SMITH (A.O.) CORP (AOS) Stock Fundamental Analysis

NYSE:AOS • US8318652091

77.81 USD
+0.12 (+0.15%)
At close: Feb 20, 2026
77.81 USD
0 (0%)
After Hours: 2/20/2026, 8:17:02 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

5

Overall AOS gets a fundamental rating of 5 out of 10. We evaluated AOS against 42 industry peers in the Building Products industry. While AOS belongs to the best of the industry regarding profitability, there are some minor concerns on its financial health. AOS has a valuation in line with the averages, but on the other hand it scores bad on growth. AOS also has an excellent dividend rating. This makes AOS very considerable for dividend investing!


Dividend Valuation Growth Profitability Health

8

1. Profitability

1.1 Basic Checks

  • AOS had positive earnings in the past year.
  • AOS had a positive operating cash flow in the past year.
  • Each year in the past 5 years AOS has been profitable.
  • In the past 5 years AOS always reported a positive cash flow from operatings.
AOS Yearly Net Income VS EBIT VS OCF VS FCFAOS Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 200M 400M 600M

1.2 Ratios

  • AOS has a Return On Assets of 17.38%. This is amongst the best in the industry. AOS outperforms 97.62% of its industry peers.
  • AOS has a better Return On Equity (29.40%) than 85.71% of its industry peers.
  • With an excellent Return On Invested Capital value of 24.36%, AOS belongs to the best of the industry, outperforming 95.24% of the companies in the same industry.
  • Measured over the past 3 years, the Average Return On Invested Capital for AOS is significantly above the industry average of 11.95%.
Industry RankSector Rank
ROA 17.38%
ROE 29.4%
ROIC 24.36%
ROA(3y)17.06%
ROA(5y)14.45%
ROE(3y)29.3%
ROE(5y)25.6%
ROIC(3y)24.55%
ROIC(5y)20.29%
AOS Yearly ROA, ROE, ROICAOS Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10 20 30

1.3 Margins

  • Looking at the Profit Margin, with a value of 14.26%, AOS is in the better half of the industry, outperforming 78.57% of the companies in the same industry.
  • AOS's Profit Margin has improved in the last couple of years.
  • With a decent Operating Margin value of 19.02%, AOS is doing good in the industry, outperforming 78.57% of the companies in the same industry.
  • AOS's Operating Margin has improved in the last couple of years.
  • Looking at the Gross Margin, with a value of 38.83%, AOS is in the better half of the industry, outperforming 71.43% of the companies in the same industry.
  • AOS's Gross Margin has been stable in the last couple of years.
Industry RankSector Rank
OM 19.02%
PM (TTM) 14.26%
GM 38.83%
OM growth 3Y45.23%
OM growth 5Y3.72%
PM growth 3Y31.45%
PM growth 5Y3.66%
GM growth 3Y3.12%
GM growth 5Y0.29%
AOS Yearly Profit, Operating, Gross MarginsAOS Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10 20 30 40

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ROAROEROICOperating and Profit MarginShow most profitable peers

5

2. Health

2.1 Basic Checks

  • AOS has a Return on Invested Capital (ROIC), which is well above the Cost of Capital (WACC), which means it is creating value.
  • Compared to 1 year ago, AOS has less shares outstanding
  • Compared to 5 years ago, AOS has less shares outstanding
  • The debt/assets ratio for AOS has been reduced compared to a year ago.
AOS Yearly Shares OutstandingAOS Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 50M 100M 150M
AOS Yearly Total Debt VS Total AssetsAOS Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 1B 2B 3B

2.2 Solvency

  • The Debt to FCF ratio of AOS is 0.28, which is an excellent value as it means it would take AOS, only 0.28 years of fcf income to pay off all of its debts.
  • AOS has a Debt to FCF ratio of 0.28. This is amongst the best in the industry. AOS outperforms 92.86% of its industry peers.
  • AOS has a Debt/Equity ratio of 0.06. This is a healthy value indicating a solid balance between debt and equity.
  • The Debt to Equity ratio of AOS (0.06) is better than 85.71% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.06
Debt/FCF 0.28
Altman-Z N/A
ROIC/WACC2.5
WACC9.75%
AOS Yearly LT Debt VS Equity VS FCFAOS Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 500M 1B 1.5B

