Price movement over the last 24 hours
A O Smith Corp vs Western Digital Corp — how do they compare? A O Smith Corp trades at $60.44 (market cap $8.33B), while Western Digital Corp trades at $550.03 (market cap $200.81B). The key difference: Western Digital Corp is far larger — about 24.1× 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 | WDC | |
|---|---|---|
Market Cap | $8.33B | $200.81B |
Sector | Industrials | Technology |
52-Week High | $80.47 | $746.23 |
52-Week Low | $55.78 | $66.14 |
Enterprise Value | $8.78B | $199.15B |
Dividend Yield | 2.35% | 0.1% |
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.
Western Digital (WDC) trades at $582.59, up 0.78% on the day, with a neutral technical signal and bullish moving averages. The company has beaten EPS estimates for three consecutive quarters, with Q2 2026 expected at $3.29. Strong profitability metrics include a 55.07% net income margin and 37.73% ROE. Recent news highlights AI-driven storage demand and analyst optimism, including a Wells Fargo price target hike on July 10, 2026.
WDC's outlook is positive due to AI infrastructure tailwinds and consistent earnings beats, but risks include sector volatility and premium valuations. The consensus price target of $610.86 suggests modest upside, supported by 72% analyst buy ratings. Investors should monitor execution against growth forecasts and competitive dynamics in the memory market.
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 →Western Digital is a vertically integrated supplier of data storage solutions, spanning both hard disk drives and solid-state drives. In the HDD market it forms a practical duopoly with Seagate, and it is the largest global producer of NAND flash chips for SSDs in a joint venture with competitor Kioxia.
Read more on WDC →