AOS vs. BIPC
Compare and contrast key facts about A. O. Smith Corporation (AOS) and Brookfield Infrastructure Corporation (BIPC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AOS or BIPC.
Key characteristics
| AOS | BIPC | |
|---|---|---|
| YTD Return | 20.65% | 23.17% |
| 1Y Return | 14.10% | 1.66% |
| 5Y Return (Ann) | 3.38% | 32.09% |
| 10Y Return (Ann) | 15.32% | 32.09% |
| Sharpe Ratio | 0.46 | 0.12 |
| Daily Std Dev | 33.44% | 28.53% |
| Max Drawdown | -66.52% | -28.34% |
Fundamentals
| AOS | BIPC | |
|---|---|---|
| Market Cap | $10.29B | $5.11B |
| EPS | $1.59 | $10.55 |
| PE Ratio | 43.03 | 4.38 |
| Revenue (TTM) | $3.74B | $1.92B |
| Gross Profit (TTM) | $1.33B | $1.34B |
| EBITDA (TTM) | $735.40M | $1.51B |
Correlation
The correlation between AOS and BIPC is 0.29, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
AOS vs. BIPC - Performance Comparison
In the year-to-date period, AOS achieves a 20.65% return, which is significantly lower than BIPC's 23.17% return. Over the past 10 years, AOS has underperformed BIPC with an annualized return of 15.32%, while BIPC has yielded a comparatively higher 32.09% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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AOS vs. BIPC - Dividend Comparison
AOS's dividend yield for the trailing twelve months is around 2.54%, less than BIPC's 4.68% yield.
| TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOS A. O. Smith Corporation | 2.54% | 2.01% | 1.27% | 1.87% | 2.02% | 1.94% | 1.01% | 1.13% | 1.12% | 1.21% | 0.98% | 1.33% |
BIPC Brookfield Infrastructure Corporation | 4.68% | 3.76% | 3.13% | 2.18% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AOS vs. BIPC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for A. O. Smith Corporation (AOS) and Brookfield Infrastructure Corporation (BIPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
AOS A. O. Smith Corporation | 0.46 | ||||
BIPC Brookfield Infrastructure Corporation | 0.12 |
AOS vs. BIPC - Drawdown Comparison
The maximum AOS drawdown for the period was -33.49%, lower than the maximum BIPC drawdown of -24.43%. The drawdown chart below compares losses from any high point along the way for AOS and BIPC
AOS vs. BIPC - Volatility Comparison
A. O. Smith Corporation (AOS) has a higher volatility of 9.15% compared to Brookfield Infrastructure Corporation (BIPC) at 7.02%. This indicates that AOS's price experiences larger fluctuations and is considered to be riskier than BIPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.