Price movement over the last 24 hours
A O Smith Corp vs Hewlett Packard Enterprise Co — how do they compare? A O Smith Corp trades at $61 (market cap $8.33B), while Hewlett Packard Enterprise Co trades at $48 (market cap $64.28B). The key difference: Hewlett Packard Enterprise Co is far larger — about 7.7× A O Smith Corp's market cap, and A O Smith Corp pays the higher dividend (2.35%). Which is the better fit depends on your goals.
| AOS | HPE | |
|---|---|---|
Market Cap | $8.33B | $64.28B |
Sector | Industrials | Technology |
52-Week High | $80.47 | $56.14 |
52-Week Low | $55.78 | $19.81 |
Enterprise Value | $8.78B | $80.23B |
Dividend Yield | 2.35% | 1.17% |
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.
HPE trades at $48.50, down 1.22% on the day, with strong technical momentum showing a bullish moving average signal despite neutral oscillators. The company demonstrates robust revenue growth, reaching $34.30 billion in 2025, with earnings consistently beating expectations in recent quarters. Analyst consensus remains positive with a $69.69 price target, representing 44% upside potential. Recent news highlights HPE's strategic positioning in AI infrastructure with a nearly $6 billion backlog and benefits from Juniper Networks acquisition driving networking revenue growth.
HPE presents a compelling investment case with strong AI-driven growth prospects and improving fundamentals, though investors face risks from elevated valuation multiples and competitive pressures. The stock's technical setup supports further upside toward resistance levels near $50-52, while fundamental improvements in margins and cash flow generation provide support for long-term growth trajectory.
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 →Hewlett Packard Enterprise is an information technology vendor that provides hardware and software to enterprises. Its primary product lines are compute servers, storage arrays, and networking equipment.
Read more on HPE →