Price movement over the last 24 hours
A O Smith Corp vs Constellation Energy Corporation — how do they compare? A O Smith Corp trades at $61 (market cap $8.33B), while Constellation Energy Corporation trades at $250.01 (market cap $89.77B). The key difference: Constellation Energy Corporation is far larger — about 10.8× 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 | CEG | |
|---|---|---|
Market Cap | $8.33B | $89.77B |
Sector | Industrials | Energy |
52-Week High | $80.47 | $403.95 |
52-Week Low | $55.78 | $236.50 |
Enterprise Value | $8.78B | $111.43B |
Dividend Yield | 2.35% | 0.68% |
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.
Constellation Energy (CEG) trades at $251.38, up 0.26% with a bearish technical signal despite strong fundamentals. The stock shows robust profitability with 12.69% net margin and 16.33% ROE, supported by positive earnings beats in recent quarters. Analyst consensus remains strongly bullish with a $343.50 price target, representing 37% upside potential. Recent news highlights CEG's strategic positioning to benefit from AI-driven electricity demand and nuclear power resurgence.
CEG offers compelling growth exposure to clean energy transition with nuclear power advantages, though technical weakness and significant capital expenditures pose near-term challenges. The company's long-term power purchase agreements with major corporations provide revenue visibility, while valuation multiples remain reasonable relative to growth prospects. Execution on capital projects and regulatory developments represent key monitoring points for investors.
Trailing returns across standard periods
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 →