Hand of the Market Screener
Quality checklist

2 of 3 checks passed · quarter ending 2026-06-30

  • ROIC at least 10%—no value
  • Operating margin up over 3 years−6.4 ppfailed
  • Free cash flow at least 80% of net income—no value
  • Share count up at most 5% in 3 years1.1%passed
  • Net debt at most 3× EBITDA—no value
  • Revenue grew over 3 years22.7%passed
Insider buying, last 90 days
2 insiders buyingPresident boughtStake +33% · Sep 15

2 insiders bought $109,584 in 2 purchases, 2026-08-28 – 2026-09-15

  • Stewart David Raymond · Director $74,660 · stake +33%
  • Shaub Matthew · Executive Vice President $34,924
Tracked funds, latest reports
Active managers
−$277.46M −2.7 pp of the company
1 buying · 3 selling · 4 holding
Mutual funds & ETFs
−$1.43M −0.0 pp of the company
0 buying · 2 selling · 2 holding

Each factor with its sector median and, where it's reported per quarter, its last 12 quarters.

Size & liquidity
AAONSector12 quartersMarket cap$5.74B$7.59BEnterprise value—$10BAvg daily $ volume$88.97M$111.26MDaily turnover1.5%1.2%
Growth
AAONSector12 quartersRevenue CAGR 3y22.7%5.3%32.7% → 22.7%Revenue CAGR 5y30.5%8.2%Revenue growth YoY101.2%10.3%28.6% → 101.2%Revenue acceleration+46.9 pp+0.9 pp−7.4 pp → +46.9 ppFCF growth YoY—13.1%FCF conversion—116.2%Forward growth (HoM est.)36.3%8.3%
Valuation
AAONSector12 quartersP/E (trailing)36.0×25.3×P/E (forward, HoM est.)26.4×23.0×P/E vs. sector1.4×1.0×PEG (HoM est.)0.732.71EV/EBITDA—14.5×EV/Sales—2.4×FCF yield—3.9%Dividend yield0.6%0.6%Shareholder yield0.6%2.3%
Quality
AAONSector12 quartersQuality checks passed24ROIC—10.8%Gross profitability26.5%24.7%38.7% → 26.5%Gross margin25.6%35.2%32.8% → 25.6%Gross margin Δ 3y−4.5 pp+1.1 pp+6.9 pp → −4.5 ppOperating margin11.1%11.0%18.8% → 11.1%Operating margin Δ 3y−6.4 pp+0.6 pp+1.6 pp → −6.4 ppDebt/equity—0.6×Net debt/EBITDA—1.6×Interest coverage—6.4×Share count Δ 3y1.1%-2.7%3.6% → 1.1%Stock compensation / revenue1.0%0.8%1.4% → 1.0%Accruals ratio4.5%-3.9%5.1% → 4.5%
Earnings & estimates
AAONSector12 quartersDays to next report1413
Ownership & positioning
AAONSector12 quartersInsider buys (90d)20Insiders buying (90d)20Insider net value (90d)$109.58K$0Institutional ownership78.7%94.5%Institutional Δ QoQ−8.1 pp+0.6 ppConviction funds net buying—−0.0 ppActive managers net buying−2.7 pp+0.0 ppActive funds net buying−0.0 pp+0.0 ppDays to cover4.383.81Short % of shares out6.8%4.6%Short interest Δ+0.9 pp+0.1 pp

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Source: SEC EDGAR: Forms 4 (insider trades), 10-Q and 10-K (financials). Insider trades as filed (amendments applied); financial metrics computed by Hand of the Market from the companies' quarterly and annual reports. Each trade links to its filing.

Not investment advice. These signals are starting points for research, not recommendations. Data may contain errors or lag the filings.