Skip to content
Company Analysis

A.O. Smith Corporation AOS

A comprehensive view of key metrics, scores, and financial health for A.O. Smith Corporation

Overview of A. O. Smith Corporation

AOS NYQ
Industrials Specialty Industrial Machinery Mid Cap
A. O. Smith Corporation (AOS), is a Mid Cap company, in the Specialty Industrial Machinery industry, last closed at $66.84, about 19.3% overvalued vs fair value, -1.0% 1Y return, placing in the top 25% of its sector.
$66.84
0.41%
As of March 13, 2026
Previous close • Vol 90d: 24.7%
52-Week Range
Market Cap
$9.24B
Enterprise Value
$9.26B
Overall Score
Scores locked

Create a free account to see overall and pillar scores for A.O. Smith Corporation.

Top Beats
No strong beats yet

Quick Facts

Website https://www.aosmith.com
HQ Milwaukee, WI
Employees 11,500
Fiscal year Dec 31

Next Events

No upcoming events available.

Fair Value Snapshot

Bear Base Bull
$46
$54
$62
Current: $66.84 -19% vs base

Engine Room Money Flow™

Mid Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$3.8B
0.3%%
Gross Profit
$1.5B
2.1%%
Operating Income
$728.0M
1.6%%
Net Income
$546.2M
2.4%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio
100.0%
Good

FCF / Net Income - measures how well earnings convert to cash

Locked Metric
-
Premium
Locked Metric
-
Premium
Locked Metric
-
Premium
Locked Metric
-
Premium

Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$634.1M
116.1% of FCF

Where It Leaks

Cash Flow Health some concerns
Moderate efficiency issues detected. Review active leaks below for improvement areas.
1
Active Leaks
0/1
Improving
1
High Impact
0
Critical
Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating A.O. Smith Corporation's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
74
/100
Moderate
Scores based on quantitative metrics and qualitative factors

Upgrade to unlock interactive defense details

Premium access

Unlock full defense analysis

Get key signals, strengths, and risks for every moat dimension.

Upgrade to Premium Unlock all moat defenses and evidence.

Pricing Power

Strong
79
Premium
Unlock full defense details

See key signals plus strengths and risks for this moat dimension.

Upgrade for full defense analysis Premium-only evidence and insights.
For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing AOS's balance between Growth (25.2%), Profitability (48.0%), and Safety (26.8%). Growth 25% Safety 27% Profitability 48%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
Upgrade to unlock the full 3-year trend analysis and deltas.

Growth

42th percentile vs peers
42
Key Signals
EPS CAGR 3Y 36.5% 80p EPS Growth YoY 6.1% 50p Rev Growth YoY 0.3% 31p Revenue CAGR 3Y 0.7% 25p TSR 0.1% 40p
Strengths
  • Eps Cagr 3Y in top 20% of peers (36.5%, 80th percentile)
  • Interest Coverage Ratio in top 20% of peers (53.97, 93th percentile)
  • Superior capital returns - 3 return metrics above peer median
  • Roic in top 20% of peers (27.5%, 93th percentile)
Risks

No significant risks identified for this axis.

Profitability

80th percentile vs peers
80
Key Signals
Strengths
Risks
Premium
Unlock full Profitability drilldowns

See the signal-level drivers and insights behind this axis. Upgrade to reveal the full Trade-Off Ledger.

Upgrade Now

Safety

44th percentile vs peers
45
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for A.O. Smith Corporation.

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
X.X%
X%XX%
X.X%
-XX%XX%
XX.X%
-XX%XX%
Adjust the sliders above to explore different valuation scenarios.
Unlock Premium
Reveal the full Scenario Theatre
See live sliders, narratives, and full Bear/Base/Bull outcomes.
Upgrade Now
Bear
-
- - -
- upside
-
Base
$53.94
- - -
-19.3% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
Actions & Info