A O Smith Corp vs Shopify Inc. — how do they compare? A O Smith Corp trades at $60.14 (market cap $8.33B), while Shopify Inc. trades at $122.9 (market cap $159.01B). The key difference: Shopify Inc. is far larger — about 19.1× A O Smith Corp's market cap, and A O Smith Corp pays a 2.35% dividend while Shopify Inc. pays none. Which is the better fit depends on your goals.
| AOS | SHOP | |
|---|---|---|
Market Cap | $8.33B | $159.01B |
Sector | Industrials | Technology |
52-Week High | $80.47 | $179.01 |
52-Week Low | $55.78 | $95.40 |
Enterprise Value | $8.78B | $153.45B |
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.
Shopify (SHOP) trades at $122.54, down 0.51% on the day, with a bullish technical outlook supported by moving averages and a consensus analyst price target of $149.18. Revenue grew to $11.56 billion in 2025, with net income of $1.23 billion, though valuation ratios like P/E of 120.14 remain elevated. Recent news highlights Bank of America reinstating coverage with a Buy rating and $150 target, citing AI-driven commerce growth potential.
The stock offers upside potential from strong revenue growth and AI adoption, but risks include high valuation sensitivity and tech sector volatility. Analyst sentiment is overwhelmingly positive with 65% Buy ratings, but investors should monitor execution against earnings expectations, especially with Q2 2026 results due August 5, 2026.
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 →Shopify Inc. provides a cloud-based commerce platform. The Company offers a platform for merchants to create an omni-channel experience that helps showcase the merchant's brand.
Read more on SHOP →