COMP <GO>
AAON vs JBTM // EV/EBITDA & P/E VALUATION
AAON Inc. (NASDAQ) VS. JBT Marel Corporation (NYSE) • 15-METRIC TALLY: AAON 8
— JBTM 6
▲ EV/EBITDA & P/E VALUATION LEADER: JBTM
LAST: $67.99 (+0.88%) • MKT CAP: $5.56B
valuation
32.5x
LAST: $114.78 (+5.14%) • MKT CAP: $5.66B
valuation
21.0x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AAON VS. JBTM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AAON | JBTM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 26.70% | 35.10% | -8.40 | JBTM | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 9.50% | 2.60% | +6.90 | AAON | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 32.5x | 21.0x | +11.50 | JBTM | /valuation <GO> |
| Free Cash Flow Yield | -1.04% | -3.99% | +2.95 | AAON | /fcf-yield <GO> |
| Operating Margin | 10.10% | 5.00% | +5.10 | AAON | /operating-margins <GO> |
| Net Profit Margin | 7.50% | -1.30% | +8.80 | AAON | /net-margins <GO> |
| Revenue Growth (YoY) | 13.20% | 121.30% | -108.10 | JBTM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.53% | 0.36% | +0.17 | AAON | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 6.82 | 1.66 | +5.16 | AAON | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 3/9 | +2.00 | AAON | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 38.7 | 50.4 | -11.70 | JBTM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.01 | 0.99 | +0.02 | AAON | /macro-sensitivity <GO> |
| Forward P/E Multiple | 48.5x | 18.0x | +30.50 | JBTM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $5.56B | $5.66B | -$106.0M | JBTM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AAON REV | JBTM REV | AAON GROSS % | JBTM GROSS % | AAON FCF | JBTM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.44B | $3.80B | 26.7% | 35.1% | -$64.4M | — |
| FY 2024 | $1.20B | $1.72B | 33.1% | 36.5% | $138.5M | — |
| FY 2023 | $637.0M | $1.66B | — | — | $158.9M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AAON // BETA 1.01
JBTM // BETA 0.99