A O Smith Corp vs TKO Group Holdings Inc — how do they compare? A O Smith Corp trades at $60.68 (market cap $8.33B), while TKO Group Holdings Inc trades at $184.36 (market cap $13.82B). The key difference: TKO Group Holdings Inc is the larger of the two by market cap, and A O Smith Corp pays the higher dividend (2.35%). Which is the better fit depends on your goals.
| AOS | TKO | |
|---|---|---|
Market Cap | $8.33B | $13.82B |
Sector | Industrials | Technology |
52-Week High | $80.47 | $224.96 |
52-Week Low | $55.78 | $155.61 |
Enterprise Value | $8.78B | $18.00B |
Dividend Yield | 2.35% | 1.69% |
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.
TKO trades at $184.4, down 2.01% today, with a bearish technical signal but strong analyst support. Recent earnings show a Q1 2026 beat but Q3 and Q4 2025 misses, while revenue grew to $4.74B in 2025. The company completed an $800 million share repurchase and announced a dividend, reflecting financial strength. Valuation ratios like P/E of 68.55 are elevated, but profitability margins improved.
Outlook is mixed: bullish analyst consensus with a $234 price target suggests upside, but high valuation and recent earnings volatility pose risks. Growth in live events and partnerships, like the UFC-Paramount deal, offers opportunities, yet execution and market sentiment remain key watchpoints for investors.
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 →TKO Group Holdings is a premium sports and entertainment company that serves as the parent entity for the Ultimate Fighting Championship (UFC) and World Wrestling Entertainment (WWE). Formed through a seismic merger orchestrated by Endeavor, TKO leverages a combined global fanbase of over 1 billion to drive massive revenue through media rights, global live events, and a unified sponsorship platform, effectively monopolizing the professional combat sports landscape.
Read more on TKO →