A O Smith Corp vs Etsy Inc — how do they compare? A O Smith Corp trades at $59.36 (market cap $8.33B), while Etsy Inc trades at $80.89 (market cap $7.69B). The key difference: A O Smith Corp and Etsy Inc are close in size by market cap, and A O Smith Corp pays a 2.35% dividend while Etsy Inc pays none. Which is the better fit depends on your goals.
| AOS | ETSY | |
|---|---|---|
Market Cap | $8.33B | $7.69B |
Sector | Industrials | Consumer Cyclical |
52-Week High | $80.47 | $81.05 |
52-Week Low | $55.78 | $44.05 |
Enterprise Value | $8.78B | $9.34B |
Dividend Yield | 2.35% | — |
Signals from Pluang's Aura AI — not financial advice
A.O. Smith (AOS) trades at $60.44, up 2.41% today, with a bearish technical signal despite recent leadership changes. The company reported mixed Q1 2026 earnings, missing EPS estimates at $0.85 versus $0.94 expected, while maintaining solid profitability with a 13.84% net margin. Cash flow trends show improving operations, and the stock offers a dividend with a recent $0.36 payout announced.
The outlook is cautious due to earnings volatility and bearish technicals, but valuation appears reasonable with a P/E of 16.12. Risks include China market weakness and competitive pressures, while analyst consensus leans hold with a $68 price target suggesting modest upside potential from current levels.
ETSY trades at $81.05, up 4.28% recently, with a bullish technical outlook supported by positive moving averages and recent earnings beats. The company shows strong gross margins of 71.55% and positive cash flow trends, though net income declined to $162.98M in 2025. Analyst sentiment is mixed with 49% buy ratings but a consensus price target of $70.79 below current levels, highlighting valuation concerns amid competitive pressures.
Outlook remains cautious due to high P/E of 31.05 and negative shareholder equity, offset by operational improvements and AI-driven seller tools. Key risks include active buyer declines and heavy debt load, but sustained GMS growth and cost management could support recovery if execution strengthens.
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 →Etsy operates a top-10 e-commerce marketplace operator in the U.S. and the U.K., with sizable operations in Germany, France, Australia, and Canada. The firm dominates an interesting niche, connecting buyers and sellers through its online market to exchange vintage and craft goods. With $13.5 billion in 2021 consolidated gross merchandise volume, the firm has cemented itself as one of the largest players in a quickly growing space, generating revenue from listing fees, commissions on sold items, advertising services, payment processing, and shipping labels. As of the end of 2021, the firm connected more than 96 million buyers and more than 7.5 million sellers on its marketplace properties: Etsy, Reverb (musical equipment), Elo7 (crafts in Brazil), and Depop (clothing resale).
Read more on ETSY →