Price movement over the last 24 hours
A O Smith Corp vs Jabil Inc — how do they compare? A O Smith Corp trades at $61 (market cap $8.33B), while Jabil Inc trades at $327.12 (market cap $34.61B). The key difference: Jabil Inc is far larger — about 4.2× 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 | JBL | |
|---|---|---|
Market Cap | $8.33B | $34.61B |
Sector | Industrials | Technology |
52-Week High | $80.47 | $385.50 |
52-Week Low | $55.78 | $192.49 |
Enterprise Value | $8.78B | $37.14B |
Dividend Yield | 2.35% | 0.1% |
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.
JBL trades at $330.29, down 0.67% on the day, with a bearish technical signal despite recent earnings beats. The stock shows strong fundamentals with revenue growth from $29.8B in 2025 to $33.6B projected for 2026, and net income rising from $657M to $862M. Analyst consensus is split evenly between Buy and Hold ratings with a $436.50 price target, representing 32% upside potential. Recent news highlights JBL's expansion in AI infrastructure manufacturing and healthcare technologies.
JBL presents a compelling growth story driven by AI infrastructure demand and manufacturing expansion, though valuation metrics appear elevated with a P/E of 41.34. The primary risk involves execution of growth initiatives amid competitive pressures. Technical indicators suggest near-term consolidation near support levels, while fundamental strength supports long-term bullish thesis.
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 →Jabil is a global manufacturing solutions provider for industries including healthcare, automotive, and cloud. It offers comprehensive design, engineering, and supply chain management for complex electronic products.
Read more on JBL →