PortfoliosLab logoPortfoliosLab logo
AOS vs. GENL.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

AOS vs. GENL.L - Performance Comparison

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

Loading charts...

Different Trading Currencies

AOS is traded in USD, while GENL.L is traded in GBp. To make them comparable, the GENL.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 lower than GENL.L's -9.99% return. Over the past 10 years, AOS has outperformed GENL.L with an annualized return of 5.40%, while GENL.L has yielded a comparatively lower -6.06% 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%

GENL.L

1D
-0.90%
1M
6.09%
YTD
-9.99%
6M
-6.23%
1Y
-1.22%
3Y*
-20.70%
5Y*
-17.46%
10Y*
-6.06%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AOS vs. GENL.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%
GENL.L
Genel Energy plc
-9.99%-3.05%-15.38%-31.01%-8.36%-5.79%-15.19%16.22%55.32%43.91%

Correlation

The correlation between AOS and GENL.L is 0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


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

0.03

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

0.09

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

0.08

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

0.13

Correlation (All Time)
Calculated using the full available price history since Jun 17, 2011

0.14

The correlation between AOS and GENL.L shifts across timeframes, from 0.03 (1 year) to 0.14 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

AOS:

$8.22B

GENL.L:

£148.51M

EPS

AOS:

$3.75

GENL.L:

-$0.31

PS Ratio

AOS:

2.18

GENL.L:

1.38

PB Ratio

AOS:

3.81

GENL.L:

0.57

Total Revenue (TTM)

AOS:

$3.81B

GENL.L:

$143.56M

Gross Profit (TTM)

AOS:

$1.48B

GENL.L:

$1.98M

EBITDA (TTM)

AOS:

$794.70M

GENL.L:

$21.56M

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

AOS vs. GENL.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

GENL.L
GENL.L Risk / Return Rank: 4444
Overall Rank
GENL.L Sharpe Ratio Rank: 4444
Sharpe Ratio Rank
GENL.L Sortino Ratio Rank: 4444
Sortino Ratio Rank
GENL.L Omega Ratio Rank: 4242
Omega Ratio Rank
GENL.L Calmar Ratio Rank: 4545
Calmar Ratio Rank
GENL.L Martin Ratio Rank: 4444
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. GENL.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for A. O. Smith Corporation (AOS) and Genel Energy plc (GENL.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.


AOSGENL.LDifference
Sharpe ratioReturn per unit of total volatility

-0.26

Sortino ratioReturn per unit of downside risk

-0.63

Omega ratioGain probability vs. loss probability

0.98

1.05

-0.07

Calmar ratioReturn relative to maximum drawdown

-0.20

0.02

-0.23

Martin ratioReturn relative to average drawdown

-0.47

0.04

-0.50

AOS vs. GENL.L - Sharpe Ratio Comparison

The current AOS Sharpe Ratio is -0.24, which is lower than the GENL.L Sharpe Ratio of 0.02. The chart below compares the historical Sharpe Ratios of AOS and GENL.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.


Loading charts...

Drawdowns

AOS vs. GENL.L - Drawdown Comparison

The maximum AOS drawdown since its inception was -66.07%, smaller than the maximum GENL.L drawdown of -96.39%. Use the drawdown chart below to compare losses from any high point for AOS and GENL.L.


Loading charts...

Drawdown Indicators


AOSGENL.LDifference

Max Drawdown

Largest peak-to-trough decline

-66.07%

-96.39%

+30.32%

Max Drawdown (1Y)

Largest decline over 1 year

-30.29%

-34.80%

+4.51%

Max Drawdown (3Y)

Largest decline over 3 years

-36.93%

-54.31%

+17.38%

Max Drawdown (5Y)

Largest decline over 5 years

-42.68%

-71.01%

+28.33%

Max Drawdown (10Y)

Largest decline over 10 years

-46.81%

-83.09%

+36.28%

Current Drawdown

Current decline from peak

-33.20%

-94.68%

+61.48%

Average Drawdown

Average peak-to-trough decline

-20.48%

-71.76%

+51.28%

Ulcer Index

Depth and duration of drawdowns from previous peaks

13.12%

21.97%

-8.85%

Volatility

AOS vs. GENL.L - Volatility Comparison

The current volatility for A. O. Smith Corporation (AOS) is 8.06%, while Genel Energy plc (GENL.L) has a volatility of 11.46%. This indicates that AOS experiences smaller price fluctuations and is considered to be less risky than GENL.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


AOSGENL.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.06%

11.46%

-3.40%

Volatility (6M)

Calculated over the trailing 6-month period

19.33%

27.68%

-8.35%

Volatility (1Y)

Calculated over the trailing 1-year period

25.19%

50.88%

-25.69%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.14%

49.02%

-21.88%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.09%

56.81%

-29.72%

Dividends

AOS vs. GENL.L - Dividend Comparison

AOS's dividend yield for the trailing twelve months is around 2.40%, while GENL.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%
GENL.L
Genel Energy plc
0.00%0.00%0.00%10.12%9.35%6.42%6.55%4.77%0.00%0.00%0.00%0.00%

Financials

AOS vs. GENL.L - Financials Comparison

This section allows you to compare key financial metrics between A. O. Smith Corporation and Genel Energy 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


0.00200.00M400.00M600.00M800.00M1.00B20222023202420252026
945.60M
33.06M
(AOS) Total Revenue
(GENL.L) Total Revenue
Values in USD except per share items

AOS vs. GENL.L - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-50.0%0.0%50.0%100.0%20222023202420252026
38.7%
-11.3%
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%.

GENL.L - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Genel Energy plc reported a gross profit of -3.72M and revenue of 33.06M. Therefore, the gross margin over that period was -11.3%.

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%.

GENL.L - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Genel Energy plc reported an operating income of -12.36M and revenue of 33.06M, resulting in an operating margin of -37.4%.

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%.

GENL.L - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Genel Energy plc reported a net income of -9.55M and revenue of 33.06M, resulting in a net margin of -28.9%.


Frequently Asked Questions


AOS and GENL.L have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

Find the right allocation for AOS and GENL.L

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer