Highlights
- Market Cap
- $9.23B
- Enterprise Value
- $9.29B
- EPS (TTM)
- $3.87
- PE Ratio
- 17.05
- PEG Ratio
- 0.70
- Total Revenue (TTM)
- $3.83B
- Gross Profit (TTM)
- $1.49B
- EBITDA (TTM)
- $792.20M
- Year Range
- $58.83 - $81.87
- Target Price
- $77.00
- ROA (TTM)
- 17.38%
- ROE (TTM)
- 25.64%
Share Price Chart
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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.
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Returns By Period
A. O. Smith Corporation (AOS) has returned -0.92% so far this year and 2.95% over the past 12 months. Over the last ten years, AOS has returned 7.24% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.
A. O. Smith Corporation
- 1D
- 3.55%
- 1M
- -15.46%
- YTD
- -0.92%
- 6M
- -9.24%
- 1Y
- 2.95%
- 3Y*
- 0.38%
- 5Y*
- 1.32%
- 10Y*
- 7.24%
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Sep 7, 1984, AOS's average daily return is +0.07%, while the average monthly return is +1.52%. At this rate, your investment would double in approximately 3.8 years.
Historically, 57% of months were positive and 43% 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% | -0.92% | |||||||||
| 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 10.28%, beta of 0.78, and R² of 0.20 versus S&P 500 Index. Calculated based on daily prices since September 10, 1984.
- This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (99.32%) than losses (77.85%) — 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
- 10.28%
- Beta
- 0.78
- R²
- 0.20
- Upside Capture
- 99.32%
- Downside Capture
- 77.85%
Return for Risk
Risk / Return Rank
AOS ranks 41 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for A. O. Smith Corporation (AOS) and compare them to a chosen benchmark (S&P 500 Index).
| AOS | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.11 | 0.90 | -0.78 |
Sortino ratioReturn per unit of downside risk | 0.36 | 1.39 | -1.03 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.21 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 0.12 | 1.40 | -1.28 |
Martin ratioReturn relative to average drawdown | 0.34 | 6.61 | -6.27 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore AOS risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
A. O. Smith Corporation provided a 2.12% dividend yield over the last twelve months, with an annual payout of $1.40 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.40 | $1.38 | $1.30 | $1.52 | $1.14 | $1.06 | $0.98 | $0.90 | $0.76 | $0.56 | $0.48 | $0.38 |
Dividend yield | 2.12% | 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 | |||||||||
| 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 2.12%, which is quite average when compared to the overall market.
Payout Ratio
A. O. Smith Corporation has a payout ratio of 35.83%, 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 25.86%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -66.07% | Jul 13, 1998 | 557 | Sep 22, 2000 | 674 | Jun 4, 2003 | 1231 |
| -65.51% | Mar 13, 1986 | 446 | Dec 15, 1987 | 1076 | Mar 18, 1992 | 1522 |
| -60.15% | Apr 18, 2006 | 728 | Mar 9, 2009 | 262 | Mar 23, 2010 | 990 |
| -50.71% | Feb 11, 1994 | 271 | Mar 10, 1995 | 631 | Sep 8, 1997 | 902 |
| -46.81% | Jan 29, 2018 | 540 | Mar 20, 2020 | 244 | Mar 10, 2021 | 784 |
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.
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 17.1. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
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 0.7. 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 2.4. 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 4.3. 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 | |
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Income | — |
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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 | — |
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Interest Income | — |
Interest Expense | — |
Net Interest Income | — |