AAON, INC. vs LAM RESEARCH CORPORATION, two Industrial Machinery stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where AAON and LRCX diverge most: on debt / equity, AAON reads 0.00 and LRCX reads 0.35; on return on equity, AAON reads 12.6% and LRCX reads 63.4%. 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 LRCX's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | AAON | LRCX |
|---|---|---|
| Price | $114.16 | $350.21 |
| Market cap | $9.5B | $440.3B |
| Sector | Industrial Machinery | Industrial Machinery |
| Stage | Growth | Mature |
| P/E | 80.4 | 66.2 |
| P/B | 10.16 | 41.60 |
| P/S | 5.87 | 20.31 |
| EV/EBITDA | 38.1 | 58.4 |
| Revenue growth | +28.4% | +26.8% |
| Gross margin | 25.1% | 49.8% |
| Operating margin | 11.5% | 35.0% |
| Net margin | 7.3% | 30.9% |
| Return on equity | 12.6% | 63.4% |
| Return on assets | 6.6% | 32.3% |
| Return on invested capital | 13.8% | 47.1% |
| FCF yield | 0.5% | 1.4% |
| Dividend yield | 0.3% | 0.3% |
| Debt / equity | 0.00 | 0.35 |
| Current ratio | 2.62 | 2.54 |
| Altman Z (solvency) | 8.07 | 10.00 |
| 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.