A O Smith Corp vs Credo Technology Group Holding Ltd — how do they compare? A O Smith Corp trades at $63.65 (market cap $8.65B), while Credo Technology Group Holding Ltd trades at $269.13 (market cap $46.19B). The key difference: Credo Technology Group Holding Ltd is far larger — about 5.3× A O Smith Corp's market cap, and A O Smith Corp pays a 2.26% dividend while Credo Technology Group Holding Ltd pays none. Which is the better fit depends on your goals.
| AOS | CRDO | |
|---|---|---|
Market Cap | $8.65B | $46.19B |
Sector | Industrials | Technology |
52-Week High | $80.47 | $302.52 |
52-Week Low | $55.78 | $87.81 |
Enterprise Value | $9.15B | $44.77B |
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.
CRDO trades at $268.16, up 11.76% in 24 hours, with a bullish technical signal and strong institutional interest. The company reported robust earnings beats in recent quarters, with Q1 2026 EPS of $1.16 exceeding expectations. Revenue surged to $436.78 million in 2025, and net income margin expanded to 35.37% in 2026. Positive news highlights Credo's role in AI infrastructure, including contributions to the Open Compute Project.
Outlook is positive due to AI-driven demand and strong financials, but risks include premium valuations (P/E 98.68) and customer concentration. Analyst consensus is bullish with a $285.42 price target. Investors should monitor execution risks and market volatility amid high growth expectations.
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 →Credo Technology provides high-speed connectivity solutions for AI-driven applications and hyperscale data centers. Its products enable faster, more energy-efficient data transmission for cloud and telecom infrastructure.
Read more on CRDO →