A. O. Smith Corporation (AOS) fair value analysis

S&P 500 · Updated 2026-09-07

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.

Forward Fair Value verdict

Undervalued

Based on TickrTrends' weekly Forward Fair Value model, AOS is trading at a 10–25% discount to estimated fair value.

AOS currently ranks #32 of 107 Industrials stocks by discount to Forward Fair Value. It has screened as Undervalued for 3 consecutive weekly runs.

Last price: $60.48
Sector: Industrials
12-month range: $55.78–$77.93

Derived indicators

Coarse bands from TickrTrends' weekly models; exact figures are part of the full report.

Quality grade: B
Leverage: Low
Margin trend: Stable
Revenue growth: Modest
RSI zone: Neutral
52-week position: The bottom quarter of its range
DCF cross-check: Overvalued

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 $55.78–$77.93.
The 14-day relative strength index sits at a neutral 44.

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

See the exact fair value →

How Forward Fair Value works

TickrTrends computes a Forward Fair Value for every covered stock each week: a conservatively normalized historical price-to-earnings multiple is applied to the analyst-consensus earnings estimate for the next full fiscal year. Every input window is validated for continuity and every result is screened for plausibility before publication.

Recent AOS news

TickrTrends' derived news-sentiment signal for AOS is currently leaning positive, computed from recent coverage.

Carlisle Companies Incorporated (CSL)’s New Dividend King Status Comes With Higher Expectations (insidermonkey.com, 2026-08-12)
TickrTrends take: A Smith (AOS) investor watching dividend sustainability trends in the Industrials sector should monitor whether the company can maintain its payout commitments while funding growth, particularly as peer companies like Carlisle elevate shareholder return expectations across the space. TickrTrends currently assesses AOS as undervalued, suggesting the market may not be fully pricing in the company's ability to balance dividends with operational performance. As industrial companies face pressure to demonstrate consistent capital returns, AOS's valuation standing could shift based on how effectively management navigates this competitive expectation.
Aquasana Launches the First Whole House Water Filtration System Certified to Reduce PFAS and VOCs From Every Tap (prweb.com, 2026-08-11)
TickrTrends take: Aquasana's certification for PFAS and VOC reduction across whole-house systems addresses a growing regulatory and consumer concern that could expand its addressable market within the residential water treatment category. Given TickrTrends' undervalued assessment of AOS, investors monitoring the Industrials sector should track whether this product advancement translates into revenue growth and margin expansion in upcoming quarters. The competitive positioning this certification provides will be material to validating whether the current valuation discount reflects genuine opportunity or temporary headwinds.
New Aquasana Survey Finds Concern Over PFAS and Microplastics in America's Tap Water is Surging (prweb.com, 2026-08-04)
TickrTrends take: A.O. Smith's Aquasana brand survey reflects growing consumer awareness of water quality issues, which could drive demand for the company's filtration and water treatment products in a market increasingly concerned about contaminants. Given TickrTrends' current assessment of AOS as undervalued within the Industrials sector, this rising consumer concern represents a potential tailwind for revenue growth that the market may not yet be fully pricing in. Investors focused on valuation should monitor whether management discusses market share gains or margin expansion opportunities in response to this heightened consumer awareness during upcoming earnings reports.

What people are saying

Follow the AOS conversation: Stocktwits · Reddit · X

TickrTrends weekly updates

2026-09-07 — No material change this week: the verdict, bands and grades all held steady.
2026-09-06 — No material change this week: the verdict, bands and grades all held steady.
2026-08-31 — TickrTrends initiated weekly Forward Fair Value coverage of this stock.

Frequently asked questions

Is AOS stock undervalued?

Based on TickrTrends' Forward Fair Value model (updated 2026-09-07), 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 #32 of 107 Industrials stocks in TickrTrends' coverage when sorted by discount to Forward Fair Value.

Is AOS overbought or oversold?

AOS's 14-day RSI is in neutral territory - neither overbought nor oversold.

All Industrials fair-value coverage →

Head-to-head comparisons

AOS vs AMSC · AOS vs ASTE · AOS vs CARR · AOS vs CECO · AOS vs FAST