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Industrials - Industrial - Machinery - NYSE - US
$ 72.23
-1.05 %
$ 10.5 B
Market Cap
19.11
P/E
1. INTRINSIC VALUE

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.[ Read More ]

The intrinsic value of one AOS stock under the base case scenario is HIDDEN Compared to the current market price of 72.2 USD, A. O. Smith Corporation is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart AOS

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FINANCIALS
3.85 B REVENUE
2.63%
757 M OPERATING INCOME
224.92%
557 M NET INCOME
136.15%
670 M OPERATING CASH FLOW
71.26%
-24.1 M INVESTING CASH FLOW
-297.53%
-685 M FINANCING CASH FLOW
-58.94%
903 M REVENUE
-11.88%
161 M OPERATING INCOME
-22.25%
120 M NET INCOME
-23.11%
196 M OPERATING CASH FLOW
241.29%
-51 M INVESTING CASH FLOW
-459.46%
-144 M FINANCING CASH FLOW
-39.67%
Balance Sheet Decomposition A. O. Smith Corporation
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Current Assets 1.5 B
Cash & Short-Term Investments 363 M
Receivables 596 M
Other Current Assets 541 M
Non-Current Assets 1.71 B
Long-Term Investments 0
PP&E 635 M
Other Non-Current Assets 1.08 B
Current Liabilities 945 M
Accounts Payable 600 M
Short-Term Debt 10 M
Other Current Liabilities 335 M
Non-Current Liabilities 424 M
Long-Term Debt 173 M
Other Non-Current Liabilities 251 M
EFFICIENCY
Earnings Waterfall A. O. Smith Corporation
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Revenue 3.85 B
Cost Of Revenue 2.37 B
Gross Profit 1.48 B
Operating Expenses 727 M
Operating Income 757 M
Other Expenses 201 M
Net Income 557 M
RATIOS
38.54% GROSS MARGIN
38.54%
19.66% OPERATING MARGIN
19.66%
14.45% NET MARGIN
14.45%
30.18% ROE
30.18%
17.32% ROA
17.32%
28.74% ROIC
28.74%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis A. O. Smith Corporation
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Net Income 557 M
Depreciation & Amortization 78.3 M
Capital Expenditures -72.6 M
Stock-Based Compensation 11.5 M
Change in Working Capital 12.8 M
Others 11.6 M
Free Cash Flow 598 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 $85.9 , with forecasts ranging from a low of $75 to a high of $98 .
AOS Lowest Price Target Wall Street Target
75 USD 3.83%
AOS Average Price Target Wall Street Target
85.9 USD 18.91%
AOS Highest Price Target Wall Street Target
98 USD 35.68%
4. DIVIDEND ANALYSIS
0.36% DIVIDEND YIELD
0.34 USD DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership A. O. Smith Corporation
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Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
1.5 M USD 2
6-9 MONTHS
13.7 M USD 2
9-12 MONTHS
2.7 M USD 5
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
Date Value Insider Amount Avg Price
3 months ago
Aug 07, 2024
Sell 1.19 M USD
Carver Samuel M.
