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

Correlation

The correlation between KMI and AOS is 0.32, 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.


-0.50.00.51.00.3

Performance

KMI vs. AOS - Performance Comparison

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

0.00%200.00%400.00%600.00%800.00%1,000.00%JulyAugustSeptemberOctoberNovemberDecember
68.59%
697.95%
KMI
AOS

Key characteristics

Sharpe Ratio

KMI:

3.35

AOS:

-0.54

Sortino Ratio

KMI:

4.67

AOS:

-0.59

Omega Ratio

KMI:

1.61

AOS:

0.92

Calmar Ratio

KMI:

1.53

AOS:

-0.52

Martin Ratio

KMI:

23.51

AOS:

-1.26

Ulcer Index

KMI:

2.65%

AOS:

10.25%

Daily Std Dev

KMI:

18.61%

AOS:

23.82%

Max Drawdown

KMI:

-72.70%

AOS:

-66.52%

Current Drawdown

KMI:

-5.92%

AOS:

-24.67%

Fundamentals

Market Cap

KMI:

$59.12B

AOS:

$10.27B

EPS

KMI:

$1.13

AOS:

$3.79

PE Ratio

KMI:

23.55

AOS:

18.68

PEG Ratio

KMI:

1.95

AOS:

2.00

Total Revenue (TTM)

KMI:

$15.17B

AOS:

$3.89B

Gross Profit (TTM)

KMI:

$7.02B

AOS:

$1.49B

EBITDA (TTM)

KMI:

$6.63B

AOS:

$818.50M

Returns By Period

In the year-to-date period, KMI achieves a 61.12% return, which is significantly higher than AOS's -15.30% return. Over the past 10 years, KMI has underperformed AOS with an annualized return of 0.70%, while AOS has yielded a comparatively higher 11.18% annualized return.


KMI

YTD

61.12%

1M

-4.11%

6M

39.67%

1Y

61.12%

5Y*

11.97%

10Y*

0.70%

AOS

YTD

-15.30%

1M

-4.22%

6M

-17.65%

1Y

-14.38%

5Y*

9.77%

10Y*

11.18%

Compare stocks, funds, or ETFs

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Risk-Adjusted Performance

KMI vs. AOS - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Kinder Morgan, Inc. (KMI) 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.


Sharpe ratio
The chart of Sharpe ratio for KMI, currently valued at 3.35, compared to the broader market-4.00-2.000.002.003.35-0.54
The chart of Sortino ratio for KMI, currently valued at 4.67, compared to the broader market-4.00-2.000.002.004.004.67-0.59
The chart of Omega ratio for KMI, currently valued at 1.61, compared to the broader market0.501.001.502.001.610.92
The chart of Calmar ratio for KMI, currently valued at 1.53, compared to the broader market0.002.004.006.001.53-0.52
The chart of Martin ratio for KMI, currently valued at 23.51, compared to the broader market-5.000.005.0010.0015.0020.0025.0023.51-1.26
KMI
AOS

The current KMI Sharpe Ratio is 3.35, which is higher than the AOS Sharpe Ratio of -0.54. The chart below compares the historical Sharpe Ratios of KMI 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-1.000.001.002.003.004.00JulyAugustSeptemberOctoberNovemberDecember
3.35
-0.54
KMI
AOS

Dividends

KMI vs. AOS - Dividend Comparison

KMI's dividend yield for the trailing twelve months is around 4.26%, more than AOS's 1.89% yield.


TTM20232022202120202019201820172016201520142013
KMI
Kinder Morgan, Inc.
4.26%6.38%6.10%6.76%7.59%4.49%4.71%2.77%2.41%12.94%4.02%4.33%
AOS
A. O. Smith Corporation
1.89%1.84%1.99%1.23%1.79%1.89%1.78%0.91%1.01%0.99%1.06%0.85%

Drawdowns

KMI vs. AOS - Drawdown Comparison

The maximum KMI drawdown since its inception was -72.70%, which is greater than AOS's maximum drawdown of -66.52%. Use the drawdown chart below to compare losses from any high point for KMI and AOS. For additional features, visit the drawdowns tool.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-5.92%
-24.67%
KMI
AOS

Volatility

KMI vs. AOS - Volatility Comparison

Kinder Morgan, Inc. (KMI) has a higher volatility of 7.08% compared to A. O. Smith Corporation (AOS) at 5.99%. This indicates that KMI'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%14.00%JulyAugustSeptemberOctoberNovemberDecember
7.08%
5.99%
KMI
AOS

Financials

KMI vs. AOS - Financials Comparison

This section allows you to compare key financial metrics between Kinder Morgan, 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
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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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