A O Smith Corp vs EPR Properties — how do they compare? A O Smith Corp trades at $63.65 (market cap $8.65B), while EPR Properties trades at $61.2 (market cap $4.58B). The key difference: A O Smith Corp is the larger of the two by market cap, and EPR Properties pays the higher dividend (6.22%). Which is the better fit depends on your goals.
| AOS | EPR | |
|---|---|---|
Market Cap | $8.65B | $4.58B |
Sector | Industrials | Real Estate |
52-Week High | $80.47 | $64.32 |
52-Week Low | $55.78 | $48.71 |
Enterprise Value | $9.15B | $8.09B |
Dividend Yield | 2.26% | 6.22% |
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.
EPR Properties (EPR) trades at $61.41, up 1.67% in the last session, with a bearish technical signal despite strong Q2 2026 FFO beating estimates. The company reported revenue growth to $699 million in 2026, though net income dipped to $263 million, and maintains a high gross margin of 91.41%. Recent news highlights dividend declarations and a new $1.6 billion credit facility, supporting its experiential real estate focus.
Outlook is mixed: analyst consensus favors 'Hold' with a $65.30 price target, indicating modest upside, but technical indicators and a slight earnings miss in Q1 2026 pose risks. Opportunities include dividend growth and portfolio diversification, while risks involve investing cash flow volatility and sector competition.
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 →EPR Properties is a REIT specializing in experiential real estate, including movie theaters and leisure destinations like ski resorts and water parks across the US and Canada.
Read more on EPR →