A O Smith Corp vs Fabrinet — how do they compare? A O Smith Corp trades at $63.65 (market cap $8.65B), while Fabrinet trades at $570.99 (market cap $18.84B). The key difference: Fabrinet is far larger — about 2.2× A O Smith Corp's market cap, and A O Smith Corp pays a 2.26% dividend while Fabrinet pays none. Which is the better fit depends on your goals.
| AOS | FN | |
|---|---|---|
Market Cap | $8.65B | $18.84B |
Sector | Industrials | Technology |
52-Week High | $80.47 | $746.47 |
52-Week Low | $55.78 | $277.04 |
Enterprise Value | $9.15B | $17.90B |
Dividend Yield | 2.26% | — |
Signals from Pluang's Aura AI — not financial advice
A.O. Smith Corporation (AOS) trades at $62.53, showing modest daily gains of 0.19%. The stock maintains strong profitability with 13.15% net margins and 27.13% ROE, though recent Q1 2026 earnings missed expectations. Technical indicators suggest a bullish trend with the current price near key support at $62. Recent leadership transition with Kevin Wheeler's retirement and Stephen Shafer assuming chairman role adds management continuity.
The outlook remains cautiously optimistic with a $67.25 consensus price target offering 7.5% upside potential. Strong North American performance and dividend growth provide support, but higher input costs and weaker China demand present headwinds. The stock's valuation appears reasonable at 17.74 P/E, though recent Zacks Strong Sell ratings warrant monitoring.
Fabrinet (FN) trades at $571.88, up 8.5% in 24 hours, with a bearish technical signal but strong fundamentals. The stock shows robust earnings beats in recent quarters, with Q2 2026 EPS expected at $3.81. Revenue grew to $3.42B in 2025, with a net income margin of 9.94%, though valuation ratios like P/E of 45.18 are elevated. Analyst consensus is strongly bullish with 75% buy ratings.
Outlook is positive due to AI-driven demand for optical products, but risks include high valuation and technical overbought signals. Investment opportunity hinges on continued execution in data center expansion, while investors should monitor supply chain and competitive pressures.
Trailing returns across standard periods
Latest headlines on both assets
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 →