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

Company Info

ISINUS8318652091
CUSIP831865209
SectorIndustrials
IndustrySpecialty Industrial Machinery

Highlights

Market Cap$13.16B
EPS$3.69
PE Ratio24.24
PEG Ratio2.21
Revenue (TTM)$3.85B
Gross Profit (TTM)$1.33B
EBITDA (TTM)$819.20M
Year Range$62.06 - $89.96
Target Price$83.83
Short %2.75%
Short Ratio3.47

Share Price Chart


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A. O. Smith Corporation

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

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.


5,000.00%10,000.00%15,000.00%20,000.00%25,000.00%NovemberDecember2024FebruaryMarchApril
26,531.77%
2,939.16%
AOS (A. O. Smith Corporation)
Benchmark (^GSPC)

S&P 500

Returns By Period

A. O. Smith Corporation had a return of 5.34% year-to-date (YTD) and 33.19% in the last 12 months. Over the past 10 years, A. O. Smith Corporation had an annualized return of 16.09%, outperforming the S&P 500 benchmark which had an annualized return of 10.79%.


PeriodReturnBenchmark
Year-To-Date5.34%7.41%
1 month0.39%-0.81%
6 months24.18%18.38%
1 year33.19%23.57%
5 years (annualized)11.42%12.02%
10 years (annualized)16.09%10.79%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-5.49%6.82%7.91%
2023-8.79%5.99%8.03%9.39%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of AOS is 85, placing it in the top 15% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.

The Risk-Adjusted Performance Rank of AOS is 8585
A. O. Smith Corporation(AOS)
The Sharpe Ratio Rank of AOS is 8787Sharpe Ratio Rank
The Sortino Ratio Rank of AOS is 8484Sortino Ratio Rank
The Omega Ratio Rank of AOS is 8181Omega Ratio Rank
The Calmar Ratio Rank of AOS is 8787Calmar Ratio Rank
The Martin Ratio Rank of AOS is 8585Martin 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.


AOS
Sharpe ratio
The chart of Sharpe ratio for AOS, currently valued at 1.56, compared to the broader market-2.00-1.000.001.002.003.004.001.56
Sortino ratio
The chart of Sortino ratio for AOS, currently valued at 2.26, compared to the broader market-4.00-2.000.002.004.006.002.26
Omega ratio
The chart of Omega ratio for AOS, currently valued at 1.28, compared to the broader market0.501.001.501.28
Calmar ratio
The chart of Calmar ratio for AOS, currently valued at 1.45, compared to the broader market0.001.002.003.004.005.006.001.45
Martin ratio
The chart of Martin ratio for AOS, currently valued at 6.29, compared to the broader market0.0010.0020.0030.006.29
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.15, compared to the broader market-2.00-1.000.001.002.003.004.002.15
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.11, compared to the broader market-4.00-2.000.002.004.006.003.11
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.38, compared to the broader market0.501.001.501.38
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.63, compared to the broader market0.001.002.003.004.005.006.001.63
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.76, compared to the broader market0.0010.0020.0030.008.76

Sharpe Ratio

The current A. O. Smith Corporation Sharpe ratio is 1.56. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
1.56
2.15
AOS (A. O. Smith Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

A. O. Smith Corporation granted a 1.78% dividend yield in the last twelve months. The annual payout for that period amounted to $1.54 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.54$1.52$1.14$1.06$0.98$0.90$0.76$0.56$0.48$0.38$0.30$0.23

Dividend yield

1.78%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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.32$0.00$0.00
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
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
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
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
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
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
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
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
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
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
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

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%1.8%
A. O. Smith Corporation has a dividend yield of 1.78%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%32.5%
A. O. Smith Corporation has a payout ratio of 32.46%, 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.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-3.76%
-2.49%
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 66.53%, occurring on Dec 15, 1987. Recovery took 952 trading sessions.

The current A. O. Smith Corporation drawdown is 3.76%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-66.53%Mar 4, 1986448Dec 15, 1987952Apr 2, 19921400
-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 4.75%, 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%NovemberDecember2024FebruaryMarchApril
4.75%
3.24%
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

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

0.00

Cost Of Revenue

0.00

Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items