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Industrials - Industrial - Machinery - NYSE - US
$ 64.31
-0.778 %
$ 9.14 B
Market Cap
17.82
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Jun, 6, 2025.

The intrinsic value of one AOS stock under the worst case scenario is HIDDEN Compared to the current market price of 64.3 USD, A. O. Smith Corporation is HIDDEN

This DCF valuation model was last updated on Jun, 6, 2025.

The intrinsic value of one AOS stock under the base case scenario is HIDDEN Compared to the current market price of 64.3 USD, A. O. Smith Corporation is HIDDEN

This DCF valuation model was last updated on Jun, 6, 2025.

The intrinsic value of one AOS stock under the best case scenario is HIDDEN Compared to the current market price of 64.3 USD, A. O. Smith Corporation is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart AOS

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$72.0$72.0$70.0$70.0$68.0$68.0$66.0$66.0$64.0$64.0$62.0$62.0$60.0$60.0$58.0$58.015 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '2515 Apr15 AprMay '25May '2515 May15 MayJun '25Jun '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%
964 M REVENUE
5.64%
183 M OPERATING INCOME
17.10%
137 M NET INCOME
24.52%
38.7 M OPERATING CASH FLOW
-82.56%
-10.8 M INVESTING CASH FLOW
93.08%
-95.1 M FINANCING CASH FLOW
-133.66%
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 15.07%
AOS Average Price Target Wall Street Target
84.5 USD 31.39%
AOS Highest Price Target Wall Street Target
98 USD 52.39%
Price
Max Price Target
Min Price Target
Average Price Target
100100959590908585808075757070656560605555Jul '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 '26Jun '26Jun '26
4. DIVIDEND ANALYSIS
0.52% DIVIDEND YIELD
0.34 USD DIVIDEND PER SHARE
Q1
Q2
Q3
Q4
1.4001.4001.2001.2001.0001.0000.8000.8000.6000.6000.4000.4000.2000.2000.0000.0000.0950.120.140.180.220.240.260.280.30.320.340.0950.120.140.180.220.240.260.280.30.320.340.0950.120.140.180.220.240.260.280.30.320.0950.380.120.480.140.560.220.760.240.900.260.980.281.060.31.140.321.220.341.300.682015201520162016201720172018201820192019202020202021202120222022202320232024202420252025
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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
0 USD 0
3-6 MONTHS
325 K USD 3
6-9 MONTHS
0 USD 0
9-12 MONTHS
1.5 M USD 2
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
Stepan Company Boosts Alpha Olefin Sulfonates (AOS) Production Capacity by 25% Pounds Annually NORTHBROOK, Ill. , June 3, 2025 /PRNewswire/ -- Stepan Company (NYSE: SCL) today reported: Stepan Company a global leader in specialty and intermediate chemicals, announced a significant increase in its production capacity for Alpha Olefin Sulfonates (AOS). prnewswire.com - 2 weeks ago
Why Is A.O. Smith (AOS) Down 5.4% Since Last Earnings Report? A.O. Smith (AOS) reported earnings 30 days ago. What's next for the stock? zacks.com - 2 weeks ago
10 Dividend Stocks With Yields Increasing Today Dividend yields are rising on these 10 stocks. Dividend yields tend to on one of two occasions: the company is raising the dividend payout or the share price is sinking. 247wallst.com - 2 weeks ago
Best Dividend Aristocrats For June 2025 Dividend Aristocrats have slightly outperformed the S&P 500 year-to-date, despite underperforming in April and May. Dividend growth remains robust, with 41 of 69 Aristocrats announcing increases in 2025 and the average growth rate at 4.75%. 22 Aristocrats appear both undervalued and offer a projected long-term annualized return of at least 10%, based on dividend yield theory and earnings growth. seekingalpha.com - 3 weeks ago
Here's Why It is Appropriate to Retain A. O. Smith Stock Now AOS benefits from accretive acquisitions and investments in R&D. However, softness across its segments remains a concern. zacks.com - 1 month ago
