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

EQUITY | Specialty Industrial Machinery | New York Stock Exchange

Last Closing

USD 88.85

Change

+0.97 (+1.10)%

Market Cap

USD 8.34B

Volume

0.78M

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: 2024-03-27 )

Largest Industry Peers for Specialty Industrial Machinery

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

N/A

USD 132.17B
ITW Illinois Tool Works Inc

N/A

USD 74.82B
PH Parker-Hannifin Corporation

N/A

USD 72.77B
EMR Emerson Electric Company

N/A

USD 65.48B
CMI Cummins Inc

N/A

USD 41.12B
AME Ametek Inc

N/A

USD 41.04B
OTIS Otis Worldwide Corp

N/A

USD 38.44B
IR Ingersoll Rand Inc

N/A

USD 35.66B
ROK Rockwell Automation Inc

N/A

USD 30.94B
XYL Xylem Inc

N/A

USD 30.72B

ETFs Containing AOS

AQWA Global X Clean Water ETF 4.74 % 0.00 %

N/A

USD 9.40M
AQWA:SW Global X Clean Water UCIT.. 4.63 % 0.00 %

N/A

USD 0.01B
AKWA:XETRA Global X Clean Water UCIT.. 4.55 % 0.00 %

N/A

USD 0.01B
AQWA:LSE Global X Clean Water UCIT.. 4.45 % 0.00 %

N/A

USD 4.08M
AQWG:LSE Global X Clean Water UCIT.. 4.45 % 0.00 %

N/A

USD 0.01B
PHO Invesco Water Resources E.. 4.04 % 0.60 %

N/A

USD 2.07B
EBLU Ecofin Global Water ESG F.. 4.01 % 0.00 %

N/A

USD 0.05B
GLGG:LSE L&G Clean Water UCITS ETF 2.15 % 0.00 %

N/A

USD 0.42B
GLUG:LSE L&G Clean Water UCITS ETF 2.15 % 0.00 %

N/A

USD 0.42B
WTRX 0.00 % 0.80 %

N/A

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

N/A

CAD 0.02B
OUSM 0.00 % 0.48 %

N/A

N/A
XMLC:XETRA L&G Clean Water UCITS ETF 0.00 % 0.00 %

N/A

USD 0.42B

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 7.78% 31% F 69% C-
Dividend Return 0.39% 59% D- 24% F
Total Return 8.16% 31% F 69% C-
Trailing 12 Months  
Capital Gain 28.92% 56% F 79% B-
Dividend Return 2.23% 76% C+ 32% F
Total Return 31.15% 62% D 79% B-
Trailing 5 Years  
Capital Gain 66.64% 59% D- 78% C+
Dividend Return 10.69% 74% C 41% F
Total Return 77.33% 54% F 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 14.60% 63% D 80% B-
Dividend Return 16.59% 65% D 80% B-
Total Return 1.99% 71% C- 47% F
Risk Return Profile  
Volatility (Standard Deviation) 27.85% 59% D- 40% F
Risk Adjusted Return 59.59% 78% C+ 86% 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 68% 32%
Price/Book Ratio 7.01 10% 12%
Price / Cash Flow Ratio 19.28 49% 17%
Price/Free Cash Flow Ratio 15.44 52% 23%
Management Effectiveness  
Return on Equity 30.99% 96% 91%
Return on Invested Capital 28.57% 94% 93%
Return on Assets 14.15% 96% 96%
Debt to Equity Ratio 6.36% 89% 90%

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 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