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ISIN
US8318652091
CUSIP
831865209
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


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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.


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S&P 500 Index

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202610.43%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%
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%

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
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.


AOS Risk / Return Rank: 3333
Overall Rank
AOS Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
AOS Sortino Ratio Rank: 2929
Sortino Ratio Rank
AOS Omega Ratio Rank: 3030
Omega Ratio Rank
AOS Calmar Ratio Rank: 3737
Calmar Ratio Rank
AOS Martin Ratio Rank: 3636
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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.


AOSBenchmarkDifference
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.


1.00%1.20%1.40%1.60%1.80%2.00%$0.00$0.50$1.00$1.5020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
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.


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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 2mo2y 8mo
4y 10moJul 1998 - Jun 2003
Black Monday1987
-65.51%Dec 1987
1y 9mo4y 3mo
6y 7dMar 1986 - Mar 1992
Financial crisis2007–2009
-60.15%Mar 2009
2y 10mo1y 14d
3y 11moApr 2006 - Mar 2010
1995 bear market1995
-50.71%Mar 1995
1y 27d2y 6mo
3y 7moFeb 1994 - Sep 1997
COVID crash2020
-46.81%Mar 2020
2y 1mo11mo 25d
3y 1moJan 2018 - Mar 2021

Drawdown Indicators


AOSBenchmarkDifference

Max Drawdown

Largest 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 Drawdown

Current decline from peak

-33.64%

-1.80%

-31.84%

Average Drawdown

Average peak-to-trough decline

-20.48%

-10.71%

-9.77%

Ulcer Index

Depth 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.


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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 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

Values in undefined except per share items
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