A O Smith Corp vs Comfort Systems USA Inc — how do they compare? A O Smith Corp trades at $63.65 (market cap $8.48B), while Comfort Systems USA Inc trades at $1,692 (market cap $58.94B). The key difference: Comfort Systems USA Inc is far larger — about 7× A O Smith Corp's market cap, and A O Smith Corp pays the higher dividend (2.31%). Which is the better fit depends on your goals.
| AOS | FIX | |
|---|---|---|
Market Cap | $8.48B | $58.94B |
Sector | Industrials | Technology |
52-Week High | $80.47 | $2.07K |
52-Week Low | $55.78 | $680.86 |
Enterprise Value | $8.98B | $57.42B |
Dividend Yield | 2.31% | 0.21% |
Signals from Pluang's Aura AI — not financial advice
A. O. Smith Corporation (AOS) trades at $63.98, up 1.57% today, with a bullish technical signal from moving averages and support at $63. Recent Q2 2026 earnings beat estimates at $1.03 per share, driven by North America strength, though net income margins softened to 13.15% in 2025. The company maintains solid profitability with a 27.13% ROE and a $0.36 dividend declared for H2-2026.
Outlook is mixed: analyst consensus targets $67.25 with 33% buy ratings, but Zacks flagged AOS as a strong sell in June 2026. Risks include higher input costs, weak China demand, and competitive pressures. Cash flow turned positive in 2026, yet revenue stagnation around $3.8B warrants caution for growth investors.
FIX trades at $1,694.55, down 1.11% today, with a bearish technical signal from moving averages and RSI near overbought levels. The company reported strong Q2 2026 earnings, beating estimates with EPS of $12.53 versus $10.45 expected, driven by robust data center demand. Revenue grew to $11.2B in 2026, with net profit margin expanding to 12.77%. Analyst consensus is bullish with a $2,170 price target, though valuation multiples like P/E of 41.22 appear elevated.
Outlook remains positive given record backlog and AI-driven demand, but risks include high execution demands and premium valuation. The stock offers growth exposure to the construction and data center sectors, supported by institutional interest and consistent dividend payments, though investors should monitor capacity constraints and competitive pressures.
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 →Comfort Systems USA is a premier provider of mechanical and electrical contracting services. It specializes in HVAC, plumbing, and energy management solutions for commercial and industrial facilities.
Read more on FIX →