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A. O. Smith Corporation (AOS)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US8318652091
CUSIP
831865209
IPO Date
Sep 7, 1984

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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S&P 500 Index

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

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%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202610.43%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%
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 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
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.


AOS Risk / Return Rank: 4141
Overall Rank
AOS Sharpe Ratio Rank: 4444
Sharpe Ratio Rank
AOS Sortino Ratio Rank: 3737
Sortino Ratio Rank
AOS Omega Ratio Rank: 3636
Omega Ratio Rank
AOS Calmar Ratio Rank: 4444
Calmar Ratio Rank
AOS Martin Ratio Rank: 4545
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 a chosen benchmark (S&P 500 Index).


AOSBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.11

0.90

-0.78

Sortino ratio

Return per unit of downside risk

0.36

1.39

-1.03

Omega ratio

Gain probability vs. loss probability

1.04

1.21

-0.17

Calmar ratio

Return relative to maximum drawdown

0.12

1.40

-1.28

Martin ratio

Return relative to average drawdown

0.34

6.61

-6.27

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.


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$1.40$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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
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, 1998557Sep 22, 2000674Jun 4, 20031231
-65.51%Mar 13, 1986446Dec 15, 19871076Mar 18, 19921522
-60.15%Apr 18, 2006728Mar 9, 2009262Mar 23, 2010990
-50.71%Feb 11, 1994271Mar 10, 1995631Sep 8, 1997902
-46.81%Jan 29, 2018540Mar 20, 2020244Mar 10, 2021784

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 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
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