AOS
A. O. Smith
Industrials · Building Products · US
$57.20
Data: 2026-05-15
✓ ETHICAL PASS

MODERATE MOAT
HIGH
Data Confidence: 100.0%
Key Metrics

How this company measures up on the fundamentals that matter

Market Cap
$7.7B
Total market value of the company
14.99
Reasonably valued
13.45
Based on estimated future earnings — lower means cheaper
Rev Growth
-1.9%
Year-over-year revenue change
Profit Margin
13.8%
How much profit the company keeps from each dollar of revenue
28.3%
Return on equity — how efficiently it uses shareholder money
Analyst Target
$71.30
+25% from current price — median analyst estimate
Recommendation
BUY
Consensus view from 10 analysts covering this stock
About A. O. Smith

A. O. Smith Corporation manufactures and markets residential and commercial gas and electric water heaters, boilers, heat pumps, tanks, and water treatment products in North America, China, Europe, and India. The company offers water heaters for residences, restaurants, hotels, office buildings, laundries, car washes, and small businesses; boilers for hospitals, schools, hotels, homes, apartments, and condominiums, and other large commercial buildings; and water treatment products comprising point-of-entry water softeners, well water solutions, and whole-home water filtration products, and point-of-use carbon and reverse osmosis products for residences, restaurants, hotels, and offices. It also provides commercial water treatment and filtration products; expansion tanks, commercial solar water heating systems, swimming pool and spa heaters, and related products and parts; and electric wall-hung, gas tankless, combi-boiler, and heat pump and solar water heaters. The company offers its products under the A. O. Smith, State, Lochinvar, Hague, Water-Right, Master Water, Atlantic Filter, Impact, and Water Tec brands. It distributes its products through independent wholesale plumbing distributors, as well as to retail channels consisting of hardware and home center chains, and manufacturer representative firms, as well as offers Aquasana branded products directly to consumers through e-commerce channels; and A. O. Smith branded water treatment products through dealer network and Amazon. A. O. Smith Corporation was founded in 1874 and is headquartered in Milwaukee, Wisconsin.

https://www.aosmith.com

Country: United States Employees: 11,500 Industry: Specialty Industrial Machinery
Ethical Screening

Five compliance checks based on AAOIFI standards — all must pass for ethical clearance

Business Activity
PASS
Core business does not involve prohibited activities
Debt Ratio
6.1% PASS
Debt must be below 33% of total assets
Cash Ratio
0.6% PASS
Interest-bearing cash below 33% of assets
Receivables
24.1% PASS
Receivables below 49% of assets
Revenue Purity
0.0% PASS
Non-compliant revenue below 5% — any excess requires purification
Valuation
$50.15
What our model estimates this business is worth per share
-14.1%
Trading above fair value — no margin of safety
Rating
OPPORTUNITY
Overall assessment combining ethics, valuation, and quality
98.1th
Ranks in the top 2% of our 13,571 screened universe
Ethical Score
91.4
Valuation Score
71.5
Quality Score
71.3
Combined
76.2

Trading at $56, 12% above fair value of $50. Moderate competitive position. Passes all ethical screens. Ranks better than 97% of screened stocks.

Quantitative Intelligence

Statistical analysis of price behaviour, risk, and market regime — independent of fundamental data

DISTRIBUTION
Smart money appears to be selling into strength — caution
-0.473
Returns do not compensate for the risk — negative edge
-0.0455
No positive edge detected — the data suggests staying out
-0.391
Drawdown risk outweighs the returns — higher risk profile
Annual Return
-14.4%
Historical annualised return based on price data
-36.7%
Largest peak-to-trough decline — the worst it has been
BULL
Statistical model sees bullish momentum
Days in State
249
How long the current regime has persisted — longer means more stable
Market Data

Trading characteristics and market positioning

1.22
Moves slightly more than the broader market
52W High
$81.87
30% below the year high
52W Low
$56.09
2% above the year low
Avg Volume
1,536,290
Average daily shares traded — higher means easier to buy and sell
5.1
Days it would take all short sellers to cover — higher means more crowded
Short % Float
8.3%
Moderate short interest
2.5%
Annual dividend as a percentage of the share price
$3.75
Earnings per share over the last 12 months
Financial Health

Balance sheet strength and cash generation — the foundation of long-term value

0.35
Conservative use of debt — low financial risk
1.56
Healthy liquidity position
Quick Ratio
0.95
Like current ratio but excludes inventory — stricter test
Gross Margin
38.8%
Revenue left after cost of goods — higher means pricing power
Operating Margin
17.1%
Profit from core operations before interest and tax
$496M
Positive — the business generates more cash than it spends
Revenue (TTM)
$3.8B
Total revenue over the last 12 months
Net Income
$528M
Profitable — the bottom line is positive
Analyst Coverage
Analysts
10
Target High
$84.00
Target Median
$71.30
Target Low
$59.00
Recent Insider Activity

SEC Form 4 filings — what company insiders are buying and selling

Date Insider Title Type Shares Value
2026-04-13 SMITH MARK D Director 2,262 $150,016
2026-04-13 MAPES CHRISTOPHER L Director 2,262 $150,016
2026-04-13 KADRI ILHAM Director 2,262 $150,016
2026-04-13 FISTER TODD W Director 2,262 $150,016
2026-04-13 MARTIN LOIS M Director 2,262 $150,016
2026-03-04 SCHUH DARRELL W Officer 1,104 $82,126
2026-02-23 CARVER SAMUEL M Officer 1,144
2026-02-13 SCHUH DARRELL W Officer 356 $28,439
2026-02-13 STERN JAMES F Officer 1,633 $130,452
2026-02-13 WHEELER KEVIN J. Officer and Director 8,598 $686,851
Source: SEC Form 4 filings via public data. View all insider activity at
Insider Intelligence
Explore the Ethical Screener View Track Record

Data sourced from public filings and market feeds. Not financial advice. Updated: 2026-05-15

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