ROA10%8

Earnings Stability77

GEAR+AVERAGE45

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)322

P/E Ratio (Forward 3y)193

P/BV7.12

EV Multiples

EV/EBITDA Fwd212

EV/EBIT Fwd292

Yield

Free Cash Flow Yield-1.7%2

Dividend Yield0.5%2

Momentum

Short term

1 month return+10%10

3 month return-19%2

YTD return+15%7

Mid term

Price vs 52wHigh58%2

1 year return-15%3

Long term

3 year return+54%6

5 year return+94%7

Risk Shield

Price Risk

Beta1.71

Volatility59%2

Free Cash Flow

Free Cash Flow Margin-6%2

Free Cash Flow Yield-1.7%2

Quality

ROCE16%8

Earnings Stability77

Net Debt/EBITDA1.55

02Growth

Is it actually growing, and how fast?

AAONAAON

Revenue FY25$1.4B

GROWTH RATING↗

VERY STRONG95 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+18%9

Revenue, next 1Y+60%10

Revenue, next 3Y, CAGR+28%10

Revenue, next 5Y, CAGR+12%8

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+80%10

EPS growth, FY27E+50%9

EPS growth, FY28E+30%9

GROWTH ASSESSMENT

STRENGTHS

It out-grows 95% of companies worldwide.

Revenue grew 18%/yr over the last 3 years, ahead of 80% of companies worldwide.9/10

Revenue is set to grow 28%/yr over the next 3 years, ahead of most of the market.9/10

Revenue grew 18%/yr over the last 3 years and is set to grow 28%/yr from here.

The runway holds up: revenue is set to grow 12%/yr over five years.8/10

Earnings are set to grow faster than sales (EPS about 50%/yr vs revenue 28%/yr), so margins should widen.

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Hyper Compounder

A top-tier grower that's speeding up.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE34 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+10%10

3-month return-19%2

YTD return+15%7

MID & LONG-TERM▾SCORE

% of 52-week high58%2

1-year return-15%3

3-year return+54%6

5-year return+94%7

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +54% over three years and +94% over five, ahead of 60% of the market.

Strong recent results. The stock is outperforming over the past month (+10%) and so far this year (+15%).

WATCH

None flagged.

WEAKNESSES

It's down 15% over the past year, now 42% below its 52-week high. That is lagging the market.

The stock is underperforming over three months (-19%).

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally. The market is behind it — a core fit for momentum strategies. The one thing to watch: the one-year trend is weak.

04Value

Are you paying a fair price for it?

Stop guessing on AAON, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

AAONAAON

Revenue FY25$1.4B

GROWTH RATING↗

VERY STRONG95 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+18%9

Revenue, next 1Y+60%10

Revenue, next 3Y, CAGR+28%10

Revenue, next 5Y, CAGR+12%8

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+80%10

EPS growth, FY27E+50%9

EPS growth, FY28E+30%9

GROWTH ASSESSMENT

STRENGTHS

It out-grows 95% of companies worldwide.

Revenue grew 18%/yr over the last 3 years, ahead of 80% of companies worldwide.9/10

Revenue is set to grow 28%/yr over the next 3 years, ahead of most of the market.9/10

Revenue grew 18%/yr over the last 3 years and is set to grow 28%/yr from here.

The runway holds up: revenue is set to grow 12%/yr over five years.8/10

Earnings are set to grow faster than sales (EPS about 50%/yr vs revenue 28%/yr), so margins should widen.

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Hyper Compounder

A top-tier grower that's speeding up.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE34 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+10%10

3-month return-19%2

YTD return+15%7

MID & LONG-TERM▾SCORE

% of 52-week high58%2

1-year return-15%3

3-year return+54%6

5-year return+94%7

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +54% over three years and +94% over five, ahead of 60% of the market.

Strong recent results. The stock is outperforming over the past month (+10%) and so far this year (+15%).

WATCH

None flagged.

WEAKNESSES

It's down 15% over the past year, now 42% below its 52-week high. That is lagging the market.

The stock is underperforming over three months (-19%).

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally. The market is behind it — a core fit for momentum strategies. The one thing to watch: the one-year trend is weak.

04Value

Are you paying a fair price for it?

Stop guessing on AAON, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community