AAON, Inc. (AAON) vs Louisiana-Pacific Corporation (LPX)

AAON, Inc. and Louisiana-Pacific Corporation are both Building Products & Equipment companies. Louisiana-Pacific Corporation is the larger, with a market value of $5.4B against $4.5B — 1.2× the size. AAON, Inc. trades at the lower P/E: 27.7× against 77.9×. AAON, Inc. grew revenue faster over the last twelve months: 53.5% against −11.6%. AAON, Inc. has the higher net margin (8.24% vs 2.73%) and the higher return on invested capital (9.31% vs 2.88%). Both pay a dividend; Louisiana-Pacific Corporation yields more (1.53% vs 0.74%). Across the 22 metrics below, AAON, Inc. leads on 14 and Louisiana-Pacific Corporation on 8.

Valuation

Metric AAON LPX Building Products & Equipment median
P/E 27.72 77.89 23.33
P/S 2.30 2.16 2.09
P/B 4.40 3.10 2.85
Price to free cash flow n/m 173.87 18.42
EV/EBITDA 16.27 26.46 13.29
EV/Sales 2.52 2.20 2.28
Earnings yield 3.61% 1.28% 3.04%
Free cash flow yield (2.92%) 0.58% 4.26%

Profitability

Metric AAON LPX Building Products & Equipment median
Gross margin 25.57% 17.19% 31.88%
Operating margin 11.05% 3.37% 7.18%
Net margin 8.24% 2.73% 4.11%
Free cash flow margin (6.71%) 1.24% 6.41%
Return on equity 17.28% 3.91% 5.95%
Return on assets 9.76% 2.57% 3.90%
Return on invested capital 9.31% 2.88% 5.54%

Growth

Metric AAON LPX Building Products & Equipment median
Revenue growth (TTM) 53.53% (11.62%) 6.27%
EPS growth (last fiscal year) (36.14%) (64.69%) (28.29%)
Revenue growth, 5-year CAGR 22.89% 2.45% 4.81%
Net income growth, 5-year CAGR 6.37% (21.79%) 0.00%

Health

Metric AAON LPX Building Products & Equipment median
Debt to equity 0.43 0.20 0.55
Current ratio 3.01 2.75 1.83
Net debt to EBITDA 1.76 0.16 1.45

Dividend

Metric AAON LPX Building Products & Equipment median
Dividend yield 0.74% 1.53% 1.37%
Payout ratio 0.21 1.19 0.28

Size

Metric AAON LPX Building Products & Equipment median
Market cap 4.49b 5.38b 3.22b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack