MED vs. AOS
MED (Medifast, Inc.) and AOS (A. O. Smith Corporation) are both stocks. MED operates in Personal Services (Consumer Cyclical), while AOS operates in Specialty Industrial Machinery (Industrials). Over the past 10 years, MED returned -7.29%/yr vs 5.40%/yr for AOS. At a 0.20 correlation, their price movements are largely independent.
Performance
MED vs. AOS - Performance Comparison
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Returns By Period
In the year-to-date period, MED achieves a 11.33% return, which is significantly higher than AOS's -10.72% return. Over the past 10 years, MED has underperformed AOS with an annualized return of -7.29%, while AOS has yielded a comparatively higher 5.40% annualized return.
MED
- 1D
- -0.25%
- 1M
- -4.73%
- YTD
- 11.33%
- 6M
- -3.80%
- 1Y
- -8.40%
- 3Y*
- -46.74%
- 5Y*
- -45.89%
- 10Y*
- -7.29%
AOS
- 1D
- 0.72%
- 1M
- 5.48%
- YTD
- -10.72%
- 6M
- -13.11%
- 1Y
- -5.46%
- 3Y*
- -3.46%
- 5Y*
- -1.16%
- 10Y*
- 5.40%
MED vs. AOS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MED Medifast, Inc. | 11.33% | -39.39% | -73.79% | -38.34% | -42.31% | 9.36% | 86.18% | -9.73% | 82.11% | 72.33% |
AOS A. O. Smith Corporation | -10.72% | 0.07% | -15.92% | 47.30% | -32.07% | 59.28% | 17.46% | 13.65% | -29.35% | 30.78% |
Correlation
The correlation between MED and AOS is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.22 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.25 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.34 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.31 |
Correlation (All Time) Calculated using the full available price history since Dec 31, 1993 | 0.20 |
The correlation between MED and AOS shifts across timeframes, from 0.20 (all time) to 0.34 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
MED:
$130.86M
AOS:
$8.22B
MED:
-$1.82
AOS:
$3.75
MED:
0.38
AOS:
2.18
MED:
0.66
AOS:
3.81
MED:
$346.10M
AOS:
$3.81B
MED:
$242.70M
AOS:
$1.48B
MED:
-$3.86M
AOS:
$794.70M
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Return for Risk
MED vs. AOS — Risk / Return Rank
MED
AOS
MED vs. AOS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Medifast, Inc. (MED) 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.
| MED | AOS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.01 | ||
| Sortino ratioReturn per unit of downside risk | +0.12 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 0.98 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | -0.26 | -0.20 | -0.06 |
| Martin ratioReturn relative to average drawdown | -0.44 | -0.47 | +0.02 |
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Drawdowns
MED vs. AOS - Drawdown Comparison
The maximum MED drawdown since its inception was -98.40%, which is greater than AOS's maximum drawdown of -66.07%. Use the drawdown chart below to compare losses from any high point for MED and AOS.
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Drawdown Indicators
| MED | AOS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -98.40% | -66.07% | -32.33% |
Max Drawdown (1Y)Largest decline over 1 year | -37.39% | -30.29% | -7.10% |
Max Drawdown (3Y)Largest decline over 3 years | -90.91% | -36.93% | -53.98% |
Max Drawdown (5Y)Largest decline over 5 years | -96.29% | -42.68% | -53.61% |
Max Drawdown (10Y)Largest decline over 10 years | -96.76% | -46.81% | -49.95% |
Current DrawdownCurrent decline from peak | -95.96% | -33.20% | -62.76% |
Average DrawdownAverage peak-to-trough decline | -50.84% | -20.48% | -30.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 21.83% | 13.12% | +8.71% |
Volatility
MED vs. AOS - Volatility Comparison
Medifast, Inc. (MED) has a higher volatility of 8.94% compared to A. O. Smith Corporation (AOS) at 8.06%. This indicates that MED'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.
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Volatility by Period
| MED | AOS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.94% | 8.06% | +0.88% |
Volatility (6M)Calculated over the trailing 6-month period | 31.69% | 19.33% | +12.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 41.90% | 25.19% | +16.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 45.25% | 27.14% | +18.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 47.68% | 27.09% | +20.59% |
Dividends
MED vs. AOS - Dividend Comparison
MED has not paid dividends to shareholders, while AOS's dividend yield for the trailing twelve months is around 2.40%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOS A. O. Smith Corporation | 2.40% | 2.06% | 1.91% | 1.84% | 1.99% | 1.23% | 1.79% | 1.89% | 1.78% | 0.91% | 1.01% | 0.99% |
MED Medifast, Inc. | 0.00% | 0.00% | 0.00% | 7.36% | 5.69% | 2.71% | 2.30% | 3.08% | 1.75% | 2.06% | 2.57% | 0.82% |
Financials
MED vs. AOS - Financials Comparison
This section allows you to compare key financial metrics between Medifast, 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.
Total Revenue: Total amount of money received from sales and other business activities
MED vs. AOS - Profitability Comparison
MED - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Medifast, Inc. reported a gross profit of 51.76M and revenue of 76.04M. Therefore, the gross margin over that period was 68.1%.
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%.
MED - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Medifast, Inc. reported an operating income of -3.30M and revenue of 76.04M, resulting in an operating margin of -4.3%.
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%.
MED - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Medifast, Inc. reported a net income of -2.12M and revenue of 76.04M, resulting in a net margin of -2.8%.
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
MED and AOS have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MED has higher volatility (8.94%) compared to AOS (8.06%). In terms of maximum drawdown, MED dropped -98.40% vs AOS's -66.07%.
MED currently has the higher Sharpe Ratio (-0.23 vs -0.24), 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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