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

Correlation

The correlation between AOS and SLB is 0.42, 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: 0.4

Performance

AOS vs. SLB - Performance Comparison

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

0.00%5,000.00%10,000.00%15,000.00%20,000.00%25,000.00%December2025FebruaryMarchAprilMay
21,987.77%
798.60%
AOS
SLB

Key characteristics

Sharpe Ratio

AOS:

-0.62

SLB:

-0.71

Sortino Ratio

AOS:

-0.73

SLB:

-0.87

Omega Ratio

AOS:

0.91

SLB:

0.89

Calmar Ratio

AOS:

-0.46

SLB:

-0.39

Martin Ratio

AOS:

-0.85

SLB:

-1.62

Ulcer Index

AOS:

18.61%

SLB:

15.38%

Daily Std Dev

AOS:

25.45%

SLB:

35.11%

Max Drawdown

AOS:

-66.52%

SLB:

-87.63%

Current Drawdown

AOS:

-24.20%

SLB:

-60.50%

Fundamentals

Market Cap

AOS:

$9.73B

SLB:

$45.58B

EPS

AOS:

$3.58

SLB:

$2.95

PE Ratio

AOS:

19.12

SLB:

11.44

PEG Ratio

AOS:

1.79

SLB:

3.25

PS Ratio

AOS:

2.56

SLB:

1.30

PB Ratio

AOS:

5.24

SLB:

2.40

Total Revenue (TTM)

AOS:

$3.80B

SLB:

$36.08B

Gross Profit (TTM)

AOS:

$1.45B

SLB:

$7.41B

EBITDA (TTM)

AOS:

$768.80M

SLB:

$7.75B

Returns By Period

In the year-to-date period, AOS achieves a 1.38% return, which is significantly higher than SLB's -8.79% return. Over the past 10 years, AOS has outperformed SLB with an annualized return of 9.21%, while SLB has yielded a comparatively lower -6.55% annualized return.


AOS

YTD

1.38%

1M

10.98%

6M

-8.29%

1Y

-17.30%

5Y*

12.31%

10Y*

9.21%

SLB

YTD

-8.79%

1M

-0.14%

6M

-11.49%

1Y

-25.20%

5Y*

18.90%

10Y*

-6.55%

*Annualized

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Risk-Adjusted Performance

AOS vs. SLB — 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 2121
Overall Rank
The Sharpe Ratio Rank of AOS is 1717
Sharpe Ratio Rank
The Sortino Ratio Rank of AOS is 1717
Sortino Ratio Rank
The Omega Ratio Rank of AOS is 1818
Omega Ratio Rank
The Calmar Ratio Rank of AOS is 2121
Calmar Ratio Rank
The Martin Ratio Rank of AOS is 3131
Martin Ratio Rank

SLB
The Risk-Adjusted Performance Rank of SLB is 1414
Overall Rank
The Sharpe Ratio Rank of SLB is 1313
Sharpe Ratio Rank
The Sortino Ratio Rank of SLB is 1515
Sortino Ratio Rank
The Omega Ratio Rank of SLB is 1515
Omega Ratio Rank
The Calmar Ratio Rank of SLB is 2525
Calmar Ratio Rank
The Martin Ratio Rank of SLB is 44
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. SLB - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for A. O. Smith Corporation (AOS) and Schlumberger Limited (SLB). 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 -0.62, compared to the broader market-2.00-1.000.001.002.003.00
AOS: -0.62
SLB: -0.71
The chart of Sortino ratio for AOS, currently valued at -0.73, compared to the broader market-6.00-4.00-2.000.002.004.00
AOS: -0.73
SLB: -0.87
The chart of Omega ratio for AOS, currently valued at 0.91, compared to the broader market0.501.001.502.00
AOS: 0.91
SLB: 0.89
The chart of Calmar ratio for AOS, currently valued at -0.46, compared to the broader market0.001.002.003.004.005.00
AOS: -0.46
SLB: -0.39
The chart of Martin ratio for AOS, currently valued at -0.85, compared to the broader market-10.000.0010.0020.00
AOS: -0.85
SLB: -1.62

The current AOS Sharpe Ratio is -0.62, which is comparable to the SLB Sharpe Ratio of -0.71. The chart below compares the historical Sharpe Ratios of AOS and SLB, 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-1.00-0.500.00December2025FebruaryMarchAprilMay
-0.62
-0.71
AOS
SLB

Dividends

AOS vs. SLB - Dividend Comparison

AOS's dividend yield for the trailing twelve months is around 1.96%, less than SLB's 3.20% yield.


TTM20242023202220212020201920182017201620152014
AOS
A. O. Smith Corporation
1.96%1.91%1.84%1.99%1.23%1.79%1.89%1.78%0.91%1.01%0.99%1.06%
SLB
Schlumberger Limited
3.20%2.87%1.92%1.22%1.67%4.01%4.98%5.54%2.97%2.38%2.87%1.87%

Drawdowns

AOS vs. SLB - Drawdown Comparison

The maximum AOS drawdown since its inception was -66.52%, smaller than the maximum SLB drawdown of -87.63%. Use the drawdown chart below to compare losses from any high point for AOS and SLB. For additional features, visit the drawdowns tool.


-60.00%-50.00%-40.00%-30.00%-20.00%December2025FebruaryMarchAprilMay
-24.20%
-60.50%
AOS
SLB

Volatility

AOS vs. SLB - Volatility Comparison

The current volatility for A. O. Smith Corporation (AOS) is 10.63%, while Schlumberger Limited (SLB) has a volatility of 23.30%. This indicates that AOS experiences smaller price fluctuations and is considered to be less risky than SLB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%December2025FebruaryMarchAprilMay
10.63%
23.30%
AOS
SLB

Financials

AOS vs. SLB - Financials Comparison

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


0.002.00B4.00B6.00B8.00B10.00B20212022202320242025
963.90M
8.49B
(AOS) Total Revenue
(SLB) Total Revenue
Values in USD except per share items

AOS vs. SLB - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

10.0%20.0%30.0%40.0%20212022202320242025
39.0%
18.9%
(AOS) Gross Margin
(SLB) Gross Margin
AOS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, A. O. Smith Corporation reported a gross profit of 375.40M and revenue of 963.90M. Therefore, the gross margin over that period was 39.0%.
SLB - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Schlumberger Limited reported a gross profit of 1.61B and revenue of 8.49B. Therefore, the gross margin over that period was 18.9%.
AOS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, A. O. Smith Corporation reported an operating income of 182.80M and revenue of 963.90M, resulting in an operating margin of 19.0%.
SLB - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Schlumberger Limited reported an operating income of 1.34B and revenue of 8.49B, resulting in an operating margin of 15.8%.
AOS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, A. O. Smith Corporation reported a net income of 136.60M and revenue of 963.90M, resulting in a net margin of 14.2%.
SLB - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Schlumberger Limited reported a net income of 797.00M and revenue of 8.49B, resulting in a net margin of 9.4%.