AAON vs JCI vs ROP Stock Comparison

Aaon, Johnson Controls International and Roper Technologies Prices as of Oct 26, 2026 Peers: Industry group
AAON Aaon, Inc.
$70.80 -20.5% 1M -33.4% 1Y
Market cap
$6.24B
P/E
39.2x
Revenue (TTM)
$1.93B
Div. yield
–
HVAC Industrials
3 wins
ROP Roper Technologies Inc
$441.65 +23.2% 1M -7.8% 1Y
Market cap
$43.63B
P/E
16.8x
Revenue (TTM)
$8.43B
Div. yield
–
ERP Software Technology
4 wins

Head to Head

11 decided of 12

Johnson Controls International leads on 4 of the 12 questions below (Johnson Controls International 4, Roper Technologies 4, Aaon 3). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionAAONJCIROPLeader
Larger companyMarket capitalisation $6.24B $94.46B $43.63B JCI
Cheaper on earningsLower P/E, profitable companies only 39.2x 26.4x 16.8x ROP
Cheaper on forward earningsLower price / next fiscal year consensus EPS 31.7x 30.1x 19.3x ROP
Faster revenue growthRevenue growth, trailing twelve months +53.5% +6.8% +9.2% AAON
More profitableNet margin, trailing twelve months 8.2% 14.3% — JCI
Better return on capitalReturn on invested capital 12.7% 10.5% — AAON
Less leveragedLower net debt / EBITDA 1.5x 2.3x — AAON
Higher dividend yieldTrailing dividend yield 0.00% 0.01% 0.00% –
Better 1-year returnPrice return, last 12 months -33.4% +30.6% -7.8% JCI
Better 5-year returnAnnualised price return, 5 years +9.0%/yr +15.5%/yr -1.7%/yr JCI
Less volatileAnnualised volatility, 1 year 59.5% 31.4% 31.3% ROP
Higher overall scoreMean of the five percentile scores vs peers 41/100 44/100 45/100 ROP

Percentile Scorecard

AAONJCIROP

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisAAONJCIROP
Valuation 7 #52 of 56 15 #48 of 56 61 #40 of 102
Growth 77 #13 of 52 84 #9 of 52 45 #54 of 98
Profitability 50 #26 of 51 62 #20 of 51 45 #53 of 95
Financial Health 67 #20 of 58 25 #44 of 58 48 #57 of 109
Shareholder Returns 5 #39 of 41 35 #27 of 41 24 #49 of 64
Overall 41 44 45
  • AAON ranked among 60 companies in Construction Products
  • JCI ranked among 60 companies in Construction Products
  • ROP ranked among 115 companies in Business Applications

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodAAONJCIROPSPY
1 month -20.5%-1.8%+23.2% -0.8%
3 months -29.9%+2.9%+17.8% +3.5%
6 months -22.7%+2.9%+25.3% +7.0%
Year to date -7.1%+23.2%-0.8% +12.2%
1 year -33.4%+30.6%-7.8% +13.0%
3 years +31.7%+205.9%-7.1% +86.3%
3 years, per year +9.6%+45.2%-2.4% +23.1%
5 years +53.5%+105.6%-8.2% +68.6%
5 years, per year +9.0%+15.5%-1.7% +11.0%
10 years +264.4%+234.5%+160.2% +258.0%
10 years, per year +13.8%+12.8%+10.0% +13.6%

