AOS (A.O. Smith) 5-Year Sharpe Ratio : 0.26 (As of Jul. 21, 2025)

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What is A.O. Smith 5-Year Sharpe Ratio?

The 5-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk over the past five years. As of today (2025-07-21), A.O. Smith's 5-Year Sharpe Ratio is 0.26.

Competitive Comparison of A.O. Smith's 5-Year Sharpe Ratio

For the Specialty Industrial Machinery subindustry, A.O. Smith's 5-Year Sharpe Ratio, along with its competitors' market caps and 5-Year Sharpe Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

A.O. Smith's 5-Year Sharpe Ratio Distribution in the Industrial Products Industry

For the Industrial Products industry and Industrials sector, A.O. Smith's 5-Year Sharpe Ratio distribution charts can be found below:

* The bar in red indicates where A.O. Smith's 5-Year Sharpe Ratio falls into.

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A.O. Smith 5-Year Sharpe Ratio Calculation

The 5-Year Sharpe Ratio measures the performance of an investment such as a stock or portfolio compared to a risk-free asset in the last five years. A stock / portfolio's 5-Year Sharpe Ratio can be calculated by dividing the difference between the five-year average monthly returns of the investment and the risk-free rate, by the standard deviation of the investment returns over the past five years.

A.O. Smith (NYSE:AOS) 5-Year Sharpe Ratio Explanation

The 5-Year Sharpe Ratio inidicates the risk-adjusted return of an investment over the past five years. It is calculated as the annualized result of the average five-year monthly excess returns divided by its standard deviation in the five-year period. The monthly excess return is the monthly investment return minus the monthly risk-free rate (typically the 10-year Treasury Constant Maturity Rate). If the risk-free rate for a specific region is not available, U.S. data is used by default.

The greater a portfolio's Sharpe Ratio, the better its risk-adjusted performance. A negative Sharpe Ratio means the risk-free rate is greater than the portfolio’s historical or projected return, or else the portfolio's return is expected to be negative.

A.O. Smith 5-Year Sharpe Ratio Related Terms

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A.O. Smith Business Description

Industry

GURUFOCUS.COM » STOCK LIST » Industrials » Industrial Products » A.O. Smith Corp (NYSE:AOS) » Definitions » 5-Year Sharpe Ratio

Comparable Companies

Traded in Other Exchanges

0L7A:UK 3SM:Germany 3SM:Germany A1OS34:Brazil

Address

11270 West Park Place, Suite 170, Milwaukee, WI, USA, 53224

Website

https://www.aosmith.com

A.O. Smith manufactures a broad lineup of water heaters, boilers, and water treatment products. The company has two reporting segments: North America (75% of sales) and rest of world (25% of sales). A.O. Smith is the leading manufacturer of water heaters in North America for the residential and commercial markets, with approximately 37% and 54% market share, respectively. Residential water heaters account for most of North American sales and are distributed equally through wholesale and retail channels. Most of A.O. Smith's international revenue is from China, a market the company entered during the mid-1990s.

Executives

Samuel M. Carver	officer: SVP - Global Operations	A. O. SMITH CORPORATION, 44 VANTAGE WAY, NASHVILLE TN 37228
Douglas Samuel Karge	officer: SVP - President NA Water Treat	A. O. SMITH CORPORATION, 11270 WEST PARK PLACE, MILWAUKEE WI 53224
Robert J Heideman	officer: Senior Vice President Corp Tec	A. O. SMITH CORPORATE TECHNOLOGY CENTER, 12100 WEST PARK PLACE, MILWAUKEE WI 53224
Ronald D Brown	director	2090 FLORENCE AVENUE, CINCINNATI OH 45206
Ajita G Rajendra	officer: President, A. O. Smith Water P	A. O. SMITH WATER PRODUCTS COMPANY, 500 LINDAHL PARKWAY, ASHLAND CITY TN 37015
Idelle K Wolf	director
Mark D Smith	director
Mark A Petrarca	officer: Vice President - H.R. & P.A.	A. O. SMITH CORPORATION, 11270 WEST PARK PLACE, MILWAUKEE WI 53224
James F Stern	officer: Exec VP, General Counsel & Sec	A. O. SMITH CORPORATION, 11270 WEST PARK PLACE, MILWAUKEE WI 53224
Kevin J. Wheeler	officer: Senior VP and President & GM	A. O. SMITH CORPORATION, 500 TENNESSEE WALTZ PARKWAY, ASHLAND CITY TN 37015
Benjamin A Otchere	officer: Vice President and Controller	A. O. SMITH CORPORATION, 11270 WEST PARK PLACE, MILWAUKEE WI 53224
Michael M Larsen	director	ILLINOIS TOOL WORKS INC., 155 HARLEM AVE., GLENVIEW IL 60025
Daniel L Kempken	officer: Vice President and Controller	A. O. SMITH CORPORATION, 11270 WEST PARK PLACE, MILWAUKEE WI 53224
Parag Kulkarni	officer: SVP - Int'l; President India	A. O. SMITH INDIA WATER PRODUCTS PRIVATE, #300, PHASE II, KIADB INDUSTRIAL AREA, KARNATAKA K7 562112
Earl E. Exum	director	A. O. SMITH CORPORATION, 11270 WEST PARK PLACE, MILWAUKEE WI 53224