SVP - Global Operations
- 14705
81.0028 USD
3 months ago
Jul 30, 2024
Sell 311 K USD
BROWN RONALD D
Director
- 3631
85.671 USD
8 months ago
Mar 05, 2024
Sell 837 K USD
Heideman Robert J
Senior VP, CTO
- 9890
84.6349 USD
8 months ago
Mar 04, 2024
Sell 5.09 M USD
Rajendra Ajita G
Director
- 60258
84.5051 USD
8 months ago
Mar 01, 2024
Sell 3.62 M USD
Rajendra Ajita G
Director
- 43137
84.0095 USD
8 months ago
Feb 29, 2024
Sell 2.05 M USD
Rajendra Ajita G
Director
- 24669
83.0167 USD
8 months ago
Feb 28, 2024
Sell 2.1 M USD
Rajendra Ajita G
Director
- 25331
83.0348 USD
9 months ago
Feb 07, 2024
Sell 65.1 K USD
WOLF IDELLE K
Director
- 814
80 USD
11 months ago
Nov 22, 2023
Sell 205 K USD
SMITH MARK D
Director
- 2700
76.01 USD
1 year ago
Nov 17, 2023
Sell 76.2 K USD
WOLF IDELLE K
Director
- 1000
76.1562 USD
1 year ago
Nov 14, 2023
Sell 350 K USD
Heideman Robert J
Senior VP, CTO
- 4622
75.686 USD
1 year ago
Nov 13, 2023
Sell 806 K USD
Petrarca Mark A
Senior Vice Pres. - H.R. & P.A
- 11005
73.2027 USD
1 year ago
Nov 14, 2023
Sell 606 K USD
Petrarca Mark A
Senior Vice Pres. - H.R. & P.A
- 8000
75.6982 USD
1 year ago
Nov 10, 2023
Sell 584 K USD
STERN JAMES F
Exec VP, General Counsel & Sec
- 8118
72 USD
1 year ago
Nov 13, 2023
Sell 593 K USD
STERN JAMES F
Exec VP, General Counsel & Sec
- 8118
73.0011 USD
1 year ago
Nov 10, 2023
Sell 3.85 M USD
Rajendra Ajita G
Director
- 53125
72.3909 USD
1 year ago
Nov 06, 2023
Sell 287 K USD
Rajendra Ajita G
Director
- 3978
72.2311 USD
1 year ago
Nov 03, 2023
Sell 4.1 M USD
Rajendra Ajita G
Director
- 56686
72.2411 USD
1 year ago
Nov 02, 2023
Sell 119 K USD
Rajendra Ajita G
Director
- 1651
72.0073 USD
1 year ago
Aug 25, 2023
Sell 892 K USD
Wheeler Kevin J.
Chairman, President and CEO
- 12917
69.0865 USD
1 year ago
Aug 04, 2023
Sell 83.1 K USD
WOLF IDELLE K
Director
- 1142
72.7694 USD
1 year ago
May 09, 2023
Sell 300 K USD
Otchere Benjamin A
Vice President and Controller
- 4285
70.0047 USD
1 year ago
May 01, 2023
Sell 102 K USD
SMITH MARK D
Director
- 1464
69.7459 USD
1 year ago
Mar 06, 2023
Bought 268 K USD
Larsen Michael M
Director
+ 4000
66.885 USD
1 year ago
Feb 15, 2023
Sell 827 K USD
Heideman Robert J
Senior VP, CTO
- 12283
67.3139 USD
1 year ago
Feb 06, 2023
Sell 171 K USD
Kempken Daniel L
SVP - Strategy & Corp. Dev.
- 2500
68.35 USD
1 year ago
Feb 03, 2023
Sell 279 K USD
Carver Samuel M.
SVP - Global Operations
- 4000
69.6508 USD
1 year ago
Feb 02, 2023
Sell 2.78 M USD
Rajendra Ajita G
Director
- 39100
71.0241 USD
2 years ago
Nov 11, 2022
Sell 252 K USD
BROWN RONALD D
Director
- 4165
60.4808 USD
2 years ago
May 03, 2022
Sell 119 K USD
Carver Samuel M.
SVP - Global Operations
- 2000
59.5701 USD
2 years ago
Feb 22, 2022
Bought 274 K USD
Larsen Michael M
Director
+ 3925
69.87 USD
2 years ago
Dec 07, 2021
Sell 601 K USD
Rajendra Ajita G
Director
- 7210
83.3203 USD
2 years ago
Dec 08, 2021
Sell 351 K USD
Rajendra Ajita G
Director
- 4209
83.2916 USD
2 years ago
Dec 07, 2021
Sell 75.2 K USD
Rajendra Ajita G
Director
- 900
83.5489 USD
2 years ago
Dec 07, 2021
Sell 158 K USD
Otchere Benjamin A
Vice President and Controller
- 1904.7598
82.89 USD
2 years ago
Nov 23, 2021
Sell 87 K USD
Rajendra Ajita G
Director
- 1044
83.2934 USD
2 years ago
Nov 22, 2021
Sell 191 K USD
Kempken Daniel L
Vice President
- 2300
82.88 USD
2 years ago
Nov 22, 2021
Sell 1.95 M USD
Rajendra Ajita G
Director
- 23475
83.1242 USD
2 years ago
Nov 22, 2021
Sell 2.1 M USD
Rajendra Ajita G
Director
- 25277
83.2559 USD
3 years ago
Nov 17, 2021
Sell 3.67 M USD
Rajendra Ajita G
Director
- 44620
82.2853 USD
3 years ago
Nov 15, 2021
Sell 418 K USD
Carver Samuel M.
