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38.8 (1y: -16%)
Market Cap 3.41 B P/E(ttm) 24.10
Enterprise Value 3.19 B P/B 3.00
AOS- NYSE (USA)
A.O. Smith Corporation
  • Currently 1/5
Business Predictability Rank: 1-Star
Back Testing Results:
Average gain of all 1-Star stocks: 1.1% per year.
% of Stocks that are in still loss if held for 10yrs: 45%.
Read more:
What is Predictability Rank?
Performances of real portfolio
Top Ranked Predictable Companies
$38.80
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GuruFocus Financial Strength Rank measures how strong a companyย’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 8/10

vs
industry		 vs
history
Cash to Debt 1.899
AOS's Cash to Debt is ranked higher than
52% of the 1074 Companies
in the Global Diversified Industrials industry.

( Industry Median: 3.06 vs. AOS: 1.899 )
AOS' s 10-Year Cash to Debt Range
Min: 0.04   Max: 1.9
Current: 1.9
0.04
1.9
Equity to Asset 0.185
AOS's Equity to Asset is ranked lower than
84% of the 1074 Companies
in the Global Diversified Industrials industry.

( Industry Median: 0.49 vs. AOS: 0.185 )
AOS' s 10-Year Equity to Asset Range
Min: 0.03   Max: 0.22
Current: 0.19
0.03
0.22
Interest Coverage No Debt
AOS's Interest Coverage is ranked lower than
56% of the 1074 Companies
in the Global Diversified Industrials industry.

( Industry Median: 457.80 vs. AOS: No Debt )
AOS' s 10-Year Interest Coverage Range
Min: 3   Max: No Debt
Current: No Debt
F-Score: 8
Z-Score: 4.05
M-Score: -2.86
GuruFocus Profitability Rank ranks how profitable a company is and how likely the companyย’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
ย•ย•3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rankย•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 6/10

vs
industry		 vs
history
Operating margin (%) 10.60
AOS's Operating margin (%) is ranked higher than
74% of the 1074 Companies
in the Global Diversified Industrials industry.

( Industry Median: 5.70 vs. AOS: 10.60 )
AOS' s 10-Year Operating margin (%) Range
Min: 3.5   Max: 10.6
Current: 10.6
3.5
10.6
Net-margin (%) 8.2
AOS's Net-margin (%) is ranked higher than
77% of the 1074 Companies
in the Global Diversified Industrials industry.

( Industry Median: 3.70 vs. AOS: 8.2 )
AOS' s 10-Year Net-margin (%) Range
Min: 1.3   Max: 17.9
Current: 8.2
1.3
17.9
ROE (%) 13.3
AOS's ROE (%) is ranked higher than
81% of the 1074 Companies
in the Global Diversified Industrials industry.

( Industry Median: 5.60 vs. AOS: 13.3 )
AOS' s 10-Year ROE (%) Range
Min: 3.2   Max: 28.2
Current: 13.3
3.2
28.2
ROA (%) 7
AOS's ROA (%) is ranked higher than
82% of the 1074 Companies
in the Global Diversified Industrials industry.

( Industry Median: 2.80 vs. AOS: 7 )
AOS' s 10-Year ROA (%) Range
Min: 1.1   Max: 13
Current: 7
1.1
13
ROC (Joel Greenblatt) (%) 40.30
AOS's ROC (Joel Greenblatt) (%) is ranked higher than
90% of the 1074 Companies
in the Global Diversified Industrials industry.

( Industry Median: 10.40 vs. AOS: 40.30 )
AOS' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 7   Max: 40.3
Current: 40.3
7
40.3
Revenue Growth (%) -6.9
AOS's Revenue Growth (%) is ranked higher than
71% of the 1074 Companies
in the Global Diversified Industrials industry.

( Industry Median: 0.45 vs. AOS: -6.9 )
AOS' s 10-Year Revenue Growth (%) Range
Min: -10.3   Max: 8.1
Current: -6.9
-10.3
8.1
EBITDA Growth (%) -0.2
AOS's EBITDA Growth (%) is ranked higher than
87% of the 1074 Companies
in the Global Diversified Industrials industry.

