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A. O. Smith Corporation AOS

Industrials · Specialty Industrial Machinery · United States · S&P 500

52
Profitability
81
Growth
7
Valuation
87
Financial strength
81
Momentum
3

Based on the available data, A. O. Smith Corporation gets an algorithmic score of 52/100. It trades at 58.02 $, with a bearish technical trend (RSI 45.3) and 26.8% annual volatility.

Updated: 2026-09-30

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Strengths

  • High ROE (27.1%): generates strong profit on equity.
  • Low-debt balance sheet.
  • Attractive free-cash-flow yield (6.9%).

Weaknesses

  • —

Fundamentals

P/E16.16
Forward P/E14.20
PEG1.37
P/B4.28
EV/EBITDA10.70
P/S2.07
ROE %27.13
ROA %12.54
Gross margin %38.59
Operating margin %18.93
Net margin %13.15
Revenue growth % (y/y)-0.70
Earnings growth % (y/y)-15.00
Revenue CAGR %0.67
Earnings CAGR %32.33
Debt/Equity %36.77
Current ratio1.59
FCF yield %6.92
Dividend yield %2.48
Payout %39.55

Returns

1 month-3.9 %
3 months-6.9 %
6 months-7.8 %
YTD-13.7 %
1 year-18.1 %
3 years-4.7 %
5 years-0.1 %

Risk

1-year volatility26.8 %
Beta0.70
5-year max drawdown-42.7 %
Sharpe 1A-0.76

Macroeconomic context

Cyclical: depends on manufacturing PMI, infrastructure investment and defence spending. Sensitive to energy prices and supply chains. As a US company, its valuation depends on the Fed, 10-year Treasury yields and the US earnings cycle.

How the score is calculated

The score combines profitability (ROE, ROA, net margin), growth (revenue and earnings), valuation (P/E, EV/EBITDA, free cash flow), financial strength (debt and liquidity; not applied to banks and insurers) and momentum (6 and 12-month returns and trend). It is an educational quantitative filter, not a buy or sell recommendation.

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