SVP - Global Operations
- 5140
81.3281 USD
3 years ago
Nov 12, 2021
Sell 94 K USD
WOLF IDELLE K
Director
- 1157
81.24 USD
3 years ago
Nov 08, 2021
Sell 716 K USD
Heideman Robert J
Senior VP, CTO
- 9243
77.4917 USD
3 years ago
Nov 02, 2021
Sell 9.53 M USD
Rajendra Ajita G
Director
- 124010
76.8669 USD
3 years ago
Nov 02, 2021
Sell 117 K USD
WOLF IDELLE K
Director
- 1500
78.1296 USD
3 years ago
Nov 01, 2021
Sell 4.17 M USD
Rajendra Ajita G
Director
- 55730
74.8631 USD
3 years ago
Nov 01, 2021
Sell 74.8 K USD
WOLF IDELLE K
Director
- 1000
74.7816 USD
3 years ago
Nov 01, 2021
Sell 1.12 M USD
BROWN RONALD D
Director
- 15000
74.409 USD
3 years ago
Jun 02, 2021
Sell 142 K USD
WOLF IDELLE K
Director
- 1985
71.3499 USD
3 years ago
May 28, 2021
Sell 3.56 M USD
Rajendra Ajita G
Director
- 50000
71.1044 USD
3 years ago
May 18, 2021
Sell 364 K USD
SMITH BRUCE M
Director
- 5226
69.6516 USD
3 years ago
May 03, 2021
Sell 3.11 M USD
STERN JAMES F
Exec VP, General Counsel & Sec
- 44300
70.1522 USD
3 years ago
May 05, 2021
Sell 434 K USD
Heideman Robert J
Senior VP CTO
- 6142
70.7138 USD
3 years ago
May 04, 2021
Sell 99.8 K USD
Gurholt Helen E
Vice President and Controller
- 1400
71.3086 USD
3 years ago
May 11, 2021
Sell 2.15 M USD
Warren David R
Senior VP & President and GM
- 30392
70.7879 USD
3 years ago
May 03, 2021
Sell 111 K USD
Goodwin Wallace E
SVP; Pres & GM, Lochinvar, LLC
- 1595
69.8 USD
3 years ago
May 10, 2021
Sell 167 K USD
Ackerman Patricia K
SVP, IR, Treasurer and CRS
- 2300
72.5466 USD
3 years ago
May 04, 2021
Sell 99.8 K USD
Gurholt Helen E
Vice President and Controller
- 1400
71.3086 USD
3 years ago
May 04, 2021
Sell 143 K USD
WOLF IDELLE K
Director
- 2000
71.483 USD
3 years ago
May 04, 2021
Sell 143 K USD
WOLF IDELLE K
Director
- 2000
71.483 USD
3 years ago
May 04, 2021
Sell 840 K USD
Petrarca Mark A
Senior Vice Pres.- H.R. & P.A.
- 12000
69.9792 USD
3 years ago
May 04, 2021
Sell 1.52 M USD
Petrarca Mark A
Senior Vice Pres.- H.R. & P.A.
