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

Correlation

The correlation between AOS and SLB is 0.24, 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.


-0.50.00.51.0
Correlation: 0.2

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%NovemberDecember2025FebruaryMarchApril
21,085.52%
1,085.51%
AOS
SLB

Key characteristics

Sharpe Ratio

AOS:

-1.02

SLB:

-0.79

Sortino Ratio

AOS:

-1.33

SLB:

-1.03

Omega Ratio

AOS:

0.83

SLB:

0.88

Calmar Ratio

AOS:

-0.87

SLB:

-0.37

Martin Ratio

AOS:

-1.47

SLB:

-1.06

Ulcer Index

AOS:

16.69%

SLB:

20.28%

Daily Std Dev

AOS:

24.02%

SLB:

27.30%

Max Drawdown

AOS:

-66.52%

SLB:

-87.63%

Current Drawdown

AOS:

-27.15%

SLB:

-52.02%

Fundamentals

Market Cap

AOS:

$9.49B

SLB:

$57.37B

EPS

AOS:

$3.63

SLB:

$3.11

PE Ratio

AOS:

18.21

SLB:

13.57

PEG Ratio

AOS:

1.64

SLB:

1.97

Total Revenue (TTM)

AOS:

$2.84B

SLB:

$27.59B

Gross Profit (TTM)

AOS:

$1.07B

SLB:

$5.80B

EBITDA (TTM)

AOS:

$573.20M

SLB:

$5.92B

Returns By Period

In the year-to-date period, AOS achieves a -2.57% return, which is significantly lower than SLB's 10.81% return. Over the past 10 years, AOS has outperformed SLB with an annualized return of 9.08%, while SLB has yielded a comparatively lower -4.06% annualized return.


AOS

YTD

-2.57%

1M

-0.39%

6M

-24.17%

1Y

-24.04%

5Y*

15.23%

10Y*

9.08%

SLB

YTD

10.81%

1M

5.95%

6M

-2.70%

1Y

-20.80%

5Y*

26.87%

10Y*

-4.06%

*Annualized

Compare stocks, funds, or ETFs

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


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 88
Overall Rank
The Sharpe Ratio Rank of AOS is 55
Sharpe Ratio Rank
The Sortino Ratio Rank of AOS is 99
Sortino Ratio Rank
The Omega Ratio Rank of AOS is 1010
Omega Ratio Rank
The Calmar Ratio Rank of AOS is 44
Calmar Ratio Rank
The Martin Ratio Rank of AOS is 1111
Martin Ratio Rank

SLB
The Risk-Adjusted Performance Rank of SLB is 2020
Overall Rank
The Sharpe Ratio Rank of SLB is 1212
Sharpe Ratio Rank
The Sortino Ratio Rank of SLB is 1414
Sortino Ratio Rank
The Omega Ratio Rank of SLB is 1616
Omega Ratio Rank
The Calmar Ratio Rank of SLB is 2929
Calmar Ratio Rank
The Martin Ratio Rank of SLB is 2727
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.


Sharpe ratio
The chart of Sharpe ratio for AOS, currently valued at -1.02, compared to the broader market-2.00-1.000.001.002.003.00
AOS: -1.02
SLB: -0.79
The chart of Sortino ratio for AOS, currently valued at -1.33, compared to the broader market-6.00-4.00-2.000.002.004.00
AOS: -1.33
SLB: -1.03
The chart of Omega ratio for AOS, currently valued at 0.83, compared to the broader market0.501.001.502.00
AOS: 0.83
SLB: 0.88
The chart of Calmar ratio for AOS, currently valued at -0.87, compared to the broader market0.001.002.003.004.005.00
AOS: -0.87
SLB: -0.37
The chart of Martin ratio for AOS, currently valued at -1.47, compared to the broader market-5.000.005.0010.0015.0020.00
AOS: -1.47
SLB: -1.06

The current AOS Sharpe Ratio is -1.02, which is comparable to the SLB Sharpe Ratio of -0.79. 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-1.00-0.500.000.501.001.50NovemberDecember2025FebruaryMarchApril
-1.02
-0.79
AOS
SLB

Dividends

AOS vs. SLB - Dividend Comparison

AOS's dividend yield for the trailing twelve months is around 2.00%, less than SLB's 2.63% yield.


TTM20242023202220212020201920182017201620152014
AOS
A. O. Smith Corporation
2.00%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
2.63%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%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-27.15%
-52.02%
AOS
SLB

Volatility

AOS vs. SLB - Volatility Comparison

A. O. Smith Corporation (AOS) has a higher volatility of 6.75% compared to Schlumberger Limited (SLB) at 6.37%. This indicates that AOS's price experiences larger fluctuations and is considered to be riskier than SLB 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%NovemberDecember2025FebruaryMarchApril
6.75%
6.37%
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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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