Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
AOS
BuyFallen FavouriteFLAGA. O. Smith Corporation · Industrials · United States · $8.2B · Avg Vol: $86M/d
A. O. Smith has exceptional quality Q85 and value exactly at V51 with a buyback on file, but momentum at M39 is well below the calibrated floor, so stage one fails.
COMPANY DESCRIPTION
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.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 3.8B | 3.9B | 3.8B | 3.8B | 0.7% | 3.8B | 3.9B | 4.0B | 2.8% |
| EPS | 1.56 | 3.69 | 3.63 | 3.85 | 35.2% | 3.59 | 3.74 | 4.09 | 3.1% |
| Shares | 151.2M | 147.5M | 144.3M | 138.5M | -8.4% | 110.0M | — | — | — |
| Debt | 366.9M | 155.2M | 216.7M | 192.1M | -19.4% | 677.2M | — | — | — |
| Equity | 1.7B | 1.8B | 1.9B | 1.9B | 2.1% | — | — | — | — |
| Op CF | 391.4M | 670.3M | 581.8M | 616.8M | 16.4% | 692.3M | — | — | — |
| Inv CF | 8.1M | -24.1M | -267.1M | -53.0M | — | — | — | — | — |
| Fin CF | -430.8M | -684.7M | -408.4M | -633.1M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of AOS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| AOS | A. O. Smith Corporation(you) | $8.2B | 68 | Buy |
| GGG | Graco Inc. | $12.8B | 67 | Buy |
| DCI | Donaldson Company, Inc. | $10.8B | 75 | Buy |
| GTES | Gates Industrial Corporation Ltd. | $6.5B | 76 | Buy |
| FLS | Flowserve Corporation | $10.2B | 58 | Hold |
| IEX | IDEX Corporation | $17.0B | 69 | Buy |
| FELE | Franklin Electric Co., Inc. | $4.4B | 61 | Hold |
| CR | Crane Company | $12.0B | 56 | Hold |
| CXT | Crane NXT, Co. | $2.9B | 65 | Buy |
| MWA | Mueller Water Products, Inc. | $3.8B | 76 | Buy |
Peer medians: ROE 8.8% · P/E 27.6x · Gross margin 29.2%