- 21410
70.7811 USD
3 years ago
May 03, 2021
Sell 3.11 M USD
STERN JAMES F
Exec VP, General Counsel & Sec
- 44300
70.1522 USD
3 years ago
May 03, 2021
Sell 111 K USD
Goodwin Wallace E
SVP; Pres & GM, Lochinvar, LLC
- 1595
69.8 USD
3 years ago
May 03, 2021
Sell 824 K USD
BROWN RONALD D
Director
- 12000
68.7073 USD
3 years ago
Mar 30, 2021
Sell 105 K USD
Goodwin Wallace E
SVP; Pres & GM, Lochinvar, LLC
- 1505
69.8407 USD
3 years ago
Mar 29, 2021
Sell 371 K USD
Goodwin Wallace E
SVP; Pres & GM, Lochinvar, LLC
- 5300
69.9675 USD
3 years ago
Mar 29, 2021
Sell 1.05 M USD
WULF GENE C
Director
- 15000
70 USD
3 years ago
Mar 29, 2021
Sell 140 K USD
Goodwin Wallace E
SVP; Pres & GM, Lochinvar, LLC
- 2000
70 USD
3 years ago
Mar 29, 2021
Sell 140 K USD
Kempken Daniel L
Senior Vice President - S & CD
- 2000
70 USD
3 years ago
Mar 18, 2021
Sell 162 K USD
Kempken Daniel L
Senior Vice President - S & CD
- 2400
67.5 USD
3 years ago
Mar 11, 2021
Sell 65 K USD
WULF GENE C
Director
- 1000
65.04 USD
3 years ago
Mar 12, 2021
Sell 65.2 K USD
WULF GENE C
Director
- 1000
65.24 USD
3 years ago
Mar 10, 2021
Sell 130 K USD
Kempken Daniel L
Senior Vice President - S & CD
- 2000
65 USD
3 years ago
Mar 08, 2021
Sell 31.5 K USD
WULF GENE C
Director
- 500
62.93 USD
3 years ago
Mar 08, 2021
Sell 31.7 K USD
WULF GENE C
Director
- 500
63.38 USD
3 years ago
Mar 08, 2021
Sell 31.8 K USD
WULF GENE C
Director
- 500
63.51 USD
3 years ago
Mar 08, 2021
Sell 488 K USD
WULF GENE C
Director
- 7500
65.01 USD
3 years ago
Mar 05, 2021
Sell 125 K USD
Kempken Daniel L
Vice President and Controller
- 2000
62.5 USD
3 years ago
Mar 03, 2021
Sell 155 K USD
WULF GENE C
Director
- 2500
62 USD
3 years ago
Mar 04, 2021
Sell 31 K USD
WULF GENE C
Director
- 500
62 USD
3 years ago
Mar 05, 2021
Sell 31 K USD
WULF GENE C
Director
- 500
62 USD
3 years ago
Feb 23, 2021
Sell 124 K USD
WULF GENE C
Director
- 2000
62 USD
3 years ago
Feb 24, 2021
Sell 31 K USD
WULF GENE C
Director
- 500
62 USD
3 years ago
Feb 12, 2021
Sell 292 K USD
Dana Paul R
SVP, Global Operations
- 4850
60.2193 USD
3 years ago
Feb 09, 2021
Sell 121 K USD
WOLF IDELLE K
Director
- 1970
61.6399 USD
3 years ago
Feb 10, 2021
Sell 448 K USD
Heideman Robert J
Senior VP, CTO
- 7336
61.0187 USD
7. News
New Strong Sell Stocks for November 13th AOS, AGL and ABG have been added to the Zacks Rank #5 (Strong Sell) List on November 13, 2024. zacks.com - 3 days ago
Undervalued Dividend Opportunities - 3 Industrial Stocks Worth Considering Using metrics like shares outstanding, long-term debt, gross margin, P/E ratio, and historical dividend yield to assess if something is undervalued. AO Smith is more mainstream and offers shareholder friendly management and compelling long-term returns. WSO has seen explosive revenue growth and its stock price reflects this, but dividend growth may be slowing due to a high payout ratio. seekingalpha.com - 1 week ago
New Strong Sell Stocks for November 8th AOS, AIN and ARCAY have been added to the Zacks Rank #5 (Strong Sell) List on November 8, 2024. zacks.com - 1 week ago
New Strong Sell Stocks for November 5th AOS, ARCH and ADM have been added to the Zacks Rank #24 (Strong Sell) List on November 5, 2024. zacks.com - 1 week ago
A. O. Smith Acquires Pureit MILWAUKEE , Nov. 1, 2024 /PRNewswire/ -- Global water technology company A. O. Smith Corporation (the "Company") (NYSE: AOS) today announced it has completed its acquisition of Pureit, a Unilever PLC business at a purchase price of approximately $120 million, subject to customary adjustments. prnewswire.com - 2 weeks ago
