Compare A O Smith Corp (AOS) vs Wayfair Inc (W) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
A O Smith Corp vs Wayfair Inc — how do they compare? A O Smith Corp trades at $62.54 (market cap $8.65B), while Wayfair Inc trades at $104.59 (market cap $14.14B). The key difference: Wayfair Inc is the larger of the two by market cap, and A O Smith Corp pays a 2.26% dividend while Wayfair Inc pays none. Which is the better fit depends on your goals.
| AOS | W | |
|---|---|---|
Market Cap | $8.65B | $14.14B |
Sector | Industrials | Consumer Cyclical |
52-Week High | $80.47 | $119.05 |
52-Week Low | $55.78 | $57.40 |
Enterprise Value | $9.15B | $16.47B |
Dividend Yield | 2.26% | — |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
AOS trades at $62.41, down 2.45% today, with a bullish technical signal from moving averages and key support at $60. The company reported Q2 2026 EPS of $1.03, beating estimates, driven by North America strength. Revenue remains stable at $3.83B for 2025, with strong profitability margins including a 38.59% gross margin and 14.26% net income margin. Recent leadership transition saw Kevin Wheeler retire as Executive Chairman, with Stephen Shafer taking over.
The stock offers a 7.8% upside to the $67.25 consensus price target, supported by solid cash flow and a dividend yield. Risks include exposure to input cost pressures and weaker China demand, as noted in Q2 results. Analyst sentiment is mixed with 33% buy ratings, but institutional selling by Amundi in Q1 2026 warrants monitoring for momentum shifts.
Wayfair (W) trades at $102.14, down 1.15% today but showing strong technical momentum with a recent golden cross signal. The company reported Q2 2026 earnings of $0.95 per share, beating estimates, with 7.5% revenue growth driven by U.S. market share gains. Despite negative net margins, operating cash flow improved to $665M in 2026, and analyst sentiment remains bullish with 51.8% buy ratings.
The outlook is cautiously optimistic with strong U.S. growth and margin expansion potential, but risks include persistent net losses, high debt-to-asset ratio of 95.1%, and international segment weakness. The consensus price target of $122 suggests 19% upside if execution improves.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
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 Wayfair Inc
Wayfair is a global leader in home goods, operating a massive digital marketplace that connects millions of consumers with thousands of suppliers. It utilizes an asset-light, inventory-light model combined with a proprietary logistics network (CastleGate) and an accelerating brick-and-mortar presence to deliver an end-to-end shopping experience for everything from decor to full home renovations.
Read more on W →
