AOS- A. O. Smith Corporation
Industrials · Specialty Industrial Machinery
Price & Performance
Performance
Analysis & Verdict
Analyst Ratings
HoldWall Street consensus from 11 analysts
12-Month Price Target
$69.91
Based on analyst estimates; price targets are opinions, not guarantees.
Fair Value Estimates
Current price: $57.38
Graham Number
√(22.5 × EPS × Book Value)
$33.09
Benjamin Graham's intrinsic value formula. Assumes a fair stock trades at no more than 22.5× the product of EPS and book value per share.
Bazin Ceiling Price
Avg. Annual DPS (5Y) ÷ 6%
$20.33
Décio Bazin's dividend-based ceiling. The max price you should pay so that dividends alone deliver at least 6% annual yield on your cost basis.
These are simplified estimates. Not financial advice.
Buy & Hold Checklist
Quality criteria for long-term holding
7/10
70% score
Pays dividends
15Y hist.15+ years of dividend history
Dividend consistency (5Y+)
15 yrsUninterrupted dividend payments for at least 5 years
ROE above 10%
27.1%Return on equity - measures how efficiently capital is used
Positive profit margin
13.1%Net profit margin must be positive - company earns more than it spends
Revenue growth (annual)
-0.7%Annual revenue must be growing compared to the prior year
Earnings growth (annual)
-15.0%Annual earnings must be growing compared to the prior year
Debt/Equity below 2×
36.77×Low financial leverage reduces risk of distress
Current ratio above 1
1.59×Short-term assets must cover short-term liabilities
Daily liquidity above $5M
$94M/dayHigh trading volume ensures easy entry and exit
Dividend yield above 0%
2.51%Stock must distribute income to shareholders
Financials
Revenue & Results
Key Statistics
Earnings
Next Earnings
Oct 27, 2026
42
days
EPS (TTM)
$3.59
P/E (TTM)
16.0
Fwd P/E
14.0
SEC Filings & Reported Financials
Earnings History
SEC EDGAR · official filings
SEC Filings
Official EDGAR documents
Insider Transactions
SEC Form 4 · officers, directors & 10% owners
Dividends & Income
Dividends
Current DY
2.51%
5Y Avg Annual
$1.2240
Last Payment
$0.3600
Ex-Date
07/31/2026
Annual dividends paid per share
| Ex-Date | Payment | Amount | Est. DY |
|---|---|---|---|
Latest07/31/2026 | 08/17/2026 | $0.3600 | 2.51% |
04/30/2026 | 05/17/2026 | $0.3600 | 2.51% |
01/30/2026 | 02/16/2026 | $0.3600 | 2.51% |
10/31/2025 | 11/17/2025 | $0.3600 | 2.51% |
07/31/2025 | 08/17/2025 | $0.3400 | 2.37% |
04/30/2025 | 05/17/2025 | $0.3400 | 2.37% |
01/31/2025 | 02/17/2025 | $0.3400 | 2.37% |
10/31/2024 | 11/17/2024 | $0.3400 | 2.37% |
Magic Number
Shares needed to self-fund your next purchase
$57.38
Price
$0.3600
Last div. (quarterly)
160
shares
Own 160 AOS shares ($9,180.80) and each quarterly dividend pays for 1 new share - the snowball runs on its own.
Investment target
$9,180.80
New shares / year
+4 shares
Dividend Calculator
2.51% yieldEstimate AOS dividend income at the current rate.
Per year
$250.96
Per month
$20.91
≈ 174.3 shares at $1.44/share a year. Estimate only - dividends can be cut or raised.
