A O Smith Corp vs Elastic NV — how do they compare? A O Smith Corp trades at $62.52 (market cap $8.65B), while Elastic NV trades at $76.63 (market cap $7.94B). The key difference: A O Smith Corp and Elastic NV are close in size by market cap, and A O Smith Corp pays a 2.26% dividend while Elastic NV pays none. Which is the better fit depends on your goals.
| AOS | ESTC | |
|---|---|---|
Market Cap | $8.65B | $7.94B |
Sector | Industrials | Technology |
52-Week High | $80.47 | $94.47 |
52-Week Low | $55.78 | $43.30 |
Enterprise Value | $9.15B | $7.16B |
Dividend Yield | 2.26% | — |
Signals from Pluang's Aura AI — not financial advice
AOS trades at $62.41, down 2.45% today, with a bullish technical signal from moving averages and key support at $60. The company reported Q2 2026 EPS of $1.03, beating estimates, driven by North America strength. Revenue remains stable at $3.83B for 2025, with strong profitability margins including a 38.59% gross margin and 14.26% net income margin. Recent leadership transition saw Kevin Wheeler retire as Executive Chairman, with Stephen Shafer taking over.
The stock offers a 7.8% upside to the $67.25 consensus price target, supported by solid cash flow and a dividend yield. Risks include exposure to input cost pressures and weaker China demand, as noted in Q2 results. Analyst sentiment is mixed with 33% buy ratings, but institutional selling by Amundi in Q1 2026 warrants monitoring for momentum shifts.
Elastic (ESTC) trades at $75.88, down 0.58% on the day, with a bullish technical outlook supported by moving averages and strong institutional interest. Recent earnings beats and a projected net profit margin of 21.14% for 2026 highlight improving fundamentals, while collaborations with OpenAI and AWS security distinctions underscore strategic growth. The stock faces headwinds from high valuation multiples and a negative net income in 2025.
The outlook remains positive given analyst consensus and product innovations, but risks include elevated P/E and EV/EBITDA ratios, potential legal scrutiny, and competitive pressures. Upside is supported by a $106 high price target, though investor caution is warranted near-term due to overbought RSI levels.
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 →Elastic NV provides a leading search AI platform built on Elasticsearch. Its software helps organizations find, observe, and protect data through search-powered analytics for various cloud-based applications.
Read more on ESTC →