AOS:NYE-Smith AO Corporation (USD)

COMMON STOCK | Specialty Industrial Machinery |

Last Closing

USD 82.89

Change

+0.42 (+0.51)%

Market Cap

USD 12.09B

Volume

0.90M

Analyst Target

USD 51.75
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

A. O. Smith Corporation manufactures and markets residential and commercial gas and electric water heaters, boilers, heat pumps, tanks, and water treatment products in North America, China, Europe, and India. The company offers water heaters for residences, restaurants, hotels, office buildings, laundries, car washes, and small businesses; boilers for hospitals, schools, hotels, and other large commercial buildings, as well as homes, apartments, and condominiums; and water treatment products comprising point-of-entry water softeners, well water solutions, and whole-home water filtration products, and point-of-use carbon and reverse osmosis products for residences, restaurants, hotels, and offices. It also provides commercial water treatment and filtration product; expansion tanks, commercial solar water heating systems, swimming pool and spa heaters, and related products and parts; and electric wall-hung, gas tankless, combi-boiler, and heat pump and solar water heaters. The company offers its products under the A. O. Smith, State, Lochinvar, Hague, Water-Right, Master Water, Atlantic Filter, and Water Tec brands. It distributes its products through independent wholesale plumbing distributors, as well as to retail channels consisting of hardware and home center chains, and manufacturer representative firms; and offers Aquasana branded products directly to consumers through e-commerce channels. A. O. Smith Corporation was founded in 1874 and is headquartered in Milwaukee, Wisconsin. Address: 11270 West Park Place, Milwaukee, WI, United States, 53224-9508

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-18 )

Largest Industry Peers for Specialty Industrial Machinery

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

+2.92 (+0.94%)

USD 124.10B
EMR Emerson Electric Company

-0.22 (-0.21%)

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CMI Cummins Inc

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AME Ametek Inc

+0.86 (+0.51%)

USD 39.23B
OTIS Otis Worldwide Corp

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XYL Xylem Inc

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ROK Rockwell Automation Inc

-0.46 (-0.17%)

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IEX IDEX Corporation

+0.91 (+0.44%)

USD 15.50B
PNR Pentair PLC

-0.43 (-0.46%)

USD 15.03B
GGG Graco Inc

-0.18 (-0.21%)

USD 14.19B

ETFs Containing AOS

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

-0.03 (-0.57%)

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

N/A

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

-0.15 (-0.57%)

N/A
AKWA:XETRA Global X Clean Water UCIT.. 4.73 % 0.00 %

-0.16 (-0.57%)

USD 0.01B
AQWA:LSE Global X Clean Water UCIT.. 4.61 % 0.00 %

-0.15 (-0.57%)

USD 0.01B
AQWA Global X Clean Water ETF 4.08 % 0.00 %

-0.01 (-0.57%)

USD 0.01B
PHO Invesco Water Resources E.. 3.72 % 0.60 %

-0.26 (-0.57%)

USD 2.19B
FIW First Trust Water ETF 0.00 % 0.55 %

-0.09 (-0.57%)

N/A
WTRX 0.00 % 0.80 %

N/A

N/A
EBLU Ecofin Global Water ESG F.. 0.00 % 0.00 %

-0.20 (-0.57%)

USD 0.06B

Market Performance

  Market Performance vs. Industry/Classification (Specialty Industrial Machinery) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 0.55% 43% F 28% F
Dividend Return 1.16% 64% D 28% F
Total Return 1.71% 45% F 25% F
Trailing 12 Months  
Capital Gain 24.93% 65% D 76% C+
Dividend Return 1.93% 78% C+ 30% F
Total Return 26.86% 65% D 74% C
Trailing 5 Years  
Capital Gain 74.58% 59% D- 81% B-
Dividend Return 12.43% 71% C- 46% F
Total Return 87.01% 64% D 81% B-
Average Annual (5 Year Horizon)  
Capital Gain 16.92% 65% D 81% B-
Dividend Return 18.92% 67% D+ 81% B-
Total Return 2.00% 73% C 44% F
Risk Return Profile  
Volatility (Standard Deviation) 27.42% 59% D- 38% F
Risk Adjusted Return 69.00% 82% B 84% B
Market Capitalization 12.09B 69% C- 87% B+

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.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

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 on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

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