COMP <GO>
AAON vs NOVT // RETURN ON INVESTED CAPITAL (ROIC)
AAON Inc. (NASDAQ) VS. Novanta Inc. (NASDAQ) • 15-METRIC TALLY: AAON 8
— NOVT 5
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: AAON
LAST: $67.99 (+0.88%) • MKT CAP: $5.56B
roic
9.50%
LAST: $146.24 (+0.33%) • MKT CAP: $5.51B
roic
6.50%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AAON VS. NOVT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AAON | NOVT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 26.70% | 44.40% | -17.70 | NOVT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 9.50% | 6.50% | +3.00 | AAON | /roic <GO> |
| EV/EBITDA & P/E Valuation | 32.5x | 51.7x | -19.20 | AAON | /valuation <GO> |
| Free Cash Flow Yield | -1.04% | 0.85% | -1.89 | NOVT | /fcf-yield <GO> |
| Operating Margin | 10.10% | 9.60% | +0.50 | AAON | /operating-margins <GO> |
| Net Profit Margin | 7.50% | 5.50% | +2.00 | AAON | /net-margins <GO> |
| Revenue Growth (YoY) | 13.20% | 3.30% | +9.90 | 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 | 8.30 | -1.48 | NOVT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 7/9 | -2.00 | NOVT | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 38.7 | 51.7 | -13.00 | NOVT | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.01 | 1.01 | 0.00 | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 48.5x | 98.8x | -50.30 | AAON | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $5.56B | $5.51B | $45.1M | AAON | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AAON REV | NOVT REV | AAON GROSS % | NOVT GROSS % | AAON FCF | NOVT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.44B | $980.6M | 26.7% | 44.4% | -$64.4M | $48.4M |
| FY 2024 | $1.20B | $949.2M | 33.1% | 44.4% | $138.5M | $141.3M |
| FY 2023 | $637.0M | $881.7M | — | — | $158.9M | $80.4M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AAON // BETA 1.01
NOVT // BETA 1.01