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AOS

S&P 500
Favorable · 59/100

A. O. Smith

Industrials
Building Products

$58.69

0.8%

Updated Today 7:15 PM ET

Price — Past Year

▼ Down 7.7% over the last 12 months

Price 50-day average 200-day averageSource: Yahoo Finance · refreshed daily
Key Metrics

Market Cap

$8.02B

P/E

15.28x

Forward P/E (est.)

14.57x

ROE

28.4%

Revenue Growth

0.2%

EPS Growth

4.9%

Profit Margin

13.8%

FCF Yield

4.1%

Debt / Equity

0.08x

ROIC

28.0%

Interest Coverage

53.97x

Current Ratio

1.56x

Dividend Yield

2.4%

Implied Growth (rev. DCF)

2.1%

Rating Score

59/100

Technical Analysis (Educational)
Research

Technical analysis reads price and volume to judge momentum and timing. It complements the fundamentals above — it does not replace them. Here is what AOS's chart says today, with each tool explained.

Trend — moving averages. A moving average is the average closing price over a window, which smooths out daily noise. AOS trades near $58.69, below its 50-day average ($60.35) and 200-day average ($67.61). Price below both averages is a downtrend — momentum is against buyers for now.

Momentum — RSI. The Relative Strength Index runs 0–100 and measures how strong recent gains are versus losses. Above 70 is "overbought", below 30 "oversold". At 51 it is in neutral territory — neither stretched nor washed out.

MACD. MACD compares two moving averages to flag shifts in momentum. Its histogram is currently positive — short-term momentum is improving.

Volatility — ATR. Average True Range is the typical daily move. AOS's is $1.53 (~2.6% of price), so swings of about that size each day are normal — handy for setting a stop that isn't too tight.

Support & resistance. Over the last month AOS found buyers near $54.16 (support) and sellers near $61.23 (resistance); its 52-week range is $54.16–$81.87. A decisive break beyond either edge often marks the next move.

Volume. The latest session traded 1.1× the 20-day average — about normal. Rising volume on up-days suggests real buying; on down-days, real selling.

Educational information to help you read a chart — not a recommendation or a forecast. It updates daily as the price and indicators change.

Business Overview
Research

A. O. Smith (AOS) is a mid-cap company in the Building Products industry, part of the Industrials sector of the S&P 500, with a market value around $8.02B.

In its latest reported year it generated about $3.83B in revenue and $546.20M in net profit.

Our model rates AOS Favorable (59/100) on growth, profitability, financial health, and valuation. The summary below is built from its filed financials and current ratios and refreshes automatically.

Revenue Growth
Research

4Y CAGR

2.0%

Revenue moved from $3.54B in 2021 to $3.83B in 2025, a 2.0% compound annual growth rate. The most recent year was roughly flat (0.2%) year over year. Slower, mature growth is common for established businesses.

Profitability
Research

Gross Margin

38.8%

Operating Margin

19.0%

Net Margin

14.3%

ROE

28.4%

A. O. Smith keeps about 13.8% of each sales dollar as net profit, with a 38.8% gross margin and 19.0% operating margin. Return on equity is 28.4% and return on invested capital about 28.0%. Margins are moderate — typical of a competitive but profitable business.

Debt Analysis
Research

Total Debt

$155.00M

Net Debt

-$30.20M

Net cash position

Net Debt / EBITDA

-0.04x

Debt / Equity

0.08x

Leverage: debt-to-equity is 0.1x, and operating profit covers interest about 54.0x, with a current ratio of 1.6x. That is a conservative balance sheet — a cushion in downturns. It carries roughly $155.00M of total debt against $185.20M of cash.

Cash Flow Analysis
Research

Operating CF

$616.80M

Free Cash Flow

$546.00M

FCF Margin

14.3%

In the latest year A. O. Smith produced about $616.80M of operating cash flow and $546.00M of free cash flow after capital spending. That is a free-cash-flow yield of about 4.1% on today's price. Strong cash generation funds dividends, buybacks, and reinvestment.

Valuation Analysis
Research

P/E

15.28x

P/S

2.18x

P/B

4.84x

EV / EBITDA

10.17x

AOS trades at 15.3x trailing earnings (about 14.6x on estimated forward earnings), 2.2x sales, and 4.8x book value. Reverse-engineering today's price implies the market expects roughly 2.1% long-term free-cash-flow growth. That is a fairly typical valuation for a profitable company.

