- ISIN
- US8318652091
- CUSIP
- 831865209
- Sector
- Industrials
- Industry
- Specialty Industrial Machinery
- IPO Date
- Sep 7, 1984
Highlights
- Market Cap
- $8.17B
- Enterprise Value
- $8.68B
- EPS (TTM)
- $3.75
- PE Ratio
- 15.66
- PEG Ratio
- 0.64
- Total Revenue (TTM)
- $3.81B
- Gross Profit (TTM)
- $1.48B
- EBITDA (TTM)
- $794.70M
- Year Range
- $54.16 - $81.87
- Target Price
- $74.80
- ROA (TTM)
- 14.45%
- ROE (TTM)
- 24.46%
Share Price Chart
Loading charts...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
AOS Performance Chart
A. O. Smith Corporation (AOS) is down 11.3% since the beginning of the year. At $59 per share, AOS is trading 28.3% below its 52-week high of $82. Investors who bought $1,000 worth of AOS shares 5 years ago would now be looking at an investment worth $948.
Loading charts...
Returns By Period
A. O. Smith Corporation (AOS) has returned -11.31% so far this year and -4.49% over the past 12 months. Over the last ten years, AOS has returned 5.24% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
A. O. Smith Corporation
- 1D
- 0.81%
- 1M
- 2.46%
- YTD
- -11.31%
- 6M
- -12.91%
- 1Y
- -4.49%
- 3Y*
- -3.56%
- 5Y*
- -1.06%
- 10Y*
- 5.24%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
AOS Monthly Returns History
Based on dividend-adjusted daily data since Sep 7, 1984, AOS's average daily return is +0.07%, while the average monthly return is +1.49%. At this rate, an investment would double in approximately 3.9 years.
Historically, 56% of months were positive and 44% were negative. The best month was Jan 1985 with a return of +40.3%, while the worst month was Oct 1987 at -33.6%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 7 months.
On a daily basis, AOS closed higher 47% of trading days. The best single day was Nov 21, 1984 with a return of +24.8%, while the worst single day was Jun 24, 2005 at -14.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 10.43% | 6.14% | -15.46% | -5.68% | -8.28% | 3.47% | -11.31% | ||||||
| 2025 | -0.83% | -1.22% | -1.68% | 4.35% | -5.23% | 1.96% | 8.48% | 0.71% | 2.97% | -9.62% | -0.02% | 1.36% | 0.07% |
| 2024 | -5.49% | 6.82% | 7.91% | -7.04% | 0.97% | -2.22% | 4.38% | -1.55% | 7.30% | -16.02% | -0.81% | -8.43% | -15.92% |
| 2023 | 18.86% | -3.06% | 5.36% | -0.80% | -6.37% | 13.83% | 0.20% | 0.24% | -8.79% | 5.99% | 8.03% | 9.39% | 47.30% |
| 2022 | -10.65% | -10.26% | -6.84% | -8.14% | 2.89% | -9.05% | 16.25% | -10.78% | -13.94% | 13.42% | 10.88% | -5.76% | -32.07% |
| 2021 | -0.46% | 9.34% | 13.88% | 0.60% | 4.90% | 1.39% | -2.03% | 3.40% | -16.02% | 20.17% | 8.18% | 8.60% | 59.28% |
Benchmark Metrics
A. O. Smith Corporation has an annualized alpha of 9.68%, beta of 0.78, and R2 of 0.20 versus S&P 500 Index. Calculated based on daily prices since September 07, 1984.
- This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (96.04%) than losses (77.23%) - typical of diversified or defensive assets.
