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KMI vs. AOS
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

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.

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Returns By Period

In the year-to-date period, KMI achieves a 21.81% return, which is significantly higher than AOS's -11.31% return. Over the past 10 years, KMI has outperformed AOS with an annualized return of 11.73%, while AOS has yielded a comparatively lower 5.24% annualized return.


KMI

1D
2.09%
1M
-2.75%
YTD
21.81%
6M
24.53%
1Y
22.17%
3Y*
32.85%
5Y*
19.07%
10Y*
11.73%

AOS

1D
0.81%
1M
2.46%
YTD
-11.31%
6M
-12.91%
1Y
-4.49%
3Y*
-3.56%
5Y*
-1.06%
10Y*
5.24%
*Multi-year figures are annualized to reflect compound growth (CAGR)

KMI vs. AOS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
KMI
Kinder Morgan, Inc.
21.81%4.74%64.42%4.10%21.23%23.75%-30.77%44.43%-11.18%-10.56%
AOS
A. O. Smith Corporation
-11.31%0.07%-15.92%47.30%-32.07%59.28%17.46%13.65%-29.35%30.78%

Correlation

The correlation between KMI and AOS is 0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.09

Correlation (3Y)
Calculated over the trailing 3-year period

0.15

Correlation (5Y)
Calculated over the trailing 5-year period

0.25

Correlation (10Y)
Calculated over the trailing 10-year period

0.30

Correlation (All Time)
Calculated using the full available price history since Feb 11, 2011

0.30

Over the past year, the correlation between KMI and AOS has dropped to 0.09 - well below their long-term average of 0.30, suggesting their price drivers have been diverging.

Fundamentals

Market Cap

KMI:

$71.76B

AOS:

$8.17B

EPS

KMI:

$1.53

AOS:

$3.75

PE Ratio

KMI:

21.08

AOS:

15.66

PEG Ratio

KMI:

1.28

AOS:

0.64

PS Ratio

KMI:

4.09

AOS:

2.17

PB Ratio

KMI:

2.29

AOS:

3.79

Total Revenue (TTM)

KMI:

$17.52B

AOS:

$3.81B

Gross Profit (TTM)

KMI:

$5.86B

AOS:

$1.48B

EBITDA (TTM)

KMI:

$6.90B

AOS:

$794.70M

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Return for Risk

KMI vs. AOS — Risk / Return Rank

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

KMI
KMI Risk / Return Rank: 7171
Overall Rank
KMI Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
KMI Sortino Ratio Rank: 6767
Sortino Ratio Rank
KMI Omega Ratio Rank: 6767
Omega Ratio Rank
KMI Calmar Ratio Rank: 7676
Calmar Ratio Rank
KMI Martin Ratio Rank: 7272
Martin Ratio Rank

AOS
AOS Risk / Return Rank: 3333
Overall Rank
AOS Sharpe Ratio Rank: 3535
Sharpe Ratio Rank
AOS Sortino Ratio Rank: 2929
Sortino Ratio Rank
AOS Omega Ratio Rank: 3030
Omega Ratio Rank
AOS Calmar Ratio Rank: 3737
Calmar Ratio Rank
AOS Martin Ratio Rank: 3636
Martin Ratio Rank
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.

KMI vs. AOS - Risk-Adjusted Trends 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


KMIAOSDifference
Sharpe ratioReturn per unit of total volatility

+1.27

Sortino ratioReturn per unit of downside risk

+1.62

Omega ratioGain probability vs. loss probability

1.20

0.99

+0.21

Calmar ratioReturn relative to maximum drawdown

2.00

-0.15

+2.15

Martin ratioReturn relative to average drawdown

3.92

-0.33

+4.25

KMI vs. AOS - Sharpe Ratio Comparison

The current KMI Sharpe Ratio is 1.09, which is higher than the AOS Sharpe Ratio of -0.18. The chart below compares the historical Sharpe Ratios of KMI and AOS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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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 -66.07%. Use the drawdown chart below to compare losses from any high point for KMI and AOS.


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Drawdown Indicators


KMIAOSDifference

Max Drawdown

Largest peak-to-trough decline

-72.70%

-66.07%

-6.63%

Max Drawdown (1Y)

Largest decline over 1 year

-11.11%

-30.29%

+19.18%

Max Drawdown (3Y)

Largest decline over 3 years

-18.40%

-36.93%

+18.53%

Max Drawdown (5Y)

Largest decline over 5 years

-20.31%

-42.68%

+22.37%

Max Drawdown (10Y)

Largest decline over 10 years

-55.13%

-46.81%

-8.32%

Current Drawdown

Current decline from peak

-4.22%

-33.64%

+29.42%

Average Drawdown

Average peak-to-trough decline

-32.02%

-20.48%

-11.54%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.67%

13.63%

-7.96%

Volatility

KMI vs. AOS - Volatility Comparison

The current volatility for Kinder Morgan, Inc. (KMI) is 6.51%, while A. O. Smith Corporation (AOS) has a volatility of 8.05%. 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.


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Volatility by Period


KMIAOSDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.51%

8.05%

-1.54%

Volatility (6M)

Calculated over the trailing 6-month period

14.65%

19.76%

-5.11%

Volatility (1Y)

Calculated over the trailing 1-year period

20.42%

25.47%

-5.05%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.48%

27.18%

-4.70%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.69%

27.13%

+0.56%

Dividends

KMI vs. AOS - Dividend Comparison

KMI's dividend yield for the trailing twelve months is around 5.48%, more than AOS's 2.42% yield.


PositionTTM20252024202320222021202020192018201720162015
AOS
A. O. Smith Corporation
2.42%2.06%1.91%1.84%1.99%1.23%1.79%1.89%1.78%0.91%1.01%0.99%
KMI
Kinder Morgan, Inc.
5.48%4.24%4.18%6.38%6.10%6.76%7.59%4.49%4.71%2.77%2.41%12.94%

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


1.00B2.00B3.00B4.00B5.00B6.00B20222023202420252026
4.83B
945.60M
(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

0.0%10.0%20.0%30.0%40.0%50.0%60.0%70.0%202220232024202520260
38.7%
Portfolio components
KMI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Kinder Morgan, Inc. reported a gross profit of 0.00 and revenue of 4.83B. Therefore, the gross margin over that period was 0.0%.

AOS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, A. O. Smith Corporation reported a gross profit of 365.70M and revenue of 945.60M. Therefore, the gross margin over that period was 38.7%.

KMI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Kinder Morgan, Inc. reported an operating income of 1.44B and revenue of 4.83B, resulting in an operating margin of 29.9%.

AOS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, A. O. Smith Corporation reported an operating income of 161.80M and revenue of 945.60M, resulting in an operating margin of 17.1%.

KMI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Kinder Morgan, Inc. reported a net income of 1.06B and revenue of 4.83B, resulting in a net margin of 22.0%.

AOS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, A. O. Smith Corporation reported a net income of 118.00M and revenue of 945.60M, resulting in a net margin of 12.5%.


Frequently Asked Questions


KMI and AOS have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

AOS has higher volatility (8.05%) compared to KMI (6.51%). In terms of maximum drawdown, KMI dropped -72.70% vs AOS's -66.07%.

KMI currently has the higher Sharpe Ratio (1.09 vs -0.18), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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