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AAON, Inc. (AAON) vs Arlo Technologies, Inc. (ARLO)

AAON, Inc. and Arlo Technologies, Inc. are both Building Products & Equipment companies. AAON, Inc. is the larger, with a market value of $4.5B against $1.6B — 2.8× the size. AAON, Inc. trades at the lower P/E: 27.7× against 64.5×. AAON, Inc. grew revenue faster over the last twelve months: 53.5% against 17.1%. AAON, Inc. has the higher net margin (8.24% vs 4.11%) and the higher return on invested capital (9.31% vs 5.77%). Across the 21 metrics below, AAON, Inc. leads on 14 and Arlo Technologies, Inc. on 7.

Valuation

Metric AAON ARLO Building Products & Equipment median
P/E 27.72 64.52 23.33
P/S 2.30 2.68 2.09
P/B 4.40 9.35 2.85
Price to free cash flow n/m 23.53 18.42
EV/EBITDA 16.27 70.17 13.29
EV/Sales 2.52 2.46 2.28
Earnings yield 3.61% 1.55% 3.04%
Free cash flow yield (2.92%) 4.25% 4.26%

Profitability

Metric AAON ARLO Building Products & Equipment median
Gross margin 25.57% 47.38% 31.88%
Operating margin 11.05% 2.64% 7.18%
Net margin 8.24% 4.11% 4.11%
Free cash flow margin (6.71%) 13.29% 6.41%
Return on equity 17.28% 16.35% 5.95%
Return on assets 9.76% 6.71% 3.90%
Return on invested capital 9.31% 5.77% 5.54%

Growth

Metric AAON ARLO Building Products & Equipment median
Revenue growth (TTM) 53.53% 17.12% 6.27%
EPS growth (last fiscal year) (36.14%) 145.16% (28.29%)
Revenue growth, 5-year CAGR 22.89% 8.19% 4.81%
Net income growth, 5-year CAGR 6.37% 0.00% 0.00%

Health

Metric AAON ARLO Building Products & Equipment median
Debt to equity 0.43 0.00 0.55
Current ratio 3.01 1.47 1.83
Net debt to EBITDA 1.76 (22.67) 1.45

Dividend

Metric AAON ARLO Building Products & Equipment median
Dividend yield 0.74% — 1.37%
Payout ratio 0.21 — 0.28

Size

Metric AAON ARLO Building Products & Equipment median
Market cap 4.49b 1.60b 3.22b

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