A O Smith Corp vs American Express Co — how do they compare? A O Smith Corp trades at $63.65 (market cap $8.65B), while American Express Co trades at $344 (market cap $230.15B). The key difference: American Express Co is far larger — about 26.6× A O Smith Corp's market cap, and A O Smith Corp pays the higher dividend (2.26%). Which is the better fit depends on your goals.
| AOS | AXP | |
|---|---|---|
Market Cap | $8.65B | $230.15B |
Sector | Industrials | Financials |
52-Week High | $80.47 | $384.82 |
52-Week Low | $55.78 | $292.27 |
Enterprise Value | $9.15B | — |
Dividend Yield | 2.26% | 1.11% |
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.
AXP trades at $343.22, up 1.29% today, with a bullish technical signal and strong support at $339. The stock shows robust fundamentals with 2025 revenue of $72.23B and net income of $10.83B, though recent earnings have been mixed. Analyst consensus is a $369.42 price target with 40% buy ratings. Recent news highlights Amex Ventures' AI investments and premium cardmember benefits, reinforcing growth initiatives.
Outlook remains positive due to steady revenue growth and high ROE of 33.97%, but risks include competitive pressures and a P/E of 20.68 above sector averages. The stock offers upside to consensus targets if execution continues, though investors should monitor spending trends and economic sensitivity.
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 →American Express Company is a global payment and travel company. The Company's principal products and services are charge and credit payment card products and travel-related services offered to consumers and businesses around the world.
Read more on AXP →