AOS vs. MAIN
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
| AOS | MAIN | |
|---|---|---|
| YTD Return | 17.58% | 11.03% |
| 1Y Return | 14.05% | 14.39% |
| 5Y Return (Ann) | 2.55% | 8.18% |
| 10Y Return (Ann) | 14.78% | 11.08% |
| Sharpe Ratio | 0.49 | 0.66 |
| Daily Std Dev | 32.85% | 24.73% |
| Max Drawdown | -66.52% | -64.53% |
Fundamentals
| AOS | MAIN | |
|---|---|---|
| Market Cap | $10.00B | $3.21B |
| EPS | $1.59 | $3.24 |
| PE Ratio | 41.93 | 12.45 |
| PEG Ratio | 1.81 | 2.09 |
| Revenue (TTM) | $3.74B | $376.86M |
| Gross Profit (TTM) | $1.33B | $376.86M |
Correlation
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.
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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.
| TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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 ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
AOS A. O. Smith Corporation | 0.49 | ||||
MAIN Main Street Capital Corporation | 0.66 |
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
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.