Price movement over the last 24 hours
A O Smith Corp vs International Business Machines Corp — how do they compare? A O Smith Corp trades at $60.44 (market cap $8.33B), while International Business Machines Corp trades at $289.82 (market cap $270.27B). The key difference: International Business Machines Corp is far larger — about 32.4× A O Smith Corp's market cap, and International Business Machines Corp is trading nearer its 52-week high, A O Smith Corp nearer its low. Which is the better fit depends on your goals.
| AOS | IBM | |
|---|---|---|
Market Cap | $8.33B | $270.27B |
Sector | Industrials | Technology |
52-Week High | $80.47 | $329.23 |
52-Week Low | $55.78 | $214.64 |
Enterprise Value | $8.78B | $328.29B |
Dividend Yield | 2.35% | 2.35% |
Volume | — | 4,481,527 |
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.
IBM trades at $287.56, down 2.62% today, near key support at $288. The stock shows strong fundamentals with revenue growth to $67.54B in 2025 and net income margin of 15.61%. Recent quarterly earnings consistently beat estimates, and the technical outlook is bullish with moving averages signaling upward momentum. Analyst consensus price target is $309.07, suggesting potential upside from current levels.
Outlook remains positive driven by enterprise AI and quantum computing initiatives, though risks include competitive pressures in software and reliance on legacy systems. Wall Street sentiment is mixed with 47% buy ratings, but institutional interest remains strong. The upcoming Q2 2026 earnings report on July 22 will be critical for near-term direction.
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 →International Business Machines Corporation (IBM) provides computer solutions. The Company offers application, technology consulting and support, process design and operations, cloud, digital workplace, and network services, as well as business resiliency, strategy, and design solutions. IBM serves clients worldwide.
Read more on IBM →