AAON (AAON) vs Sensata Technologies (ST)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 7, 2026.
Summary
Sensata Technologies (ST) has outperformed AAON (AAON) over the past year, gaining 38.8% versus a loss of 15.4%. Over five years, AAON leads with a +86.7% price change compared with -27.4% for ST. AAON is the larger company by market cap ($7.18 billion vs $6.17 billion), about 1.2 times the size.
On valuation, Sensata Technologies trades at a lower forward P/E (10.3x vs 24.9x for AAON). Sensata Technologies offers the higher dividend yield (1.13% vs 0.46%). AAON converts more of its revenue into profit, with a net margin of 7.5% versus 0.8%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | AAON | ST |
|---|---|---|
| Share price | $87.13 | $42.37 |
| Market cap | $7.18B | $6.17B |
| 1-day change | -1.07% | -3.53% |
| YTD return | +14.27% | +27.28% |
| 1-year return | -15.44% | +38.78% |
| 5-year return | +86.71% | -27.41% |
| P/E ratio (TTM) | 45.86 | 70.62 |
| Forward P/E | 24.91 | 10.35 |
| EPS (TTM) | $1.90 | $0.60 |
| Dividend yield | 0.46% | 1.13% |
| Annual dividend | $0.40 | $0.48 |
| Revenue (latest FY) | $1.44B | $3.70B |
| Revenue growth (YoY) | +20.11% | -5.81% |
| Net income (latest FY) | $107.59M | $31.30M |
| Gross margin | 26.75% | 29.27% |
| Operating margin | 10.14% | 6.41% |
| Net margin | 7.46% | 0.84% |
| 52-week high | $150.46 | $53.89 |
| 52-week low | $73.19 | $28.16 |
| Distance from 52-week high | -42.09% | -21.38% |
| Analyst consensus | strong_buy | none |
| Avg. price target upside | +54.65% | +25.09% |
| Average volume | 1.16M | 1.46M |
| Shares outstanding | 82.45M | 145.54M |
| Employees | 5,897 | 16,700 |
| Sector | Industrials | Industrials |
| Industry | Industrial Machinery/Components | Industrial Machinery/Components |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- ST has outperformed AAON by 54.2 percentage points over the past year.
- Sensata Technologies trades at a higher earnings multiple (70.6x vs 45.9x trailing P/E).
- AAON is more profitable, keeping 7.5 cents of every revenue dollar as net income versus 0.8 cents for Sensata Technologies.
- AAON grew revenue faster in its latest fiscal year (+20.11% vs -5.81%).
About AAON
AAON stock →AAON, Inc., together with its subsidiaries, engages in engineering, manufacturing, marketing, and selling air conditioning and heating equipment in the United States and Canada. The company operates through three segments: AAON Oklahoma, AAON Coil Products, and BASX.
Industrials · Industrial Machinery/Components · 5,897 employees
About Sensata Technologies
ST stock →Sensata Technologies Holding plc develops, manufactures, and sells sensors and sensor-rich solutions, electrical protection components and systems, and other products used in mission-critical systems and applications in the United States, Europe, Asia, and internationally. It operates through three segments: Automotive; Industrials; and Aerospace, Defense, and Commercial Equipment.
Industrials · Industrial Machinery/Components · 16,700 employees
AAON vs ST FAQ
Which is bigger, AAON or Sensata Technologies?
AAON (AAON) is larger, with a market capitalization of $7.18B compared with $6.17B for Sensata Technologies (ST).
Which stock has performed better over the past year, AAON or ST?
ST returned +38.78% over the past 12 months, compared with -15.44% for AAON (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, AAON or ST?
AAON has the lower trailing P/E at 45.9, versus 70.6 for ST. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, AAON or Sensata Technologies?
Sensata Technologies has the higher yield at 1.13%, compared with 0.46% for AAON.
Are AAON and Sensata Technologies in the same industry?
Yes. Both are classified in the Industrial Machinery/Components industry within the Industrials sector.