A. O. Smith (AOS) is a building products company in the Industrials sector. Listed on the NASDAQ, A. O. Smith is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $57.22.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $57.22 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 1.77% |
| Risk / Std Dev (Annualized) | 27.14% |
| Sharpe Ratio (rf=4.5%) | -0.10 |
S&P 500 Context
- Sector: Industrials
- Sub-Industry: Building Products
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 1.77% with an annualized volatility of 27.14%. The Sharpe ratio of -0.10 (assuming 4.5% risk-free rate) indicates negative risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 7.89B |
| Enterprise Value | 8.34B |
| Trailing P/E | 15.26 |
| Forward P/E | 13.72 |
| Price to Book | 4.2 |
| Price to Sales | 2.07 |
| EV/Revenue | 2.19 |
| EV/EBITDA | 10.49 |
| Profitability | | | Profit Margin | 13.84% | | Operating Margin | 17.11% | | ROE | 28.27% | | ROA | 12.78% |
| Growth | | | Revenue Growth | -1.9% | | Earnings Growth | -10.5% |
| Dividend | | | Dividend Yield | 248.0% | | Payout Ratio | 37.33% | | 5Y Avg Yield | 177.0% |
| Financial Health | | | Total Revenue | 3.81B | | Total Debt | 0.66B | | Total Cash | 0.2B | | Free Cash Flow | 0.5B | | Operating Cash Flow | 0.71B |
| Price & Technical | | | 52W High | $81.87$ | | 52W Low | $54.16$ | | 50-Day Avg | $61.05$ | | 200-Day Avg | $68.02$ | | Beta | 1.18 | | Shares Outstanding | 0.11B | | Float Shares | 0.11B | | Insider Holdings | 0.46% | | Institutional Holdings | 109.92% | | Short Ratio | 4.01 | | Short % of Float | 7.63% |
| Analyst Targets | | | Target High | $84.0$ | | Target Low | $59.0$ | | Target Mean | $70.91$ | | Target Median | $70.0$ | | # of Analysts | 11 | | Recommendation | hold |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.