A O Smith Corp vs Marsh & McLennan Companies, Inc. — how do they compare? A O Smith Corp trades at $60.68 (market cap $8.33B), while Marsh & McLennan Companies, Inc. trades at $179.28 (market cap $85.91B). The key difference: Marsh & McLennan Companies, Inc. is far larger — about 10.3× 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 | MRSH | |
|---|---|---|
Market Cap | $8.33B | $85.91B |
Sector | Industrials | Financials |
52-Week High | $80.47 | $213.57 |
52-Week Low | $55.78 | $157.32 |
Enterprise Value | $8.78B | $106.75B |
Dividend Yield | 2.35% | 2.22% |
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.
Marsh (MRSH) trades at $178.31, down 0.39% on the day, with a bullish technical signal from moving averages but overbought RSI readings. The company reported strong earnings beats in recent quarters, with Q1 2026 EPS of $3.29 exceeding expectations, and recently raised its quarterly dividend by 10% to $0.99 per share. Revenue growth has been steady, reaching $26.98 billion in 2025, supported by a robust net income margin of 14.26%.
The outlook remains positive given consistent earnings outperformance and shareholder returns, though valuation multiples like a P/E of 22.29 and P/B of 5.9 suggest a premium. Risks include easing pricing tailwinds in insurance and rising costs. Analysts are predominantly neutral with a consensus price target of $199.44, indicating 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 →Marsh & McLennan Companies Inc is a professional services firm that provides advice and solutions in the areas of risk, strategy, and human capital. The company operates through two main segments: risk and insurance services and consulting. In risk and insurance services, the firm offers services via Marsh (an insurance broker) and Guy Carpenter (a risk and reinsurance specialist). The consulting division comprises Mercer (a provider of human resource services) and Oliver Wyman (management and economic consultancy).
Read more on MRSH →