Allstate Corp vs A O Smith Corp — how do they compare? Allstate Corp trades at $260.48 (market cap $64.69B), while A O Smith Corp trades at $62.49 (market cap $8.51B). The key difference: Allstate Corp is far larger — about 7.6× A O Smith Corp's market cap, and A O Smith Corp pays the higher dividend (2.3%). Which is the better fit depends on your goals.
| ALL | AOS | |
|---|---|---|
Market Cap | $64.69B | $8.51B |
Sector | Financials | Industrials |
52-Week High | $275.11 | $80.47 |
52-Week Low | $190.00 | $55.78 |
Enterprise Value | $73.34B | $9.00B |
Dividend Yield | 1.69% | 2.3% |
Signals from Pluang's Aura AI — not financial advice
Allstate (ALL) trades at $260.48, down 0.67% on the day, with a bullish fundamental backdrop highlighted by strong earnings beats and robust profitability. The stock shows a bearish technical signal but is supported by a consensus price target of $266.47. Recent results demonstrate a significant turnaround, with net income surging to $10.28 billion in 2025 from a loss in 2022, driven by improved underwriting and investment income.
The outlook is positive given earnings momentum and shareholder returns via dividends, but sustainability of peak profitability and competitive pressures pose risks. Analyst sentiment is mixed with a majority hold rating, reflecting caution despite solid fundamentals. Upside potential exists if operational strength continues, though macroeconomic and industry-specific headwinds require monitoring.
AOS trades at $62.50, down 1.84% over 24 hours, with a bullish technical signal from moving averages and neutral oscillators. The company reported Q2 2026 EPS of $1.03, beating estimates, while revenue remains stable near $3.8B. Profitability is strong with a net margin of 13.15% and ROE of 27.13%, though recent news includes institutional selling by Amundi and leadership changes with Kevin Wheeler's retirement.
Outlook is mixed with a consensus price target of $67.25 offering ~7.6% upside, but risks include weaker China demand and input cost pressures. Analyst sentiment is cautious with 60% hold ratings, reflecting concerns over earnings volatility and competitive pressures in the water technology sector.
Trailing returns across standard periods
Latest headlines on both assets
On the basis of premium sales, Allstate is one of the largest U.S. property and casualty insurers. Personal auto represents the largest percentage of revenue, but the company offers homeowners insurance and other insurance products. Allstate products are sold in North America primarily by about 10,000 agencies.
Read more on ALL →A.O. Smith Corporation manufactures and markets comprehensive lines of residential and commercial gas, gas tankless, and electric water heaters. Supplementary products include water heating equipment, condensing and noncondensing boilers, and water system tanks. The company's two operating segments are by geographic region: North America (majority of total revenue) and the Rest of the World. A material portion of sales in North America derive from replacing existing products, and the company utilizes a wholesale distribution channel and multiple selling locations. The Rest of the World segment sells primarily to Asian countries and operates sales offices to expand distribution and market its product portfolio.
Read more on AOS →