AAON vs. CSL: A Head-to-Head Stock Comparison
Updated onHere’s a clear look at AAON and CSL, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.
Company Overview
CSL’s market capitalization of 17.21 billion USD is significantly greater than AAON’s 6.12 billion USD, highlighting its more substantial market valuation.
With betas of 1.03 for AAON and 1.05 for CSL, both stocks show similar sensitivity to overall market movements.
| Symbol | AAON | CSL |
|---|---|---|
| Company Name | AAON, Inc. | Carlisle Companies Incorporated |
| Country | US | US |
| Sector | Industrials | Industrials |
| Industry | Construction | Construction |
| CEO | Matthew J. Tobolski SE | D. Christian Koch |
| Price | 75.25 USD | 397.81 USD |
| Market Cap | 6.12 billion USD | 17.21 billion USD |
| Beta | 1.03 | 1.05 |
| Exchange | NASDAQ | NYSE |
| IPO Date | December 16, 1992 | May 3, 2012 |
| ADR | No | No |
Historical Performance
This chart compares the performance of AAON and CSL by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period.
Data is adjusted for dividends and splits.
Profitability
Return on Equity
AAON
19.99%
Construction Industry
- Max
- 40.76%
- Q3
- 26.03%
- Median
- 16.38%
- Q1
- 5.66%
- Min
- -4.01%
AAON’s Return on Equity of 19.99% is on par with the norm for the Construction industry, indicating its profitability relative to shareholder equity is typical for the sector.
CSL
66.32%
Construction Industry
- Max
- 40.76%
- Q3
- 26.03%
- Median
- 16.38%
- Q1
- 5.66%
- Min
- -4.01%
CSL’s Return on Equity of 66.32% is exceptionally high, placing it well beyond the typical range for the Construction industry. This demonstrates a superior ability to generate profit from shareholder investments, though it could also be inflated by high financial leverage.
Return on Invested Capital
AAON
14.69%
Construction Industry
- Max
- 27.38%
- Q3
- 15.45%
- Median
- 9.91%
- Q1
- 5.86%
- Min
- 2.28%
AAON’s Return on Invested Capital of 14.69% is in line with the norm for the Construction industry, reflecting a standard level of efficiency in generating profits from its capital base.
CSL
17.55%
Construction Industry
- Max
- 27.38%
- Q3
- 15.45%
- Median
- 9.91%
- Q1
- 5.86%
- Min
- 2.28%
In the upper quartile for the Construction industry, CSL’s Return on Invested Capital of 17.55% signifies a highly effective use of its capital to generate profits when compared to its peers.
Net Profit Margin
AAON
12.60%
Construction Industry
- Max
- 24.94%
- Q3
- 14.61%
- Median
- 10.07%
- Q1
- 2.23%
- Min
- -9.49%
AAON’s Net Profit Margin of 12.60% is aligned with the median group of its peers in the Construction industry. This indicates its ability to convert revenue into profit is typical for the sector.
CSL
34.45%
Construction Industry
- Max
- 24.94%
- Q3
- 14.61%
- Median
- 10.07%
- Q1
- 2.23%
- Min
- -9.49%
CSL’s Net Profit Margin of 34.45% is exceptionally high, placing it well beyond the typical range for the Construction industry. This demonstrates outstanding operational efficiency and a strong competitive advantage in converting revenue into profit.
Operating Profit Margin
AAON
15.65%
Construction Industry
- Max
- 24.04%
- Q3
- 19.17%
- Median
- 13.63%
- Q1
- 7.69%
- Min
- -7.88%
AAON’s Operating Profit Margin of 15.65% is around the midpoint for the Construction industry, indicating that its efficiency in managing core business operations is typical for the sector.
CSL
21.88%
Construction Industry
- Max
- 24.04%
- Q3
- 19.17%
- Median
- 13.63%
- Q1
- 7.69%
- Min
- -7.88%
An Operating Profit Margin of 21.88% places CSL in the upper quartile for the Construction industry. This signals a strong ability to translate revenue into operating profit, outperforming most of its competitors in core business efficiency.
