A O Smith Corp vs CleanSpark Inc — how do they compare? A O Smith Corp trades at $63.65 (market cap $8.65B), while CleanSpark Inc trades at $12.18 (market cap $2.96B). The key difference: A O Smith Corp is far larger — about 2.9× CleanSpark Inc's market cap, and A O Smith Corp pays a 2.26% dividend while CleanSpark Inc pays none. Which is the better fit depends on your goals.
| AOS | CLSK | |
|---|---|---|
Market Cap | $8.65B | $2.96B |
Sector | Industrials | Technology |
52-Week High | $80.47 | $23.20 |
52-Week Low | $55.78 | $8.18 |
Enterprise Value | $9.15B | $3.95B |
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.
CleanSpark trades at $12.18, up 5.09% today but facing bearish technical signals with 17 sell indicators versus 5 buy signals. The company reported four consecutive quarterly earnings misses, with Q2 2026 showing a loss of $0.89 per share versus expectations of -$0.47. Despite negative profitability metrics including a -146.9% net income margin, analysts maintain unanimous buy ratings with a $24.13 consensus price target, representing 98% upside potential. Recent news highlights a strategic pivot to AI data centers through a $6.6 billion, 20-year lease agreement.
The stock presents a high-risk, high-reward opportunity with strong analyst conviction contrasting weak fundamentals. The AI data center expansion offers significant long-term revenue potential but requires substantial capital investment amid current cash flow challenges. Key risks include execution of the strategic pivot, continued earnings volatility, and the need for additional financing to support growth initiatives.
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 →CleanSpark is a leading Bitcoin mining company that operates high-density data centers. It focuses on using sustainable energy to power its mining fleet and provides digital infrastructure for the blockchain ecosystem.
Read more on CLSK →