A. O. Smith Corporation

AOS Industrials Industrial - Machinery NYSE

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$77.86

+$0.71 (+0.92%)

Open: $76.72 | High: $77.86 | Low: $76.28 | Prev Close: $77.15

Market Cap: $10.98B

Volume: 420K | Avg: 1.3M

Last updated: February 27, 2026 at 08:00 PM
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Options Activity for AOS
Options Screener Data
Type Strike Expiration Premium Premium Yield Call Vol Put Vol P/C Ratio Rating
N/A $N/A N/A $N/A N/A% N/A N/A N/A N/A/10
Puts/Calls Activity
Type Strike Expiration Premium Volume ROI % Breakeven Delta
N/A $N/A N/A $N/A N/A N/A% $N/A N/A
Investment Rating
A-

Buy

Overall Score: 80/100


Rating Breakdown:
DCF Score 3/5
60%
Neutral
ROE Score 5/5
100%
Strong Buy
ROA Score 5/5
100%
Strong Buy
D/E Score 4/5
80%
Buy
P/E Score 3/5
60%
Neutral
P/B Score 1/5
20%
Strong Sell

Stock Score Analysis
D

Stock Score: 587

Comprehensive Quality Assessment


Component Breakdown:
Efficiency 50
Financial Health 95
Growth 0
Market Sentiment 20
Risk 50
Lower is better
Valuation 27
Momentum 45

Valuation Metrics
Valuation Ratios
P/E Ratio 20.22
P/B Ratio 5.86
P/S Ratio 2.87
EPS $3.85
Beta 1.34
Shares Outstanding 141.03M

Price Range & Moving Averages
52-Week High $81.87
52-Week Low $58.83
SMA 50 $72.80
SMA 200 $69.78

Dividend Information
Dividend Yield 1.80%
Annual Dividend $1.40

Earnings
Next Earnings May 05, 2026 04:00 AM ET
Financial Ratios
Margins
Gross Margin 38.8%
Operating Margin 19.0%
Net Margin 14.3%

Returns
ROE 29.5%
ROA 17.4%

Liquidity & Leverage
Debt/Equity 0.10
Current Ratio 1.50
Quick Ratio 0.94
Balance Sheet
Total Assets $3.14B
Total Liabilities $1.28B
Total Equity $1.86B

Cash $174.50M
Total Debt $192.10M
Net Debt $17.60M
Income Statement
Revenue $3.83B
Gross Profit $1.49B
Operating Income $728.00M
Net Income $546.20M

EBITDA $792.20M
Revenue/Share $27.37
Cash Flow
Operating CF $616.80M
CapEx $70.80M
Free Cash Flow $546.00M

Book Value/Share $13.28
Tangible Book/Share $5.61
Equity/Share $13.28
Technical Indicators
RSI (14) 46.02 Neutral
MACD
1.45 Signal: 1.89
Volatility 28.07%
Trading Signal Bearish
Performance & Returns
Total Returns
1 Year +14.48%

Risk-Adjusted Returns
Sharpe Ratio 0.61 Fair
Volatility (Ann.) 24.87% Moderate

vs S&P 500 (SPY)
AOS (1Y) +14.48%
S&P 500 (1Y) +13.03%
Alpha (Excess Return) +1.45%
Sector Comparison (Industrials)
Compared to 65 peers in Industrials
Metric AOS Sector Avg Percentile
P/E Ratio 20.22 38.23 14%
P/B Ratio 5.86 8.29 46%
ROE (%) 29.51% 20.83% 64%
Net Margin (%) 14.26% 11.85% 65%
Stock Score 587 532.0 85%
1Y Return (%) +14.48 % +17.01 % 54%
Percentile: 0% = worst in sector, 100% = best in sector
📊 Historical Price Analysis (Last 200 Days)
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Technical Analysis
Ticker Close SMA 5 SMA 8 SMA 13 SMA 50 SMA 200 RSI (14) MACD Volatility (%) Volume Signal SMA Decision
AOS $77.86 $77.08 $77.46 $78.41 $72.57 $69.72 46.02 1.45 28.07% 419793 Neutral Bearish Stack
Candlestick Patterns

