A O Smith Corp vs Advanced Drainage Systems Inc — how do they compare? A O Smith Corp trades at $62.88 (market cap $8.65B), while Advanced Drainage Systems Inc trades at $141.81 (market cap $10.83B). The key difference: Advanced Drainage Systems Inc is the larger of the two by market cap, and A O Smith Corp pays the higher dividend (2.26%). Which is the better fit depends on your goals.
| AOS | WMS | |
|---|---|---|
Market Cap | $8.65B | $10.83B |
Sector | Industrials | Industrials |
52-Week High | $80.47 | $175.38 |
52-Week Low | $55.78 | $129.50 |
Enterprise Value | $9.15B | $12.44B |
Dividend Yield | 2.26% | 0.56% |
Signals from Pluang's Aura AI — not financial advice
A. O. Smith Corporation (AOS) trades at $62.47, showing modest daily gains. The stock exhibits a bullish technical trend with strong moving average signals, though RSI levels suggest potential near-term overbought conditions. Fundamentally, the company maintains solid profitability with a net income margin of 13.15% and ROE of 27.13%, supported by consistent revenue around $3.8 billion. Recent Q2 2026 earnings beat expectations, but Q1 2026 was a miss, reflecting some volatility. A quarterly dividend of $0.36 provides income appeal.
The outlook for AOS is cautiously optimistic, with a consensus price target of $67.25 implying upside potential. Strengths include robust cash flow from operations and high return metrics. Key risks involve exposure to input cost pressures, competitive markets, and mixed quarterly earnings performance. Investor sentiment is balanced, with analyst ratings leaning Hold. The stock presents a value opportunity for those comfortable with industrial sector cyclicality.
Advanced Drainage Systems (WMS) trades at $140.13, down 1.09% on the day, amid a bearish technical signal from moving averages. The company demonstrates strong profitability with a 14% net income margin and 24.9% ROE, supported by recent earnings beats. Revenue for fiscal 2025 was $2.90 billion, with cash flow from operations at $581.49 million. Analyst consensus is a Buy with a $185.86 price target, indicating significant upside potential from current levels.
The outlook for WMS is positive based on solid fundamentals and analyst optimism, though near-term technical weakness and competitive pressures pose risks. Investment appeal centers on earnings growth and market leadership in water management solutions, balanced by exposure to construction sector volatility and rising debt levels noted in 2026 projections.
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 →Advanced Drainage Systems Inc is engaged in designing, manufacturing, and marketing thermoplastic corrugated pipe and related water management products in North and South America, and Europe. The company's operating segment includes Pipe
Read more on WMS →