A. O. Smith Corporation (AOS) fair value analysis
S&P 500 · Updated 2026-10-19
AOS price how computed
Forward Fair Value verdict
UndervaluedAOS is trading at a 10–25% discount to estimated fair value.
Based on TickrTrends' weekly Forward Fair Value model.
- Last price
- $56.38
- Sector
- Industrials
- 12-month range
- $55.34–$80.47
- Market cap
- $8.05B
- From 52-week high
- -29.9%
- Shares outstanding
- 143M
- Rank in Industrials by discount to fair value
- #27 of 106
Last price is our 2026-10-19 weekly price; the chart runs through 2026-10-16.
A. O. Smith Corporation manufactures water heaters, boilers, and water treatment products for residential and commercial applications. The company operates facilities and serves customers across North America, Europe, Asia, and other global markets.
AOS currently ranks #27 of 106 Industrials stocks by discount to fair value. It has screened as Undervalued for 14 consecutive weekly runs.
Fundamentals (4 quarters) how computed
- Market cap
- $8.05B
- P/E (trailing)
- 15x
- Revenue (TTM)
- $3.8B
- Net margin
- 13.1%
- EPS (TTM)
- $3.72
- Gross margin
- 38.6%
- Debt / equity
- 0.37
- Revenue growth (3-yr avg)
- 2.4%
- Shares outstanding
- 143M
Derived indicators how computed
- Quality grade
- B
- Margin trend
- Stable
- 52-week position
- The bottom quarter of its range
- DCF cross-check
- Overvalued
Technicals how computed
- RSI (14-day)
- 63 · neutral
- 50-day average
- $59.22
- 200-day average
- $63.83
- Moving-average state
- 50-day below 200-day (death cross state); price below both averages
Dividends how computed
- Paid, last 12 months
- $1.44 per share (4 payments)
- Yield on last price
- 2.55%
- Consecutive years of increases
- 1
- Next ex-dividend date
- 2026-10-30
- Last payment date
- 2026-08-17
Earnings how computed
- Next earnings report
- 2026-10-29 (pre-market)
- Last 8 quarters vs consensus
- 5 beat, 2 missed
- Quarter by quarter
- 2026-06 ▲ beat (+7.3%)
2026-03 ▼ miss (-9.6%)
2025-12 ▲ beat (+7.1%)
2025-09 ▲ beat (+3.3%)
2025-06 ▲ beat (+8.1%)
2025-03 ▲ beat (+4.4%)
2024-12 ▼ miss (-4.5%)
2024-09 ▬ met (0.0%)
Analyst consensus how computed
This is not TickrTrends' verdict.
- Analyst ratings
- 5 buy · 6 hold · 2 sell (13 analysts)
- Consensus lean
- Hold-leaning
- Consensus price target
- $69.1
- Target vs last price
- +22.6%
What our data shows for AOS
- Our model validated 17 trailing price-to-earnings windows for AOS, built from quarterly earnings records.
- Shares are trading in the lower third of their 12-month price range of $55.34–$80.47.
- The 14-day relative strength index sits at a neutral 63.
The exact numbers are one step away
- The precise Forward Fair Value dollar figure for AOS
- Exact discount / premium to today's price
- The normalized historical P/E behind the estimate, and how many quarters support it
- Forward EPS input and fiscal-year basis
- Screeners and rankings across the full S&P 500 and Nasdaq universes
Forward Fair Value applies a conservatively normalized historical price-to-earnings multiple to the consensus earnings estimate for the next full fiscal year; how TickrTrends computes it.
Recent AOS news
TickrTrends' derived news-sentiment signal for AOS is currently leaning positive, computed from recent coverage.
