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AAON vs. FIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between AAON and FIX is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.4

Performance

AAON vs. FIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AAON, Inc. (AAON) and Comfort Systems USA, Inc. (FIX). The values are adjusted to include any dividend payments, if applicable.

0.00%5,000.00%10,000.00%15,000.00%20,000.00%25,000.00%30,000.00%35,000.00%JulyAugustSeptemberOctoberNovemberDecember
30,294.22%
3,305.81%
AAON
FIX

Key characteristics

Sharpe Ratio

AAON:

1.84

FIX:

2.52

Sortino Ratio

AAON:

2.43

FIX:

2.88

Omega Ratio

AAON:

1.35

FIX:

1.40

Calmar Ratio

AAON:

3.09

FIX:

7.12

Martin Ratio

AAON:

8.40

FIX:

17.97

Ulcer Index

AAON:

8.76%

FIX:

6.26%

Daily Std Dev

AAON:

39.95%

FIX:

44.68%

Max Drawdown

AAON:

-73.64%

FIX:

-93.36%

Current Drawdown

AAON:

-11.76%

FIX:

-13.03%

Fundamentals

Market Cap

AAON:

$10.46B

FIX:

$16.18B

EPS

AAON:

$2.28

FIX:

$13.09

PE Ratio

AAON:

56.43

FIX:

34.72

PEG Ratio

AAON:

2.87

FIX:

2.06

Total Revenue (TTM)

AAON:

$1.21B

FIX:

$6.52B

Gross Profit (TTM)

AAON:

$419.15M

FIX:

$1.29B

EBITDA (TTM)

AAON:

$302.54M

FIX:

$758.88M

Returns By Period

In the year-to-date period, AAON achieves a 68.64% return, which is significantly lower than FIX's 113.90% return. Over the past 10 years, AAON has underperformed FIX with an annualized return of 24.60%, while FIX has yielded a comparatively higher 39.41% annualized return.


AAON

YTD

68.64%

1M

-5.94%

6M

56.81%

1Y

72.09%

5Y*

30.91%

10Y*

24.60%

FIX

YTD

113.90%

1M

-7.94%

6M

38.85%

1Y

113.01%

5Y*

55.24%

10Y*

39.41%

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Risk-Adjusted Performance

AAON vs. FIX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for AAON, Inc. (AAON) and Comfort Systems USA, Inc. (FIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for AAON, currently valued at 1.84, compared to the broader market-4.00-2.000.002.001.842.52
The chart of Sortino ratio for AAON, currently valued at 2.43, compared to the broader market-4.00-2.000.002.004.002.432.88
The chart of Omega ratio for AAON, currently valued at 1.35, compared to the broader market0.501.001.502.001.351.40
The chart of Calmar ratio for AAON, currently valued at 3.09, compared to the broader market0.002.004.006.003.097.12
The chart of Martin ratio for AAON, currently valued at 8.40, compared to the broader market-5.000.005.0010.0015.0020.0025.008.4017.97
AAON
FIX

The current AAON Sharpe Ratio is 1.84, which is comparable to the FIX Sharpe Ratio of 2.52. The chart below compares the historical Sharpe Ratios of AAON and FIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.002.003.004.00JulyAugustSeptemberOctoberNovemberDecember
1.84
2.52
AAON
FIX

Dividends

AAON vs. FIX - Dividend Comparison

AAON's dividend yield for the trailing twelve months is around 0.26%, less than FIX's 0.27% yield.


TTM20232022202120202019201820172016201520142013
AAON
AAON, Inc.
0.26%0.43%0.57%0.48%0.57%0.65%0.91%0.71%0.73%0.95%0.79%0.52%
FIX
Comfort Systems USA, Inc.
0.27%0.41%0.49%0.49%0.81%0.79%0.76%0.68%0.83%0.88%1.31%1.08%

Drawdowns

AAON vs. FIX - Drawdown Comparison

The maximum AAON drawdown since its inception was -73.64%, smaller than the maximum FIX drawdown of -93.36%. Use the drawdown chart below to compare losses from any high point for AAON and FIX. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-11.76%
-13.03%
AAON
FIX

Volatility

AAON vs. FIX - Volatility Comparison

AAON, Inc. (AAON) has a higher volatility of 11.81% compared to Comfort Systems USA, Inc. (FIX) at 11.06%. This indicates that AAON's price experiences larger fluctuations and is considered to be riskier than FIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%JulyAugustSeptemberOctoberNovemberDecember
11.81%
11.06%
AAON
FIX

Financials

AAON vs. FIX - Financials Comparison

This section allows you to compare key financial metrics between AAON, Inc. and Comfort Systems USA, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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