A O Smith Corp vs Ginkgo Bioworks Holdings Inc — how do they compare? A O Smith Corp trades at $63.65 (market cap $8.65B), while Ginkgo Bioworks Holdings Inc trades at $7.28 (market cap $505.73M). The key difference: A O Smith Corp is far larger — about 17.1× Ginkgo Bioworks Holdings Inc's market cap, and A O Smith Corp pays a 2.26% dividend while Ginkgo Bioworks Holdings Inc pays none. Which is the better fit depends on your goals.
| AOS | DNA | |
|---|---|---|
Market Cap | $8.65B | $505.73M |
Sector | Industrials | Health |
52-Week High | $80.47 | $16.14 |
52-Week Low | $55.78 | $5.48 |
Enterprise Value | $9.15B | $607.68M |
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.
Ginkgo Bioworks (DNA) trades at $7.42, down 3.01% with bearish technical signals. The company reported Q2 2026 revenue of $20M, down 48% year-over-year, while maintaining a high gross margin of 68.04% but significant net losses. Analyst sentiment is mixed with 45% buy ratings amid ongoing business model transition to autonomous laboratory systems and contract research services.
The outlook remains challenging with persistent revenue declines and negative cash flow, though recent earnings beats provide some optimism. Key risks include execution of the business pivot and path to profitability. Wall Street shows cautious optimism with majority buy ratings despite fundamental headwinds.
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 →Ginkgo Bioworks is a leading horizontal platform for cell programming. It uses advanced automation and software to design custom organisms for customers across diverse industries, including food, agriculture, and pharma.
Read more on DNA →