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Industrials - Industrial - Machinery - NYSE - US
$ 60.64
-2.18 %
$ 8.7 B
Market Cap
16.71
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one AOS stock under the worst case scenario is HIDDEN Compared to the current market price of 60.6 USD, A. O. Smith Corporation is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one AOS stock under the base case scenario is HIDDEN Compared to the current market price of 60.6 USD, A. O. Smith Corporation is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one AOS stock under the best case scenario is HIDDEN Compared to the current market price of 60.6 USD, A. O. Smith Corporation is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart AOS

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$85.0$85.0$80.0$80.0$75.0$75.0$70.0$70.0$65.0$65.0$60.0$60.015 Oct15 OctNov '24Nov '2415 Nov15 NovDec '24Dec '2415 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '25
FINANCIALS
3.82 B REVENUE
-0.90%
717 M OPERATING INCOME
-5.36%
534 M NET INCOME
-4.13%
582 M OPERATING CASH FLOW
-13.20%
-267 M INVESTING CASH FLOW
-1008.30%
-408 M FINANCING CASH FLOW
40.35%
912 M REVENUE
1.09%
156 M OPERATING INCOME
-2.86%
110 M NET INCOME
-8.66%
222 M OPERATING CASH FLOW
13.27%
-156 M INVESTING CASH FLOW
-205.88%
-40.7 M FINANCING CASH FLOW
71.74%
Balance Sheet A. O. Smith Corporation
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Current Assets 1.39 B
Cash & Short-Term Investments 276 M
Receivables 541 M
Other Current Assets 575 M
Non-Current Assets 1.85 B
Long-Term Investments 0
PP&E 662 M
Other Non-Current Assets 1.19 B
8.52 %16.71 %17.76 %20.42 %36.59 %Total Assets$3.2b
Current Liabilities 897 M
Accounts Payable 589 M
Short-Term Debt 10 M
Other Current Liabilities 298 M
Non-Current Liabilities 459 M
Long-Term Debt 207 M
Other Non-Current Liabilities 253 M
43.40 %22.01 %15.24 %18.62 %Total Liabilities$1.4b
EFFICIENCY
Earnings Waterfall A. O. Smith Corporation
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Revenue 3.82 B
Cost Of Revenue 2.36 B
Gross Profit 1.46 B
Operating Expenses 739 M
Operating Income 717 M
Other Expenses 183 M
Net Income 534 M
4b4b4b4b3b3b3b3b2b2b2b2b1b1b500m500m004b(2b)1b(739m)717m(183m)534mRevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
38.14% GROSS MARGIN
38.14%
18.77% OPERATING MARGIN
18.77%
13.98% NET MARGIN
13.98%
28.33% ROE
28.33%
16.47% ROA
16.47%
23.19% ROIC
23.19%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis A. O. Smith Corporation
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600m600m500m500m400m400m300m300m200m200m100m100m0020162016201720172018201820192019202020202021202120222022202320232024202420252025
Net Income 534 M
Depreciation & Amortization 78.8 M
Capital Expenditures -108 M
Stock-Based Compensation 14.9 M
Change in Working Capital -40.3 M
Others -40.9 M
Free Cash Flow 474 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets A. O. Smith Corporation
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Wall Street analysts predict an average 1-year price target for AOS of $84.5 , with forecasts ranging from a low of $74 to a high of $98 .
AOS Lowest Price Target Wall Street Target
74 USD 22.03%
AOS Average Price Target Wall Street Target
84.5 USD 39.35%
AOS Highest Price Target Wall Street Target
98 USD 61.61%
Price
Max Price Target
Min Price Target
Average Price Target
10010095959090858580807575707065656060May '24May '24Jul '24Jul '24Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26
4. DIVIDEND ANALYSIS
0.50% DIVIDEND YIELD
0.34 USD DIVIDEND PER SHARE
Q1
Q2
Q3
Q4
1.4001.4001.2001.2001.0001.0000.8000.8000.6000.6000.4000.4000.2000.2000.0000.0000.0950.120.140.180.220.240.260.280.30.320.340.0950.120.140.180.220.240.260.280.30.320.0950.120.140.180.220.240.260.280.30.320.0950.380.120.480.140.560.220.760.240.900.260.980.281.060.31.140.321.220.341.300.342015201520162016201720172018201820192019202020202021202120222022202320232024202420252025
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5. COMPETITION
slide 2 of 12
6. Ownership
Insider Ownership A. O. Smith Corporation
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Sold
0-3 MONTHS
325 K USD 3
3-6 MONTHS
0 USD 0
6-9 MONTHS
1.5 M USD 2
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
3 Top Dividend Stocks to Buy in April There's significant turmoil in the industrial sector right now. Companies are navigating a foggy horizon rife with actual and potential tariffs, and the economy is more uncertain than it has been since the height of the coronavirus pandemic. fool.com - 2 weeks ago
A. O. Smith to Hold First Quarter Conference Call on April 29, 2025 MILWAUKEE , April 2, 2025 /PRNewswire/ -- A. O. Smith Corporation (NYSE: AOS) will release its first quarter 2025 financial results before the market opens on Tuesday, April 29, and has scheduled an investor conference call to follow at 10:00 a.m. prnewswire.com - 2 weeks ago
Here's Why You Should Avoid Investing in A. O. Smith Stock Now Softness in the Rest of the World segment, supply-chain constraints and unfavorable foreign-currency movement are weighing on AOS' performance. zacks.com - 1 month ago
Ethisphere Names A. O. Smith Corporation One of the 2025 World's Most Ethical Companies® for the Second Time Company recognized for its commitment to robust ethics, compliance and governance programs MILWAUKEE , March 11, 2025 /PRNewswire/ -- A. O. Smith Corporation (NYSE: AOS), a leader in water heating and water treatment, announces today it has been recognized as a 2025 World's Most Ethical Company by Ethisphere, a global leader in defining and advancing the standards of ethical business practices. prnewswire.com - 1 month ago
A. O. Smith: Benefiting From The Twin Tailwinds Of Water And Efficiency A. O. Smith Corp., manufacturer of a broad range of residential and commercial water heaters and boilers, along with water and air purification systems, is now an $8 billion (by market cap) water technology leader. To date, AOS increased its dividend for 31 consecutive years, with a 10-year dividend growth rate of 15.8%. A. O. Smith moved its revenue from $2.5 billion in FY 2015 to $3.8 billion in FY 2024, a compound annual growth rate of 4.8%. seekingalpha.com - 1 month ago
The Dividend Aristocrats Ranked By Quality Scores: March 2025 S&P Dow Jones Indices added three new members to the S&P 500 Dividend Aristocrats Index, expanding it to 69 companies. I rank Dividend Aristocrats by quality scores, presenting undervalued and overvalued stocks with detailed metrics and fair value estimates. My quality scoring system uses six indicators, each worth 5 points, for a maximum score of 30, categorizing stocks from Exceptional to Inferior. seekingalpha.com - 1 month ago
New Strong Sell Stocks for February 24th ASGN, AOS and EADSY have been added to the Zacks Rank #5 (Strong Sell) List on February 24, 2025. zacks.com - 1 month ago
AOS Stock Exhibits Strong Prospects Despite Persisting Headwinds A.O. Smith holds the potential to reap the benefits of accretive acquisitions. However, weakness in the Chinese real estate market is concerning. zacks.com - 1 month ago
3 Dividend Stocks for February 2025 #Morningstar #TopDividendStocks #DividendInvesting Two names this month are dividend aristocrats. 00:00 Introduction 00:10 A.O. youtube.com - 2 months ago
New Strong Sell Stocks for February 6th ADNT, AOS and BASFY have been added to the Zacks Rank #5 (Strong Sell) List on February 6, 2025. zacks.com - 2 months ago
A. O. Smith Corporation (AOS) Q4 2024 Earnings Call Transcript A. O. Smith Corporation (NYSE:AOS ) Q4 2024 Earnings Conference Call January 30, 2024 10:00 AM ET Company Participants Helen Gurholt - VP, IR and Financial Planning & Analysis Kevin Wheeler - Chairman & CEO Stephen Shafer - President and Chief Operating Officer Chuck Lauber - CFO Conference Call Participants Mike Halloran - Robert W. Baird & Co. Matt Summerville - D.A. seekingalpha.com - 2 months ago
A.O. Smith Misses Earnings, Revenue Down Water heater manufacturer A.O. Smith (AOS -3.77%)reported earnings for the fourth quarter of 2024 on Thursday, Jan. 30, that fell short of analyst consensus estimates. fool.com - 2 months ago
8. Profile Summary

