A O Smith Corp vs Nike Inc — how do they compare? A O Smith Corp trades at $59.94 (market cap $8.33B), while Nike Inc trades at $44.33 (market cap $65.71B). The key difference: Nike Inc is far larger — about 7.9× A O Smith Corp's market cap, and Nike Inc pays the higher dividend (3.7%). Which is the better fit depends on your goals.
| AOS | NKE | |
|---|---|---|
Market Cap | $8.33B | $65.71B |
Sector | Industrials | Consumer Cyclical |
52-Week High | $80.47 | $79.24 |
52-Week Low | $55.78 | $40.75 |
Enterprise Value | $8.78B | $67.71B |
Dividend Yield | 2.35% | 3.7% |
Volume | — | 8,887,180 |
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.
Nike (NKE) trades at $44.37, up 3.72% in the last session, with a bearish technical signal but recent earnings beats. The company shows strong profitability with a 42.91% gross margin and 22.14% ROE, though revenue declined to $46.31B in 2025. Analysts maintain a $50.80 consensus target with 48.57% buy ratings, while news highlights challenges in China and inventory management.
Nike's outlook is mixed: solid brand strength and margin control support upside, but near-term headwinds in key markets and volatile cash flows pose risks. The stock offers potential for recovery if turnaround strategies gain traction, yet investors face uncertainty from competitive pressures and macroeconomic 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 →NIKE, Inc. designs, develops, and markets athletic footwear, apparel, equipment, and accessory products for men, women, and children. The Company sells its products worldwide to retail stores, through its own stores, subsidiaries, and distributors.
Read more on NKE →