AAON, Inc. (AAON) vs Owens Corning Inc (OC)

AAON, Inc. and Owens Corning Inc are both Building Products & Equipment companies. Owens Corning Inc is the larger, with a market value of $9.5B against $7.0B — 1.4× the size. Owens Corning Inc has negative trailing earnings, so its P/E is not meaningful; AAON, Inc. trades at 45.7×. AAON, Inc. grew revenue faster over the last twelve months: 53.5% against −7.23%. AAON, Inc. has the higher net margin (8.24% vs −6.81%) and the higher return on invested capital (9.31% vs 0.36%). Both pay a dividend; Owens Corning Inc yields more (1.30% vs 0.51%). Across the 21 metrics below, AAON, Inc. leads on 13 and Owens Corning Inc on 8.

Valuation

Metric AAON OC Building Products & Equipment median
P/E 45.69 n/m 24.54
P/S 3.79 1.01 2.00
P/B 7.25 2.61 3.02
Price to free cash flow n/m 10.23 18.49
EV/EBITDA 25.90 7.65 12.63
EV/Sales 4.01 1.50 2.14
Earnings yield 2.19% (6.51%) 2.74%
Free cash flow yield (1.77%) 9.77% 3.58%

Profitability

Metric AAON OC Building Products & Equipment median
Gross margin 25.57% 25.98% 29.19%
Operating margin 11.05% 0.51% 6.84%
Net margin 8.24% (6.81%) 4.05%
Free cash flow margin (6.71%) 9.87% 8.72%
Return on equity 17.28% (14.89%) 9.28%
Return on assets 9.76% (4.93%) 2.88%
Return on invested capital 9.31% 0.36% 5.16%

Growth

Metric AAON OC Building Products & Equipment median
Revenue growth (TTM) 53.53% (7.23%) 3.11%
EPS growth (last fiscal year) (36.14%) (184.40%) —
Revenue growth, 5-year CAGR 22.89% 7.45% 5.37%
Net income growth, 5-year CAGR 6.37% 0.00% 0.00%

Health

Metric AAON OC Building Products & Equipment median
Debt to equity 0.43 1.34 0.43
Current ratio 3.01 1.16 1.82
Net debt to EBITDA 1.76 2.14 0.98

Dividend

Metric AAON OC Building Products & Equipment median
Dividend yield 0.51% 1.30% 1.20%
Payout ratio 0.18 0.12 0.04

Size

Metric AAON OC Building Products & Equipment median
Market cap 6.99b 9.54b 1.18b

Compare with another peer

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