There wasn't any recognizable pattern for the AOS stock

News Sentiment
📊 Ticker 📰 Headline 💭 Sentiment 📡 Source 🔗 URL
AOS Here's Why Investors Should Retain A. O. Smith Stock in Portfolio Now Neutral zacks.com Read More
AOS Why A.O. Smith (AOS) is a Great Dividend Stock Right Now Neutral zacks.com Read More
AOS Best Dividend Aristocrats For March 2026 Neutral seekingalpha.com Read More
AOS Hillsdale Investment Management Inc. Acquires Shares of 46,600 A. O. Smith Corporation $AOS Neutral defenseworld.net Read More
AOS CenterBook Partners LP Buys New Holdings in A. O. Smith Corporation $AOS Neutral defenseworld.net Read More
Recent Insider Trading
Date Insider Position Transaction Shares Price Value
2026-03-04 Schuh Darrell W. officer: SVP; President & GM Lochinvar SELL 1104 $74.39 $82126
Showing last 10 insider transactions. Green badges indicate purchases (bullish signal), red badges indicate sales.
Company Information

A. O. Smith Corporation manufactures and markets residential and commercial gas, heat pump and electric water heaters, boilers, tanks, and water treatment products in North America, China, Europe, and India. It operates through two segments, North America and Rest of World. The company offers water heaters for residences, restaurants, hotels and motels, office buildings, laundries, car washes, and small businesses; commercial boilers for hospitals, schools, hotels, and other large commercial buildings, as well as residential boilers for homes, apartments, and condominiums; and water treatment products comprising point-of-entry water softeners, well water solutions, and whole-home water filtration products, on-the-go filtration bottles, point-of-use carbon, and reverse osmosis products for residences, restaurants, hotels, and offices. It also provides food and beverage filtration products; expansion tanks, commercial solar water heating systems, swimming pool and spa heaters, and related products and parts; and heat pumps, electric wall-hung, gas tankless, combi-boiler, heat pump and solar water heaters. The company offers its products primarily under the A. O. Smith, State, Lochinvar, and water softener brands. It distributes its products through independent wholesale plumbing distributors, as well as through retail channels consisting of hardware and home center chains, and manufacturer representative firms; and offers Aquasana branded products directly to consumers through e-commerce, as well as other online retailers. A. O. Smith Corporation was founded in 1874 and is headquartered in Milwaukee, Wisconsin.


CEO Stephen Shafer
Employees 12700
Country US
IPO Date 1983-09-30
Exchange NYSE
Website https://www.aosmith.com
Sector Industrials
Industry Industrial - Machinery
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Rating Metrics Explained
DCF Score (Discounted Cash Flow)

Measures the intrinsic value of the stock based on projected future cash flows. A higher score indicates the stock is undervalued relative to its DCF valuation.

ROE Score (Return on Equity)

Evaluates how efficiently a company generates profit from shareholders' equity. Higher ROE indicates better profitability and management effectiveness.

ROA Score (Return on Assets)

Measures how efficiently a company uses its assets to generate profit. A higher ROA means better asset utilization and operational efficiency.

D/E Score (Debt-to-Equity)

Assesses the company's financial leverage and risk. Lower debt-to-equity ratios indicate less financial risk and better balance sheet health.

P/E Score (Price-to-Earnings)

Compares stock price to earnings per share. A lower P/E ratio may indicate the stock is undervalued, while a higher ratio could suggest overvaluation or growth expectations.

P/B Score (Price-to-Book)

Compares market price to book value per share. Lower P/B ratios may indicate undervaluation relative to the company's net asset value.


Rating Recommendations:

Each metric is scored on a scale of 1-5, where the scores are determined by comparing the company's performance against industry benchmarks and historical data:

  • Strong Buy (5/5): Excellent score - strong positive indicator
    • The metric significantly outperforms industry averages (top 20% of companies)
    • Indicates exceptional financial health or attractive valuation in that category
  • Buy (4/5): Good score - positive indicator
    • Above-average performance (top 40% of companies)
    • Shows strong fundamentals with room for improvement
  • Neutral (3/5): Average score - neutral indicator
    • Performance in line with industry median (middle 20%)
    • Neither significantly positive nor negative signal
  • Sell (2/5): Below average - negative indicator
    • Below-average performance (bottom 40% of companies)
    • Suggests weakness in this particular metric
  • Strong Sell (1/5): Poor score - strong negative indicator
    • Significantly underperforms industry (bottom 20%)
    • Indicates potential risk or overvaluation in that category
Note: The overall rating combines all six component scores to provide a comprehensive investment assessment. No single metric should be used in isolation for investment decisions.