Price movement over the last 24 hours
A O Smith Corp vs Comfort Systems USA Inc — how do they compare? A O Smith Corp trades at $60.44 (market cap $8.33B), while Comfort Systems USA Inc trades at $1,710.55 (market cap $61.82B). The key difference: Comfort Systems USA Inc is far larger — about 7.4× A O Smith Corp's market cap, and A O Smith Corp pays the higher dividend (2.35%). Which is the better fit depends on your goals.
| AOS | FIX | |
|---|---|---|
Market Cap | $8.33B | $61.82B |
Sector | Industrials | Technology |
52-Week High | $80.47 | $2.07K |
52-Week Low | $55.78 | $532.14 |
Enterprise Value | $8.78B | $61.11B |
Dividend Yield | 2.35% | 0.15% |
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.
Comfort Systems USA (FIX) trades at $1,756.09, down 1.42% on the day, amid a bearish technical signal. The stock exhibits strong fundamentals with consistent earnings beats, robust revenue growth to $10.1B in 2026, and high profitability margins. Recent news highlights expansion in modular capabilities and leadership transitions, while analyst consensus remains bullish with a $2,100 price target.
Outlook is positive driven by AI infrastructure demand and a record backlog, though premium valuation multiples pose a risk. Execution of growth initiatives and macroeconomic conditions are key watchpoints for sustained shareholder value.
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 →