AAON, INC. vs CATERPILLAR INC, two Industrial Machinery stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where AAON and CAT diverge most: on fcf yield, AAON reads 0.5% and CAT reads 2.1%; on return on equity, AAON reads 12.6% and CAT reads 50.5%. The rest of the comparable metrics sit closer together. What AAON's price implies is a demanding bet versus history and the cohort (whole-company basis). What CAT's price implies is a demanding bet versus history and the cohort (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | AAON | CAT |
|---|---|---|
| Price | $114.16 | $951.67 |
| Market cap | $9.5B | $443.3B |
| Sector | Industrial Machinery | Industrial Machinery |
| Stage | Growth | Mature |
| P/E | 80.4 | 47.4 |
| P/B | 10.16 | 23.76 |
| P/S | 5.87 | 6.27 |
| EV/EBITDA | 38.1 | 31.4 |
| Revenue growth | +28.4% | +12.3% |
| Gross margin | 25.1% | — |
| Operating margin | 11.5% | 17.7% |
| Net margin | 7.3% | 13.3% |
| Return on equity | 12.6% | 50.5% |
| Return on assets | 6.6% | 9.9% |
| Return on invested capital | 13.8% | 49.4% |
| FCF yield | 0.5% | 2.1% |
| Dividend yield | 0.3% | 0.6% |
| Debt / equity | 0.00 | 0.00 |
| Current ratio | 2.62 | 1.35 |
| Altman Z (solvency) | 8.07 | 5.46 |
| Piotroski F (quality) | 5 / 9 | 6 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.