2.3 Liquidity

  • A Current Ratio of 1.50 indicates that AOS should not have too much problems paying its short term obligations.
  • With a Current ratio value of 1.50, AOS is not doing good in the industry: 76.19% of the companies in the same industry are doing better.
  • A Quick Ratio of 0.94 indicates that AOS may have some problems paying its short term obligations.
  • AOS has a worse Quick ratio (0.94) than 73.81% of its industry peers.
Industry RankSector Rank
Current Ratio 1.5
Quick Ratio 0.94
AOS Yearly Current Assets VS Current LiabilitesAOS Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 500M 1B 1.5B

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

3

3. Growth

3.1 Past

  • AOS shows a small growth in Earnings Per Share. In the last year, the EPS has grown by 3.49%.
  • AOS shows quite a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 12.21% yearly.
  • AOS shows a small growth in Revenue. In the last year, the Revenue has grown by 0.32%.
  • The Revenue has been growing slightly by 5.76% on average over the past years.
EPS 1Y (TTM)3.49%
EPS 3Y7.12%
EPS 5Y12.21%
EPS Q2Q%5.88%
Revenue 1Y (TTM)0.32%
Revenue growth 3Y0.67%
Revenue growth 5Y5.76%
Sales Q2Q%0.01%

3.2 Future

  • AOS is expected to show a small growth in Earnings Per Share. In the coming years, the EPS will grow by 7.06% yearly.
  • Based on estimates for the next years, AOS will show a small growth in Revenue. The Revenue will grow by 3.95% on average per year.
EPS Next Y5.02%
EPS Next 2Y6.78%
EPS Next 3Y6.86%
EPS Next 5Y7.06%
Revenue Next Year3.45%
Revenue Next 2Y3.64%
Revenue Next 3Y3.8%
Revenue Next 5Y3.95%

3.3 Evolution

  • When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
  • When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
AOS Yearly Revenue VS EstimatesAOS Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 1B 2B 3B 4B
AOS Yearly EPS VS EstimatesAOS Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 1 2 3 4 5

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Find the best growth stocksShow best growing peers

4

4. Valuation

4.1 Price/Earnings Ratio

  • Based on the Price/Earnings ratio of 20.16, the valuation of AOS can be described as rather expensive.
  • Compared to the rest of the industry, the Price/Earnings ratio of AOS indicates a somewhat cheap valuation: AOS is cheaper than 61.90% of the companies listed in the same industry.
  • When comparing the Price/Earnings ratio of AOS to the average of the S&P500 Index (26.99), we can say AOS is valued slightly cheaper.
  • Based on the Price/Forward Earnings ratio of 19.19, the valuation of AOS can be described as rather expensive.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of AOS indicates a somewhat cheap valuation: AOS is cheaper than 61.90% of the companies listed in the same industry.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 28.06, AOS is valued a bit cheaper.
Industry RankSector Rank
PE 20.16
Fwd PE 19.19
AOS Price Earnings VS Forward Price EarningsAOS Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

  • AOS's Enterprise Value to EBITDA ratio is in line with the industry average.
  • Compared to the rest of the industry, the Price/Free Cash Flow ratio of AOS indicates a somewhat cheap valuation: AOS is cheaper than 66.67% of the companies listed in the same industry.
Industry RankSector Rank
P/FCF 19.84
EV/EBITDA 13.22
AOS Per share dataAOS EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 5 10 15 20 25

4.3 Compensation for Growth

  • The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates AOS does not grow enough to justify the current Price/Earnings ratio.
  • The excellent profitability rating of AOS may justify a higher PE ratio.
PEG (NY)4.02
PEG (5Y)1.65
EPS Next 2Y6.78%
EPS Next 3Y6.86%

