A O Smith Corp vs Invesco WilderHill Clean Energy ETF — how do they compare? A O Smith Corp trades at $60.27 (market cap $8.33B), while Invesco WilderHill Clean Energy ETF trades at $34.17. The key difference: A O Smith Corp pays a 2.35% dividend while Invesco WilderHill Clean Energy ETF pays none, and Invesco WilderHill Clean Energy ETF is trading nearer its 52-week high, A O Smith Corp nearer its low. Which is the better fit depends on your goals.
| AOS | PBW | |
|---|---|---|
Market Cap | $8.33B | — |
Sector | Industrials | Sector/Thematic |
52-Week High | $80.47 | $46.99 |
52-Week Low | $55.78 | $22.11 |
Enterprise Value | $8.78B | — |
Dividend Yield | 2.35% | — |
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.
PBW trades at $35.22, down 1.29% with bearish technical signals from moving averages. The clean energy ETF shows mixed sentiment with supportive industry trends but faces volatility from interest rate sensitivity. Recent news highlights clean energy sector gains driven by energy security concerns and data center demand, though the ETF experienced significant one-day losses tied to Treasury yield movements.
Outlook remains cautious given technical weakness and rate sensitivity, though long-term clean energy tailwinds provide opportunity. Key risks include interest rate volatility and sector competition, requiring careful position sizing amid ongoing market turbulence in growth sectors.
Trailing returns across standard periods
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 →PBW is an equal-weighted ETF that invests in U.S. companies leading the clean energy transition. It focuses on renewable energy, power conservation, and sustainable technologies like solar, wind, and energy storage.
Read more on PBW →