( Industry Median: -0.35 vs. AOS: -0.2 )
AOS' s 10-Year EBITDA Growth (%) Range
Min: -10.6   Max: 12.7
Current: -0.2
-10.6
12.7
EPS Growth (%) 10.8
AOS's EPS Growth (%) is ranked higher than
97% of the 1074 Companies
in the Global Diversified Industrials industry.

( Industry Median: 3.40 vs. AOS: 10.8 )
AOS' s 10-Year EPS Growth (%) Range
Min: -4.6   Max: 38.2
Current: 10.8
-4.6
38.2
ยป AOS's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades
Q2 2012

AOS Guru Trades in Q2 2012

John Burbank 5,800 sh (+241.18%)
Mario Gabelli 22,700 sh (unchged)
Chuck Royce 497,894 sh (unchged)
Steven Cohen Sold Out
Paul Tudor Jones Sold Out
John Keeley 964,875 sh (-3.53%)
Jim Simons 144,400 sh (-55.2%)
» More
Q3 2012

AOS Guru Trades in Q3 2012

Manning & Napier Advisors, Inc 38,590 sh (New)
Steven Cohen 21,489 sh (New)
Mario Gabelli 22,700 sh (unchged)
Chuck Royce 497,894 sh (unchged)
Jim Simons Sold Out
John Keeley 895,645 sh (-7.18%)
John Burbank 5,300 sh (-8.62%)
» More
Q4 2012

AOS Guru Trades in Q4 2012

Mario Gabelli 22,700 sh (unchged)
John Burbank 5,300 sh (unchged)
Manning & Napier Advisors, Inc 38,590 sh (unchged)
Chuck Royce 497,894 sh (unchged)
Steven Cohen Sold Out
John Keeley 793,304 sh (-11.43%)
» More
Q1 2013

AOS Guru Trades in Q1 2013

Jim Simons 56,700 sh (New)
Mario Gabelli 22,700 sh (unchged)
John Burbank 5,300 sh (unchged)
Chuck Royce 497,894 sh (unchged)
Manning & Napier Advisors, Inc 37,980 sh (-1.58%)
John Keeley 747,955 sh (-5.72%)
» More
» Details

Insider Trades

Latest Guru Trades with AOS

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
John Burbank 2012-06-30 Add 241.18%0.01%$21.44 - $24.31 $ 38.869%5800
John Burbank 2012-03-31 New Buy$20.52 - $23.39 $ 38.889%1700
John Keeley 2011-12-31 Add 14.74%0.11%$15.22 - $20.46 $ 38.8111%1018175
George Soros 2011-12-31 Sold Out 0.03%$15.22 - $20.46 $ 38.8111%0
John Keeley 2011-09-30 Add 55.19%0.23%$16.92 - $22.33 $ 38.8100%887395
George Soros 2011-09-30 New Buy0.03%$16.92 - $22.33 $ 38.8100%55000
John Keeley 2011-06-30 Add 43.8%0.12%$19.52 - $22.18 $ 38.888%571795
John Keeley 2011-03-31 Add 182.61%0.17%$19.01 - $21.91 $ 38.887%397635
Mario Gabelli 2011-03-31 Reduce -61.25%0.02%$19.01 - $21.91 $ 38.887%26000
John Keeley 2010-12-31 New Buy0.09%$18.39 - $21.54 $ 38.899%140700
Mario Gabelli 2010-09-30 Add 180%0.01%$16.06 - $19.47 $ 38.8117%42000
George Soros 2010-09-30 Sold Out 0.01%$10.71 - $12.98 $ 38.8225%0
George Soros 2010-06-30 New Buy0.01%$15.05 - $18.87 $ 38.8132%10100
Mario Gabelli 2010-06-30 Reduce -21.05%$15.05 - $18.87 $ 38.8132%15000
Premium More recent guru trades are included for Premium Members only!!

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Ratios

vs
industry		 vs
history
P/E(ttm) 24.10
AOS's P/E(ttm) is ranked higher than
71% of the 1074 Companies
in the Global Diversified Industrials industry.