Risk

MeasureAAONJCIROPSPY
Volatility, 1Y 59.5%31.4%31.3% 12.7%
Downside volatility, 1Y 57.7%32.6%33.7% 12.7%
Beta vs S&P 500, 1Y 2.191.14-0.04 1.00
Return / volatility, 1Y -0.560.98-0.25 1.02
Max drawdown, 5Y -53.6%-43.1%-46.9% -25.4%
From 52-week high -52.2%-7.1%-4.8% -1.8%
52-week high $148.25$158.77$463.73 $779.14
52-week low $68.85$110.85$315.53 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleAAONJCIROP
P/E now vs peer median 36.5xmedian 19.4x 25.1xmedian 19.4x 17.1xmedian 28.8x
P/S now vs peer median 3.0xmedian 1.5x 3.6xmedian 1.5x 5.2xmedian 2.8x
EV/EBITDA now vs peer median 21.0xmedian 12.1x 26.1xmedian 12.1x —median 17.7x
P/FCF now vs peer median -49.1xmedian 16.1x 28.2xmedian 16.1x 13.2xmedian 15.8x
P/B now vs peer median 5.8xmedian 2.9x 6.6xmedian 2.9x 2.3xmedian 3.2x
PEG now vs peer median 16.77median 0.93 1.00median 0.93 -9.65median 0.85

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsAAONJCIROP
Revenue $1.93B $25.00B $8.43B
Gross profit $494.09M $9.16B $5.88B
Operating income $213.50M $2.99B $2.37B
Net income $159.29M $3.58B $2.59B
Free cash flow -$118.79M $3.17B –
EPS (diluted) $1.90 $5.87 $25.75
Cash & equivalents $13.00K $641.00M $311.00M
Total debt $435.00M $9.48B –
Shares (diluted) 83.72M 610.00M 100.60M
Enterprise value $6.24B $92.19B $43.63B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricAAONJCIROP
P/E 36.5x 25.1x 17.1x
P/FCF -49.1x 28.2x 13.2x
P/Operating cash flow 67.5x 25.2x 16.7x
P/S 3.0x 3.6x 5.2x
P/B 5.8x 6.6x 2.3x
P/Tangible book 5.8x 9.0x 4.5x
EV/EBITDA 21.0x 26.1x –
EV/EBIT 29.4x 32.9x –
EV/Revenue 3.2x 3.9x 5.2x
EV/FCF -52.8x 31.0x –
EV/Operating cash flow 72.5x 27.7x 16.7x
PEG (3Y EPS CAGR) 16.77 1.00 -9.65

Growth

14 metrics
MetricAAONJCIROP
Revenue growth (1Y) 53.5% 6.8% 9.2%
Revenue CAGR (3Y) 22.7% 4.4% 12.1%
Gross profit growth (1Y) 36.9% 7.7% 10.4%
Gross profit CAGR (3Y) 16.2% 5.5% 12.0%
Operating income growth (1Y) 39.0% 14.1% 8.9%
Operating income CAGR (3Y) 5.4% 27.4% 11.8%
Net income growth (1Y) 30.5% 60.4% 65.0%
Net income CAGR (3Y) 2.3% 20.0% -4.0%
EPS growth (1Y) 29.3% 72.9% 77.8%
EPS CAGR (3Y) 2.2% 25.0% -1.8%
Operating cash flow growth (1Y) 157.7% 20.5% 3.8%
Operating cash flow CAGR (3Y) -11.0% 41.2% 20.8%
Free cash flow growth (1Y) 33.7% 29.8% –
Free cash flow CAGR (3Y) -74.9% 56.0% –

Profitability

14 metrics
MetricAAONJCIROP
Gross margin 25.6% 36.7% –
EBITDA margin 15.5% 15.1% –
Operating margin 11.0% 12.0% –
Pretax margin 9.9% 10.9% –
Net margin 8.2% 14.3% –
FCF margin -6.1% 12.7% –
Operating cash flow margin 4.5% 14.2% 31.1%
Return on equity 16.4% 27.0% –
Return on assets 8.7% 9.5% –
Return on invested capital 12.7% 10.5% –
Return on capital employed 14.3% 11.0% –
Asset turnover 1.1x 0.6x 0.2x
Cash conversion (OCF / net income) 0.5x 1.0x 1.0x
Stock comp / revenue 1.0% 0.5% 2.4%

