A O Smith Corp vs Walt Disney Co — how do they compare? A O Smith Corp trades at $62.78 (market cap $8.65B), while Walt Disney Co trades at $103.25 (market cap $178.76B). The key difference: Walt Disney Co is far larger — about 20.7× 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 | DIS | |
|---|---|---|
Market Cap | $8.65B | $178.76B |
Sector | Industrials | Media |
52-Week High | $80.47 | $118.86 |
52-Week Low | $55.78 | $92.40 |
Enterprise Value | $9.15B | $219.62B |
Dividend Yield | 2.26% | 1.45% |
Volume | — | 7,546,013 |
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.
Disney (DIS) trades at $103.20, down 1.62% on the day, amid a bullish technical signal and strong fundamental performance. The stock has consistently beaten earnings expectations in recent quarters, with Q2 2026 EPS of $2.06 exceeding estimates by $0.20. Revenue growth has been steady, reaching $94.43 billion in 2025, while net income surged to $12.40 billion. Analyst sentiment remains positive with a consensus price target of $126.00, representing a 22% upside. Recent news highlights advertising opportunities with major events like the Super Bowl and ongoing FCC regulatory challenges.
The outlook for Disney is favorable, driven by earnings momentum, strategic investments in parks and streaming, and a dominant position in entertainment. Key risks include regulatory disputes with the FCC, box office underperformance of recent films, and economic sensitivity. With a P/E of 21.35 and robust cash flow, the stock offers value for long-term investors despite near-term volatility.
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 →The Walt Disney Company is an entertainment company with operations in media networks, park experiences & consumer products, studio entertainment and Direct-to-Consumer networks and channels. The Company serves customers worldwide.
Read more on DIS →