( Industry Median: 18.99 vs. AOS: 24.10 )
AOS' s 10-Year P/E(ttm) Range
Min: 9.75   Max: 105.55
Current: 24.1
9.75
105.55
P/B 3.00
AOS's P/B is ranked lower than
73% of the 1074 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.48 vs. AOS: 3.00 )
AOS' s 10-Year P/B Range
Min: 1.2   Max: 5.88
Current: 3
1.2
5.88
P/S 1.83
AOS's P/S is ranked lower than
76% of the 1074 Companies
in the Global Diversified Industrials industry.

( Industry Median: 0.75 vs. AOS: 1.83 )
AOS' s 10-Year P/S Range
Min: 0.48   Max: 3.67
Current: 1.83
0.48
3.67
PFCF 33.45
AOS's PFCF is ranked lower than
52% of the 1074 Companies
in the Global Diversified Industrials industry.

( Industry Median: 15.61 vs. AOS: 33.45 )
AOS' s 10-Year PFCF Range
Min: 9.08   Max: 665.71
Current: 33.45
9.08
665.71
EV-to-EBIT 14.56
AOS's EV-to-EBIT is ranked higher than
73% of the 1074 Companies
in the Global Diversified Industrials industry.

( Industry Median: 12.70 vs. AOS: 14.56 )
AOS' s 10-Year EV-to-EBIT Range
Min: 8   Max: 59
Current: 14.56
8
59
PEG 5.48
AOS's PEG is ranked higher than
99% of the 1074 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.80 vs. AOS: 5.48 )
AOS' s 10-Year PEG Range
Min: 1.43   Max: 128.15
Current: 5.48
1.43
128.15
Shiller P/E 23.97
AOS's Shiller P/E is ranked higher than
93% of the 1074 Companies
in the Global Diversified Industrials industry.

( Industry Median: 16.60 vs. AOS: 23.97 )
AOS' s 10-Year Shiller P/E Range
Min: 10.67   Max: 77.86
Current: 23.97
10.67
77.86

Dividend & Buy Back

vs
industry		 vs
history
Dividend Yield 1.08
AOS's Dividend Yield is ranked higher than
51% of the 1074 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.85 vs. AOS: 1.08 )
AOS' s 10-Year Dividend Yield Range
Min: 0.49   Max: 2.08
Current: 1.08
0.49
2.08
Dividend Payout 0.1
AOS's Dividend Payout is ranked higher than
93% of the 1074 Companies
in the Global Diversified Industrials industry.

( Industry Median: 0.66 vs. AOS: 0.1 )
AOS' s 10-Year Dividend Payout Range
Min: 0.09   Max: 0.86
Current: 0.1
0.09
0.86
Dividend growth (3y) 8.8
AOS's Dividend growth (3y) is ranked higher than
94% of the 1074 Companies
in the Global Diversified Industrials industry.

( Industry Median: -0.20 vs. AOS: 8.8 )
AOS' s 10-Year Dividend growth (3y) Range
Min: 3   Max: 8.8
Current: 8.8
3
8.8
Yield on cost (5-Year) 1.73
AOS's Yield on cost (5-Year) is ranked higher than
58% of the 1074 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.88 vs. AOS: 1.73 )
AOS' s 10-Year Yield on cost (5-Year) Range
Min: 0.79   Max: 3.27
Current: 1.73
0.79
3.27
Share Buyback Rate -6.7
AOS's Share Buyback Rate is ranked higher than
83% of the 1074 Companies
in the Global Diversified Industrials industry.

( Industry Median: -0.90 vs. AOS: -6.7 )
AOS' s 10-Year Share Buyback Rate Range
Min: 6.2   Max: -6.7
Current: -6.7

Valuation & Return

vs
industry		 vs
history
Price/Net Current Asset Value 9.1
AOS's Price/Net Current Asset Value is ranked higher than
89% of the 1074 Companies
in the Global Diversified Industrials industry.

