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

AAON, Inc. and Builders FirstSource, Inc. are both Building Products & Equipment companies. Builders FirstSource, Inc. is the larger, with a market value of $7.1B against $4.5B — 1.6× the size. AAON, Inc. trades at the lower P/E: 27.7× against 176×. AAON, Inc. grew revenue faster over the last twelve months: 53.5% against −8.25%. AAON, Inc. has the higher net margin (8.24% vs 0.28%) and the higher return on invested capital (9.31% vs 2.21%). 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 27.72 176.44 23.33
P/S 2.30 0.49 2.09
P/B 4.40 1.73 2.85
Price to free cash flow n/m 27.13 18.42
EV/EBITDA 16.27 12.84 13.29
EV/Sales 2.52 0.81 2.28
Earnings yield 3.61% 0.57% 3.04%
Free cash flow yield (2.92%) 3.69% 4.26%

Profitability

Metric AAON BLDR Building Products & Equipment median
Gross margin 25.57% 28.48% 31.88%
Operating margin 11.05% 2.13% 7.18%
Net margin 8.24% 0.28% 4.11%
Free cash flow margin (6.71%) 1.81% 6.41%
Return on equity 17.28% 0.97% 5.95%
Return on assets 9.76% 0.36% 3.90%
Return on invested capital 9.31% 2.21% 5.54%

Growth

Metric AAON BLDR Building Products & Equipment median
Revenue growth (TTM) 53.53% (8.25%) 6.27%
EPS growth (last fiscal year) (36.14%) (57.06%) (28.29%)
Revenue growth, 5-year CAGR 22.89% 12.16% 4.81%
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 1.13 0.55
Current ratio 3.01 1.85 1.83
Net debt to EBITDA 1.76 3.09 1.45

Dividend

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

Size

Metric AAON BLDR Building Products & Equipment median
Market cap 4.49b 7.05b 3.22b

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