A O Smith Corp vs Applied Digital Corporation — how do they compare? A O Smith Corp trades at $59.46 (market cap $8.33B), while Applied Digital Corporation trades at $28.59 (market cap $8.90B). The key difference: A O Smith Corp and Applied Digital Corporation are close in size by market cap, and A O Smith Corp pays a 2.35% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| AOS | APLD | |
|---|---|---|
Market Cap | $8.33B | $8.90B |
Sector | Industrials | Technology |
52-Week High | $80.47 | $49.65 |
52-Week Low | $55.78 | $9.18 |
Enterprise Value | $8.78B | $10.00B |
Dividend Yield | 2.35% | — |
Signals from Pluang's Aura AI — not financial advice
A.O. Smith (AOS) trades at $59.53, down 1.51% on the day, with a bearish technical signal and mixed earnings momentum after missing Q1 2026 estimates. The company maintains strong profitability with a 13.84% net income margin and 28.27% ROE, supported by consistent dividend payments. Recent leadership changes include Stephen Shafer becoming chairman as Kevin Wheeler retires. Valuation metrics show a P/E of 16.12 and P/S of 2.23, trading below the consensus price target of $69.17.
The outlook is cautious due to recent earnings miss and lowered 2026 guidance, though solid fundamentals and analyst buy ratings suggest potential upside. Key risks include China market weakness and competitive pressures. Institutional sentiment is mixed with 33% buy ratings, but Zacks repeatedly flagged AOS as a strong sell in June 2026, indicating near-term headwinds for shareholder value.
No Aura AI signal available yet.
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Latest headlines on both assets
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 →Applied Digital provides high-performance computing (HPC) infrastructure and cloud services. It designs and operates data centers tailored for AI, machine learning, and other intensive digital workloads across North America.
Read more on APLD →