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A. O. Smith Corporation (AOS)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US8318652091

CUSIP

831865209

Sector

Industrials

IPO Date

Sep 7, 1984

Highlights

Market Cap

$10.58B

EPS (TTM)

$3.79

PE Ratio

19.25

PEG Ratio

1.99

Total Revenue (TTM)

$3.89B

Gross Profit (TTM)

$1.49B

EBITDA (TTM)

$818.50M

Year Range

$70.73 - $91.69

Target Price

$82.19

Short %

2.79%

Short Ratio

2.89

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
AOS vs. VICI AOS vs. KMI AOS vs. AFL AOS vs. SLB AOS vs. ENB AOS vs. TJX AOS vs. BIPC AOS vs. FANG AOS vs. JXN AOS vs. CTRA
Popular comparisons:
AOS vs. VICI AOS vs. KMI AOS vs. AFL AOS vs. SLB AOS vs. ENB AOS vs. TJX AOS vs. BIPC AOS vs. FANG AOS vs. JXN AOS vs. CTRA

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in A. O. Smith Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-15.00%-10.00%-5.00%0.00%5.00%10.00%JuneJulyAugustSeptemberOctoberNovember
-12.66%
12.53%
AOS (A. O. Smith Corporation)
Benchmark (^GSPC)

Returns By Period

A. O. Smith Corporation had a return of -9.48% year-to-date (YTD) and -1.65% in the last 12 months. Over the past 10 years, A. O. Smith Corporation had an annualized return of 12.15%, outperforming the S&P 500 benchmark which had an annualized return of 11.21%.


AOS

YTD

-9.48%

1M

-4.57%

6M

-12.66%

1Y

-1.65%

5Y (annualized)

10.88%

10Y (annualized)

12.15%

^GSPC (Benchmark)

YTD

25.15%

1M

2.97%

6M

12.53%

1Y

31.00%

5Y (annualized)

13.95%

10Y (annualized)

11.21%

Monthly Returns

The table below presents the monthly returns of AOS, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-5.49%6.82%7.91%-7.04%0.97%-2.22%4.38%-1.55%7.30%-16.02%-9.48%
202318.86%-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%
2020-9.90%-7.36%-4.40%12.71%12.08%-0.80%2.63%1.72%7.82%-1.61%8.94%-2.65%17.46%
201912.60%8.50%2.68%-1.02%-22.96%16.44%-3.14%2.35%2.56%4.64%-2.58%-1.57%13.65%
20189.27%-3.88%-0.93%-3.24%2.80%-6.22%0.95%-2.44%-8.11%-14.24%4.06%-9.88%-29.35%
20173.25%3.30%1.59%5.60%1.84%2.66%-4.69%4.00%6.72%-0.15%7.13%-3.37%30.78%
2016-8.82%1.11%8.43%1.50%6.58%7.06%5.70%3.86%2.39%-8.31%7.66%-2.63%25.07%
20155.32%6.43%4.17%-2.40%11.71%0.84%0.05%-10.18%1.05%18.14%3.83%-3.95%37.35%
2014-12.46%5.60%-7.40%1.93%5.60%0.40%-5.52%5.10%-3.67%13.16%1.09%4.60%5.88%
201310.16%3.25%2.85%2.86%3.94%-7.45%14.23%1.77%7.49%14.54%4.84%-0.39%73.01%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of AOS is 35, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of AOS is 3535
Combined Rank
The Sharpe Ratio Rank of AOS is 3939
Sharpe Ratio Rank
The Sortino Ratio Rank of AOS is 3131
Sortino Ratio Rank
The Omega Ratio Rank of AOS is 3131
Omega Ratio Rank
The Calmar Ratio Rank of AOS is 3838
Calmar Ratio Rank
The Martin Ratio Rank of AOS is 3838
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for A. O. Smith Corporation (AOS) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for AOS, currently valued at -0.07, compared to the broader market-4.00-2.000.002.004.00-0.072.53
The chart of Sortino ratio for AOS, currently valued at 0.06, compared to the broader market-4.00-2.000.002.004.000.063.39
The chart of Omega ratio for AOS, currently valued at 1.01, compared to the broader market0.501.001.502.001.011.47
The chart of Calmar ratio for AOS, currently valued at -0.08, compared to the broader market0.002.004.006.00-0.083.65
The chart of Martin ratio for AOS, currently valued at -0.19, compared to the broader market0.0010.0020.0030.00-0.1916.21
AOS
^GSPC

