AAON, Inc. (AAON) vs Masco Corporation (MAS)

AAON, Inc. and Masco Corporation are both Building Products & Equipment companies. Masco Corporation is the larger, with a market value of $13.3B against $7.0B — 1.9× the size. Masco Corporation trades at the lower P/E: 15.8× against 45.7×. AAON, Inc. grew revenue faster over the last twelve months: 53.5% against −0.56%. Masco Corporation has the higher net margin (11.6% vs 8.24%) and the higher return on invested capital (32.4% vs 9.31%). Both pay a dividend; Masco Corporation yields more (1.60% vs 0.51%). Across the 21 metrics below, Masco Corporation leads on 17 and AAON, Inc. on 4.

Valuation

Metric AAON MAS Building Products & Equipment median
P/E 45.69 15.83 24.54
P/S 3.79 1.80 2.00
P/B 7.25 n/m 3.02
Price to free cash flow n/m 12.02 18.49
EV/EBITDA 25.90 12.26 12.63
EV/Sales 4.01 2.15 2.14
Earnings yield 2.19% 6.32% 2.74%
Free cash flow yield (1.77%) 8.32% 3.58%

Profitability

Metric AAON MAS Building Products & Equipment median
Gross margin 25.57% 36.96% 29.19%
Operating margin 11.05% 17.56% 6.84%
Net margin 8.24% 11.60% 4.05%
Free cash flow margin (6.71%) 14.96% 8.72%
Return on equity 17.28% 5,893.33% 9.28%
Return on assets 9.76% 16.54% 2.88%
Return on invested capital 9.31% 32.43% 5.16%

Growth

Metric AAON MAS Building Products & Equipment median
Revenue growth (TTM) 53.53% (0.56%) 3.11%
EPS growth (last fiscal year) (36.14%) 2.66% —
Revenue growth, 5-year CAGR 22.89% 1.02% 5.37%
Net income growth, 5-year CAGR 6.37% (7.79%) 0.00%

Health

Metric AAON MAS Building Products & Equipment median
Debt to equity 0.43 (27.50) 0.43
Current ratio 3.01 1.86 1.82
Net debt to EBITDA 1.76 1.65 0.98

Dividend

Metric AAON MAS Building Products & Equipment median
Dividend yield 0.51% 1.60% 1.20%
Payout ratio 0.18 0.32 0.04

Size

Metric AAON MAS Building Products & Equipment median
Market cap 6.99b 13.27b 1.18b

Compare with another peer

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