Price movement over the last 24 hours
A O Smith Corp vs Fabrinet — how do they compare? A O Smith Corp trades at $60.44 (market cap $8.33B), while Fabrinet trades at $462.92 (market cap $16.88B). The key difference: Fabrinet is far larger — about 2× A O Smith Corp's market cap, and A O Smith Corp pays a 2.35% dividend while Fabrinet pays none. Which is the better fit depends on your goals.
| AOS | FN | |
|---|---|---|
Market Cap | $8.33B | $16.88B |
Sector | Industrials | Technology |
52-Week High | $80.47 | $746.47 |
52-Week Low | $55.78 | $277.04 |
Enterprise Value | $8.78B | $15.94B |
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.
Fabrinet (FN) trades at $471.13, down 2.41% over 24 hours, with technical indicators signaling a bearish short-term trend. The stock shows strong fundamentals, with Q1 2026 EPS of $3.72 beating estimates of $3.56, continuing a pattern of earnings outperformance. Revenue growth is robust, projected to rise from $3.42B in 2025 to $4.2B in 2026, while net income margin improves to 9.94%. Analyst sentiment remains highly bullish with a consensus price target of $733.00, though the stock faces near-term technical headwinds and premium valuation multiples.
Fabrinet's outlook is supported by its strategic position in the AI optical supply chain and consistent earnings beats, offering significant upside relative to analyst targets. Key risks include high valuation metrics, datacom supply constraints, and foreign exchange exposure. The stock presents a compelling growth opportunity for investors comfortable with its premium pricing, provided operational execution remains strong amid competitive and macroeconomic challenges.
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 →Fabrinet provides advanced optical and electromechanical manufacturing services to original equipment manufacturers. It specializes in complex products for telecom, automotive, and medical industries.
Read more on FN →