New Strong Sell Stocks for October 31st AOS, ASLE and AMKR have been added to the Zacks Rank #5 (Strong Sell) List on October 31, 2024. zacks.com - 2 weeks ago
6 Upcoming Dividend Increases My investment strategy focuses on buying, holding, and adding to companies that consistently increase dividends and outperform benchmarks. I merge data from the "U.S. Dividend Champions" spreadsheet and NASDAQ to identify companies with a minimum of five years of dividend growth. All stocks have at least five fiscal years of dividend growth history and come from the U.S. Dividend Champions List. seekingalpha.com - 3 weeks ago
A. O. Smith Corporation (AOS) Q3 2024 Earnings Call Transcript A. O. Smith Corporation. (NYSE:AOS ) Q3 2024 Earnings Conference Call October 22, 2024 10:00 AM ET Company Participants Helen Gurholt - VP, IR and Financial Planning & Analysis Kevin Wheeler - Chairman & CEO Chuck Lauber - CFO Conference Call Participants Susan Maklari - Goldman Sachs Jeff Hammond - KeyBank Capital Markets, Inc. Matt Summerville - D.A. seekingalpha.com - 3 weeks ago
A. O. Smith Q3 Earnings Match Estimates, Sales Decline Y/Y AOS' Q3 revenues decline 4% year over year due to lower sales in China and decreased volumes of water heaters in North America. zacks.com - 3 weeks ago
A.O. Smith (AOS) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates The headline numbers for A.O. Smith (AOS) give insight into how the company performed in the quarter ended September 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals. zacks.com - 3 weeks ago
A.O. Smith (AOS) Q3 Earnings Meet Estimates A.O. Smith (AOS) came out with quarterly earnings of $0.82 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.90 per share a year ago. zacks.com - 3 weeks ago
A. O. Smith Reports Third Quarter Performance Third Quarter 2024 Highlights (Comparisons are year-over-year ("YoY"), unless otherwise noted) Sales of $903 million, a decrease of 4%, driven by lower sales in China and lower volumes of water heaters in North America Net earnings of $120 million, a decrease of 11% Diluted earnings per share (EPS) of $0.82, a decrease of 9%  Reaffirm revised 2024 EPS outlook of $3.70 to $3.85 6% increase to our dividend; we have increased our dividend for 32 consecutive years Recently announced Pureit acquisition on track to close by the end of 2024 MILWAUKEE , Oct. 22, 2024 /PRNewswire/ -- Global water technology company A. O. Smith Corporation ("the Company") (NYSE: AOS) today announced its third quarter 2024 results. prnewswire.com - 3 weeks ago
8. Profile Summary

A. O. Smith Corporation AOS

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COUNTRY US
INDUSTRY Industrial - Machinery
MARKET CAP $ 10.5 B
Dividend Yield 0.36%
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 12000
Officers Mr. Paul W. Jones Vice President of Corporate Development & Strategy Ms. Helen E. Gurholt Vice President of Investor Relations and Financial Planning & Analysis Mr. Jack Qiu Ph.D. Senior Vice President & President of A. O. Smith China Mr. Stephen M. Shafer President & Chief Operating Officer Mr. Charles T. Lauber Executive Vice President & Chief Financial Officer Mr. Curt Selby Senior Vice President of Human Resources & Public Affairs Mr. Robert J. Heideman Ph.D. Senior Vice President & Chief Technology Officer Ms. S. Melissa Scheppele Senior Vice President & Chief Information Officer Dr. D. Samuel Karge Senior Vice President & President of North America Water Treatment Mr. Kevin J. Wheeler Chairman & Chief Executive Officer