More info and screens

Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

7

5. Dividend

5.1 Amount

  • AOS has a Yearly Dividend Yield of 1.81%. Purely for dividend investing, there may be better candidates out there.
  • Compared to an average industry Dividend Yield of 0.63, AOS pays a better dividend. On top of this AOS pays more dividend than 92.86% of the companies listed in the same industry.
  • AOS's Dividend Yield is comparable with the S&P500 average which is at 1.85.
Industry RankSector Rank
Dividend Yield 1.81%

5.2 History

  • On average, the dividend of AOS grows each year by 7.11%, which is quite nice.
  • AOS has paid a dividend for at least 10 years, which is a reliable track record.
  • AOS has not decreased their dividend for at least 10 years, which is a reliable track record.
Dividend Growth(5Y)7.11%
Div Incr Years26
Div Non Decr Years26
AOS Yearly Dividends per shareAOS Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 0.2 0.4 0.6 0.8 1

5.3 Sustainability

  • AOS pays out 35.83% of its income as dividend. This is a sustainable payout ratio.
  • AOS's earnings are growing slower than its dividend. This means the dividend growth is not sustainable.
DP35.83%
EPS Next 2Y6.78%
EPS Next 3Y6.86%
AOS Yearly Income VS Free CF VS DividendAOS Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 100M 200M 300M 400M 500M
AOS Dividend Payout.AOS Dividend Payout, showing the Payout Ratio.AOS Dividend Payout.PayoutRetained Earnings

More info and screens

Find the best dividend stocksShow peers with best dividend

SMITH (A.O.) CORP

NYSE:AOS (2/20/2026, 8:17:02 PM)

After market: 77.81 0 (0%)

77.81

+0.12 (+0.15%)

