AOS:NYE-A.O. Smith Corporation (USD)

EQUITY | Specialty Industrial Machinery | New York Stock Exchange

Last Closing

USD 80.48

Change

0.00 (0.00)%

Market Cap

USD 8.34B

Volume

1.19M

Analyst Target

USD 51.75
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

A.O. Smith Corp manufactures and markets water heaters and boilers, for residential and commercial end markets. The Company has two reporting segments; North America and Rest of World.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-07-07 )

Largest Industry Peers for Specialty Industrial Machinery

Symbol Name Price(Change) Market Cap
ETN Eaton Corporation PLC

+6.09 (+1.86%)

USD 130.57B
EMR Emerson Electric Company

+1.81 (+1.65%)

USD 62.47B
CMI Cummins Inc

+4.39 (+1.34%)

USD 44.86B
OTIS Otis Worldwide Corp

+0.26 (+0.25%)

USD 39.63B
AME Ametek Inc

+1.01 (+0.60%)

USD 39.39B
XYL Xylem Inc

+0.41 (+0.31%)

USD 32.58B
ROK Rockwell Automation Inc

+2.04 (+0.77%)

USD 30.77B
PNR Pentair PLC

+0.33 (+0.35%)

USD 16.14B
IEX IDEX Corporation

+0.25 (+0.12%)

USD 16.00B
GGG Graco Inc

-0.42 (-0.49%)

USD 14.65B

ETFs Containing AOS

DXZ:CA Dynamic Active U.S. Mid-C.. 9.49 % 0.87 %

N/A

CAD 0.03B
AQWG:LSE Global X Clean Water UCIT.. 5.07 % 0.00 %

-0.03 (0.00%)

N/A
AQWA:SW Global X Clean Water UCIT.. 4.92 % 0.00 %

N/A

N/A
AQWA:LSE Global X Clean Water UCIT.. 4.83 % 0.00 %

-0.10 (0.00%)

USD 0.01B
AKWA:XETRA Global X Clean Water UCIT.. 4.73 % 0.00 %

+0.05 (+0.00%)

USD 0.01B
PHO Invesco Water Resources E.. 4.25 % 0.60 %

+0.07 (+0.00%)

USD 2.29B
EBLU Ecofin Global Water ESG F.. 4.18 % 0.00 %

N/A

USD 0.06B
OUSM 2.13 % 0.48 %

N/A

N/A
SDVY First Trust SMID Cap Risi.. 1.13 % 0.60 %

+0.47 (+0.00%)

USD 6.09B
FVD:LSE First Trust Value Line® .. 0.52 % 0.00 %

-0.05 (0.00%)

USD 0.02B
FIW First Trust Water ETF 0.00 % 0.55 %

+0.30 (+0.00%)

N/A
WTRX 0.00 % 0.80 %

N/A

N/A
AQWA Global X Clean Water ETF 0.00 % 0.00 %

+0.06 (+0.00%)

USD 0.01B

Market Performance

  Market Performance vs. Industry/Classification (Specialty Industrial Machinery) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -2.38% 33% F 29% F
Dividend Return 0.78% 58% F 22% F
Total Return -1.60% 35% F 27% F
Trailing 12 Months  
Capital Gain 13.93% 59% D- 69% C-
Dividend Return 2.21% 81% B- 33% F
Total Return 16.14% 61% D- 67% D+
Trailing 5 Years  
Capital Gain 78.61% 69% C- 83% B
Dividend Return 12.87% 77% C+ 51% F
Total Return 91.48% 72% C 84% B
Average Annual (5 Year Horizon)  
Capital Gain 17.03% 69% C- 82% B
Dividend Return 19.05% 73% C 81% B-
Total Return 2.01% 73% C 46% F
Risk Return Profile  
Volatility (Standard Deviation) 26.74% 59% D- 39% F
Risk Adjusted Return 71.24% 84% B 88% B+
Market Capitalization 8.34B 71% C- 86% B+

Key Financial Ratios

  Ratio vs. Industry/Classification (Specialty Industrial Machinery) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 19.90 74% 37%
Price/Book Ratio 6.90 10% 12%
Price / Cash Flow Ratio 17.61 60% 20%
Price/Free Cash Flow Ratio 15.19 59% 24%
Management Effectiveness  
Return on Equity 31.44% 98% 92%
Return on Invested Capital 28.57% 96% 93%
Return on Assets 14.31% 96% 97%
Debt to Equity Ratio 6.36% 89% 89%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Low debt

The company is less leveraged than its peers ,, and is among the top quartile, which makes it more flexible. However, do check the news and look at its sector. Sometimes this is low because the company is not growing and has no growth potential.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector