Price movement over the last 24 hours
A O Smith Corp vs American Express Co — how do they compare? A O Smith Corp trades at $60.44 (market cap $8.33B), while American Express Co trades at $354.88 (market cap $239.21B). The key difference: American Express Co is far larger — about 28.7× A O Smith Corp's market cap, and A O Smith Corp pays the higher dividend (2.35%). Which is the better fit depends on your goals.
| AOS | AXP | |
|---|---|---|
Market Cap | $8.33B | $239.21B |
Sector | Industrials | Financials |
52-Week High | $80.47 | $384.82 |
52-Week Low | $55.78 | $292.27 |
Enterprise Value | $8.78B | — |
Dividend Yield | 2.35% | 1.08% |
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.
American Express (AXP) trades at $350.58, up 1.11% today, with a bullish technical signal and strong fundamentals. Revenue grew to $72.23B in 2025, with net income of $10.83B and a 15.13% margin. Recent earnings beat expectations in Q1 2026, and the company is expanding its premium cardholder perks and AI initiatives, including a new NFL partnership and headquarters development at 2 World Trade Center.
The outlook is positive with a consensus price target of $375.27, implying 7% upside. Risks include economic sensitivity and competitive pressures, but robust consumer spending and innovation in digital payments support growth. Analyst sentiment is mixed with 38.6% buy ratings, highlighting potential for steady gains amid macroeconomic uncertainty.
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 →