Compare A O Smith Corp (AOS) vs Annaly Capital Management, Inc. (NLY) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
A O Smith Corp vs Annaly Capital Management, Inc. — how do they compare? A O Smith Corp trades at $60.68 (market cap $8.33B), while Annaly Capital Management, Inc. trades at $22.9 (market cap $16.75B). The key difference: Annaly Capital Management, Inc. is far larger — about 2× A O Smith Corp's market cap, and Annaly Capital Management, Inc. pays the higher dividend (13.12%). Which is the better fit depends on your goals.
| AOS | NLY | |
|---|---|---|
Market Cap | $8.33B | $16.75B |
Sector | Industrials | Financials |
52-Week High | $80.47 | $24.40 |
52-Week Low | $55.78 | $19.47 |
Enterprise Value | $8.78B | — |
Dividend Yield | 2.35% | 13.12% |
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.
Annaly Capital Management (NLY) trades at $22.86, up 0.57% today, with a bullish technical signal and consistent earnings beats. The stock shows strong profitability with a 91.17% net income margin and 15.61% ROE, supported by a recent dividend increase to $0.75 per share. Analyst consensus is bullish with a $24.40 price target, reflecting confidence in its mortgage REIT model amid evolving Fed policy.
NLY offers a high-yield opportunity with manageable risks from interest rate sensitivity. The stock's attractive valuation (P/E 7.37, P/B 1.16) and positive cash flow trends support upside potential, though investors must monitor leverage and macroeconomic shifts that impact mortgage spreads and refinancing activity.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
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 Annaly Capital Management, Inc.
Annaly Capital Management Inc is an American mortgage real estate investment trust. The company segments its operations into Residential and Commercial real estate investments. While Annaly's Residential assets are primarily comprised of agency mortgage-backed securities and debentures, it is primarily invested in commercial mortgage loans and mortgage-backed securities in its Commercial unit through its subsidiary, Annaly Commercial Real Estate Group. Agency mortgage-backed securities and debentures make up the majority of the company's overall portfolio. Most of the company's counterparties are located in the U.S. Annaly generates nearly all of its revenue from the spread between interest earned on its assets and interest payments made on its borrowings.
Read more on NLY →
