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

Correlation

The correlation between GGG and AOS is 0.43, 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

GGG vs. AOS - Performance Comparison

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

10,000.00%20,000.00%30,000.00%40,000.00%50,000.00%NovemberDecember2025FebruaryMarchApril
40,057.95%
10,996.12%
GGG
AOS

Key characteristics

Sharpe Ratio

GGG:

-0.35

AOS:

-0.97

Sortino Ratio

GGG:

-0.34

AOS:

-1.28

Omega Ratio

GGG:

0.96

AOS:

0.84

Calmar Ratio

GGG:

-0.38

AOS:

-0.72

Martin Ratio

GGG:

-0.94

AOS:

-1.36

Ulcer Index

GGG:

8.46%

AOS:

18.27%

Daily Std Dev

GGG:

22.94%

AOS:

25.65%

Max Drawdown

GGG:

-68.77%

AOS:

-66.53%

Current Drawdown

GGG:

-12.68%

AOS:

-28.40%

Fundamentals

Market Cap

GGG:

$13.53B

AOS:

$9.37B

EPS

GGG:

$2.83

AOS:

$3.63

PE Ratio

GGG:

28.45

AOS:

17.99

PEG Ratio

GGG:

2.56

AOS:

1.62

PS Ratio

GGG:

6.30

AOS:

2.45

PB Ratio

GGG:

5.14

AOS:

4.86

Total Revenue (TTM)

GGG:

$2.15B

AOS:

$2.84B

Gross Profit (TTM)

GGG:

$1.13B

AOS:

$1.07B

EBITDA (TTM)

GGG:

$629.36M

AOS:

$573.20M

Returns By Period

In the year-to-date period, GGG achieves a -2.83% return, which is significantly higher than AOS's -4.24% return. Over the past 10 years, GGG has outperformed AOS with an annualized return of 14.83%, while AOS has yielded a comparatively lower 8.92% annualized return.


GGG

YTD

-2.83%

1M

-3.50%

6M

-0.28%

1Y

-0.87%

5Y*

14.19%

10Y*

14.83%

AOS

YTD

-4.24%

1M

-3.50%

6M

-14.64%

1Y

-20.17%

5Y*

12.10%

10Y*

8.92%

*Annualized

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Risk-Adjusted Performance

GGG vs. AOS — Risk-Adjusted Performance Rank

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

GGG
The Risk-Adjusted Performance Rank of GGG is 2929
Overall Rank
The Sharpe Ratio Rank of GGG is 3232
Sharpe Ratio Rank
The Sortino Ratio Rank of GGG is 2828
Sortino Ratio Rank
The Omega Ratio Rank of GGG is 2929
Omega Ratio Rank
The Calmar Ratio Rank of GGG is 2727
Calmar Ratio Rank
The Martin Ratio Rank of GGG is 3030
Martin Ratio Rank

AOS
The Risk-Adjusted Performance Rank of AOS is 99
Overall Rank
The Sharpe Ratio Rank of AOS is 55
Sharpe Ratio Rank
The Sortino Ratio Rank of AOS is 88
Sortino Ratio Rank
The Omega Ratio Rank of AOS is 1010
Omega Ratio Rank
The Calmar Ratio Rank of AOS is 88
Calmar Ratio Rank
The Martin Ratio Rank of AOS is 1313
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.

GGG vs. AOS - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Graco Inc. (GGG) 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.


The chart of Sharpe ratio for GGG, currently valued at -0.35, compared to the broader market-2.00-1.000.001.002.003.00
GGG: -0.35
AOS: -0.97
The chart of Sortino ratio for GGG, currently valued at -0.34, compared to the broader market-6.00-4.00-2.000.002.004.00
GGG: -0.34
AOS: -1.28
The chart of Omega ratio for GGG, currently valued at 0.96, compared to the broader market0.501.001.502.00
GGG: 0.96
AOS: 0.84
The chart of Calmar ratio for GGG, currently valued at -0.38, compared to the broader market0.001.002.003.004.005.00
GGG: -0.38
AOS: -0.72
The chart of Martin ratio for GGG, currently valued at -0.94, compared to the broader market-5.000.005.0010.0015.0020.00
GGG: -0.94
AOS: -1.36

The current GGG Sharpe Ratio is -0.35, which is higher than the AOS Sharpe Ratio of -0.97. The chart below compares the historical Sharpe Ratios of GGG 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.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.00NovemberDecember2025FebruaryMarchApril
-0.35
-0.97
GGG
AOS

Dividends

GGG vs. AOS - Dividend Comparison

GGG's dividend yield for the trailing twelve months is around 1.30%, less than AOS's 2.03% yield.


TTM20242023202220212020201920182017201620152014
GGG
Graco Inc.
1.30%1.21%1.08%1.25%0.93%0.97%1.23%1.27%2.65%1.59%1.67%2.40%
AOS
A. O. Smith Corporation
2.03%1.91%1.84%1.99%1.23%1.79%1.89%1.78%0.91%1.01%0.99%1.06%

Drawdowns

GGG vs. AOS - Drawdown Comparison

The maximum GGG drawdown since its inception was -68.77%, roughly equal to the maximum AOS drawdown of -66.53%. Use the drawdown chart below to compare losses from any high point for GGG and AOS. For additional features, visit the drawdowns tool.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-12.68%
-28.40%
GGG
AOS

Volatility

GGG vs. AOS - Volatility Comparison

Graco Inc. (GGG) has a higher volatility of 12.04% compared to A. O. Smith Corporation (AOS) at 10.00%. This indicates that GGG's price experiences larger fluctuations and is considered to be riskier than AOS 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
12.04%
10.00%
GGG
AOS

Financials

GGG vs. AOS - Financials Comparison

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