COMP <GO>
AAON vs CAT // FORWARD P/E MULTIPLE
AAON Inc. (NASDAQ) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: AAON 3
— CAT 11
▲ FORWARD P/E MULTIPLE LEADER: CAT
LAST: $67.40 (-10.49%) • MKT CAP: $6.21B
forward-pe
48.5x
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
forward-pe
26.0x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AAON VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AAON | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 26.70% | 82.20% | -55.50 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 9.50% | 21.15% | -11.65 | CAT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 32.5x | 20.9x | +11.64 | CAT | /valuation <GO> |
| Free Cash Flow Yield | -1.04% | 3.74% | -4.78 | CAT | /fcf-yield <GO> |
| Operating Margin | 10.10% | 17.52% | -7.42 | CAT | /operating-margins <GO> |
| Net Profit Margin | 7.50% | 14.51% | -7.01 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 13.20% | 18.36% | -5.16 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.53% | 1.05% | -0.52 | CAT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 6.82 | 4.34 | +2.48 | AAON | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 5/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.90% | 8.46% | -1.56 | AAON | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 34.8 | 23.6 | +11.17 | AAON | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.01 | 1.02 | -0.01 | CAT | /macro-sensitivity <GO> |
| Forward P/E Multiple ACTIVE | 48.5x | 26.0x | +22.54 | CAT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $6.21B | $286.26B | -$280.05B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AAON REV | CAT REV | AAON GROSS % | CAT GROSS % | AAON FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.44B | $67.59B | 26.7% | 99.9% | -$64.4M | $8.92B |
| FY 2024 | $1.20B | $64.81B | 33.1% | 100.0% | $138.5M | $10.05B |
| FY 2023 | $0 | $67.06B | — | 99.8% | $158.9M | $11.29B |
| FY 2022 | — | $59.43B | — | 99.3% | — | $6.47B |
| FY 2021 | — | $50.97B | — | 30.3% | — | $6.11B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AAON // BETA 1.01
CAT // BETA 1.02