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A. O. Smith NYSE:AOS Stock Report

Last Price

US$68.43

Market Cap

US$9.9b

7D

-0.2%

1Y

-17.0%

Updated

30 Dec, 2024

Data

Company Financials +

A. O. Smith Corporation

NYSE:AOS Stock Report

Market Cap: US$9.9b

AOS Stock Overview

Manufactures and markets residential and commercial gas and electric water heaters, boilers, heat pumps, tanks, and water treatment products in North America, China, Europe, and India. More details

AOS fundamental analysis
Snowflake Score
Valuation5/6
Future Growth2/6
Past Performance6/6
Financial Health6/6
Dividends5/6

Rewards

Trading at 30.7% below our estimate of its fair value

Earnings are forecast to grow 5.43% per year

Earnings grew by 87.6% over the past year

Pays a reliable dividend of 2%

Trading at good value compared to peers and industry

Risk Analysis

No risks detected for AOS from our risk checks.

My Notes

Capture your thoughts, links and company narrative

Community Narratives

Create a narrative

Narratives bring a range of perspectives from our community.

WA
Analyst Price Target
Consensus Narrative from 10 Analysts

Acquiring Pureit And New Facilities Will Strengthen Water Treatment In India And Globally

Key Takeaways Acquiring Pureit from Unilever and expanding in India could boost A. O.
View narrative
US$81.39
FV
16.4% undervalued intrinsic discount
2.68%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
5 days ago author updated this narrative

A. O. Smith Corporation Competitors

Advanced Drainage Systems

NYSE:WMS

US$9.0b

Fortune Brands Innovations

NYSE:FBIN

US$8.6b

Allegion

NYSE:ALLE

US$11.5b

Trex Company

NYSE:TREX

US$7.5b

Price History & Performance

Summary of share price highs, lows and changes for A. O. Smith
Historical stock prices
Current Share PriceUS$68.43
52 Week HighUS$92.45
52 Week LowUS$68.07
Beta1.16
1 Month Change-8.14%
3 Month Change-23.06%
1 Year Change-16.99%
3 Year Change-18.12%
5 Year Change43.61%
Change since IPO1,233.05%

Recent News & Updates

Getting In Cheap On A. O. Smith Corporation (NYSE:AOS) Is Unlikely

Dec 20
Getting In Cheap On A. O. Smith Corporation (NYSE:AOS) Is Unlikely

A.O. Smith: Investors Should Wait For Demand To Return And A Better Entry Point

Dec 19

We Think A. O. Smith (NYSE:AOS) Can Stay On Top Of Its Debt

Dec 05
We Think A. O. Smith (NYSE:AOS) Can Stay On Top Of Its Debt

A. O. Smith (NYSE:AOS) Is Very Good At Capital Allocation

Nov 19
A. O. Smith (NYSE:AOS) Is Very Good At Capital Allocation

Is A. O. Smith Corporation (NYSE:AOS) Potentially Undervalued?

Nov 04
Is A. O. Smith Corporation (NYSE:AOS) Potentially Undervalued?

Recent updates

Getting In Cheap On A. O. Smith Corporation (NYSE:AOS) Is Unlikely

Dec 20
Getting In Cheap On A. O. Smith Corporation (NYSE:AOS) Is Unlikely

A.O. Smith: Investors Should Wait For Demand To Return And A Better Entry Point

Dec 19

We Think A. O. Smith (NYSE:AOS) Can Stay On Top Of Its Debt

Dec 05
We Think A. O. Smith (NYSE:AOS) Can Stay On Top Of Its Debt

A. O. Smith (NYSE:AOS) Is Very Good At Capital Allocation

Nov 19
A. O. Smith (NYSE:AOS) Is Very Good At Capital Allocation

Is A. O. Smith Corporation (NYSE:AOS) Potentially Undervalued?

Nov 04
Is A. O. Smith Corporation (NYSE:AOS) Potentially Undervalued?

An Intrinsic Calculation For A. O. Smith Corporation (NYSE:AOS) Suggests It's 22% Undervalued

Oct 23
An Intrinsic Calculation For A. O. Smith Corporation (NYSE:AOS) Suggests It's 22% Undervalued

A. O. Smith's (NYSE:AOS) Upcoming Dividend Will Be Larger Than Last Year's

Oct 11
A. O. Smith's (NYSE:AOS) Upcoming Dividend Will Be Larger Than Last Year's

Is A. O. Smith A Good Buy Ahead Of Its Q3 Results?

Oct 09

We Ran A Stock Scan For Earnings Growth And A. O. Smith (NYSE:AOS) Passed With Ease

Sep 01
We Ran A Stock Scan For Earnings Growth And A. O. Smith (NYSE:AOS) Passed With Ease

A. O. Smith (NYSE:AOS) Has A Rock Solid Balance Sheet

Aug 20
A. O. Smith (NYSE:AOS) Has A Rock Solid Balance Sheet

A. O. Smith (NYSE:AOS) Is Very Good At Capital Allocation

Aug 08
A. O. Smith (NYSE:AOS) Is Very Good At Capital Allocation

A. O. Smith: Short-Term Volatility Could Be A Long-Term Opportunity

Jul 29

Earnings Update: A. O. Smith Corporation (NYSE:AOS) Just Reported Its Second-Quarter Results And Analysts Are Updating Their Forecasts

Jul 26
Earnings Update: A. O. Smith Corporation (NYSE:AOS) Just Reported Its Second-Quarter Results And Analysts Are Updating Their Forecasts

A. O. Smith Corporation (NYSE:AOS) Investors Are Less Pessimistic Than Expected

Jul 19
A. O. Smith Corporation (NYSE:AOS) Investors Are Less Pessimistic Than Expected

A. O. Smith: A Decent Boiler Play

Jul 18

Calculating The Intrinsic Value Of A. O. Smith Corporation (NYSE:AOS)

Jul 05
Calculating The Intrinsic Value Of A. O. Smith Corporation (NYSE:AOS)

Is A. O. Smith Corporation (NYSE:AOS) Potentially Undervalued?