Metrics vs. Typical Range

Where this stock sits versus what most companies trade at.

TTM P/E
15.3xCheap
Forward P/E
14.6xCheap
P/S ratio
2.2xFair
Revenue growth
0.2%Weak
EPS growth
4.9%Weak
Gross margin
38.8%Weak
Net margin
13.8%Strong
ROE
28.4%Strong

Typical ranges are general references (e.g., many stocks trade at ~18–26x earnings), not hard rules. Context only — not investment advice.

Sector Peer Comparison

How AOS stacks up against its Industrials peers — valuation, profitability, and growth versus the sector median.

In the Industrials sector (80 S&P 500 companies), AOS ranks #20 of 80 by our overall rating. It trades at a discount versus the sector on earnings (15.3x P/E vs. 30x median) with a higher return on equity (28.4% vs. 24.7%) and slower revenue growth (0.2% vs. 5.0%).

P/E vs sector

15.3x

median 30x

ROE vs sector

28.4%

median 24.7%

Growth vs sector

0.2%

median 5.0%

Sector rank

#20

of 80 by rating

CompanyP/ERev Gr.Rating
AOSThis stock15.3x0.2%Favorable· 59
BLDR29.6x-8.3%Weak· 30
ALLE18.2x8.9%Favorable· 62
MAS17.9x-0.3%Neutral· 50
LII23.1x-2.0%Neutral· 51
CARR45.5x-5.1%Weak· 23
JCI25x-3.4%Neutral· 55
TT36.7x6.4%Neutral· 53
Industrials median30x5.0%52/100

Valuation vs. quality map

sector medianBLDRALLEMASLIICARRJCITTAOSP/E — cheaper ←→ pricierROE — more profitable ↑

The sweet spot is upper-left: more profitable (higher ROE) for a lower P/E. Dashed lines mark the sector median.

Compare side by side

Peers are the closest Industrials companies by sub-industry and size. Sector median is across all 80 S&P 500 names in the sector. Educational, not a recommendation.

5-Year Projection Model

Project revenue → earnings → price. Edit the assumptions to build your own case.

2030 price target (Base Case)

$73.88$123.13

vs. $58.69 today · expected CAGR 5%16%

Metric20262027202820292030
Revenue$3.95B$4.06B$4.19B$4.31B$4.44B
Net income$552.31M$568.88M$585.95M$603.53M$621.64M
EPS$7.29$7.51$7.74$7.97$8.21
Share price (low)$65.64$67.61$69.63$71.72$73.88
Share price (high)$109.39$112.68$116.06$119.54$123.13
CAGR (low–high)12% / 86%7% / 39%6% / 26%5% / 19%5% / 16%

Educational model on sample fundamentals — not a forecast or investment advice. Outputs are only as good as your assumptions.

Bull Case

The case for AOS:

  • Strong return on equity (28.4%) shows capital is put to work well.
  • Healthy free-cash-flow yield (~4.1%) funds buybacks and dividends.
  • A conservative balance sheet (debt/equity 0.1x) lowers risk.
  • Pays a 2.4% dividend on top of any price gains.
  • Our model's overall read is Favorable (59/100).
Bear Case

The case against AOS:

  • Revenue growth is slow (0.2%), limiting the upside engine.
  • Like any single stock, it is exposed to competition, the economic cycle, and shifts in its end markets.
Key Risks
Research

Growth risk — sluggish revenue (0.2%) leaves little margin for execution missteps.

Market risk — sector rotation, the economic cycle, and broad sentiment move the stock regardless of fundamentals.

Investment Thesis
Research

On balance, the fundamentals screen favourably: A. O. Smith is a mid-cap industrials business growing at a mature pace, with solid profitability, and a sound balance sheet. It trades at 15.3x earnings, which our model scores Favorable (59/100). Weigh this against your own goals and time horizon — this is educational information, not a recommendation.

Data notice. Fundamentals and financial statements are sourced from company filings (SEC EDGAR) and market-data providers; prices and market caps refresh on trading days and may be delayed. Ratings, projections, technical signals, and written summaries are model- or rule-generated for education and may simplify or lag the latest filings.

Not advice. Nothing on this page is investment advice or a recommendation to buy, hold, or sell any security. Do your own research and consult a licensed financial professional before investing.