A O Smith Corp vs Seagate Technology Holdings PLC — how do they compare? A O Smith Corp trades at $63.65 (market cap $8.65B), while Seagate Technology Holdings PLC trades at $876 (market cap $185.97B). The key difference: Seagate Technology Holdings PLC is far larger — about 21.5× 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 | STX | |
|---|---|---|
Market Cap | $8.65B | $185.97B |
Sector | Industrials | Technology |
52-Week High | $80.47 | $1.09K |
52-Week Low | $55.78 | $154.43 |
Enterprise Value | $9.15B | $188.12B |
Dividend Yield | 2.26% | 0.36% |
Signals from Pluang's Aura AI — not financial advice
A.O. Smith Corporation (AOS) trades at $62.53, showing modest daily gains of 0.19%. The stock maintains strong profitability with 13.15% net margins and 27.13% ROE, though recent Q1 2026 earnings missed expectations. Technical indicators suggest a bullish trend with the current price near key support at $62. Recent leadership transition with Kevin Wheeler's retirement and Stephen Shafer assuming chairman role adds management continuity.
The outlook remains cautiously optimistic with a $67.25 consensus price target offering 7.5% upside potential. Strong North American performance and dividend growth provide support, but higher input costs and weaker China demand present headwinds. The stock's valuation appears reasonable at 17.74 P/E, though recent Zacks Strong Sell ratings warrant monitoring.
STX is trading at $875.42, up 9.33% over 24 hours, with a neutral technical signal and bearish moving averages. The stock shows strong fundamentals with revenue of $9.10B in 2025 and net income of $1.47B, supported by AI-driven storage demand and recent earnings beats. Analysts are largely bullish, with a consensus price target of $1,130 and 55% buy ratings, though high valuation ratios like a P/E of 59.03 and P/B of 85.82 indicate premium pricing.
The outlook for STX is positive due to robust AI-related growth and expanding margins, but risks include elevated debt levels, competitive pressures, and a class action lawsuit. Investors should weigh the strong profit trajectory against valuation concerns and market volatility for balanced decision-making.
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 →Seagate is a leading supplier of hard disk drives for data storage to the enterprise and consumer markets. It forms a practical duopoly in the market with its chief rival, Western Digital
Read more on STX →