Best Dividend Aristocrats For May 2025 Despite a strong start, the Dividend Aristocrats are underperforming the S&P 500 in April, with NOBL down 4.88% and SPY down 1.53%. The best-performing Dividend Aristocrats YTD include Consolidated Edison (+25.65%), Cardinal Health (+17.82%), and Coca-Cola (+16.18%). 33 out of 69 Dividend Aristocrats have announced dividend increases in 2025, with an average growth rate of 4.33%. seekingalpha.com - 1 month ago
A. O. Smith Corporation (AOS) Q1 2025 Earnings Call Transcript A. O. Smith Corporation. (NYSE:AOS ) Q1 2025 Earnings Conference Call April 29, 2025 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 Charles Lauber - CFO Conference Call Participants Jeff Hammond - Keybanc Capital Markets Mike Halloran - Baird Saree Boroditsky - Jefferies Bryan Blair - Oppenheimer Scott Graham - Seaport Research Partners Andrew Kaplowitz - Citi David MacGregor - Longbow Research Damian Karas - UBS Operator Thank you for standing by. seekingalpha.com - 1 month ago
A. O. Smith Q1 Earnings Beat Estimates, Sales Decline Y/Y AOS' Q1 sales decline 1.5% due to lower water heater volumes and decreased sales in China. zacks.com - 1 month ago
A.O. Smith (AOS) Reports Q1 Earnings: What Key Metrics Have to Say Although the revenue and EPS for A.O. Smith (AOS) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers. zacks.com - 1 month ago
A.O. Smith (AOS) Q1 Earnings and Revenues Beat Estimates A.O. Smith (AOS) came out with quarterly earnings of $0.95 per share, beating the Zacks Consensus Estimate of $0.90 per share. This compares to earnings of $1 per share a year ago. zacks.com - 1 month ago
A. O. Smith Reports First Quarter Sales of $964 million and Earnings Per Share (EPS) of $0.95 First Quarter 2025 Highlights (Comparisons are year-over-year ("YoY"), unless otherwise noted) Sales of $964 million, a decrease of 2% primarily due to lower water heater volumes in North America and lower sales in China North America sales decreased 2% against a difficult comparison. Sequential quarter-over-quarter improvement in segment sales was 9% Net earnings were $136.6 million and diluted EPS decreased 5% to $0.95 Rest of World operating margin improved 110 basis points on flat sales led by China operating margin expansion of 200 basis points Repurchased $121 million of shares and reaffirmed expected full year repurchases of $400 million 2025 Outlook maintained at: Consolidated sales to be flat to up 2% Diluted EPS with a range of $3.60 to $3.90 MILWAUKEE , April 29, 2025 /PRNewswire/ -- Global water technology company A. prnewswire.com - 1 month ago
A. O. Smith Announces Kevin Wheeler to Become Executive Chairman, Stephen Shafer Named President and Chief Executive Officer MILWAUKEE , April 25, 2025 /PRNewswire/ -- The A. O. Smith Corporation (NYSE: AOS) Board of Directors today announced that Kevin Wheeler will transition from chairman and chief executive officer to executive chairman of the corporation, effective July 1, 2025. prnewswire.com - 1 month ago
8. Profile Summary

A. O. Smith Corporation AOS

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COUNTRY US
INDUSTRY Industrial - Machinery
MARKET CAP $ 9.14 B
Dividend Yield 0.52%
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 M. Shafer President & Chief Operating Officer Mr. Stephen D. O'Brien SVice President and President & GM of North America Water Heating Mr. Robert J. Heideman Ph.D. Senior Vice President & Chief Technology Officer Ms. S. Melissa Scheppele Senior Vice President & Chief Information Officer Mr. Paul W. Jones Vice President of Corporate Development & Strategy Mr. Charles T. Lauber Executive Vice President & Chief Financial Officer Mr. Kevin J. Wheeler Chairman & Chief Executive Officer Mr. Curtis E. Selby Senior Vice President of Human Resources & Public Affairs 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