Compare A O Smith Corp (AOS) vs TJX Companies Inc (TJX) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
A O Smith Corp vs TJX Companies Inc — how do they compare? A O Smith Corp trades at $59.46 (market cap $8.33B), while TJX Companies Inc trades at $151.01 (market cap $167.19B). The key difference: TJX Companies Inc is far larger — about 20.1× A O Smith Corp's market cap, and A O Smith Corp pays the higher dividend (2.35%). Which is the better fit depends on your goals.
| AOS | TJX | |
|---|---|---|
Market Cap | $8.33B | $167.19B |
Sector | Industrials | Consumer Cyclical |
52-Week High | $80.47 | $168.41 |
52-Week Low | $55.78 | $121.35 |
Enterprise Value | $8.78B | $175.79B |
Dividend Yield | 2.35% | 1.27% |
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 (AOS) trades at $59.53, down 1.51% on the day, with a bearish technical signal and mixed earnings momentum after missing Q1 2026 estimates. The company maintains strong profitability with a 13.84% net income margin and 28.27% ROE, supported by consistent dividend payments. Recent leadership changes include Stephen Shafer becoming chairman as Kevin Wheeler retires. Valuation metrics show a P/E of 16.12 and P/S of 2.23, trading below the consensus price target of $69.17.
The outlook is cautious due to recent earnings miss and lowered 2026 guidance, though solid fundamentals and analyst buy ratings suggest potential upside. Key risks include China market weakness and competitive pressures. Institutional sentiment is mixed with 33% buy ratings, but Zacks repeatedly flagged AOS as a strong sell in June 2026, indicating near-term headwinds for shareholder value.
TJX trades at $150.53, down 0.54% with bearish technical signals but strong fundamentals. The company has consistently beaten earnings estimates in recent quarters, with Q1 2026 EPS of $1.19 exceeding expectations by 17%. Revenue growth remains robust, climbing from $48.5B in 2022 to $56.4B in 2025, while maintaining impressive profitability with 61.25% ROE and 9.4% net margin.
Wall Street maintains strong bullish sentiment with 88% buy ratings and $181.80 consensus target, representing 21% upside. However, elevated valuation multiples (P/E 29.44, P/B 16.07) and bearish technical indicators create near-term headwinds. The company's off-price retail model and international expansion provide growth catalysts, though competitive pressures and economic sensitivity remain key risks.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
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Latest headlines on both assets
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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 TJX Companies Inc
TJX is a leading off-price retailer of apparel, home fashions, and other merchandise. It sells a variety of branded goods, opportunistically buying inventory from a network of over 21,000 vendors worldwide. TJX targets undercutting conventional retailers' regular prices by 20%-60%, capitalizing on a flexible merchandising network, relatively low-frills stores, and a treasure-hunt shopping experience to drive margins and inventory turnover. TJX derived 79% of fiscal 2022 revenue from the United States, with 11% from Europe (mostly the United Kingdom and Germany), 9% from Canada, and the remainder from Australia. The company operated 4,689 stores at the end of fiscal 2022 under the T.J. Maxx, T.K. Maxx, Marshalls, HomeGoods, Winners, Homesense, Winners, and Sierra banners.
Read more on TJX →
