NYSE · AOS

A. O. Smith Corporation

$60.78 +$1.29 (+2.17%) 1D After hours

Key Metrics

$8.20B
Market cap
15.54×
P/E · TTM
$3.81B
Revenue · TTM
$527.60M
Net income
EPS · TTM $3.65
Dividend yield 2.4%
Free cash flow $647.50M
Beta · 1Y 0.72
EBITDA · TTM $777.00M
Gross margin 38.8%

The Story So Far

LAST 6 MONTHS PRIMARY SOURCES ONLY
  • Jul 27
    Money has been moving out of its sector (Technology).

    Technology has run -4.1 points vs SPY over four weeks, ranking 8→2→11→7 of 11 sectors — this stock trades inside that current.

    RECEIPT: ROTATION MAP, LIVE ↗
  • Jul 16
    Money rotated out of high-beta cohorts market-wide.

    High-beta names lagged the blue-chips by 18.6 points over ten sessions around this date. Stocks in that cohort weren't falling alone — they fell together.

    RECEIPT: ROTATION GAUGE, LIVE
  • Jun 1
    From its Feb 10 high, the share price fell 31%.

    Peak close $80.47 on Feb 10; trough close $55.78 on Jun 1. The drawdown is the fact — the chapters around it are the context.

    RECEIPT: PRICE SERIES, PEAK-TO-TROUGH -31%

The story updates itself as events post · The wolf reports; you decide

Snapshot

Market cap$8.20B
Enterprise value$8.61B
Shares outstanding137.8M
52-wk range$54.16 – $81.87
Avg volume · 20D1.2M
Net cash −$411.90M
Book value / share$13.00
IndustryHousehold Appliances
ExchangeNYSE
About A. O. Smith Corporation
IPO dateSep 30, 1983
Employees11500

A.O. Smith manufactures a broad lineup of water heaters, boilers, and water treatment products. The company has two reporting segments: North America (80% of sales) and rest of world (20% of sales). A.O.

Wolf Grade COMING SOON

The wolf is in training. Composite grades vs sector — profitability, health, value, momentum — arrive with the percentile engine. Methodology will be public.

Valuation

P/E15.54
P/S2.15
P/FCF12.66
EV/EBITDA11.08
EV/Sales2.26
Graham №$32.70

Profitability

Gross 38.8%
Operating 18.1%
Net 13.8%
FCF 17.0%
ROE / ROIC 28.3% · 23.0%

Financial Health

Current ratio1.56
Quick ratio1.00
Debt / equity0.33
Debt / EBITDA 0.79Low leverage
Net cash −$411.90M
Working capital$490.30M

Cash Flow · TTM

Operating CF $707.50M
Capex −$60.00M
Free cash flow $647.50M
Buybacks $331.50M
Dividends paid $196.70M
Shareholder yield 6.4%

Piotroski F-Score

7 / 9
Strong fundamentals · 7 of 9 signals passing

Altman Z-Score

6.1
Safe zone (> 2.99) · bankruptcy risk negligible

Graham Number vs Price

$32.70 vs $60.78
Trades 1.9× above classic defensive value — priced for growth
Fundamentals through 2026-03-31 · computed by TickerWolf from SEC filings