- R2 of 0.20 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 9.68%
- Beta
- 0.78
- R²
- 0.20
- Upside Capture
- 96.04%
- Downside Capture
- 77.23%
Return for Risk
Risk / Return Rank
AOS ranks 33 for risk / return — below 33% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for A. O. Smith Corporation (AOS) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AOS | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.21 | ||
| Sortino ratioReturn per unit of downside risk | -2.83 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.37 | -0.38 |
| Calmar ratioReturn relative to maximum drawdown | -0.15 | 2.78 | -2.93 |
| Martin ratioReturn relative to average drawdown | -0.33 | 12.44 | -12.77 |
Dividends
Dividend History
A. O. Smith Corporation provided a 2.42% dividend yield over the last twelve months, with an annual payout of $1.42 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.42 | $1.38 | $1.30 | $1.52 | $1.14 | $1.06 | $0.98 | $0.90 | $0.76 | $0.56 | $0.48 | $0.38 |
Dividend yield | 2.42% | 2.06% | 1.91% | 1.84% | 1.99% | 1.23% | 1.79% | 1.89% | 1.78% | 0.91% | 1.01% | 0.99% |
Monthly Dividends
The table displays the monthly dividend distributions for A. O. Smith Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.36 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.72 | ||||||
| 2025 | $0.34 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $1.38 |
| 2024 | $0.32 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $1.30 |
| 2023 | $0.30 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.30 | $0.30 | $0.00 | $0.32 | $0.00 | $0.00 | $1.52 |
| 2022 | $0.28 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $1.14 |
| 2021 | $0.26 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $1.06 |
Dividend Yield & Payout
Dividend Yield
A. O. Smith Corporation has a dividend yield of 2.42%, which is quite average when compared to the overall market.
Payout Ratio
A. O. Smith Corporation has a payout ratio of 37.28%, which is quite average when compared to the overall market. This suggests that A. O. Smith Corporation strikes a balance between reinvesting profits for growth and paying dividends to shareholders.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Loading charts...
Worst Drawdowns
The table below displays the maximum drawdowns of the A. O. Smith Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the A. O. Smith Corporation was 66.07%, occurring on Sep 22, 2000. Recovery took 674 trading sessions.
The current A. O. Smith Corporation drawdown is 33.64%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Dot-com crash2000–2002 | -66.07%Sep 2000 | 2y 2mo | 2y 8mo | 4y 10moJul 1998 - Jun 2003 |
Black Monday1987 | -65.51%Dec 1987 | 1y 9mo | 4y 3mo | 6y 7dMar 1986 - Mar 1992 |
Financial crisis2007–2009 | -60.15%Mar 2009 | 2y 10mo | 1y 14d | 3y 11moApr 2006 - Mar 2010 |
1995 bear market1995 | -50.71%Mar 1995 | 1y 27d | 2y 6mo | 3y 7moFeb 1994 - Sep 1997 |
COVID crash2020 | -46.81%Mar 2020 | 2y 1mo | 11mo 25d | 3y 1moJan 2018 - Mar 2021 |
Drawdown Indicators
| AOS | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.07% | -56.78% | -9.29% |
Max Drawdown (1Y)Largest decline over 1 year | -30.29% | -9.10% | -21.19% |
Max Drawdown (3Y)Largest decline over 3 years | -36.93% | -18.90% | -18.03% |
Max Drawdown (5Y)Largest decline over 5 years | -42.68% | -25.43% | -17.25% |
Max Drawdown (10Y)Largest decline over 10 years | -46.81% | -33.92% | -12.89% |
Current DrawdownCurrent decline from peak | -33.64% | -1.80% | -31.84% |
Average DrawdownAverage peak-to-trough decline | -20.48% | -10.71% | -9.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.63% | 2.03% | +11.60% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading charts...
Financials
Financial Performance
The chart below illustrates the trends in the financial health of A. O. Smith Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how A. O. Smith Corporation is priced in the market compared to other companies in the Specialty Industrial Machinery industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for AOS, comparing it with other companies in the Specialty Industrial Machinery industry. Currently, AOS has a P/E ratio of 15.7. This P/E ratio is considered low compared to industry peers, which may suggest that the stock is undervalued or that the company has weaker growth prospects.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for AOS compared to other companies in the Specialty Industrial Machinery industry. AOS currently has a PEG ratio of 0.6. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for AOS relative to other companies in the Specialty Industrial Machinery industry. Currently, AOS has a P/S ratio of 2.2. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for AOS in comparison with other companies in the Specialty Industrial Machinery industry. Currently, AOS has a P/B value of 3.8. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
| TTM | |
|---|---|
Revenue | — |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
Build a portfolio with AOS
Add A. O. Smith Corporation to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Analyzer with AOS