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AOS vs. MAIN

Last updated May 27, 2023

Compare and contrast key facts about A. O. Smith Corporation (AOS) and Main Street Capital Corporation (MAIN).

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AOS or MAIN.

Key characteristics


AOSMAIN
YTD Return17.58%11.03%
1Y Return14.05%14.39%
5Y Return (Ann)2.55%8.18%
10Y Return (Ann)14.78%11.08%
Sharpe Ratio0.490.66
Daily Std Dev32.85%24.73%
Max Drawdown-66.52%-64.53%

Fundamentals


AOSMAIN
Market Cap$10.00B$3.21B
EPS$1.59$3.24
PE Ratio41.9312.45
PEG Ratio1.812.09
Revenue (TTM)$3.74B$376.86M
Gross Profit (TTM)$1.33B$376.86M

Correlation

0.35
-1.001.00

The correlation between AOS and MAIN is 0.35, 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. MAIN - Performance Comparison

In the year-to-date period, AOS achieves a 17.58% return, which is significantly higher than MAIN's 11.03% return. Over the past 10 years, AOS has outperformed MAIN with an annualized return of 14.78%, while MAIN has yielded a comparatively lower 11.08% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


750.00%800.00%850.00%900.00%950.00%1,000.00%1,050.00%1,100.00%December2023FebruaryMarchAprilMay
1,023.58%
872.23%
AOS
MAIN

Compare stocks, funds, or ETFs


A. O. Smith Corporation

Main Street Capital Corporation

AOS vs. MAIN - Dividend Comparison

AOS's dividend yield for the trailing twelve months is around 2.61%, less than MAIN's 10.65% yield.


TTM20222021202020192018201720162015201420132012
AOS
A. O. Smith Corporation
2.61%2.01%1.27%1.87%2.02%1.94%1.01%1.13%1.12%1.21%0.98%1.33%
MAIN
Main Street Capital Corporation
10.65%8.20%6.35%8.25%8.52%11.24%9.97%11.42%15.63%16.27%16.55%12.47%

AOS vs. MAIN - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for A. O. Smith Corporation (AOS) and Main Street Capital Corporation (MAIN). 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 ratioSortino ratioOmega ratioCalmar ratioUlcer Index
AOS
A. O. Smith Corporation
0.49
MAIN
Main Street Capital Corporation
0.66

AOS vs. MAIN - Sharpe Ratio Comparison

The current AOS Sharpe Ratio is 0.49, which roughly equals the MAIN Sharpe Ratio of 0.66. The chart below compares the 12-month rolling Sharpe Ratio of AOS and MAIN.


-1.00-0.500.000.50December2023FebruaryMarchAprilMay
0.49
0.66
AOS
MAIN

AOS vs. MAIN - Drawdown Comparison

The maximum AOS drawdown for the period was -33.49%, lower than the maximum MAIN drawdown of -18.45%. The drawdown chart below compares losses from any high point along the way for AOS and MAIN


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2023FebruaryMarchAprilMay
-20.13%
-6.81%
AOS
MAIN

AOS vs. MAIN - Volatility Comparison

A. O. Smith Corporation (AOS) has a higher volatility of 5.88% compared to Main Street Capital Corporation (MAIN) at 4.93%. This indicates that AOS's price experiences larger fluctuations and is considered to be riskier than MAIN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%December2023FebruaryMarchAprilMay
5.88%
4.93%
AOS
MAIN