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

Performance

FIX vs. AAON - Performance Comparison

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

-20.00%0.00%20.00%40.00%60.00%80.00%JuneJulyAugustSeptemberOctoberNovember
44.30%
73.51%
FIX
AAON

Returns By Period

In the year-to-date period, FIX achieves a 132.35% return, which is significantly higher than AAON's 79.30% return. Over the past 10 years, FIX has outperformed AAON with an annualized return of 42.71%, while AAON has yielded a comparatively lower 26.34% annualized return.


FIX

YTD

132.35%

1M

12.34%

6M

45.09%

1Y

147.72%

5Y (annualized)

57.88%

10Y (annualized)

42.71%

AAON

YTD

79.30%

1M

20.25%

6M

73.80%

1Y

108.84%

5Y (annualized)

33.47%

10Y (annualized)

26.34%

Fundamentals


FIXAAON
Market Cap$16.95B$10.73B
EPS$13.05$2.30
PE Ratio36.4957.41
PEG Ratio2.062.87
Total Revenue (TTM)$6.52B$1.21B
Gross Profit (TTM)$1.29B$419.15M
EBITDA (TTM)$758.88M$302.54M

Key characteristics


FIXAAON
Sharpe Ratio3.312.81
Sortino Ratio3.463.37
Omega Ratio1.491.50
Calmar Ratio9.254.61
Martin Ratio24.4712.83
Ulcer Index5.97%8.55%
Daily Std Dev44.09%39.01%
Max Drawdown-93.36%-73.63%
Current Drawdown0.00%-6.18%

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Correlation

-0.50.00.51.00.4

The correlation between FIX and AAON 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.

Risk-Adjusted Performance

FIX vs. AAON - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Comfort Systems USA, Inc. (FIX) and AAON, Inc. (AAON). 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 FIX, currently valued at 3.31, compared to the broader market-4.00-2.000.002.004.003.312.81
The chart of Sortino ratio for FIX, currently valued at 3.46, compared to the broader market-4.00-2.000.002.004.003.463.37
The chart of Omega ratio for FIX, currently valued at 1.49, compared to the broader market0.501.001.502.001.491.50
The chart of Calmar ratio for FIX, currently valued at 9.25, compared to the broader market0.002.004.006.009.254.61
The chart of Martin ratio for FIX, currently valued at 24.47, compared to the broader market-10.000.0010.0020.0030.0024.4712.83
FIX
AAON

The current FIX Sharpe Ratio is 3.31, which is comparable to the AAON Sharpe Ratio of 2.81. The chart below compares the historical Sharpe Ratios of FIX and AAON, 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 Ratio0.001.002.003.004.00JuneJulyAugustSeptemberOctoberNovember
3.31
2.81
FIX
AAON

Dividends

FIX vs. AAON - Dividend Comparison

FIX's dividend yield for the trailing twelve months is around 0.25%, more than AAON's 0.24% yield.


TTM20232022202120202019201820172016201520142013
FIX
Comfort Systems USA, Inc.
0.25%0.41%0.49%0.49%0.81%0.79%0.76%0.68%0.83%0.88%1.31%1.08%
AAON
AAON, Inc.
0.24%0.43%0.57%0.48%0.57%0.65%0.91%0.71%0.73%0.95%0.79%0.52%

Drawdowns

FIX vs. AAON - Drawdown Comparison

The maximum FIX drawdown since its inception was -93.36%, which is greater than AAON's maximum drawdown of -73.63%. Use the drawdown chart below to compare losses from any high point for FIX and AAON. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember0
-6.18%
FIX
AAON

Volatility

FIX vs. AAON - Volatility Comparison

The current volatility for Comfort Systems USA, Inc. (FIX) is 16.92%, while AAON, Inc. (AAON) has a volatility of 19.78%. This indicates that FIX experiences smaller price fluctuations and is considered to be less risky than AAON based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%JuneJulyAugustSeptemberOctoberNovember
16.92%
19.78%
FIX
AAON

Financials

FIX vs. AAON - Financials Comparison

This section allows you to compare key financial metrics between Comfort Systems USA, Inc. and AAON, 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