( Industry Median: 4.80 vs. AOS: 9.1 )
AOS' s 10-Year Price/Net Current Asset Value Range
Min: 3.8   Max: 14.9
Current: 9.1
3.8
14.9
Price/Tangible Book 8.6
AOS's Price/Tangible Book is ranked higher than
95% of the 1074 Companies
in the Global Diversified Industrials industry.

( Industry Median: 2.00 vs. AOS: 8.6 )
AOS' s 10-Year Price/Tangible Book Range
Min: 4   Max: 31.2
Current: 8.6
4
31.2
Price/DCF (Projected) 2
AOS's Price/DCF (Projected) is ranked higher than
95% of the 1074 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.10 vs. AOS: 2 )
AOS' s 10-Year Price/DCF (Projected) Range
Min: 1.1   Max: 3.3
Current: 2
1.1
3.3
Price/Median PS Value 1.6
AOS's Price/Median PS Value is ranked higher than
99% of the 1074 Companies
in the Global Diversified Industrials industry.

( Industry Median: 0.80 vs. AOS: 1.6 )
AOS' s 10-Year Price/Median PS Value Range
Min: 0.6   Max: 2.7
Current: 1.6
0.6
2.7
Price/Graham Number 2.9
AOS's Price/Graham Number is ranked higher than
92% of the 1074 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.50 vs. AOS: 2.9 )
AOS' s 10-Year Price/Graham Number Range
Min: 1.8   Max: 5.7
Current: 2.9
1.8
5.7
Earnings Yield (Greenblatt) 6.90
AOS's Earnings Yield (Greenblatt) is ranked higher than
85% of the 1074 Companies
in the Global Diversified Industrials industry.

( Industry Median: 7.10 vs. AOS: 6.90 )
AOS' s 10-Year Earnings Yield (Greenblatt) Range
Min: 1.7   Max: 12.5
Current: 6.9
1.7
12.5
Forward Rate of Return (Yacktman) 5.2
AOS's Forward Rate of Return (Yacktman) is ranked higher than
73% of the 1074 Companies
in the Global Diversified Industrials industry.

( Industry Median: 4.32 vs. AOS: 5.2 )
AOS' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -13.8   Max: 16.8
Current: 5.2
-13.8
16.8

Business Description

A.O. Smith Corporation is a manufacturer of water heaters and boilers, serving a diverse mix of residential and commercial end markets mainly in the United States with a strong and growing international presence. The company is comprised of two reporting segments: North America and Rest of World. Both segments manufacture and market comprehensive lines of residential gas, gas tankless, oil and electric water heaters and commercial water heating equipment. Both segments mainly serve their respective regions of the world. The North America segment also manufactures and markets specialty commercial water heating equipment, condensing and non-condensing boilers and water systems tanks. The Rest of World segment also manufactures and markets water treatment products, mainly for Asia. In its North America segment, sales increased 11.6 percent or $134.1 million in 2011 compared with the prior year. It serves residential and commercial end markets in North America with a broad range of products including: Gas, gas tankless, oil and electric water heaters; Boilers; and other. Its residential and commercial water heaters come in sizes ranging from 2.5 gallon (point-of-use) models to 594 gallon appliances with varying efficiency ranges. It offers electric, natural gas, oil and liquid propane models as well as solar tanks and gas tankless units for today's energy efficient homes. Its residential and commercial boilers range in size from 45,000 British Thermal Units (BTUs) to 3.5 million BTUs. Its commercial boilers are used mainly in space heating applications including buildings, hospitals, schools, hotels and other large commercial buildings. Its North America segment also manufactures copper-tube boilers and expansion tanks, commercial solar systems, swimming pool and spa heaters, and related products and parts. Sales in Its Rest of World segment increased 23.5 percent, or $86.7 million compared with the prior year. Raw materials for its manufacturing operations, mainly consisting of steel, are generally available from several sources in adequate quantities. Its water heating and boiler competitors in the U.S. include Rheem, Bradford-White, Aerco, Weil-McLain, and HTP. Its competitor in China is Haier Appliances, a Chinese company.
Company Website
SEC Reports
Industry: Diversified Industrials
Compare:UTX, MMM, ARG, AP, EMR
Traded in other countries:3SM.Germany
ยป More Articles for AOS

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