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

EQUITY | Specialty Industrial Machinery | New York Stock Exchange

Last Closing

USD 67.36

Change

+1.64 (+2.50)%

Market Cap

USD 8.34B

Volume

2.44M

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: 2025-02-19 )

Largest Industry Peers for Specialty Industrial Machinery

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

-0.61 (-0.20%)

USD 124.82B
EMR Emerson Electric Company

+0.32 (+0.26%)

USD 69.55B
CMI Cummins Inc

-1.68 (-0.44%)

USD 51.09B
AME Ametek Inc

-0.08 (-0.04%)

USD 42.69B
OTIS Otis Worldwide Corp

+0.73 (+0.74%)

USD 38.12B
ROK Rockwell Automation Inc

+3.84 (+1.28%)

USD 33.77B
XYL Xylem Inc

-0.53 (-0.41%)

USD 31.85B
PNR Pentair PLC

-0.92 (-0.96%)

USD 16.06B
IEX IDEX Corporation

-2.58 (-1.30%)

USD 14.84B
GGG Graco Inc

+0.06 (+0.07%)

USD 14.32B

ETFs Containing AOS

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

-0.25 (-1.50%)

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

-0.40 (-1.50%)

N/A
AQWA:LSE Global X Clean Water UCIT.. 4.07 % 0.00 %

-0.19 (-1.50%)

USD 0.02B
AKWA:XETRA 3.99 % 0.00 %

N/A

N/A
PHO Invesco Water Resources E.. 3.71 % 0.60 %

-0.38 (-1.50%)

USD 2.16B
FIW First Trust Water ETF 0.00 % 0.55 %

-0.57 (-1.50%)

N/A
WTRX 0.00 % 0.80 %

N/A

N/A
DXZ:CA Dynamic Active U.S. Mid-C.. 0.00 % 0.87 %

-0.12 (-1.50%)

CAD 0.04B
EBLU Ecofin Global Water ESG F.. 0.00 % 0.00 %

N/A

USD 0.05B
AQWA Global X Clean Water ETF 0.00 % 0.00 %

-0.11 (-1.50%)

USD 9.97M

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 -1.25% 33% F 21% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.25% 33% F 20% F
Trailing 12 Months  
Capital Gain -16.04% 10% F 13% F
Dividend Return 1.22% 53% F 20% F
Total Return -14.82% 10% F 12% F
Trailing 5 Years  
Capital Gain 52.78% 50% F 73% C
Dividend Return 13.06% 77% C+ 43% F
Total Return 65.84% 53% F 73% C
Average Annual (5 Year Horizon)  
Capital Gain 12.66% 42% F 70% C-
Dividend Return 14.57% 42% F 70% C-
Total Return 1.91% 74% C 45% F
Risk Return Profile  
Volatility (Standard Deviation) 32.16% 44% F 32% F
Risk Adjusted Return 45.30% 48% F 59% D-
Market Capitalization 8.34B 61% D- 85% 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 89% 48%
Price/Book Ratio 5.02 23% 19%
Price / Cash Flow Ratio 16.24 65% 25%
Price/Free Cash Flow Ratio 11.94 74% 40%
Management Effectiveness  
Return on Equity 29.54% 100% 92%
Return on Invested Capital 55.73% 91% 97%
Return on Assets 14.34% 100% 98%
Debt to Equity Ratio N/A N/A N/A

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 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.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Overpriced compared to book value

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

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Low Dividend Growth

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