A O Smith Corp vs Microsoft — how do they compare? A O Smith Corp trades at $60.28 (market cap $8.33B), while Microsoft trades at $385.1 (market cap $2.86T). The key difference: Microsoft is far larger — about 343.3× 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 | MSFT | |
|---|---|---|
Market Cap | $8.33B | $2.86T |
Sector | Industrials | Technology |
52-Week High | $80.47 | $542.07 |
52-Week Low | $55.78 | $352.83 |
Enterprise Value | $8.78B | $2.84T |
Dividend Yield | 2.35% | 0.95% |
Volume | — | 36,654,621 |
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.
Microsoft (MSFT) trades at $387.89, up 0.72% today, with a bearish technical signal despite strong fundamentals. The stock has consistently beaten earnings estimates, including Q1 2026 EPS of $4.27 vs. $4.06 expected. Revenue grew to $281.72B in 2025, with a net income margin of 39.34%. Analyst consensus is strongly bullish with an $548.87 price target, though technical indicators show resistance near $388.
Outlook remains positive driven by AI leadership and cloud growth, but risks include high capital expenditure concerns and competitive pressures. The stock offers long-term value with robust cash flow and dividend payments, though near-term volatility may persist due to macroeconomic and geopolitical factors.
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 →Microsoft Corporation develops, manufactures, licenses, sells, and supports software products. The Company offers operating system software, server application software, business and consumer applications software, software development tools, and Internet and intranet software. Microsoft also develops video game consoles and digital music entertainment devices.
Read more on MSFT →