Compare A O Smith Corp (AOS) vs Microchip Technology Inc. (MCHP) Price & Performance
Price performance
Price movement over the last 24 hours
Key statistics
Key statistics
A O Smith Corp vs Microchip Technology Inc. — how do they compare? A O Smith Corp trades at $61 (market cap $8.33B), while Microchip Technology Inc. trades at $87 (market cap $48.11B). The key difference: Microchip Technology Inc. is far larger — about 5.8× 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 | MCHP | |
|---|---|---|
Market Cap | $8.33B | $48.11B |
Sector | Industrials | Technology |
52-Week High | $80.47 | $102.97 |
52-Week Low | $55.78 | $49.02 |
Enterprise Value | $8.78B | $53.40B |
Dividend Yield | 2.35% | 2.05% |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
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.
Microchip Technology (MCHP) trades at $88.59, up 0.37% with a bearish technical signal despite recent earnings beats. The stock shows elevated valuation ratios (P/E 402.68, P/S 10.25) amid weak 2025 profitability (net income margin -0.02%), though 2026 forecasts suggest recovery. Recent news highlights AI-driven semiconductor demand and new product launches in aerospace/defense. Cash flow improved to $452M in 2025, but debt remains high at $5.63B.
Outlook: Analyst consensus is strongly bullish (68% buy ratings) with a $115.45 price target, citing AI momentum and cyclical recovery. Risks include high debt, volatile earnings, and sensitivity to semiconductor cycles. The stock offers growth exposure to data center and auto markets but requires monitoring of margin improvement and debt management.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About A O Smith Corp
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 →About Microchip Technology Inc.
Microchip became an independent company in 1989 when it was spun off from General Instrument. More than half of revenue comes from MCUs, which are used in a wide array of electronic devices from remote controls to garage door openers to power windows in autos. The company's strength lies in lower-end 8-bit MCUs that are suitable for a wider range of less technologically advanced devices, but the firm has expanded its presence in higher-end MCUs and analog chips as well.
Read more on MCHP →
