Price movement over the last 24 hours
A O Smith Corp vs Applovin Corporation — how do they compare? A O Smith Corp trades at $60.44 (market cap $8.33B), while Applovin Corporation trades at $507.47 (market cap $170.31B). The key difference: Applovin Corporation is far larger — about 20.4× A O Smith Corp's market cap, and A O Smith Corp pays a 2.35% dividend while Applovin Corporation pays none. Which is the better fit depends on your goals.
| AOS | APP | |
|---|---|---|
Market Cap | $8.33B | $170.31B |
Sector | Industrials | Technology |
52-Week High | $80.47 | $733.60 |
52-Week Low | $55.78 | $335.10 |
Enterprise Value | $8.78B | $171.07B |
Dividend Yield | 2.35% | — |
Signals from Pluang's Aura AI — not financial advice
A.O. Smith (AOS) trades at $60.44, up 2.41% today, with a bearish technical signal despite recent leadership changes. The company reported mixed Q1 2026 earnings, missing EPS estimates at $0.85 versus $0.94 expected, while maintaining solid profitability with a 13.84% net margin. Cash flow trends show improving operations, and the stock offers a dividend with a recent $0.36 payout announced.
The outlook is cautious due to earnings volatility and bearish technicals, but valuation appears reasonable with a P/E of 16.12. Risks include China market weakness and competitive pressures, while analyst consensus leans hold with a $68 price target suggesting modest upside potential from current levels.
AppLovin trades at $506.98, down 2.58% today, with a bullish technical setup near pivot point support at $504. The company shows exceptional fundamentals with 59% revenue growth in Q1 2026 and net margins exceeding 64%. Analyst consensus remains strongly bullish with an $644.09 price target, supported by expanding e-commerce advertising share and AI-driven platform growth noted in recent Jefferies research.
The outlook remains positive given consistent earnings beats and projected revenue growth to $6.2B in 2026. Primary risks include premium valuation multiples (P/E 44.09) and competitive pressure in mobile advertising. The stock offers growth exposure but requires monitoring of execution against high expectations.
Trailing returns across standard periods
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 →AppLovin provides a software platform for mobile app developers to market, monetize, and analyze their apps. Its AI-powered tools help developers grow their business by connecting them with global advertising networks.
Read more on APP →