Compare A O Smith Corp (AOS) vs Old Dominion Freight Line Inc (ODFL) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
A O Smith Corp vs Old Dominion Freight Line Inc — how do they compare? A O Smith Corp trades at $62.82 (market cap $8.65B), while Old Dominion Freight Line Inc trades at $213.28 (market cap $43.43B). The key difference: Old Dominion Freight Line Inc is far larger — about 5× A O Smith Corp's market cap, and A O Smith Corp pays the higher dividend (2.26%). Which is the better fit depends on your goals.
| AOS | ODFL | |
|---|---|---|
Market Cap | $8.65B | $43.43B |
Sector | Industrials | Industrials |
52-Week High | $80.47 | $248.73 |
52-Week Low | $55.78 | $126.29 |
Enterprise Value | $9.15B | $43.17B |
Dividend Yield | 2.26% | 0.55% |
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 Corporation (AOS) trades at $62.47, showing modest daily gains. The stock exhibits a bullish technical trend with strong moving average signals, though RSI levels suggest potential near-term overbought conditions. Fundamentally, the company maintains solid profitability with a net income margin of 13.15% and ROE of 27.13%, supported by consistent revenue around $3.8 billion. Recent Q2 2026 earnings beat expectations, but Q1 2026 was a miss, reflecting some volatility. A quarterly dividend of $0.36 provides income appeal.
The outlook for AOS is cautiously optimistic, with a consensus price target of $67.25 implying upside potential. Strengths include robust cash flow from operations and high return metrics. Key risks involve exposure to input cost pressures, competitive markets, and mixed quarterly earnings performance. Investor sentiment is balanced, with analyst ratings leaning Hold. The stock presents a value opportunity for those comfortable with industrial sector cyclicality.
ODFL trades at $212.77, up 0.1% in the last session, with a bearish technical signal but strong fundamentals. The company reported Q2 2026 EPS of $1.68, beating estimates, and maintains robust profitability with a 19.44% net income margin. Recent news highlights earnings growth and a $0.29 quarterly dividend, though valuation ratios like a P/E of 40.28 remain elevated. Cash flow trends show positive net cash flow in 2025 and 2026, while the balance sheet indicates low debt levels.
Outlook is mixed: analyst consensus targets $239.85 with a 'Buy' rating, but high valuation and bearish technicals pose risks. Opportunities include consistent earnings beats and dividend payments, while headwinds involve freight demand volatility and premium pricing limiting upside. Investors should weigh strong fundamentals against technical caution.
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 Old Dominion Freight Line Inc
Old Dominion Freight Line is the fourth-largest less-than-truckload carrier in the United States, with more than 240 service centers and 9,200-plus tractors. OD is by far one of the most disciplined and efficient providers in the trucking industry, and its profitability and capital returns stand head and shoulders above its peers. Strategic initiatives revolve around increasing network density through market share gains and maintaining industry-leading service via consistent infrastructure investment.
Read more on ODFL →
