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

Correlation

The correlation between KMI and AOS is 0.48, 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.


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.

Loading data...

Key characteristics

Sharpe Ratio

KMI:

1.91

AOS:

-0.76

Sortino Ratio

KMI:

2.41

AOS:

-0.95

Omega Ratio

KMI:

1.39

AOS:

0.88

Calmar Ratio

KMI:

1.61

AOS:

-0.57

Martin Ratio

KMI:

6.99

AOS:

-1.02

Ulcer Index

KMI:

7.26%

AOS:

19.11%

Daily Std Dev

KMI:

25.44%

AOS:

25.80%

Max Drawdown

KMI:

-72.70%

AOS:

-66.52%

Current Drawdown

KMI:

-10.15%

AOS:

-24.31%

Fundamentals

Market Cap

KMI:

$61.13B

AOS:

$9.96B

EPS

KMI:

$1.16

AOS:

$3.58

PE Ratio

KMI:

23.71

AOS:

19.59

PEG Ratio

KMI:

2.42

AOS:

1.83

PS Ratio

KMI:

3.94

AOS:

2.62

PB Ratio

KMI:

2.00

AOS:

5.37

Total Revenue (TTM)

KMI:

$15.52B

AOS:

$3.80B

Gross Profit (TTM)

KMI:

$7.72B

AOS:

$1.45B

EBITDA (TTM)

KMI:

$5.49B

AOS:

$768.80M

Returns By Period

In the year-to-date period, KMI achieves a 2.38% return, which is significantly higher than AOS's 1.23% return. Over the past 10 years, KMI has underperformed AOS with an annualized return of 0.75%, while AOS has yielded a comparatively higher 8.75% annualized return.


KMI

YTD

2.38%

1M

3.58%

6M

4.67%

1Y

48.18%

5Y*

20.41%

10Y*

0.75%

AOS

YTD

1.23%

1M

5.37%

6M

-5.56%

1Y

-19.42%

5Y*

13.24%

10Y*

8.75%

*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

KMI vs. AOS — Risk-Adjusted Performance Rank

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

KMI
The Risk-Adjusted Performance Rank of KMI is 9292
Overall Rank
The Sharpe Ratio Rank of KMI is 9595
Sharpe Ratio Rank
The Sortino Ratio Rank of KMI is 9191
Sortino Ratio Rank
The Omega Ratio Rank of KMI is 9393
Omega Ratio Rank
The Calmar Ratio Rank of KMI is 9090
Calmar Ratio Rank
The Martin Ratio Rank of KMI is 9191
Martin Ratio Rank

AOS
The Risk-Adjusted Performance Rank of AOS is 1515
Overall Rank
The Sharpe Ratio Rank of AOS is 1111
Sharpe Ratio Rank
The Sortino Ratio Rank of AOS is 1313
Sortino Ratio Rank
The Omega Ratio Rank of AOS is 1414
Omega Ratio Rank
The Calmar Ratio Rank of AOS is 1515
Calmar Ratio Rank
The Martin Ratio Rank of AOS is 2424
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.

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.


The current KMI Sharpe Ratio is 1.91, which is higher than the AOS Sharpe Ratio of -0.76. 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.


Loading data...

Dividends

KMI vs. AOS - Dividend Comparison

KMI's dividend yield for the trailing twelve months is around 4.21%, more than AOS's 1.96% yield.


TTM20242023202220212020201920182017201620152014
KMI
Kinder Morgan, Inc.
4.21%4.18%6.38%6.10%6.76%7.59%4.49%4.71%2.77%2.41%12.94%4.02%
AOS
A. O. Smith Corporation
1.96%1.91%1.84%1.99%1.23%1.79%1.89%1.78%0.91%1.01%0.99%1.06%

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.


Loading data...

Volatility

KMI vs. AOS - Volatility Comparison

The current volatility for Kinder Morgan, Inc. (KMI) is 7.83%, while A. O. Smith Corporation (AOS) has a volatility of 8.48%. This indicates that KMI experiences smaller price fluctuations and is considered to be less risky than AOS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading data...

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


1.00B2.00B3.00B4.00B5.00B20212022202320242025
4.24B
963.90M
(KMI) Total Revenue
(AOS) Total Revenue
Values in USD except per share items

KMI vs. AOS - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

35.0%40.0%45.0%50.0%55.0%60.0%20212022202320242025
50.8%
39.0%
(KMI) Gross Margin
(AOS) Gross Margin
KMI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Kinder Morgan, Inc. reported a gross profit of 2.16B and revenue of 4.24B. Therefore, the gross margin over that period was 50.8%.

AOS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, A. O. Smith Corporation reported a gross profit of 375.40M and revenue of 963.90M. Therefore, the gross margin over that period was 39.0%.

KMI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Kinder Morgan, Inc. reported an operating income of 1.15B and revenue of 4.24B, resulting in an operating margin of 27.0%.

AOS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, A. O. Smith Corporation reported an operating income of 182.80M and revenue of 963.90M, resulting in an operating margin of 19.0%.

KMI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Kinder Morgan, Inc. reported a net income of 717.00M and revenue of 4.24B, resulting in a net margin of 16.9%.

AOS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, A. O. Smith Corporation reported a net income of 136.60M and revenue of 963.90M, resulting in a net margin of 14.2%.