Jun 07
Is A. O. Smith Corporation (NYSE:AOS) Potentially Undervalued?

A. O. Smith: Robust Water Heater Business But Lacks Margin Of Safety

May 14

Investor Optimism Abounds A. O. Smith Corporation (NYSE:AOS) But Growth Is Lacking

Apr 17
Investor Optimism Abounds A. O. Smith Corporation (NYSE:AOS) But Growth Is Lacking

The Compensation For A. O. Smith Corporation's (NYSE:AOS) CEO Looks Deserved And Here's Why

Apr 04
The Compensation For A. O. Smith Corporation's (NYSE:AOS) CEO Looks Deserved And Here's Why

Shareholders Would Enjoy A Repeat Of A. O. Smith's (NYSE:AOS) Recent Growth In Returns

Mar 28
Shareholders Would Enjoy A Repeat Of A. O. Smith's (NYSE:AOS) Recent Growth In Returns

Calculating The Intrinsic Value Of A. O. Smith Corporation (NYSE:AOS)

Mar 14
Calculating The Intrinsic Value Of A. O. Smith Corporation (NYSE:AOS)

A. O. Smith: A High-Quality Dividend Growth Compounder To Put On Your Watchlist

Mar 11

A. O. Smith (NYSE:AOS) Has A Rock Solid Balance Sheet

Feb 29
A. O. Smith (NYSE:AOS) Has A Rock Solid Balance Sheet

A. O. Smith: Buy This Excellent Dividend Aristocrat On The Next Dip

Feb 01

Should You Investigate A. O. Smith Corporation (NYSE:AOS) At US$82.12?

Jan 23
Should You Investigate A. O. Smith Corporation (NYSE:AOS) At US$82.12?

A. O. Smith: Good Outlook But Expensive Price Tag

Dec 14

Dividend Aristocrat A. O. Smith Continues Its Solid Performance

Nov 08

A. O. Smith: A Decent Buying Opportunity For This SWAN Stock

Oct 03

A. O. Smith: There Is An Alternative

Jul 27

A. O. Smith: China Reopening Could Reignite Growth

May 25

Shareholder Returns

AOSUS BuildingUS Market
7D-0.2%-0.7%0.6%
1Y-17.0%20.7%23.7%

Return vs Industry: AOS underperformed the US Building industry which returned 20.7% over the past year.

Return vs Market: AOS underperformed the US Market which returned 23.7% over the past year.

Price Volatility

Is AOS's price volatile compared to industry and market?
AOS volatility
AOS Average Weekly Movement2.9%
Building Industry Average Movement4.8%
Market Average Movement6.3%
10% most volatile stocks in US Market17.5%
10% least volatile stocks in US Market3.1%

Stable Share Price: AOS has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: AOS's weekly volatility (3%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
187412,000Kevin Wheelerwww.aosmith.com

A. O. Smith Corporation manufactures and markets residential and commercial gas and electric water heaters, boilers, heat pumps, tanks, and water treatment products in North America, China, Europe, and India. The company offers water heaters for residences, restaurants, hotels, office buildings, laundries, car washes, and small businesses; boilers for hospitals, schools, hotels, and other large commercial buildings, as well as homes, apartments, and condominiums; and water treatment products comprising point-of-entry water softeners, well water solutions, and whole-home water filtration products, and point-of-use carbon and reverse osmosis products for residences, restaurants, hotels, and offices. It also provides commercial water treatment and filtration product; expansion tanks, commercial solar water heating systems, swimming pool and spa heaters, and related products and parts; and electric wall-hung, gas tankless, combi-boiler, and heat pump and solar water heaters.

A. O. Smith Corporation Fundamentals Summary

How do A. O. Smith's earnings and revenue compare to its market cap?
AOS fundamental statistics
Market capUS$9.92b
Earnings (TTM)US$561.20m
Revenue (TTM)US$3.89b

17.7x

P/E Ratio

2.5x

P/S Ratio

Is AOS overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
AOS income statement (TTM)
RevenueUS$3.89b
Cost of RevenueUS$2.41b
Gross ProfitUS$1.49b
Other ExpensesUS$926.60m
EarningsUS$561.20m

Last Reported Earnings

Sep 30, 2024

Next Earnings Date

n/a

Earnings per share (EPS)3.87
Gross Margin38.21%
Net Profit Margin14.41%
Debt/Equity Ratio6.2%

How did AOS perform over the long term?

See historical performance and comparison

Dividends

2.0%

Current Dividend Yield

34%

Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/30 21:48
End of Day Share Price 2024/12/27 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

A. O. Smith Corporation is covered by 37 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Michael HalloranBaird
Charles BradyBMO Capital Markets Equity Research
Charles BradyBMO Capital Markets U.S. (Historical)