A. O. Smith Corporation (AOS) — Stock Score Summary

A. O. Smith Corporation (AOS) has a MoatMap StockRank of 75/100 based on Quality (80/100), Value (51/100), and Momentum (27/100) factor scores. The current signal is BUY. A. O. Smith is a high-ROIC (Q: 81) compounder with a dominant market share in water heating and treatment. The massive wave of US manufacturing nearshoring (gigafactories, semiconductor fabs, and industrial facilities) creates a powerful, underpriced tailwind for its commercial water heating systems. With a strong replacement-cycle moat and pricing power, it perfectly fits our Buffett and Terry Smith lenses.

A. O. Smith Corporation (AOS) is a global leader in water heating and water treatment solutions, manufacturing residential and commercial water heaters, boilers, and water purification products. The company's competitive moat is its dominant market share in North America, strong brand recognition, and continuous innovation in energy-efficient technologies. It leverages an extensive distribution network and diversified product portfolio to serve global markets.

Key Financial Metrics

Price$59.23
Market Cap$8.9B
P/E (TTM)15.20
P/E (Forward)13.64
Price/Book4.18
Return on Equity28.3%
Return on Invested Capital32.0%
Debt/Equity34.98
Gross Margin38.8%
Operating Margin17.1%
Revenue Growth-1.9%
Dividend Yield2.5%
Free Cash Flow$496M

A. O. Smith Corporation operates in the Specialty Industrial Machinery industry, part of the Industrials sector (United States).

Frequently Asked Questions

What is A. O. Smith Corporation’s (AOS) StockRank?
MoatMap’s StockRank for A. O. Smith Corporation (AOS) is 75/100, with a Buy signal. It is a composite of Quality (80), Value (51), and Momentum (27) factor ranks across MoatMap’s 19,000+ stock universe.
Does A. O. Smith Corporation have an economic moat?
A. O. Smith Corporation (AOS) has a Quality factor score of 80/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is A. O. Smith Corporation a buy, hold, or sell?
MoatMap’s current signal for A. O. Smith Corporation (AOS) is Buy, based on a StockRank of 75/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is A. O. Smith Corporation in?
A. O. Smith Corporation (AOS) operates in the Industrials sector, specifically the Specialty Industrial Machinery industry (United States).
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