Compare A O Smith Corp (AOS) vs Home Depot Inc (HD) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
A O Smith Corp vs Home Depot Inc — how do they compare? A O Smith Corp trades at $60.68 (market cap $8.33B), while Home Depot Inc trades at $345.28 (market cap $342.31B). The key difference: Home Depot Inc is far larger — about 41.1× A O Smith Corp's market cap, and Home Depot Inc pays the higher dividend (2.71%). Which is the better fit depends on your goals.
| AOS | HD | |
|---|---|---|
Market Cap | $8.33B | $342.31B |
Sector | Industrials | Consumer Cyclical |
52-Week High | $80.47 | $423.42 |
52-Week Low | $55.78 | $297.51 |
Enterprise Value | $8.78B | $403.87B |
Dividend Yield | 2.35% | 2.71% |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
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.
Home Depot (HD) trades at $343.30, up 1.35% on the day, with a bearish technical signal despite recent earnings beats. The stock shows strong profitability with a 33.13% gross margin and 128.38% ROE, though net margins have declined to 8.41% in 2025. Revenue grew to $159.51B, but cash flow turned negative due to significant investing outlays. Analyst consensus remains bullish with a $370.59 price target, yet news highlights concerns over weak big-ticket demand and rising mortgage rates impacting home improvement stocks.
The outlook is mixed: solid fundamentals and Pro segment growth support long-term value, but near-term headwinds from housing market softness and margin pressure pose risks. With 59% of analysts rating Buy and institutional activity showing both accumulation and trimming, investors face a balance between valuation appeal and cyclical challenges.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
About A O Smith Corp
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 →About Home Depot Inc
Home Depot is the world's largest home improvement specialty retailer, operating more than 2,300 warehouse-format stores offering more than 30,000 products in store and 1 million products online in the United States, Canada, and Mexico. Its stores offer numerous building materials, home improvement products, lawn and garden products, and decor products and provide various services, including home improvement installation services and tool and equipment rentals. The acquisition of distributor Interline Brands in 2015 allowed Home Depot to enter the maintenance, repair, and operations business, which has been expanded through the tie-up with HD Supply (2020). The addition of the Company Store brought textile exposure to Home Depot's lineup.
Read more on HD →