A. O. Smith Corporation AOS

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COUNTRY US
INDUSTRY Industrial - Machinery
MARKET CAP $ 8.7 B
Dividend Yield 0.50%
Description A. O. Smith Corporation manufactures and markets residential and commercial gas, heat pump and electric water heaters, boilers, tanks, and water treatment products in North America, China, Europe, and India. It operates through two segments, North America and Rest of World. The company offers water heaters for residences, restaurants, hotels and motels, office buildings, laundries, car washes, and small businesses; commercial boilers for hospitals, schools, hotels, and other large commercial buildings, as well as residential boilers for homes, apartments, and condominiums; and water treatment products comprising point-of-entry water softeners, well water solutions, and whole-home water filtration products, on-the-go filtration bottles, point-of-use carbon, and reverse osmosis products for residences, restaurants, hotels, and offices. It also provides food and beverage filtration products; expansion tanks, commercial solar water heating systems, swimming pool and spa heaters, and related products and parts; and heat pumps, electric wall-hung, gas tankless, combi-boiler, heat pump and solar water heaters. The company offers its products primarily under the A. O. Smith, State, Lochinvar, and water softener brands. It distributes its products through independent wholesale plumbing distributors, as well as through retail channels consisting of hardware and home center chains, and manufacturer representative firms; and offers Aquasana branded products directly to consumers through e-commerce, as well as other online retailers. A. O. Smith Corporation was founded in 1874 and is headquartered in Milwaukee, Wisconsin.
Contact 11270 West Park Place, Milwaukee, WI, 53224-9508 https://www.aosmith.com
IPO Date Sept. 30, 1983
Employees 12700
Officers Mr. Stephen D. O'Brien SVice President and President & GM of North America Water Heating Mr. Kevin J. Wheeler Chairman & Chief Executive Officer Ms. S. Melissa Scheppele Senior Vice President & Chief Information Officer Mr. Stephen M. Shafer President & Chief Operating Officer Mr. Charles T. Lauber Executive Vice President & Chief Financial Officer Mr. Robert J. Heideman Ph.D. Senior Vice President & Chief Technology Officer Ms. Helen E. Gurholt Vice President of Investor Relations and Financial Planning & Analysis Mr. James F. Stern J.D. Executive Vice President, General Counsel & Secretary Mr. Curtis E. Selby Senior Vice President of Human Resources & Public Affairs Mr. Paul W. Jones Vice President of Corporate Development & Strategy