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AOS vs. KMI
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between AOS and KMI is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.0
Correlation: 0.5

Performance

AOS vs. KMI - Performance Comparison

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

0.00%200.00%400.00%600.00%800.00%NovemberDecember2025FebruaryMarchApril
658.47%
70.37%
AOS
KMI

Key characteristics

Sharpe Ratio

AOS:

-0.97

KMI:

2.01

Sortino Ratio

AOS:

-1.28

KMI:

2.42

Omega Ratio

AOS:

0.84

KMI:

1.40

Calmar Ratio

AOS:

-0.72

KMI:

1.49

Martin Ratio

AOS:

-1.36

KMI:

7.49

Ulcer Index

AOS:

18.27%

KMI:

6.76%

Daily Std Dev

AOS:

25.65%

KMI:

25.22%

Max Drawdown

AOS:

-66.53%

KMI:

-72.70%

Current Drawdown

AOS:

-28.40%

KMI:

-13.09%

Fundamentals

Market Cap

AOS:

$9.37B

KMI:

$59.71B

EPS

AOS:

$3.63

KMI:

$1.16

PE Ratio

AOS:

17.99

KMI:

23.16

PEG Ratio

AOS:

1.62

KMI:

2.38

PS Ratio

AOS:

2.45

KMI:

3.85

PB Ratio

AOS:

4.86

KMI:

1.93

Total Revenue (TTM)

AOS:

$2.84B

KMI:

$15.52B

Gross Profit (TTM)

AOS:

$1.07B

KMI:

$7.72B

EBITDA (TTM)

AOS:

$573.20M

KMI:

$5.49B

Returns By Period

In the year-to-date period, AOS achieves a -4.24% return, which is significantly lower than KMI's -0.97% return. Over the past 10 years, AOS has outperformed KMI with an annualized return of 8.92%, while KMI has yielded a comparatively lower 0.28% annualized return.


AOS

YTD

-4.24%

1M

-3.50%

6M

-14.64%

1Y

-20.17%

5Y*

12.10%

10Y*

8.92%

KMI

YTD

-0.97%

1M

-5.72%

6M

10.03%

1Y

50.29%

5Y*

20.35%

10Y*

0.28%

*Annualized

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Risk-Adjusted Performance

AOS vs. KMI — Risk-Adjusted Performance Rank

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

AOS
The Risk-Adjusted Performance Rank of AOS is 99
Overall Rank
The Sharpe Ratio Rank of AOS is 55
Sharpe Ratio Rank
The Sortino Ratio Rank of AOS is 88
Sortino Ratio Rank
The Omega Ratio Rank of AOS is 1010
Omega Ratio Rank
The Calmar Ratio Rank of AOS is 88
Calmar Ratio Rank
The Martin Ratio Rank of AOS is 1313
Martin Ratio Rank

KMI
The Risk-Adjusted Performance Rank of KMI is 9292
Overall Rank
The Sharpe Ratio Rank of KMI is 9696
Sharpe Ratio Rank
The Sortino Ratio Rank of KMI is 9191
Sortino Ratio Rank
The Omega Ratio Rank of KMI is 9393
Omega Ratio Rank
The Calmar Ratio Rank of KMI is 9090
Calmar Ratio Rank
The Martin Ratio Rank of KMI is 9292
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

AOS vs. KMI - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for A. O. Smith Corporation (AOS) and Kinder Morgan, Inc. (KMI). 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.


The chart of Sharpe ratio for AOS, currently valued at -0.97, compared to the broader market-2.00-1.000.001.002.003.00
AOS: -0.97
KMI: 2.01
The chart of Sortino ratio for AOS, currently valued at -1.28, compared to the broader market-6.00-4.00-2.000.002.004.00
AOS: -1.28
KMI: 2.42
The chart of Omega ratio for AOS, currently valued at 0.84, compared to the broader market0.501.001.502.00
AOS: 0.84
KMI: 1.40
The chart of Calmar ratio for AOS, currently valued at -0.72, compared to the broader market0.001.002.003.004.005.00
AOS: -0.72
KMI: 1.49
The chart of Martin ratio for AOS, currently valued at -1.36, compared to the broader market-5.000.005.0010.0015.0020.00
AOS: -1.36
KMI: 7.49

The current AOS Sharpe Ratio is -0.97, which is lower than the KMI Sharpe Ratio of 2.01. The chart below compares the historical Sharpe Ratios of AOS and KMI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.004.005.00NovemberDecember2025FebruaryMarchApril
-0.97
2.01
AOS
KMI

Dividends

AOS vs. KMI - Dividend Comparison

AOS's dividend yield for the trailing twelve months is around 2.03%, less than KMI's 4.28% yield.


TTM20242023202220212020201920182017201620152014
AOS
A. O. Smith Corporation
2.03%1.91%1.84%1.99%1.23%1.79%1.89%1.78%0.91%1.01%0.99%1.06%
KMI
Kinder Morgan, Inc.
4.28%4.18%6.38%6.10%6.76%7.59%4.49%4.71%2.77%2.41%12.94%4.02%

Drawdowns

AOS vs. KMI - Drawdown Comparison

The maximum AOS drawdown since its inception was -66.53%, smaller than the maximum KMI drawdown of -72.70%. Use the drawdown chart below to compare losses from any high point for AOS and KMI. For additional features, visit the drawdowns tool.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-28.40%
-13.09%
AOS
KMI

Volatility

AOS vs. KMI - Volatility Comparison

The current volatility for A. O. Smith Corporation (AOS) is 10.00%, while Kinder Morgan, Inc. (KMI) has a volatility of 13.36%. This indicates that AOS experiences smaller price fluctuations and is considered to be less risky than KMI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
10.00%
13.36%
AOS
KMI

Financials

AOS vs. KMI - Financials Comparison

This section allows you to compare key financial metrics between A. O. Smith Corporation and Kinder Morgan, Inc.. 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


Values in USD except per share items