A O Smith Corp vs Chart Industries Inc — how do they compare? A O Smith Corp trades at $60.68 (market cap $8.33B), while Chart Industries Inc trades at $209.87 (market cap $10.05B). The key difference: Chart Industries Inc is the larger of the two by market cap, and A O Smith Corp pays a 2.35% dividend while Chart Industries Inc pays none. Which is the better fit depends on your goals.
| AOS | GTLS | |
|---|---|---|
Market Cap | $8.33B | $10.05B |
Sector | Industrials | Technology |
52-Week High | $80.47 | $209.87 |
52-Week Low | $55.78 | $164.90 |
Enterprise Value | $8.78B | $13.57B |
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.
GTLS trades at $209.87, up 0.13% on the day, with a bullish technical outlook from moving averages but overbought RSI signals. The company reported $4.26B revenue in 2025 but missed EPS estimates for three consecutive quarters, with negative net income margin and ROE. Recent news highlights Baker Hughes' pending $13.6B acquisition, which secured EU antitrust approval in July 2026, providing a significant catalyst.
The stock's outlook is supported by strong analyst buy ratings (54%) and the acquisition premium, but risks include consistent earnings misses, profitability challenges, and integration execution. Valuation appears stretched with a P/E of 629.67, suggesting cautious optimism hinges on deal completion and margin improvement.
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 →Chart Industries is a leading manufacturer of highly engineered cryogenic equipment. Its products are used throughout the liquid gas supply chain, including clean energy applications like hydrogen and LNG.
Read more on GTLS →