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AAON, Inc. (AAON) vs Builders FirstSource, Inc. (BLDR)

AAON, Inc. and Builders FirstSource, Inc. are both Building Products & Equipment companies. AAON, Inc. is the larger, with a market value of $6.4B against $5.8B — 1.1× the size. AAON, Inc. trades at the lower P/E: 37.8× against 59.4×. AAON, Inc. grew revenue faster over the last twelve months: 53.5% against −9.38%. AAON, Inc. has the higher net margin (8.24% vs 0.71%) and the higher return on invested capital (9.31% vs 3.19%). Across the 21 metrics below, AAON, Inc. leads on 13 and Builders FirstSource, Inc. on 8.

Valuation

Metric AAON BLDR Building Products & Equipment median
P/E 37.81 59.40 23.15
P/S 3.14 0.41 2.02
P/B 6.00 1.47 2.81
Price to free cash flow n/m 9.06 16.84
EV/EBITDA 21.67 10.07 12.85
EV/Sales 3.35 0.72 2.04
Earnings yield 2.64% 1.68% 2.76%
Free cash flow yield (2.14%) 11.04% 4.23%

Profitability

Metric AAON BLDR Building Products & Equipment median
Gross margin 25.57% 29.19% 29.19%
Operating margin 11.05% 3.01% 6.99%
Net margin 8.24% 0.71% 4.05%
Free cash flow margin (6.71%) 4.49% 7.60%
Return on equity 17.28% 2.51% 9.28%
Return on assets 9.76% 0.90% 2.88%
Return on invested capital 9.31% 3.19% 5.16%

Growth

Metric AAON BLDR Building Products & Equipment median
Revenue growth (TTM) 53.53% (9.38%) 3.11%
EPS growth (last fiscal year) (36.14%) (57.06%) (34.13%)
Revenue growth, 5-year CAGR 22.89% 12.16% 5.37%
Net income growth, 5-year CAGR 6.37% 6.78% 0.00%

Health

Metric AAON BLDR Building Products & Equipment median
Debt to equity 0.43 1.15 0.43
Current ratio 3.01 1.79 1.82
Net debt to EBITDA 1.76 3.09 0.98

Dividend

Metric AAON BLDR Building Products & Equipment median
Dividend yield 0.54% — 1.43%
Payout ratio 0.21 — 0.29

Size

Metric AAON BLDR Building Products & Equipment median
Market cap 6.37b 5.78b 1.17b

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