Compare A O Smith Corp (AOS) vs NRG Energy Inc (NRG) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
A O Smith Corp vs NRG Energy Inc — how do they compare? A O Smith Corp trades at $60.68 (market cap $8.33B), while NRG Energy Inc trades at $140 (market cap $29.63B). The key difference: NRG Energy Inc is far larger — about 3.6× 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 | NRG | |
|---|---|---|
Market Cap | $8.33B | $29.63B |
Sector | Industrials | Utilities |
52-Week High | $80.47 | $184.03 |
52-Week Low | $55.78 | $120.65 |
Enterprise Value | $8.78B | $53.46B |
Dividend Yield | 2.35% | 1.35% |
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.
NRG Energy trades at $140.42, down 0.04% on the day, with a neutral technical signal and bullish moving averages. The stock shows strong analyst support with 64% buy ratings, but faces high valuation with a P/E of 154.31 and modest net income margin of 0.74%. Recent earnings beat expectations in Q3 and Q4 2025, but missed in Q1 2026, with Q2 2026 results pending. Cash flow from operations was $1.91 billion in 2025, though debt levels have risen significantly.
Outlook is mixed: robust revenue growth and strategic initiatives like the smart home segment offer upside, but elevated debt and margin pressures pose risks. The stock's performance hinges on upcoming Q2 earnings and execution on EBITDA guidance of $5.325–$5.825 billion for 2026.
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 NRG Energy Inc
NRG Energy is one of the largest retail energy providers in the U.S., with 7 million customers, including its 2021 acquisition of Direct Energy. It also is one of the largest U.S. independent power producers, with 16 gigawatts of nuclear, coal, gas, and oil power generation capacity primarily in Texas. Since 2018, NRG has divested its 47% stake in NRG Yield, among other renewable energy and conventional generation investments. NRG exited Chapter 11 bankruptcy as a stand-alone entity in December 2003.
Read more on NRG →