Financial Health

11 metrics
MetricAAONJCIROP
Debt / assets 23.3% 24.4% –
Debt / equity 0.4x 0.7x –
Net debt / EBITDA 1.5x 2.3x –
Debt / FCF -3.7x 3.0x –
Liabilities / assets 45.8% 65.1% 44.2%
Equity / assets 54.2% 34.9% 55.8%
Interest coverage – – –
Current ratio 3.0x 1.0x 0.4x
Quick ratio 1.9x 0.9x –
Cash ratio 0.0x 0.1x –
Altman Z-score 6.63 – –

Shareholder Returns

7 metrics
MetricAAONJCIROP
Dividend yield 0.6% 1.1% 0.8%
Net buyback yield -0.6% 6.6% –
Shareholder yield -0.1% 7.7% 0.8%
Payout ratio (earnings) – 27.3% –
Payout ratio (FCF) – 30.8% –
Dividend growth (1Y) – -0.3% –
Dividend CAGR (3Y) – 0.2% –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusAAONJCIROP
Forward P/E 31.7xFY2026 30.1xFY2026 19.3xFY2026
EPS, next fiscal year $2.23FY2026 $4.90FY2026 $22.94FY2026
EPS growth, next FY +65.2%FY2026 +30.3%FY2026 +14.7%FY2026
EPS growth, the year after +56.1% +30.8% +12.3%
Revenue, next fiscal year $2.44BFY2026 $26.80BFY2026 $8.28BFY2026
Revenue growth, next FY +69.6%FY2026 +13.6%FY2026 +4.8%FY2026
Revenue growth, the year after +16.8% +6.3% +16.4%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersAAONJCIROP
Held by institutions 78.7% 89.5% 100.0%
Institutions holding 469 1,597 1,075
Change in shares held, QoQ -7.0% -1.1% +6.7%
Institutions buying 241 790 415
Institutions selling 174 557 522
Buyers to sellers 1.39 1.42 0.80

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

AAONJCIROP
AAON 1.00 0.47 -0.24
JCI 0.47 1.00 -0.30
ROP -0.24 -0.30 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, AAON, JCI and ROP?

Johnson Controls International (JCI) is the largest by market capitalisation: Aaon (AAON) $6.24B, Johnson Controls International (JCI) $94.46B, Roper Technologies (ROP) $43.63B.

Which stock is cheaper, AAON, JCI and ROP?

Roper Technologies (ROP) trades on the lowest price-to-earnings ratio (Aaon (AAON) 39.2x, Johnson Controls International (JCI) 26.4x, Roper Technologies (ROP) 16.8x). On next year's consensus earnings, Roper Technologies (ROP) is cheapest (Aaon (AAON) 31.7x, Johnson Controls International (JCI) 30.1x, Roper Technologies (ROP) 19.3x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Aaon (AAON) grew revenue fastest over the trailing twelve months: Aaon (AAON) +53.5%, Johnson Controls International (JCI) +6.8%, Roper Technologies (ROP) +9.2%.

Which company is more profitable?

Johnson Controls International (JCI) has the highest net margin (Aaon (AAON) 8.2%, Johnson Controls International (JCI) 14.3%). On return on invested capital, Aaon (AAON) leads (Aaon (AAON) 12.7%, Johnson Controls International (JCI) 10.5%).

Which stock has performed better?

Over the past year Johnson Controls International (JCI) returned the most: Aaon (AAON) -33.4%, Johnson Controls International (JCI) +30.6%, Roper Technologies (ROP) -7.8%. Over five years, Johnson Controls International (JCI) compounded fastest (Aaon (AAON) +9.0%/yr, Johnson Controls International (JCI) +15.5%/yr, Roper Technologies (ROP) -1.7%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Aaon (AAON) 0.00%, Johnson Controls International (JCI) 0.01%, Roper Technologies (ROP) 0.00%. Aaon (AAON) and Roper Technologies (ROP) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Roper Technologies (ROP) has been the steadiest (Aaon (AAON) 59.5%, Johnson Controls International (JCI) 31.4%, Roper Technologies (ROP) 31.3%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, AAON, JCI and ROP?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Johnson Controls International (JCI) leads on 4. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.