A O Smith Corp vs Aspen Aerogels Inc — how do they compare? A O Smith Corp trades at $63.65 (market cap $8.65B), while Aspen Aerogels Inc trades at $6.14 (market cap $509.55M). The key difference: A O Smith Corp is far larger — about 17× Aspen Aerogels Inc's market cap, and A O Smith Corp pays a 2.26% dividend while Aspen Aerogels Inc pays none. Which is the better fit depends on your goals.
| AOS | ASPN | |
|---|---|---|
Market Cap | $8.65B | $509.55M |
Sector | Industrials | Technology |
52-Week High | $80.47 | $8.82 |
52-Week Low | $55.78 | $2.57 |
Enterprise Value | $9.15B | $482.96M |
Dividend Yield | 2.26% | — |
Signals from Pluang's Aura AI — not financial advice
A.O. Smith Corporation (AOS) trades at $62.53, showing modest daily gains of 0.19%. The stock maintains strong profitability with 13.15% net margins and 27.13% ROE, though recent Q1 2026 earnings missed expectations. Technical indicators suggest a bullish trend with the current price near key support at $62. Recent leadership transition with Kevin Wheeler's retirement and Stephen Shafer assuming chairman role adds management continuity.
The outlook remains cautiously optimistic with a $67.25 consensus price target offering 7.5% upside potential. Strong North American performance and dividend growth provide support, but higher input costs and weaker China demand present headwinds. The stock's valuation appears reasonable at 17.74 P/E, though recent Zacks Strong Sell ratings warrant monitoring.
ASPN trades at $6.15, down 2.23% today, with a bullish technical signal from moving averages but mixed oscillators. The company reported Q2 2026 revenue beat but missed EPS estimates, with a net income margin of -62.45% and negative cash flow. Recent news highlights sequential revenue improvement and a raised European Thermal Barrier outlook for 2026.
Outlook hinges on execution of Q3 revenue guidance of $65-80M and adjusted EBITDA of $7-15M. Risks include persistent losses and competitive pressures, but analyst consensus is strongly bullish with 82.61% buy ratings, suggesting confidence in the recovery trajectory.
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 →Aspen Aerogels is an aerogel technology company that designs high-performance insulation. Its products are used in energy infrastructure and electric vehicles to provide thermal management and fire protection.
Read more on ASPN →