A O Smith Corp vs Dell Technologies Inc — how do they compare? A O Smith Corp trades at $62.7 (market cap $8.65B), while Dell Technologies Inc trades at $472.77 (market cap $284.93B). The key difference: Dell Technologies Inc is far larger — about 32.9× 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 | DELL | |
|---|---|---|
Market Cap | $8.65B | $284.93B |
Sector | Industrials | Technology |
52-Week High | $80.47 | $467.27 |
52-Week Low | $55.78 | $111.10 |
Enterprise Value | $9.15B | $304.51B |
Dividend Yield | 2.26% | 0.57% |
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.
Dell Technologies stock trades at $467.28, up 2.04% today, with strong bullish momentum driven by AI server demand and consistent earnings beats. The technical outlook is bullish with moving averages supporting upward trends, while fundamentals show revenue growth to $95.57B in 2025 and a net income margin of 6.28%. Analyst consensus is positive with a $503.76 price target, reflecting optimism around Dell's positioning in the AI infrastructure market.
The outlook for Dell remains favorable due to robust AI-driven server demand and solid financial performance, though risks include valuation concerns at a P/E of 35.14 and competitive pressures. Investors should weigh the growth potential against potential margin compression and market volatility.
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 →VMware is an industry titan in virtualizing IT infrastructure and became a stand-alone entity after spinning off from Dell Technologies in November 2021. The software provider operates in the three segments: licenses
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