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AOSA. O. Smith Corporation
$62.45$8.7B
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  4. Financial Ratios

A. O. Smith Corporation (AOS) Financial Ratios

Latest Ratios: P/E Ratio 16.2x · EV/EBITDA 11.1x · ROE 29.2%. (1996–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

AOS Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$8.7B$9.4B$10.0B$12.4B$8.9B$13.8B$8.9B$7.9B$7.4B$10.7B$8.4B
Enterprise Value$8.7B$9.4B$10.0B$12.3B$8.9B$13.6B$8.5B$7.9B$7.3B$10.8B$8.4B
P/E Ratio →16.1817.3318.7922.3437.9128.4325.8621.4616.5536.0525.59
P/S Ratio2.282.442.633.232.383.913.082.652.313.573.12
P/B Ratio4.705.045.336.755.107.564.824.764.286.495.53
P/FCF15.9817.1421.1720.8327.7724.4717.6420.2720.2246.0822.88
P/OCF14.1515.1717.2418.5722.7821.6015.8617.4116.3832.7818.75

P/E links to full P/E history page with 30-year chart

AOS EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—2.452.623.182.373.852.932.642.293.593.11
EV / EBITDA11.0611.8612.5814.6812.0919.8216.1314.4811.7318.2215.92
EV / EBIT12.0112.8514.1416.4538.1521.6318.8116.3312.9220.2717.81
EV / FCF—17.1721.1320.5227.6924.0716.8020.1420.1146.3522.86

AOS Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin38.8%38.8%38.1%38.5%35.4%37.0%38.3%39.5%41.0%41.3%41.7%
Operating Margin19.0%19.0%18.8%19.7%17.5%17.2%15.4%15.6%17.3%17.4%17.1%
Net Profit Margin14.3%14.3%14.0%14.4%6.3%13.8%11.9%12.4%13.9%9.9%12.2%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE29.2%29.2%28.6%31.0%13.2%26.5%19.6%21.9%26.4%18.7%22.1%
ROA17.1%17.1%16.5%17.0%6.9%14.7%11.1%12.1%14.2%9.7%11.8%
ROIC29.2%29.2%30.5%33.6%29.7%30.2%22.0%21.3%24.4%24.2%24.0%
ROCE31.5%31.5%31.1%32.5%27.7%26.3%19.5%20.4%23.5%23.0%22.4%

AOS Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity0.100.100.120.080.210.120.080.190.130.250.21
Debt / EBITDA0.240.240.270.190.500.320.280.590.360.690.62
Net Debt / Equity—0.01-0.01-0.10-0.01-0.12-0.23-0.03-0.020.04-0.00
Net Debt / EBITDA0.020.02-0.03-0.22-0.03-0.33-0.81-0.09-0.060.11-0.01
Debt / FCF—0.03-0.05-0.31-0.08-0.40-0.84-0.13-0.110.27-0.02
Interest Coverage54.0354.03105.6362.1324.80146.4961.8143.9267.4052.5664.36

AOS Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio1.501.501.551.591.751.571.831.962.092.242.04
Quick Ratio0.940.940.961.061.201.171.491.561.701.871.71
Cash Ratio0.220.220.310.380.520.560.780.720.821.040.99
Asset Turnover—1.221.181.201.131.020.920.981.040.940.93
Inventory Turnover4.894.894.444.764.694.985.965.986.186.046.24
Days Sales Outstanding—55.4951.7656.4656.5165.4373.7571.9074.1172.8970.49

AOS Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield2.2%2.1%1.9%1.5%2.0%1.2%1.8%1.9%1.8%0.9%1.0%
Payout Ratio35.8%35.8%35.7%33.0%75.2%34.9%46.0%40.3%29.3%32.7%25.8%

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield6.2%5.8%5.3%4.5%2.6%3.5%3.9%4.7%6.0%2.8%3.9%
FCF Yield6.3%5.8%4.7%4.8%3.6%4.1%5.7%4.9%4.9%2.2%4.4%
Buyback Yield4.6%4.3%3.0%2.5%4.5%2.6%0.6%3.6%2.8%1.3%1.6%
Total Shareholder Yield6.8%6.4%4.9%3.9%6.5%3.9%2.4%5.5%4.5%2.2%2.6%
Shares Outstanding—$140M$147M$151M$156M$161M$163M$167M$172M$175M$177M

Key Metrics

Growth RegimeDecelerating
ProfitabilityStrong
Balance SheetFortress
Cash FlowMixed
Top Statement Risk

China market demand volatility

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q1)

Premium Valuation Reflects Defensive Moat

According to current market data, AOS trades at a forward P/E of 16.33, which appears to command a premium over broader industrial machinery peers, reflecting investor confidence in the company's non-discretionary replacement-driven revenue stream despite the recent deceleration in top-line growth observed in recent quarterly filings.