- A. O. Smith’s Dividend Looks Sustainable Despite a Mixed Growth Outlook (insidermonkey.com, 2026-10-17)
TickrTrends take: A. O. Smith's dividend sustainability in the context of mixed growth prospects presents a tension that valuation investors should monitor closely, particularly given TickrTrends' current undervalued assessment. The company's ability to maintain shareholder distributions while navigating uncertain revenue expansion will be a key determinant of whether the current valuation discount persists or narrows over time. Investors focused on valuation metrics should track how earnings trends develop relative to dividend obligations, as this relationship will ultimately validate or challenge the undervalued positioning in the Industrials sector. - A. O. Smith (AOS) is Restructuring Water Treatment. Can It Earn Better Returns Beyond Water Heaters? (insidermonkey.com, 2026-10-09)
TickrTrends take: A. O. Smith's restructuring of its water treatment business comes at a time when TickrTrends rates the company as undervalued, suggesting the market may not be fully pricing in the potential returns from diversification beyond its core water heater operations. For valuation-focused investors, the key metric to monitor will be whether this restructuring can expand the company's profit margins and return on invested capital in the water treatment segment relative to its traditional business. Given the industrials sector context and the current undervaluation assessment, successful execution of this strategic shift could narrow the gap between AOS's current valuation and its intrinsic worth.
What people are saying
Follow the AOS conversation: Stocktwits · Reddit · X
TickrTrends weekly updates
- 2026-10-19 — No material change this week: the verdict, bands and grades all held steady.
- 2026-10-12 — No material change this week: the verdict, bands and grades all held steady.
- 2026-10-11 — No material change this week: the verdict, bands and grades all held steady.
- 2026-10-10 — TickrTrends' derived indicators for AOS show an improvement this week, with the quality grade rising from C to B. The stock maintains an undervalued valuation verdict based on current derived indicators.
- 2026-10-06 — No material change this week: the verdict, bands and grades all held steady.
- 2026-09-28 — TickrTrends' derived indicators for AOS showed movement this week as the RSI zone shifted from oversold to neutral territory. The stock maintains an undervalued valuation verdict based on current metrics. This transition suggests reduced downward momentum compared to the previous week's reading.
- 2026-09-21 — TickrTrends' derived indicators for AOS show a shift in momentum this week, with the RSI zone moving from neutral to oversold territory. This change suggests increased selling pressure in the industrials sector stock. The current valuation verdict remains undervalued despite this technical movement.
- 2026-09-17 — No material change this week: the verdict, bands and grades all held steady.
Frequently asked questions
Is AOS stock undervalued?
Based on TickrTrends' Forward Fair Value model (updated 2026-10-19), AOS is trading at a 10–25% discount to estimated fair value and screens as undervalued. The exact fair value and discount are available to subscribers.
What is AOS's TickrTrends verdict?
AOS's current verdict is Undervalued, refreshed with every weekly Forward Fair Value run.
How does AOS compare to other Industrials stocks?
AOS ranks #27 of 106 Industrials stocks in TickrTrends' coverage by discount to fair value.
Is AOS overbought or oversold?
AOS's 14-day RSI is in neutral territory - neither overbought nor oversold.
Does AOS pay a dividend?
Yes. AOS paid $1.44 per share over the last twelve months (4 payments), a 2.55% yield on TickrTrends' last price, and has raised the annual total for 1 consecutive year. The next ex-dividend date on file is 2026-10-30.
When does AOS report earnings next?
AOS's next earnings report is scheduled for 2026-10-29 (pre-market), per the published earnings calendar.
Does AOS usually beat earnings estimates?
Over its last 8 reported quarters AOS beat the consensus estimate 5 times and missed 2 times, by TickrTrends' comparison of reported and estimated EPS.
What do analysts say about AOS?
Of 13 analysts covering AOS, 5 rate it a buy, 6 a hold and 2 a sell - hold-leaning, with a consensus price target of $69.1 (+22.6% versus TickrTrends' last price). This is the analyst consensus, not TickrTrends' Forward Fair Value verdict.
More in Industrials
Head-to-head comparisons
AOS vs AEIS · AOS vs AXON · AOS vs CARR · AOS vs GNRC · AOS vs TATT