A O Smith Corp vs Harmony Gold Mining Co. — how do they compare? A O Smith Corp trades at $60.68 (market cap $8.33B), while Harmony Gold Mining Co. trades at $15.12 (market cap $9.43B). The key difference: A O Smith Corp and Harmony Gold Mining Co. are close in size by market cap, and Harmony Gold Mining Co. pays the higher dividend (2.7%). Which is the better fit depends on your goals.
| AOS | HMY | |
|---|---|---|
Market Cap | $8.33B | $9.43B |
Sector | Industrials | Basic Materials |
52-Week High | $80.47 | $26.04 |
52-Week Low | $55.78 | $12.61 |
Enterprise Value | $8.78B | $9.77B |
Dividend Yield | 2.35% | 2.7% |
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.
Harmony Gold Mining (HMY) trades at $15.11, up 0.6% on the day, with a bearish technical signal from moving averages but neutral oscillators. The company reported strong 2024 results with $61.38B revenue and $8.59B net income, showing improved margins. Recent earnings have been mixed, beating in Q2 2025 but missing in Q4 2025. A dividend of $0.31 is scheduled for May 2026. Analyst consensus is predominantly Hold (70%), with 10% Buy and 20% Sell ratings.
HMY presents a valuation opportunity with a low P/E of 9.67 and EV/EBITDA of 5.06, supported by robust profitability metrics like 20.06% net margin and 32.32% ROE. However, risks include gold price sensitivity to Fed rate hikes, operational execution in transitioning to gold-copper hybrid model, and bearish technical trends. The stock's outlook balances fundamental strength against macroeconomic and sentiment headwinds.
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 →Harmony Gold Mining Co Ltd is a gold mining and exploration company having operations in South Africa and Papua New Guinea (PNG). Its projects include Bambanani, Joel, Masimong, Phakisa, Target 1, Tshepong, Unisel, Doornkop, and Kusasalethu. The group's segments are Tshepong Operations, Bambanani, Joel, Doornkop, Moab Khotsong, Hidden Valley, Target 1, Kusasalethu, Masimong, Unisel, and all other surface operations.
Read more on HMY →