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AOS vs. BIPC

Last updated Jun 3, 2023

Compare and contrast key facts about A. O. Smith Corporation (AOS) and Brookfield Infrastructure Corporation (BIPC).

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

Key characteristics


AOSBIPC
YTD Return20.65%23.17%
1Y Return14.10%1.66%
5Y Return (Ann)3.38%32.09%
10Y Return (Ann)15.32%32.09%
Sharpe Ratio0.460.12
Daily Std Dev33.44%28.53%
Max Drawdown-66.52%-28.34%

Fundamentals


AOSBIPC
Market Cap$10.29B$5.11B
EPS$1.59$10.55
PE Ratio43.034.38
Revenue (TTM)$3.74B$1.92B
Gross Profit (TTM)$1.33B$1.34B
EBITDA (TTM)$735.40M$1.51B

Correlation

0.29
-1.001.00

The correlation between AOS and BIPC is 0.29, 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. BIPC - Performance Comparison

In the year-to-date period, AOS achieves a 20.65% return, which is significantly lower than BIPC's 23.17% return. Over the past 10 years, AOS has underperformed BIPC with an annualized return of 15.32%, while BIPC has yielded a comparatively higher 32.09% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


-15.00%-10.00%-5.00%0.00%5.00%10.00%15.00%20.00%2023FebruaryMarchAprilMayJune
15.45%
8.60%
AOS
BIPC

Compare stocks, funds, or ETFs


A. O. Smith Corporation

AOS vs. BIPC - Dividend Comparison

AOS's dividend yield for the trailing twelve months is around 2.54%, less than BIPC's 4.68% yield.


TTM20222021202020192018201720162015201420132012
AOS
A. O. Smith Corporation
2.54%2.01%1.27%1.87%2.02%1.94%1.01%1.13%1.12%1.21%0.98%1.33%
BIPC
Brookfield Infrastructure Corporation
4.68%3.76%3.13%2.18%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

AOS vs. BIPC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for A. O. Smith Corporation (AOS) and Brookfield Infrastructure Corporation (BIPC). 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
0.46
BIPC
Brookfield Infrastructure Corporation
0.12

AOS vs. BIPC - Sharpe Ratio Comparison

The current AOS Sharpe Ratio is 0.46, which is higher than the BIPC Sharpe Ratio of 0.12. The chart below compares the 12-month rolling Sharpe Ratio of AOS and BIPC.


-1.00-0.500.000.502023FebruaryMarchAprilMayJune
0.46
0.12
AOS
BIPC

AOS vs. BIPC - Drawdown Comparison

The maximum AOS drawdown for the period was -33.49%, lower than the maximum BIPC drawdown of -24.43%. The drawdown chart below compares losses from any high point along the way for AOS and BIPC


-30.00%-25.00%-20.00%-15.00%-10.00%2023FebruaryMarchAprilMayJune
-18.05%
-6.75%
AOS
BIPC

AOS vs. BIPC - Volatility Comparison

A. O. Smith Corporation (AOS) has a higher volatility of 9.15% compared to Brookfield Infrastructure Corporation (BIPC) at 7.02%. This indicates that AOS's price experiences larger fluctuations and is considered to be riskier than BIPC 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%16.00%18.00%2023FebruaryMarchAprilMayJune
9.15%
7.02%
AOS
BIPC