CTRA vs. AOS

Last updated Apr 1, 2026

Compare and contrast key facts about Coterra Energy Inc. (CTRA) and A. O. Smith Corporation (AOS).

Performance

CTRA vs. AOS - Performance Comparison

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

CTRA vs. AOS - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
CTRA Coterra Energy Inc.	34.48%	6.68%	3.38%	8.72%	39.15%	23.50%	-4.33%	-20.78%	-21.07%	23.26%
AOS A. O. Smith Corporation	-0.92%	0.07%	-15.92%	47.30%	-32.07%	59.28%	17.46%	13.65%	-29.35%	30.78%

Fundamentals

Market Cap CTRA : $26.78B AOS : $9.23B
EPS CTRA : $2.26 AOS : $3.87
PE Ratio CTRA : 15.58 AOS : 17.05
PEG Ratio CTRA : 0.75 AOS : 0.70
PS Ratio CTRA : 9.72 AOS : 2.43
PB Ratio CTRA : 1.56 AOS : 4.33
Total Revenue (TTM) CTRA : $2.75B AOS : $3.83B
Gross Profit (TTM) CTRA : $1.66B AOS : $1.49B
EBITDA (TTM) CTRA : $4.84B AOS : $792.20M

Returns By Period

In the year-to-date period, CTRA achieves a 34.48% return, which is significantly higher than AOS's -0.92% return. Over the past 10 years, CTRA has outperformed AOS with an annualized return of 7.83%, while AOS has yielded a comparatively lower 7.24% annualized return.

CTRA

• 1D: -2.14%
• 1M: 15.71%
• YTD: 34.48%
• 6M: 50.94%
• 1Y: 25.76%
• 3Y*: 16.41%
• 5Y*: 18.64%
• 10Y*: 7.83%

AOS

• 1D: 3.55%
• 1M: -15.46%
• YTD: -0.92%
• 6M: -9.24%
• 1Y: 2.95%
• 3Y*: 0.38%
• 5Y*: 1.32%
• 10Y*: 7.24%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

CTRA vs. AOS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CTRA

CTRA Risk / Return Rank: 65
CTRA Sharpe Ratio Rank: 71
CTRA Sortino Ratio Rank: 62
CTRA Omega Ratio Rank: 62
CTRA Calmar Ratio Rank: 68
CTRA Martin Ratio Rank: 63

AOS

AOS Risk / Return Rank: 43
AOS Sharpe Ratio Rank: 46
AOS Sortino Ratio Rank: 39
AOS Omega Ratio Rank: 38
AOS Calmar Ratio Rank: 45
AOS Martin Ratio Rank: 46

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CTRA vs. AOS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Coterra Energy Inc. (CTRA) and A. O. Smith Corporation (AOS). 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.

	CTRA	AOS	Difference
Sharpe ratio Return per unit of total volatility	0.83	0.11	+0.72
Sortino ratio Return per unit of downside risk	1.21	0.36	+0.85
Omega ratio Gain probability vs. loss probability	1.16	1.04	+0.12
Calmar ratio Return relative to maximum drawdown	1.21	0.12	+1.09
Martin ratio Return relative to average drawdown	2.18	0.34	+1.85
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

CTRA vs. AOS - Sharpe Ratio Comparison

The current CTRA Sharpe Ratio is 0.83, which is higher than the AOS Sharpe Ratio of 0.11. The chart below compares the historical Sharpe Ratios of CTRA and AOS, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	CTRA	AOS	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.83	0.11	+0.72
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.55	0.05	+0.50
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.22	0.27	-0.05
Sharpe Ratio (All Time) Calculated using the full available price history	0.27	0.43	-0.16

Correlation

The correlation between CTRA and AOS is 0.22, 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.

Dividends

CTRA vs. AOS - Dividend Comparison

CTRA's dividend yield for the trailing twelve months is around 2.50%, more than AOS's 2.12% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CTRA Coterra Energy Inc.	2.50%	3.34%	3.29%	4.58%	8.47%	5.89%	2.46%	2.01%	1.12%	0.59%	0.34%	0.45%
AOS A. O. Smith Corporation	2.12%	2.06%	1.91%	1.84%	1.99%	1.23%	1.79%	1.89%	1.78%	0.91%	1.01%	0.99%

Drawdowns

CTRA vs. AOS - Drawdown Comparison

The maximum CTRA drawdown since its inception was -74.41%, which is greater than AOS's maximum drawdown of -66.07%. Use the drawdown chart below to compare losses from any high point for CTRA and AOS.

Drawdown Indicators

	CTRA	AOS	Difference
Max Drawdown Largest peak-to-trough decline	-74.41%	-66.07%	-8.34%
Max Drawdown (1Y) Largest decline over 1 year	-22.26%	-20.86%	-1.40%
Max Drawdown (5Y) Largest decline over 5 years	-33.25%	-42.68%	+9.43%
Max Drawdown (10Y) Largest decline over 10 years	-52.56%	-46.81%	-5.75%
Current Drawdown Current decline from peak	-3.22%	-25.86%	+22.64%
Average Drawdown Average peak-to-trough decline	-27.01%	-20.43%	-6.58%
Ulcer Index Depth and duration of drawdowns from previous peaks	12.35%	7.63%	+4.72%

Volatility

CTRA vs. AOS - Volatility Comparison

Coterra Energy Inc. (CTRA) and A. O. Smith Corporation (AOS) have volatilities of 7.90% and 8.01%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	CTRA	AOS	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.90%	8.01%	-0.11%
Volatility (6M) Calculated over the trailing 6-month period	20.87%	17.28%	+3.59%
Volatility (1Y) Calculated over the trailing 1-year period	31.09%	25.87%	+5.22%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	34.18%	26.94%	+7.24%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	35.50%	26.90%	+8.60%

Financials

CTRA vs. AOS - Profitability Comparison

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

CTRA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Coterra Energy Inc. reported a gross profit of -446.00M and revenue of -2.82B. Therefore, the gross margin over that period was 15.8%.

AOS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, A. O. Smith Corporation reported a gross profit of 350.40M and revenue of 912.50M. Therefore, the gross margin over that period was 38.4%.

CTRA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Coterra Energy Inc. reported an operating income of 695.00M and revenue of -2.82B, resulting in an operating margin of -24.7%.

AOS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, A. O. Smith Corporation reported an operating income of 163.80M and revenue of 912.50M, resulting in an operating margin of 18.0%.

CTRA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Coterra Energy Inc. reported a net income of 368.00M and revenue of -2.82B, resulting in a net margin of -13.1%.

AOS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, A. O. Smith Corporation reported a net income of 125.40M and revenue of 912.50M, resulting in a net margin of 13.7%.