A O Smith Corp vs Genuine Parts Company — how do they compare? A O Smith Corp trades at $62.44 (market cap $8.65B), while Genuine Parts Company trades at $133.39 (market cap $18.62B). The key difference: Genuine Parts Company is far larger — about 2.2× A O Smith Corp's market cap, and Genuine Parts Company pays the higher dividend (3.15%). Which is the better fit depends on your goals.
| AOS | GPC | |
|---|---|---|
Market Cap | $8.65B | $18.62B |
Sector | Industrials | Consumer Cyclical |
52-Week High | $80.47 | $149.26 |
52-Week Low | $55.78 | $92.47 |
Enterprise Value | $9.15B | $24.72B |
Dividend Yield | 2.26% | 3.15% |
Signals from Pluang's Aura AI — not financial advice
AOS trades at $62.41, down 2.45% today, with a bullish technical signal from moving averages and key support at $60. The company reported Q2 2026 EPS of $1.03, beating estimates, driven by North America strength. Revenue remains stable at $3.83B for 2025, with strong profitability margins including a 38.59% gross margin and 14.26% net income margin. Recent leadership transition saw Kevin Wheeler retire as Executive Chairman, with Stephen Shafer taking over.
The stock offers a 7.8% upside to the $67.25 consensus price target, supported by solid cash flow and a dividend yield. Risks include exposure to input cost pressures and weaker China demand, as noted in Q2 results. Analyst sentiment is mixed with 33% buy ratings, but institutional selling by Amundi in Q1 2026 warrants monitoring for momentum shifts.
GPC trades at $134.54, down 0.8% on the day, with a bullish technical outlook supported by moving averages despite overbought RSI readings. The company reported strong Q2 2026 earnings with EPS of $2.15 beating estimates of $2.08, while revenue grew 6% year-over-year to $6.5 billion. However, net income margin remains thin at 0.13% for 2025, though the P/S ratio of 0.75 suggests reasonable valuation relative to sales.
The stock offers a dividend yield supported by 70 years of increases, with analyst consensus target at $148.67 suggesting 10.5% upside. Key risks include compressed profit margins, rising debt levels, and sensitivity to automotive industry cycles. Institutional ownership shows mixed signals with some funds increasing positions while others trimmed holdings in Q1 2026.
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 →Genuine Parts sells automotive parts (about two thirds of net sales) and industrial components. The company sells vehicle parts to commercial and retail customers through roughly 9,700 stores worldwide, most of which are independently owned. Its industrial unit, primarily operating under the Motion Industries banner in the United States, supplies bearings, power transmission, industrial automation, hydraulic, and pneumatic components to maintenance, repair, and OEM clients.
Read more on GPC →