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AOS vs. FXPO.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

AOS vs. FXPO.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in A. O. Smith Corporation (AOS) and Ferrexpo plc (FXPO.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

AOS is traded in USD, while FXPO.L is traded in GBp. To make them comparable, the FXPO.L values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, AOS achieves a -10.72% return, which is significantly higher than FXPO.L's -99.62% return. Over the past 10 years, AOS has outperformed FXPO.L with an annualized return of 5.40%, while FXPO.L has yielded a comparatively lower -34.01% annualized return.


AOS

1D
0.72%
1M
5.48%
YTD
-10.72%
6M
-13.11%
1Y
-5.46%
3Y*
-3.46%
5Y*
-1.16%
10Y*
5.40%

FXPO.L

1D
0.07%
1M
-99.00%
YTD
-99.62%
6M
-99.60%
1Y
-99.43%
3Y*
-85.25%
5Y*
-76.25%
10Y*
-34.01%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AOS vs. FXPO.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AOS
A. O. Smith Corporation
-10.72%0.07%-15.92%47.30%-32.07%59.28%17.46%13.65%-29.35%30.78%
FXPO.L
Ferrexpo plc
-99.62%-24.68%18.82%-39.56%-47.80%27.52%109.63%-9.30%-32.59%151.52%

Correlation

The correlation between AOS and FXPO.L is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.22

Correlation (3Y)
Calculated over the trailing 3-year period

0.16

Correlation (5Y)
Calculated over the trailing 5-year period

0.19

Correlation (10Y)
Calculated over the trailing 10-year period

0.20

Correlation (All Time)
Calculated using the full available price history since Jul 12, 2007

0.21

Fundamentals

Market Cap

AOS:

$8.22B

FXPO.L:

£1.72M

EPS

AOS:

$3.75

FXPO.L:

-$0.46

PS Ratio

AOS:

2.18

FXPO.L:

0.00

PB Ratio

AOS:

3.81

FXPO.L:

0.00

Total Revenue (TTM)

AOS:

$3.81B

FXPO.L:

$1.08B

Gross Profit (TTM)

AOS:

$1.48B

FXPO.L:

$438.36M

EBITDA (TTM)

AOS:

$794.70M

FXPO.L:

-$158.01M

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Return for Risk

AOS vs. FXPO.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AOS
AOS Risk / Return Rank: 3232
Overall Rank
AOS Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
AOS Sortino Ratio Rank: 2828
Sortino Ratio Rank
AOS Omega Ratio Rank: 2828
Omega Ratio Rank
AOS Calmar Ratio Rank: 3636
Calmar Ratio Rank
AOS Martin Ratio Rank: 3434
Martin Ratio Rank

FXPO.L
FXPO.L Risk / Return Rank: 66
Overall Rank
FXPO.L Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
FXPO.L Sortino Ratio Rank: 1212
Sortino Ratio Rank
FXPO.L Omega Ratio Rank: 44
Omega Ratio Rank
FXPO.L Calmar Ratio Rank: 11
Calmar Ratio Rank
FXPO.L Martin Ratio Rank: 00
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.

AOS vs. FXPO.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for A. O. Smith Corporation (AOS) and Ferrexpo plc (FXPO.L). 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.

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.


AOSFXPO.LDifference
Sharpe ratioReturn per unit of total volatility

+0.53

Sortino ratioReturn per unit of downside risk

+0.83

Omega ratioGain probability vs. loss probability

0.98

0.78

+0.20

Calmar ratioReturn relative to maximum drawdown

-0.20

-1.00

+0.79

Martin ratioReturn relative to average drawdown

-0.47

-2.88

+2.41

AOS vs. FXPO.L - Sharpe Ratio Comparison

The current AOS Sharpe Ratio is -0.24, which is higher than the FXPO.L Sharpe Ratio of -0.78. The chart below compares the historical Sharpe Ratios of AOS and FXPO.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

AOS vs. FXPO.L - Drawdown Comparison

The maximum AOS drawdown since its inception was -66.07%, smaller than the maximum FXPO.L drawdown of -99.93%. Use the drawdown chart below to compare losses from any high point for AOS and FXPO.L.


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Drawdown Indicators


AOSFXPO.LDifference

Max Drawdown

Largest peak-to-trough decline

-66.07%

-99.93%

+33.86%

Max Drawdown (1Y)

Largest decline over 1 year

-30.29%

-99.65%

+69.36%

Max Drawdown (3Y)

Largest decline over 3 years

-36.93%

-99.75%

+62.82%

Max Drawdown (5Y)

Largest decline over 5 years

-42.68%

-99.93%

+57.25%

Max Drawdown (10Y)

Largest decline over 10 years

-46.81%

-99.93%

+53.12%

Current Drawdown

Current decline from peak

-33.20%

-99.93%

+66.73%

Average Drawdown

Average peak-to-trough decline

-20.48%

-64.17%

+43.69%

Ulcer Index

Depth and duration of drawdowns from previous peaks

13.12%

34.49%

-21.37%

Volatility

AOS vs. FXPO.L - Volatility Comparison

The current volatility for A. O. Smith Corporation (AOS) is 8.06%, while Ferrexpo plc (FXPO.L) has a volatility of 459.55%. This indicates that AOS experiences smaller price fluctuations and is considered to be less risky than FXPO.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AOSFXPO.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.06%

459.55%

-451.49%

Volatility (6M)

Calculated over the trailing 6-month period

19.33%

463.75%

-444.42%

Volatility (1Y)

Calculated over the trailing 1-year period

25.19%

128.51%

-103.32%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.14%

87.84%

-60.70%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.09%

74.30%

-47.21%

Dividends

AOS vs. FXPO.L - Dividend Comparison

AOS's dividend yield for the trailing twelve months is around 2.40%, while FXPO.L has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
AOS
A. O. Smith Corporation
2.40%2.06%1.91%1.84%1.99%1.23%1.79%1.89%1.78%0.91%1.01%0.99%
FXPO.L
Ferrexpo plc
0.00%0.00%2.45%0.00%13.21%25.45%8.45%9.75%7.59%3.51%0.00%0.00%

Financials

AOS vs. FXPO.L - Financials Comparison

This section allows you to compare key financial metrics between A. O. Smith Corporation and Ferrexpo plc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


200.00M400.00M600.00M800.00M1.00B1.20B1.40B20222023202420252026
945.60M
452.61M
(AOS) Total Revenue
(FXPO.L) Total Revenue
Values in USD except per share items

AOS vs. FXPO.L - Profitability Comparison

The chart below illustrates the profitability comparison between A. O. Smith Corporation and Ferrexpo plc over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%20222023202420252026
38.7%
31.3%
Portfolio components
AOS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, A. O. Smith Corporation reported a gross profit of 365.70M and revenue of 945.60M. Therefore, the gross margin over that period was 38.7%.

FXPO.L - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Ferrexpo plc reported a gross profit of 141.69M and revenue of 452.61M. Therefore, the gross margin over that period was 31.3%.

AOS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, A. O. Smith Corporation reported an operating income of 161.80M and revenue of 945.60M, resulting in an operating margin of 17.1%.

FXPO.L - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Ferrexpo plc reported an operating income of -194.14M and revenue of 452.61M, resulting in an operating margin of -42.9%.

AOS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, A. O. Smith Corporation reported a net income of 118.00M and revenue of 945.60M, resulting in a net margin of 12.5%.

FXPO.L - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Ferrexpo plc reported a net income of -196.00M and revenue of 452.61M, resulting in a net margin of -43.3%.


Frequently Asked Questions


AOS and FXPO.L have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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