pretickt

Is AOS a good stock to buy?

A. O. Smith Corporation · end-of-day data as of Nov 13, 2026

A. O. Smith
AOS · $8.63B
$64.24+0.4%
Nov 13, 2026 · close
$55$60$65SepOctNov9:3016:003 months +6.2%Nov 13 · close
▲ 3
  • P/E vs sector-34.4%
  • FCF yield+6.5%
  • MAs4 of 4
Neutral
  • Earnings in83d
  • P/E17.9x
  • RSI58
  • Support-2.2%
  • Resistance+1.7%
  • Off 52w high-21.5%
  • Volume0.6x
  • Bollingerupper half
  • News0.00
  • P/E vs own+5.4%
  • ConsensusHold · 14
  • PT$66.83 +4.0%
  • Trendsideways
  • 52w range$54–$82
  • ATR+2.8%
  • Off ATH-30.5%
▼ 3
  • Insiders-$963K
  • MACD-0.09
  • Sector▼ -11.7%

Updates with the 15-min delayed price. Not a forecast or investment advice.

Is A. O. Smith a good stock to buy?

A. O. Smith is strong on 1 of the 5 questions about the business. The price is about usual: 17.9 times its earnings, near its 3-year median of 18.5 (Nov 13, 2026). pretickt does not say whether to buy or sell.

  1. Demand steady
  2. Advantage hard to copy
  3. Economics profitable
  4. Execution mixed
  5. Fragility some risks
  6. Price about usual
DemandDo people want more of what it sells?steady

AOS sales growth revenue growth

+1%a year, for the last 3 years

A. O. Smith's sales grew 1% a year for 3 years, to $3.83B in fiscal 2025.

AOS competitors

pretickt analysis-1%its sales in 12 months, on a year before

A. O. Smith's sales fell 1% in the 12 months to Sep 30, 2026; IDEX's grew 7%, Generac's grew 6%, Lennox's grew 2% and Pentair's fell 4%.

Advantage moatIs it hard to copy?hard to copy

AOS return on capital ROIC

pretickt analysis29%earned before tax on the money invested in it

A. O. Smith earned 29% before tax on the capital invested in it in the 12 months to Sep 30, 2026; Lennox 31%, IDEX 15%, Pentair 14% and Generac 12%.

AOS margin on each sale gross margin

39%left after making the product

A. O. Smith kept 39% of each sale after making the product in the 12 months to Sep 30, 2026; its competitors' median is 41%.

EconomicsDoes it make good money?profitable

AOS margin after costs profit margin

18%of sales left after running the business

A. O. Smith's operating margin was 18% in the 12 months to Sep 30, 2026, against 17% in fiscal 2022.

AOS cash generated free cash flow

$562Mcash left after investing, last 12 months

A. O. Smith generated $562M of free cash flow in the 12 months to Sep 30, 2026, more than its reported profit.

AOS profit per share

+6%in its last fiscal year

A. O. Smith's earnings per share grew 6% in fiscal 2025, to $3.86.

ExecutionDoes it deliver what it promises?mixed

AOS earnings vs estimates

6 of 8quarters above the analysts' estimate

A. O. Smith beat the analysts' profit estimate in 6 of its last 8 quarters, the latest on Oct 29, 2026.

AOS insider selling

-$1.07Msold, net, by its executives in 12 months

A. O. Smith's executives and directors sold a net $1.07M of shares in the 12 months to Nov 13, 2026; none bought.

AOS number of employees

-9%fewer people in a year

A. O. Smith had 11,500 employees at the end of fiscal 2025, 9% fewer than a year before.

AOS CEO pay

$4.96Mfor fiscal 2025, 54% of it in stock and options

A. O. Smith paid its CEO $4.96M for fiscal 2025, 54% of it in stock and options.

Fragility risksCould something break it?some risks

AOS financial health Altman Z-score

6.2Altman Z-score, safe above 3

A. O. Smith's Altman Z-score is 6.2 (Nov 13, 2026), above 3, where the safe zone starts.

AOS quality checks Piotroski score

6 of 9checks passed

A. O. Smith passes 6 of the 9 Piotroski checks in the 12 months to Sep 30, 2026; it misses on return on assets, long-term debt and sales for its assets.

AOS biggest customers

28%of sales from its 2 biggest customers

Two customers, unnamed in A. O. Smith's 10-K, made 28% of its sales in fiscal 2025.

AOS in past recessions

pretickt analysis-40%its sales in the worst one

A. O. Smith's sales fell in each of the last 2 US recessions, by as much as 40% in fiscal 2009.

Price valuationIs the price reasonable?about usual

AOS price vs profit P/E ratio

17.9×a year's earnings

A. O. Smith's P/E ratio is 17.9 (Nov 13, 2026), near its 3-year median of 18.5.

AOS price vs competitors

pretickt analysis17.9×a year's earnings, against its competitors

Investors pay 17.9 times A. O. Smith's earnings (Nov 13, 2026), more than for Lennox (16.3), less than for Generac (37.8), IDEX (33.0) and Pentair (18.1).

AOS analysts' target price target

+4%to their average target

Analysts' average price target for A. O. Smith is $66.83, 4% above the Nov 13, 2026 close of $64.24.

AOS analyst ratings, 90 days

pretickt analysis
  • Stifeldowngrade
0 up, 1 downratings raised and cut

In the 90 days to Nov 13, 2026, Stifel downgraded A. O. Smith.

AOS growth priced in fair value

pretickt analysis+3%a year, for ten years, to be worth the price

At $64.24 a share, A. O. Smith's free cash flow must grow about 3% a year for ten years to be worth the price (Nov 13, 2026).

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

A. O. Smith's P/E ratio is 17.9 (Nov 13, 2026), near its 3-year median of 18.5. Investors pay 17.9 times A. O. Smith's earnings (Nov 13, 2026), more than for Lennox (16.3), less than for Generac (37.8), IDEX (33.0) and Pentair (18.1).

Who are A. O. Smith's biggest competitors?

pretickt compares A. O. Smith with Pentair, Generac, Lennox and IDEX. A. O. Smith's sales fell 1% in the 12 months to Sep 30, 2026; IDEX's grew 7%, Generac's grew 6%, Lennox's grew 2% and Pentair's fell 4%.

Is A. O. Smith profitable?

A. O. Smith's operating margin was 18% in the 12 months to Sep 30, 2026, against 17% in fiscal 2022. A. O. Smith generated $562M of free cash flow in the 12 months to Sep 30, 2026, more than its reported profit.

Are insiders selling A. O. Smith stock?

A. O. Smith's executives and directors sold a net $1.07M of shares in the 12 months to Nov 13, 2026; none bought.

How many employees does A. O. Smith have?

A. O. Smith had 11,500 employees at the end of fiscal 2025, 9% fewer than a year before.

Who are A. O. Smith's biggest customers?

Two customers, unnamed in A. O. Smith's 10-K, made 28% of its sales in fiscal 2025.

From the companies' statements (FMP), their filings read by pretickt, the analysts and the insiders, as of Nov 13, 2026. Each card says what a fact means for its question, never what to do with the stock: for information only, not investment advice.