A O Smith Corp vs Macy's Inc — how do they compare? A O Smith Corp trades at $62.51 (market cap $8.65B), while Macy's Inc trades at $23.7 (market cap $6.45B). The key difference: A O Smith Corp is the larger of the two by market cap, and Macy's Inc pays the higher dividend (3.12%). Which is the better fit depends on your goals.
| AOS | M | |
|---|---|---|
Market Cap | $8.65B | $6.45B |
Sector | Industrials | Consumer Cyclical |
52-Week High | $80.47 | $26.21 |
52-Week Low | $55.78 | $12.73 |
Enterprise Value | $9.15B | $10.26B |
Dividend Yield | 2.26% | 3.12% |
Signals from Pluang's Aura AI — not financial advice
AOS trades at $62.41, down 2.45% today, with a bullish technical signal from moving averages and key support at $60. The company reported Q2 2026 EPS of $1.03, beating estimates, driven by North America strength. Revenue remains stable at $3.83B for 2025, with strong profitability margins including a 38.59% gross margin and 14.26% net income margin. Recent leadership transition saw Kevin Wheeler retire as Executive Chairman, with Stephen Shafer taking over.
The stock offers a 7.8% upside to the $67.25 consensus price target, supported by solid cash flow and a dividend yield. Risks include exposure to input cost pressures and weaker China demand, as noted in Q2 results. Analyst sentiment is mixed with 33% buy ratings, but institutional selling by Amundi in Q1 2026 warrants monitoring for momentum shifts.
Macy's stock trades at $23.78, down 4.5% over 24 hours, with technical indicators showing a bullish moving average signal but neutral oscillators. The company demonstrates improving fundamentals with three consecutive quarterly earnings beats and positive cash flow trends. Recent institutional buying and analyst coverage reflect cautious optimism amid the company's turnaround efforts.
The stock presents value investment potential with attractive valuation multiples (P/E 10.13, P/S 0.3) and improving profitability. Key risks include retail sector headwinds and execution of the 'Bold New Chapter' strategy. The consensus price target of $24.83 suggests modest upside potential from current levels.
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 →Founded in 1858 and based in New York City, Macy's operates 570 stores under the Macy's nameplate, 58 stores under the Bloomingdale's nameplate, and 160 freestanding Bluemercury specialty beauty stores (as of the end of fiscal-year 2021). Macy's also operates e-commerce sites and licenses two Bloomingdale's stores in the United Arab Emirates and Kuwait. Women's apparel, accessories, shoes, cosmetics, and fragrances comprised 59% of Macy's 2021 sales.
Read more on M →