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

EQUITY | Specialty Industrial Machinery | New York Stock Exchange

Last Closing

USD 83.21

Change

0.00 (0.00)%

Market Cap

USD 8.34B

Volume

1.32M

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: 2024-04-27 )

Largest Industry Peers for Specialty Industrial Machinery

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

+1.94 (+0.59%)

USD 133.27B
ITW Illinois Tool Works Inc

-0.91 (-0.36%)

USD 74.70B
PH Parker-Hannifin Corporation

-1.63 (-0.30%)

USD 70.72B
EMR Emerson Electric Company

-0.47 (-0.41%)

USD 64.45B
CMI Cummins Inc

+3.73 (+1.28%)

USD 40.29B
AME Ametek Inc

-1.57 (-0.92%)

USD 39.54B
OTIS Otis Worldwide Corp

+0.48 (+0.50%)

USD 39.26B
IR Ingersoll Rand Inc

+0.70 (+0.77%)

USD 36.82B
XYL Xylem Inc

+0.80 (+0.57%)

USD 34.67B
ROK Rockwell Automation Inc

+1.92 (+0.71%)

USD 31.19B

ETFs Containing AOS

AQWA:SW Global X Clean Water UCIT.. 4.55 % 0.00 %

-0.13 (-0.47%)

USD 0.50M
AQWA Global X Clean Water ETF 4.34 % 0.00 %

+0.04 (+-0.47%)

USD 0.01B
AKWA:XETRA Global X Clean Water UCIT.. 4.24 % 0.00 %

-0.14 (-0.47%)

USD 0.01B
AQWA:LSE Global X Clean Water UCIT.. 4.20 % 0.00 %

-0.02 (-0.47%)

USD 0.01B
AQWG:LSE Global X Clean Water UCIT.. 4.18 % 0.00 %

-0.07 (-0.47%)

USD 0.01B
PHO Invesco Water Resources E.. 3.83 % 0.60 %

+0.48 (+-0.47%)

USD 2.07B
GLUG:SW L&G Clean Water UCITS ETF.. 2.15 % 0.00 %

-0.10 (-0.47%)

USD 0.46B
WTRX 0.00 % 0.80 %

N/A

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

+0.07 (+-0.47%)

CAD 0.03B
EBLU Ecofin Global Water ESG F.. 0.00 % 0.00 %

+0.14 (+-0.47%)

USD 0.06B

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 0.93% 31% F 49% F
Dividend Return 0.39% 54% F 23% F
Total Return 1.32% 31% F 45% F
Trailing 12 Months  
Capital Gain 21.85% 44% F 77% C+
Dividend Return 1.82% 71% C- 26% F
Total Return 23.66% 44% F 76% C+
Trailing 5 Years  
Capital Gain 49.10% 47% F 74% C
Dividend Return 9.82% 65% D 38% F
Total Return 58.91% 47% F 72% C
Average Annual (5 Year Horizon)  
Capital Gain 16.00% 66% D+ 81% B-
Dividend Return 18.01% 68% D+ 81% B-
Total Return 2.01% 71% C- 47% F
Risk Return Profile  
Volatility (Standard Deviation) 27.07% 60% D- 42% F
Risk Adjusted Return 66.52% 80% 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% 36%
Price/Book Ratio 6.90 15% 12%
Price / Cash Flow Ratio 18.26 56% 18%
Price/Free Cash Flow Ratio 15.19 59% 24%
Management Effectiveness  
Return on Equity 31.44% 96% 91%
Return on Invested Capital 28.57% 96% 93%
Return on Assets 14.31% 96% 97%
Debt to Equity Ratio 6.36% 87% 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