AAON, Inc. AAON
Composite 44/100; the shares have moved about 72% annualised. Names that move more contribute more risk for the same amount invested, and our composite reflects how strong the evidence for this one is right now.
Valuation ranks 27/100 — a moderate mark against it.
Balance-sheet strength ranks 73/100 — a moderate point in its favour.
Valuation ranks 27/100 — a moderate mark against it. Momentum ranks 33/100 — a moderate mark against it. Growth ranks 34/100 — a moderate mark against it.
What the company does AAON designs, makes, and sells commercial HVAC equipment including rooftop units, data-center cooling systems, coils, and controls for retail, data centers, healthcare, and other industries.
Key financials Revenue and EPS grew 54.3% and 37.1% respectively, but margins remain modest: gross 26.2%, operating 11.6%, net 7.3%. ROE is 13.5%, ROA 6.9%, and ROCE 11.8%, with debt/equity at 0.47 and interest coverage 17.05.
Stock health Momentum is mixed: +8.32% over 12m but -41.74% below the 52-week high; RSI(14) is 26.70. Sideravia scores Weak quality (37.3) yet Strength (75.4) and Growth (60.5) are above median.
Price vs fair value The stock trades at a PREMIUM of 71.00% to our fair-value estimate and a discount of 72.77% to the 12-month target. - Backlog is strengthening on data-center demand and margin improvement (Insider Monkey 2026-07-31) - Data-center cooling demand is cited as a key growth driver (Insider Monkey 2026-07-27) - Forward P/E of 51.81 and EV/EBITDA of 37.09 remain rich vs historical ranges - Analyst count of 3 supports the 151.33 target, implying 73% upside to current price
Looking forward Forward PEG of 1.11 suggests valuation is stretched but growth remains robust; FCF yield is negative at -3.0%, limiting income appeal.
This is not investment advice. Sideravia provides automated, data-driven analysis for information and education only. Nothing on this page is a personal recommendation or an invitation to buy or sell any security, and it does not consider your objectives or financial situation. Assessments are generated by rules applied uniformly to every covered stock — how our scores work.
Data as of 2026-09-05, compiled from third-party sources; errors and delays are possible and figures are not warranted. Investing puts your capital at risk; past performance does not predict future results. We publish our full track record, including the calls that lost, and our conflicts of interest.