The valuation multiple suggests that the market is pricing in the stability of the North American replacement cycle rather than aggressive growth. Investors should monitor whether this premium remains sustainable if the company fails to offset the ongoing weakness in the Chinese real estate market through its water treatment expansion.

Capital Efficiency Facing Cyclical Headwinds

Based on reported financial statements, the company's ROIC has trended downward from 8.5% in 2024Q2 to 5.4% in 2026Q1, indicating that the firm is currently struggling to maintain its historical compounding efficiency as revenue growth stalls and capital intensity increases across its global manufacturing footprint.

The compression in ROIC suggests that recent investments, including acquisitions, have yet to yield returns exceeding the cost of capital in the current environment. This trend warrants further investigation into whether the company's capital allocation strategy is becoming less efficient due to the shifting product mix toward lower-margin water treatment solutions.

Working Capital Cycles Show Instability

As indicated by the latest quarterly data, the cash conversion cycle has fluctuated significantly, reaching 56 days in 2025Q4 compared to 44 days in 2024Q1, which suggests that management is facing increased difficulty in optimizing inventory levels amidst the current demand normalization in the North American market.

The volatility in the cash conversion cycle implies that the company may be holding excess inventory in anticipation of demand that has not materialized. This inefficiency appears to be a primary driver of the recent variability in free cash flow, suggesting that operational leverage is currently under pressure.

Fortress Balance Sheet Provides Buffer

Based on the most recent quarterly filings, the company maintains a current ratio of 1.56, which, while slightly lower than historical peaks, provides a robust liquidity buffer that appears sufficient to navigate the current period of revenue stagnation and potential geopolitical risks in the Rest of World segment.

The company's ability to maintain a quick ratio of 1.00 indicates that it is not overly reliant on inventory liquidation to meet short-term obligations. This liquidity position provides management with significant flexibility to pursue opportunistic share repurchases or strategic M&A if industrial sector valuations continue to compress.

Misapplication of P/E in Cyclicality

The P/E ratio is frequently misapplied to A. O. Smith because it obscures the impact of non-recurring warranty reserve adjustments and working capital swings that often decouple net income from actual cash generation, making it a potentially misleading metric for assessing the company's true underlying earning power.

Investors should instead prioritize the EV/EBITDA multiple and free cash flow conversion, as these metrics better account for the company's low debt levels and the capital-intensive nature of its manufacturing operations. Relying solely on P/E may lead to an incomplete understanding of the company's resilience during periods of commodity price volatility.

Download Financial Ratios Data

Includes 30+ ratios · 30 years · Updated daily

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AOS — Frequently Asked Questions

Quick answers to the most common questions about buying AOS stock.

What is A. O. Smith Corporation's P/E ratio?

A. O. Smith Corporation's current P/E ratio is 16.2x. The historical average is 19.8x. This places it at the 40th percentile of its historical range.

What is A. O. Smith Corporation's EV/EBITDA?

A. O. Smith Corporation's current EV/EBITDA is 11.1x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 11.3x.

What is A. O. Smith Corporation's ROE?

A. O. Smith Corporation's return on equity (ROE) is 29.2%. This is above the typical threshold of 15-20% considered good for most companies. The historical average is 17.0%.

Is AOS stock overvalued?

Based on historical data, A. O. Smith Corporation is trading at a P/E of 16.2x. This is at the 40th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is A. O. Smith Corporation's dividend yield?

A. O. Smith Corporation's current dividend yield is 2.24% with a payout ratio of 35.8%.

What are A. O. Smith Corporation's profit margins?

A. O. Smith Corporation has 38.8% gross margin and 19.0% operating margin. Operating margin between 10-20% is typical for established companies.

How much debt does A. O. Smith Corporation have?

A. O. Smith Corporation's Debt/EBITDA ratio is 0.2x, indicating low leverage. A ratio below 2x is generally considered financially healthy.