Price movement over the last 24 hours
A O Smith Corp vs SiTime Corporation — how do they compare? A O Smith Corp trades at $60.44 (market cap $8.33B), while SiTime Corporation trades at $619.93 (market cap $18.83B). The key difference: SiTime Corporation is far larger — about 2.3× A O Smith Corp's market cap, and A O Smith Corp pays a 2.35% dividend while SiTime Corporation pays none. Which is the better fit depends on your goals.
| AOS | SITM | |
|---|---|---|
Market Cap | $8.33B | $18.83B |
Sector | Industrials | Technology |
52-Week High | $80.47 | $901.60 |
52-Week Low | $55.78 | $190.16 |
Enterprise Value | $8.78B | $18.04B |
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.
SITM trades at $628.94, down 2.96% on the day, with a bearish technical signal from moving averages. The company shows strong revenue growth and consistent earnings beats, with Q1 2026 EPS of $1.44 surpassing estimates. Recent acquisition of Renesas' timing business and raised AI-driven growth guidance highlight strategic expansion. However, negative net income margins and high P/S ratio of 42.42 indicate valuation concerns amid profitability challenges.
Outlook remains positive with 100% analyst buy ratings and a $743.75 consensus target, suggesting 18% upside. Key risks include sustained unprofitability, integration execution from acquisitions, and market volatility. The stock's trajectory hinges on achieving projected 2026 profitability improvements and capitalizing on AI infrastructure demand.
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 →SiTime Corporation is a leading provider of MEMS-based silicon timing solutions used in various electronic applications. The company’s products, including oscillators, resonators, and clock ICs, are designed to replace traditional quartz-based timing devices, offering superior performance, reliability, and smaller size in harsh environments. SiTime's solutions are adopted across high-growth markets such as 5G, data centers, industrial IoT, and automotive, positioning the company as a key enabler for next-generation electronic systems.
Read more on SITM →