Chartmill FA Rating
GICS SectorIndustrials
GICS IndustryGroupCapital Goods
GICS IndustryBuilding Products
Earnings (Last)01-29
Earnings (Next)04-27
Inst Owners99.65%
Inst Owner Change3.61%
Ins Owners0.37%
Ins Owner Change-0.22%
Market Cap10.83B
Revenue(TTM)3.83B
Net Income(TTM)546.20M
Analysts71.58
Price Target80.89 (3.96%)
Short Float %6.69%
Short Ratio5.56
Dividend
Industry RankSector Rank
Dividend Yield 1.81%
Yearly Dividend1.38
Dividend Growth(5Y)7.11%
DP35.83%
Div Incr Years26
Div Non Decr Years26
Ex-Date01-30
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)4.19%
Min EPS beat(2)2.6%
Max EPS beat(2)5.78%
EPS beat(4)4
Avg EPS beat(4)4.82%
Min EPS beat(4)2.6%
Max EPS beat(4)7.62%
EPS beat(8)5
Avg EPS beat(8)1.39%
EPS beat(12)9
Avg EPS beat(12)4.46%
EPS beat(16)12
Avg EPS beat(16)3.93%
Revenue beat(2)0
Avg Revenue beat(2)-2.05%
Min Revenue beat(2)-2.68%
Max Revenue beat(2)-1.41%
Revenue beat(4)2
Avg Revenue beat(4)-0.88%
Min Revenue beat(4)-2.68%
Max Revenue beat(4)0.53%
Revenue beat(8)3
Avg Revenue beat(8)-1.39%
Revenue beat(12)5
Avg Revenue beat(12)-0.63%
Revenue beat(16)7
Avg Revenue beat(16)-0.52%
PT rev (1m)1.07%
PT rev (3m)-0.77%
EPS NQ rev (1m)-4.4%
EPS NQ rev (3m)-4.71%
EPS NY rev (1m)-3.09%
EPS NY rev (3m)-3.4%
Revenue NQ rev (1m)-1.91%
Revenue NQ rev (3m)-1.52%
Revenue NY rev (1m)-0.52%
Revenue NY rev (3m)-0.4%
Valuation
Industry RankSector Rank
PE 20.16
Fwd PE 19.19
P/S 2.83
P/FCF 19.84
P/OCF 17.57
P/B 5.83
P/tB 13.8
EV/EBITDA 13.22
EPS(TTM)3.86
EY4.96%
EPS(NY)4.05
Fwd EY5.21%
FCF(TTM)3.92
FCFY5.04%
OCF(TTM)4.43
OCFY5.69%
SpS27.51
BVpS13.34
TBVpS5.64
PEG (NY)4.02
PEG (5Y)1.65
Graham Number34.04
Profitability
Industry RankSector Rank
ROA 17.38%
ROE 29.4%
ROCE 31.95%
ROIC 24.36%
ROICexc 26.62%
ROICexgc 54.78%
OM 19.02%
PM (TTM) 14.26%
GM 38.83%
FCFM 14.26%
ROA(3y)17.06%
ROA(5y)14.45%
ROE(3y)29.3%
ROE(5y)25.6%
ROIC(3y)24.55%
ROIC(5y)20.29%
ROICexc(3y)27.99%
ROICexc(5y)24.22%
ROICexgc(3y)57.77%
ROICexgc(5y)51.54%
ROCE(3y)32.2%
ROCE(5y)26.61%
ROICexgc growth 3Y42.99%
ROICexgc growth 5Y2.25%
ROICexc growth 3Y42.11%
ROICexc growth 5Y3.81%
OM growth 3Y45.23%
OM growth 5Y3.72%
PM growth 3Y31.45%
PM growth 5Y3.66%
GM growth 3Y3.12%
GM growth 5Y0.29%
F-Score8
Asset Turnover1.22
Health
Industry RankSector Rank
Debt/Equity 0.06
Debt/FCF 0.28
Debt/EBITDA 0.14
Cap/Depr 83.2%
Cap/Sales 1.85%
Interest Coverage 250
Cash Conversion 75.8%
Profit Quality 99.96%
Current Ratio 1.5
Quick Ratio 0.94
Altman-Z N/A
F-Score8
WACC9.75%
ROIC/WACC2.5
Cap/Depr(3y)104.32%
Cap/Depr(5y)100.16%
Cap/Sales(3y)2.19%
Cap/Sales(5y)2.11%
Profit Quality(3y)98.71%
Profit Quality(5y)109.71%
High Growth Momentum
Growth
EPS 1Y (TTM)3.49%
EPS 3Y7.12%
EPS 5Y12.21%
EPS Q2Q%5.88%
EPS Next Y5.02%
EPS Next 2Y6.78%
EPS Next 3Y6.86%
EPS Next 5Y7.06%
Revenue 1Y (TTM)0.32%
Revenue growth 3Y0.67%
Revenue growth 5Y5.76%
Sales Q2Q%0.01%
Revenue Next Year3.45%
Revenue Next 2Y3.64%
Revenue Next 3Y3.8%
Revenue Next 5Y3.95%
EBIT growth 1Y0.45%
EBIT growth 3Y46.21%
EBIT growth 5Y9.69%
EBIT Next Year17.16%
EBIT Next 3Y8.57%
EBIT Next 5Y8.1%
FCF growth 1Y15.24%
FCF growth 3Y19.36%
FCF growth 5Y1.56%
OCF growth 1Y6.02%
OCF growth 3Y16.37%
OCF growth 5Y1.87%

SMITH (A.O.) CORP / AOS FAQ

Can you provide the ChartMill fundamental rating for SMITH (A.O.) CORP?

ChartMill assigns a fundamental rating of 5 / 10 to AOS.


Can you provide the valuation status for SMITH (A.O.) CORP?

ChartMill assigns a valuation rating of 4 / 10 to SMITH (A.O.) CORP (AOS). This can be considered as Fairly Valued.


Can you provide the profitability details for SMITH (A.O.) CORP?

SMITH (A.O.) CORP (AOS) has a profitability rating of 8 / 10.


What is the valuation of SMITH (A.O.) CORP based on its PE and PB ratios?

The Price/Earnings (PE) ratio for SMITH (A.O.) CORP (AOS) is 20.16 and the Price/Book (PB) ratio is 5.83.


Can you provide the financial health for AOS stock?

The financial health rating of SMITH (A.O.) CORP (AOS) is 5 / 10.