Tools & Simulators
AOS vs Peers, Indexes & Commodities
?Click a card below to plot it on the chart
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Parameters
Final value
$426,404.61
Total invested
$130,000.00
Total interest
$296,404.61
Balance over time
Period breakdown
| Period | Balance | Invested | Interest |
|---|---|---|---|
| Start | $10,000.00 | $10,000.00 | $0.00 |
| Year 1 | $17,270.27 | $16,000.00 | $1,270.27 |
| Year 2 | $25,267.56 | $22,000.00 | $3,267.56 |
| Year 3 | $34,064.59 | $28,000.00 | $6,064.59 |
| Year 4 | $43,741.32 | $34,000.00 | $9,741.32 |
| Year 5 | $54,385.72 | $40,000.00 | $14,385.72 |
| Year 6 | $66,094.55 | $46,000.00 | $20,094.55 |
| Year 7 | $78,974.28 | $52,000.00 | $26,974.28 |
| Year 8 | $93,141.97 | $58,000.00 | $35,141.97 |
| Year 9 | $108,726.44 | $64,000.00 | $44,726.44 |
| Year 10 | $125,869.35 | $70,000.00 | $55,869.35 |
| Year 11 | $144,726.56 | $76,000.00 | $68,726.56 |
| Year 12 | $165,469.48 | $82,000.00 | $83,469.48 |
| Year 13 | $188,286.70 | $88,000.00 | $100,286.70 |
| Year 14 | $213,385.63 | $94,000.00 | $119,385.63 |
| Year 15 | $240,994.47 | $100,000.00 | $140,994.47 |
| Year 16 | $271,364.18 | $106,000.00 | $165,364.18 |
| Year 17 | $304,770.87 | $112,000.00 | $192,770.87 |
| Year 18 | $341,518.22 | $118,000.00 | $223,518.22 |
| Year 19 | $381,940.31 | $124,000.00 | $257,940.31 |
| Year 20 | $426,404.61 | $130,000.00 | $296,404.61 |
What is compound interest?
Compound interest means that the interest you earn in one period is added to your principal, so in the next period you earn interest on a larger base. This creates exponential growth: the longer your time horizon, the more dramatic the effect.
Which rate should I use?
The S&P 500 has historically returned ~10%/year before inflation over long periods - use this for an all-equity US index fund scenario. A balanced growth portfolio (stocks + bonds) is closer to 7%. High-yield savings accounts (HYSA) are currently paying around 4-5% with FDIC insurance and zero market risk. Bonds historically return ~4% annualized.
Formula used
FV = PV × (1+r)^n + PMT × ((1+r)^n − 1) / rwhere r is the monthly rate, n is the number of months, PV is the initial investment, and PMT is the monthly contribution. Annual rates are converted to monthly viar = (1 + annual%)^(1/12) − 1.
For educational purposes only. Not financial advice. Past returns do not guarantee future results.
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About A. O. Smith Corporation
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.
Sector
Industrials
Industry
Specialty Industrial Machinery
Location
Milwaukee, United States
Employees
11,500
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A. O. Smith Corporation (AOS) stock trades at $57.38, down 0.02% on the day. With a market capitalization of $7.80 billion, AOS is a mid-cap industrials stock. It trades at a price-to-earnings (P/E) ratio of 16.0, a forward P/E of 14.0 and earnings per share (EPS) of $3.59. Over the most recent period the company reported a 1% year-over-year revenue decline and a net profit margin of 13.1%. Below you'll find AOS's full fundamentals, fair-value estimates, dividend history, earnings and our buy, hold or avoid verdict for 2026.
AOS - Frequently Asked Questions
Is A. O. Smith Corporation (AOS) a good stock to buy in 2026?
A. O. Smith Corporation (AOS) shows strengths such as a 27% return on equity, while risks include declining revenue (-1%) and high leverage (debt/equity of 36.8). Whether AOS is a good buy in 2026 depends on your time horizon and risk tolerance - review the full bull case, bear case and fair-value estimates above. This is informational analysis, not financial advice.
What is AOS's stock price today?
A. O. Smith Corporation (AOS) trades at $57.38, down 0.02% on the session. Prices on this page update throughout the trading day.
Does AOS pay a dividend?
Yes. A. O. Smith Corporation pays an annual dividend of $1.44 per share, a dividend yield of 2.51%. The most recent ex-dividend date was July 31, 2026. Its payout ratio is about 40% of earnings.
Is AOS overvalued?
With a P/E ratio of 16.0×, AOS trades at a roughly market-average valuation for the industrials sector. Its PEG ratio is 1.36. See the Fair Value Estimates section above for Graham Number and dividend-based price targets.
What is AOS's market cap?
A. O. Smith Corporation (AOS) has a market capitalization of $7.80 billion, classifying it as a mid-cap stock in the Industrials sector.
Disclaimer: This page - including any buy/hold/avoid view, fair value or price estimate - is generated from market data for informational and educational purposes only and does not constitute financial, investment or trading advice. Data may be delayed or inaccurate. Always do your own research and consult a licensed financial advisor before making any investment decision.