The current A. O. Smith Corporation Sharpe ratio is -0.07. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of A. O. Smith Corporation with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio0.001.002.003.00JuneJulyAugustSeptemberOctoberNovember
-0.07
2.53
AOS (A. O. Smith Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

A. O. Smith Corporation provided a 1.77% dividend yield over the last twelve months, with an annual payout of $1.30 per share. The company has been increasing its dividends for 12 consecutive years.


0.80%1.00%1.20%1.40%1.60%1.80%2.00%$0.00$0.50$1.00$1.5020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.30$1.52$1.14$1.06$0.98$0.90$0.76$0.56$0.48$0.38$0.30$0.23

Dividend yield

1.77%1.84%1.99%1.23%1.79%1.89%1.78%0.91%1.01%0.99%1.06%0.85%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.32$0.00$0.00$0.32$0.00$0.00$0.32$0.00$0.00$0.34$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
2020$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.26$0.00$0.00$0.98
2019$0.22$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.24$0.00$0.00$0.90
2018$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.22$0.00$0.00$0.76
2017$0.14$0.00$0.00$0.14$0.00$0.00$0.14$0.00$0.00$0.14$0.00$0.00$0.56
2016$0.00$0.12$0.00$0.12$0.00$0.00$0.12$0.00$0.00$0.12$0.00$0.00$0.48
2015$0.00$0.10$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.38
2014$0.00$0.08$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.30
2013$0.05$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.23

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%1.8%
A. O. Smith Corporation has a dividend yield of 1.77%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%33.8%
A. O. Smith Corporation has a payout ratio of 33.77%, 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.


-20.00%-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-19.50%
-0.53%
AOS (A. O. Smith Corporation)
Benchmark (^GSPC)

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 66.52%, occurring on Dec 15, 1987. Recovery took 952 trading sessions.

The current A. O. Smith Corporation drawdown is 19.50%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-66.52%Mar 13, 1986441Dec 15, 1987952Apr 2, 19921393
-65.59%Jul 13, 1998557Sep 22, 2000657May 9, 20031214
-60.15%Apr 18, 2006728Mar 9, 2009262Mar 23, 2010990
-50.43%Feb 11, 1994271Mar 10, 1995558May 23, 1997829
-46.81%Jan 29, 2018540Mar 20, 2020244Mar 10, 2021784

Volatility

Volatility Chart

The current A. O. Smith Corporation volatility is 4.29%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%JuneJulyAugustSeptemberOctoberNovember
4.29%
3.97%
AOS (A. O. Smith Corporation)
Benchmark (^GSPC)

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.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of A. O. Smith Corporation compared to its peers in the Specialty Industrial Machinery industry.


PE Ratio
50.0100.0150.0200.0250.019.3
The chart displays the price to earnings (P/E) ratio for AOS in comparison to other companies of the Specialty Industrial Machinery industry. Currently, AOS has a PE value of 19.3. This PE ratio falls in the average range for the industry.
PEG Ratio
-3,000.0-2,500.0-2,000.0-1,500.0-1,000.0-500.00.02.0
The chart displays the price to earnings to growth (PEG) ratio for AOS in comparison to other companies of the Specialty Industrial Machinery industry. Currently, AOS has a PEG value of 2.0. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for A. O. Smith Corporation.


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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

Values in undefined except per share items