Profitability at a Glance
| Symbol | AAON | CSL |
|---|---|---|
| Return on Equity (TTM) | 19.99% | 66.32% |
| Return on Assets (TTM) | 12.22% | 31.62% |
| Return on Invested Capital (TTM) | 14.69% | 17.55% |
| Net Profit Margin (TTM) | 12.60% | 34.45% |
| Operating Profit Margin (TTM) | 15.65% | 21.88% |
| Gross Profit Margin (TTM) | 31.04% | 36.92% |
Financial Strength
Current Ratio
AAON
2.77
Construction Industry
- Max
- 4.22
- Q3
- 2.59
- Median
- 1.84
- Q1
- 1.44
- Min
- 0.96
AAON’s Current Ratio of 2.77 is in the upper quartile for the Construction industry. This signifies a strong liquidity position, suggesting the company is well-equipped to cover its immediate liabilities compared to its peers.
CSL
2.58
Construction Industry
- Max
- 4.22
- Q3
- 2.59
- Median
- 1.84
- Q1
- 1.44
- Min
- 0.96
CSL’s Current Ratio of 2.58 aligns with the median group of the Construction industry, indicating that its short-term liquidity is in line with its sector peers.
Debt-to-Equity Ratio
AAON
0.33
Construction Industry
- Max
- 1.75
- Q3
- 1.15
- Median
- 0.84
- Q1
- 0.56
- Min
- 0.05
Falling into the lower quartile for the Construction industry, AAON’s Debt-to-Equity Ratio of 0.33 points to a conservative financing strategy. This results in lower financial risk but potentially limits strategic investments compared to more leveraged competitors.
CSL
0.87
Construction Industry
- Max
- 1.75
- Q3
- 1.15
- Median
- 0.84
- Q1
- 0.56
- Min
- 0.05
CSL’s Debt-to-Equity Ratio of 0.87 is typical for the Construction industry, indicating its use of leverage is in line with the sector norm. This suggests a balanced approach to its capital structure.
Interest Coverage Ratio
AAON
73.99
Construction Industry
- Max
- 30.91
- Q3
- 15.60
- Median
- 7.16
- Q1
- 2.73
- Min
- -4.26
With an Interest Coverage Ratio of 73.99, AAON demonstrates a superior capacity to service its debt, placing it well above the typical range for the Construction industry. This stems from either robust earnings or a conservative debt load.
CSL
15.75
Construction Industry
- Max
- 30.91
- Q3
- 15.60
- Median
- 7.16
- Q1
- 2.73
- Min
- -4.26
CSL’s Interest Coverage Ratio of 15.75 is in the upper quartile for the Construction industry, signifying a strong and healthy capacity to meet its interest payments from operating profits.
Financial Strength at a Glance
| Symbol | AAON | CSL |
|---|---|---|
| Current Ratio (TTM) | 2.77 | 2.58 |
| Quick Ratio (TTM) | 1.80 | 1.69 |
| Debt-to-Equity Ratio (TTM) | 0.33 | 0.87 |
| Debt-to-Asset Ratio (TTM) | 0.21 | 0.35 |
| Net Debt-to-EBITDA Ratio (TTM) | 1.35 | 1.28 |
| Interest Coverage Ratio (TTM) | 73.99 | 15.75 |
Growth
The following charts compare key year-over-year (YoY) growth metrics for AAON and CSL. These metrics are based on the companies’ annual financial reports.
Revenue Growth
Earnings Per Share (EPS) Growth
Free Cash Flow Growth
Dividend
Dividend Yield
AAON
0.48%
Construction Industry
- Max
- 2.43%
- Q3
- 1.20%
- Median
- 0.59%
- Q1
- 0.00%
- Min
- 0.00%
AAON’s Dividend Yield of 0.48% is consistent with its peers in the Construction industry, providing a dividend return that is standard for its sector.
CSL
1.01%
Construction Industry
- Max
- 2.43%
- Q3
- 1.20%
- Median
- 0.59%
- Q1
- 0.00%
- Min
- 0.00%
CSL’s Dividend Yield of 1.01% is consistent with its peers in the Construction industry, providing a dividend return that is standard for its sector.
Dividend Payout Ratio
AAON
17.39%
Construction Industry
- Max
- 84.31%
- Q3
- 28.17%
- Median
- 11.69%
- Q1
- 0.00%
- Min
- 0.00%
AAON’s Dividend Payout Ratio of 17.39% is within the typical range for the Construction industry, suggesting a balanced approach between shareholder payouts and company reinvestment.
