A O Smith Corp vs Constellation Energy Corporation — how do they compare? A O Smith Corp trades at $62.78 (market cap $8.65B), while Constellation Energy Corporation trades at $279.26 (market cap $98.63B). The key difference: Constellation Energy Corporation is far larger — about 11.4× 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 | CEG | |
|---|---|---|
Market Cap | $8.65B | $98.63B |
Sector | Industrials | Energy |
52-Week High | $80.47 | $403.95 |
52-Week Low | $55.78 | $236.50 |
Enterprise Value | $9.15B | $122.63B |
Dividend Yield | 2.26% | 0.61% |
Signals from Pluang's Aura AI — not financial advice
A. O. Smith Corporation (AOS) trades at $62.47, showing modest daily gains. The stock exhibits a bullish technical trend with strong moving average signals, though RSI levels suggest potential near-term overbought conditions. Fundamentally, the company maintains solid profitability with a net income margin of 13.15% and ROE of 27.13%, supported by consistent revenue around $3.8 billion. Recent Q2 2026 earnings beat expectations, but Q1 2026 was a miss, reflecting some volatility. A quarterly dividend of $0.36 provides income appeal.
The outlook for AOS is cautiously optimistic, with a consensus price target of $67.25 implying upside potential. Strengths include robust cash flow from operations and high return metrics. Key risks involve exposure to input cost pressures, competitive markets, and mixed quarterly earnings performance. Investor sentiment is balanced, with analyst ratings leaning Hold. The stock presents a value opportunity for those comfortable with industrial sector cyclicality.
Constellation Energy (CEG) trades at $279.75, up 3.45% in the past 24 hours, with a bullish technical signal and strong support near $277. The company reported Q2 2026 EPS of $2.55, beating estimates, and raised 2026 guidance, driven by nuclear power demand and new contracts like the Walmart PPA. Revenue growth is robust, with 2026 projections at $31.3 billion, and profitability metrics show a net margin of 11.08% and ROE of 15.26%.
The outlook is positive, with a consensus price target of $332.13 implying 19% upside, supported by AI-driven electricity demand and nuclear fleet advantages. Risks include execution challenges in integrating acquisitions and potential regulatory shifts. Analysts are bullish, with 70% buy ratings, citing long-term growth from data center power needs.
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 →Constellation is the largest producer of carbon-free energy in the U.S. and a leading nuclear power plant operator. It provides sustainable electricity to millions of residential, public, and industrial customers.
Read more on CEG →