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AOSA. O. Smith Corporation
$57.70$8.0B
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  4. Financial Ratios

A. O. Smith Corporation (AOS) Financial Ratios

Latest Ratios: P/E Ratio 14.9x · EV/EBITDA 10.1x · 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$8.0B$9.4B$10.0B$12.4B$8.9B$13.8B$8.9B$7.9B$7.4B$10.7B$8.4B
Enterprise Value$8.0B$9.4B$10.0B$12.3B$8.9B$13.6B$8.5B$7.9B$7.3B$10.8B$8.4B
P/E Ratio →14.9517.3318.7922.3437.9128.4325.8621.4616.5536.0525.59
P/S Ratio2.092.442.633.232.383.913.082.652.313.573.12
P/B Ratio4.355.045.336.755.107.564.824.764.286.495.53
P/FCF14.6417.1421.1720.8327.7724.4717.6420.2720.2246.0822.88
P/OCF12.9615.1717.2418.5722.7821.6015.8617.4116.3832.7818.75

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 / EBITDA10.1311.8612.5814.6812.0919.8216.1314.4811.7318.2215.92
EV / EBIT11.0112.8514.1416.4538.1521.6318.8116.3312.9220.2717.81
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 Yield2.4%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 Yield6.7%5.8%5.3%4.5%2.6%3.5%3.9%4.7%6.0%2.8%3.9%
FCF Yield6.8%5.8%4.7%4.8%3.6%4.1%5.7%4.9%4.9%2.2%4.4%
Buyback Yield5.0%4.3%3.0%2.5%4.5%2.6%0.6%3.6%2.8%1.3%1.6%
Total Shareholder Yield7.4%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
ProfitabilityStable
Balance SheetAdequate
Cash FlowStable
Top Statement Risk

Heat pump technology disruption

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q2)

Margin Resilience Amidst Volume Stagnation

Gross margin held near 38.6% in 2026Q2, as per financial statements, but operating margin compressed to 16.7% from 20.3% a year earlier, indicating fading operating leverage.

The stability in gross margin suggests pricing power in the wholesale channel, yet the 350 basis point decline in operating margin over four quarters points to SG&A costs growing faster than revenue. This divergence implies that the company is absorbing cost inflation or investing in growth initiatives without corresponding volume gains. Investors should monitor whether this margin compression is a temporary phenomenon or a structural shift as the product mix evolves.

Return on Capital Decelerating from Peak

ROIC fell from 8.5% in 2024Q2 to 5.4% in 2026Q2, as reported in financial statements, reflecting both margin compression and a higher capital base from recent acquisitions.

The decline in ROIC is driven by a combination of lower operating margins and increased invested capital, particularly from the $470M acquisition in 2026Q1. While the company historically generated high returns on a nearly debt-free balance sheet, the recent leverage increase and goodwill build-up may dilute future returns. The trend suggests that capital allocation is becoming less efficient, and investors should assess whether the acquired assets can generate returns above the cost of capital.

Working Capital Efficiency Stretches with Slower Turnover

Cash conversion cycle lengthened to 52 days in 2026Q2 from 44 days in 2024Q1, as per balance sheet data, driven by higher DSO and DIO, while DPO remained relatively stable.

The increase in days sales outstanding and days inventory outstanding indicates that the company is holding more inventory and taking longer to collect receivables, which may reflect softer demand or channel inventory build-up. The stable DPO suggests limited ability to stretch supplier payments, possibly due to the company's relationship with steel suppliers. This trend ties up cash and may pressure free cash flow if not reversed.

Leverage Creeps Higher as Debt Service Remains Comfortable

Debt-to-equity rose to 0.37 in 2026Q2 from 0.08 in 2024Q1, as per balance sheet data, yet interest coverage remains high at 20.5x, indicating manageable debt service.

The increase in leverage is primarily due to acquisition financing, but the absolute debt level remains modest relative to EBITDA. Interest coverage of 20.5x suggests that the company has ample capacity to service its debt, even if earnings decline. However, the trend of rising leverage and goodwill may increase financial risk if the acquired businesses underperform or if the company continues to lever up for further acquisitions.

Liquidity Cushion Thins but Remains Adequate

Current ratio dipped to 1.59 in 2026Q2 from 1.70 in 2024Q2, as reported in financial statements, while quick ratio held near 1.0, indicating a modestly thinner buffer.

The decline in the current ratio is driven by increased debt and slightly lower cash, but the quick ratio above 1.0 suggests that the company can cover short-term obligations without relying on inventory sales. The liquidity position appears adequate for normal operations, but under a severe demand shock, the company may need to draw on credit lines or reduce buybacks to maintain flexibility.

P/E Misleads on Cyclicality and Growth

The P/E of 16.3x appears reasonable, but it understates the risk of heat pump disruption and the decelerating growth, as per industry analysis, making EV/EBITDA a more reliable metric.

The P/E ratio is commonly used for A. O. Smith, but it fails to capture the company's capital structure changes and the potential for margin compression from technological shifts. EV/EBITDA, at 11.1x, better reflects the company's enterprise value relative to cash earnings, especially as debt levels rise. Investors should also consider the PEG ratio of 1.28, which implies that the market expects growth that may not materialize given the flat revenue and guidance cuts.

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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 14.9x. The historical average is 19.8x. This places it at the 33th percentile of its historical range.

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

A. O. Smith Corporation's current EV/EBITDA is 10.1x. 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 14.9x. This is at the 33th 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 2.42% 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.