CSL
10.22%
Construction Industry
- Max
- 84.31%
- Q3
- 28.17%
- Median
- 11.69%
- Q1
- 0.00%
- Min
- 0.00%
CSL’s Dividend Payout Ratio of 10.22% is within the typical range for the Construction industry, suggesting a balanced approach between shareholder payouts and company reinvestment.
Dividend at a Glance
| Symbol | AAON | CSL |
|---|---|---|
| Dividend Yield (TTM) | 0.48% | 1.01% |
| Dividend Payout Ratio (TTM) | 17.39% | 10.22% |
Valuation
Price-to-Earnings Ratio
AAON
38.60
Construction Industry
- Max
- 52.50
- Q3
- 32.30
- Median
- 22.66
- Q1
- 14.68
- Min
- 9.62
A P/E Ratio of 38.60 places AAON in the upper quartile for the Construction industry. This high valuation relative to peers suggests the market holds elevated expectations for the company’s future growth.
CSL
10.22
Construction Industry
- Max
- 52.50
- Q3
- 32.30
- Median
- 22.66
- Q1
- 14.68
- Min
- 9.62
In the lower quartile for the Construction industry, CSL’s P/E Ratio of 10.22 suggests the stock may be undervalued compared to its peers, potentially presenting an attractive entry point for investors.
Forward P/E to Growth Ratio
AAON
1.40
Construction Industry
- Max
- 4.11
- Q3
- 2.42
- Median
- 1.60
- Q1
- 1.15
- Min
- 0.27
The Forward PEG Ratio is often not a primary valuation metric in the Construction industry.
CSL
0.80
Construction Industry
- Max
- 4.11
- Q3
- 2.42
- Median
- 1.60
- Q1
- 1.15
- Min
- 0.27
The Forward PEG Ratio is often not a primary valuation metric in the Construction industry.
Price-to-Sales Ratio
AAON
4.86
Construction Industry
- Max
- 5.26
- Q3
- 3.38
- Median
- 1.63
- Q1
- 0.99
- Min
- 0.09
AAON’s P/S Ratio of 4.86 is in the upper echelon for the Construction industry. This means the company is valued richly on its revenue stream compared to its peers, suggesting the stock is priced for a high level of future performance.
CSL
3.44
Construction Industry
- Max
- 5.26
- Q3
- 3.38
- Median
- 1.63
- Q1
- 0.99
- Min
- 0.09
CSL’s P/S Ratio of 3.44 is in the upper echelon for the Construction industry. This means the company is valued richly on its revenue stream compared to its peers, suggesting the stock is priced for a high level of future performance.
Price-to-Book Ratio
AAON
7.51
Construction Industry
- Max
- 12.88
- Q3
- 6.91
- Median
- 3.04
- Q1
- 1.93
- Min
- 0.71
AAON’s P/B Ratio of 7.51 is in the upper tier for the Construction industry. This indicates that investors are paying a premium relative to the company’s net assets, a valuation that hinges on its ability to generate superior profits.
CSL
8.13
Construction Industry
- Max
- 12.88
- Q3
- 6.91
- Median
- 3.04
- Q1
- 1.93
- Min
- 0.71
CSL’s P/B Ratio of 8.13 is in the upper tier for the Construction industry. This indicates that investors are paying a premium relative to the company’s net assets, a valuation that hinges on its ability to generate superior profits.
Valuation at a Glance
| Symbol | AAON | CSL |
|---|---|---|
| Price-to-Earnings Ratio (P/E, TTM) | 38.60 | 10.22 |
| Forward PEG Ratio (TTM) | 1.40 | 0.80 |
| Price-to-Sales Ratio (P/S, TTM) | 4.86 | 3.44 |
| Price-to-Book Ratio (P/B, TTM) | 7.51 | 8.13 |
| Price-to-Free Cash Flow Ratio (P/FCF, TTM) | -37.11 | 22.68 |
| EV-to-EBITDA (TTM) | 32.39 | 14.49 |
| EV-to-Sales (TTM) | 5.07 | 3.77 |