COMP <GO>
AAON vs MIDD // RETURN ON INVESTED CAPITAL (ROIC)
AAON Inc. (NASDAQ) VS. Middleby Corporation (NASDAQ) • 15-METRIC TALLY: AAON 5
— MIDD 9
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: MIDD
LAST: $67.99 (+0.88%) • MKT CAP: $5.56B
roic
9.50%
LAST: $123.47 (+3.80%) • MKT CAP: $5.38B
roic
9.70%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AAON VS. MIDD)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AAON | MIDD | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 26.70% | 39.10% | -12.40 | MIDD | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 9.50% | 9.70% | -0.20 | MIDD | /roic <GO> |
| EV/EBITDA & P/E Valuation | 32.5x | 11.4x | +21.10 | MIDD | /valuation <GO> |
| Free Cash Flow Yield | -1.04% | 10.52% | -11.56 | MIDD | /fcf-yield <GO> |
| Operating Margin | 10.10% | 18.00% | -7.90 | MIDD | /operating-margins <GO> |
| Net Profit Margin | 7.50% | 11.50% | -4.00 | MIDD | /net-margins <GO> |
| Revenue Growth (YoY) | 13.20% | 1.60% | +11.60 | AAON | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.53% | 0.00% | +0.53 | AAON | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 6.82 | 3.08 | +3.74 | AAON | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 7/9 | -2.00 | MIDD | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 38.7 | 70.0 | -31.30 | MIDD | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.01 | 0.94 | +0.07 | AAON | /macro-sensitivity <GO> |
| Forward P/E Multiple | 48.5x | 13.5x | +35.00 | MIDD | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $5.56B | $5.38B | $178.2M | AAON | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AAON REV | MIDD REV | AAON GROSS % | MIDD GROSS % | AAON FCF | MIDD FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.44B | $3.20B | 26.7% | 39.1% | -$64.4M | $559.5M |
| FY 2024 | $1.20B | $3.15B | 33.1% | 39.7% | $138.5M | $650.1M |
| FY 2023 | $637.0M | $3.24B | — | — | $158.9M | $482.9M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AAON // BETA 1.01
MIDD // BETA 0.94