A O Smith Corp vs Commvault Systems Inc — how do they compare? A O Smith Corp trades at $63.65 (market cap $8.65B), while Commvault Systems Inc trades at $141.97 (market cap $5.78B). The key difference: A O Smith Corp is the larger of the two by market cap, and A O Smith Corp pays a 2.26% dividend while Commvault Systems Inc pays none. Which is the better fit depends on your goals.
| AOS | CVLT | |
|---|---|---|
Market Cap | $8.65B | $5.78B |
Sector | Industrials | Technology |
52-Week High | $80.47 | $195.41 |
52-Week Low | $55.78 | $75.18 |
Enterprise Value | $9.15B | $5.76B |
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.
Commvault Systems (CVLT) trades at $141.74, up 1.66% today, with a bullish technical signal from moving averages. The company reported strong Q2 2026 earnings of $1.42 per share, beating estimates, and has a consensus analyst price target of $172.40. Revenue growth is robust, with 2026 projections at $1.2 billion, though net income margin is expected to compress. Recent news includes a shareholder investigation and positive developments in threat scan integration.
The outlook is positive given earnings beats and subscription growth, but high valuation ratios (P/E of 89.35) and margin pressure pose risks. Investor sentiment is buoyed by analyst buy ratings (54.55%), though legal scrutiny and competitive threats require monitoring for sustained upside.
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 →Commvault provides enterprise-grade data protection and information management software. Its platform helps businesses manage, back up, and recover data across on-premises, cloud, and hybrid environments.
Read more on CVLT →