CHARGED ALPHA
Stock Analysis
AOS Unclassified Latest YouTube: Q1 2026

AOS

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Latest earnings video

AOS Stock: Revenue Beats, EPS Misses — Q1 2026

Library coverage

Episodes tracked
2
Episodes linked
2
Latest video
Q1 2026
Podcast available
Yes
Current price
$59.47
-2.42 (-3.91%)
Trailing / Forward P/E
15.86x
Forward: 14.23x
Market cap / Volume
Volume:
Revenue / Earnings Growth
-1.9%
Earnings: -10.5%
Margins
17.1% op
Gross: 38.8% · Net: 13.8%
Balance sheet
1.56x current
Debt / Equity: 35.0
52-week range / Beta
$54.16 - $81.87
Beta: 1.15
Analyst target
$70.45
Upside: 18.5%
Cash / shareholder return
6.05% FCF yield
Dividend yield: 2.28%

Company context

Industry: Specialty Industrial Machinery
Country: United States
Employees:
Price to book: 4.36x
Return on equity: 28.3%
A. O. Smith Corporation manufactures and markets residential and commercial gas and electric water heaters, boilers, heat pumps, tanks, and water treatment products in North America, China, Europe, and India. The company offers water heaters for residences, restaurants, hotels, office buildings, laundries, car washes, and small businesses; boilers for hospitals, schools, hotels, homes, apartments, and condominiums, and other large commercial buildings; and water treatment products comprising point-of-entry water softeners, well water solutions, and whole-home water filtration products, and point-of-use carbon and reverse osmosis products for residences, restaurants, hotels, and offices. It also provides commercial water treatment and filtration products; expansion tanks, commercial solar water heating systems, swimming pool and spa heaters, and related products and parts; and electric wall-hung, gas tankless, combi-boiler, and heat pump and solar water heaters. The company offers its products under the A. O. Smith, State, Lochinvar, Hague, Water-Right, Master Water, Atlantic Filter, Impact, and Water Tec brands. It distributes its products through independent wholesale plumbing distributors, as well as to retail channels consisting of hardware and home center chains, and manufacturer representative firms, as well as offers Aquasana branded products directly to consumers through e-commerce channels; and A. O. Smith branded water treatment products through dealer network and Amazon. A. O. Smith Corporation was founded in 1874 and is headquartered in Milwaukee, Wisconsin.

Price chart

Market context for AOS

Competitive view

AOS vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

AOS latest YouTube video thumbnail YouTube
AOS
AOS
Latest video
Q1 2026
Growth profile looks mature or currently muted, which can cap multiple expansion unless execution improves.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
ADBE latest YouTube video thumbnail YouTube
ADBE
ADBE
Latest video
Q2 FY2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
SS&C Technologies Holdings Inc. latest YouTube video thumbnail YouTube
SS&C Technologies Holdings Inc.
SSNC
Latest video
Q1 2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
AOS
$8.20B
AOS
ADBE
$87.82B
ADBE
SSNC
$15.76B
SS&C Technologies Holdings Inc.
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
AOS
15.9x
AOS
ADBE
12.6x
ADBE
SSNC
20.3x
SS&C Technologies Holdings Inc.
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
AOS
14.2x
AOS
ADBE
8.0x
ADBE
SSNC
8.7x
SS&C Technologies Holdings Inc.
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
AOS
-1.9%
AOS
ADBE
12.7%
ADBE
SSNC
8.8%
SS&C Technologies Holdings Inc.
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
AOS
-10.5%
AOS
ADBE
7.9%
ADBE
SSNC
8.3%
SS&C Technologies Holdings Inc.
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
AOS
17.1%
AOS
ADBE
35.3%
ADBE
SSNC
24.2%
SS&C Technologies Holdings Inc.
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
AOS
38.8%
AOS
ADBE
89.4%
ADBE
SSNC
48.0%
SS&C Technologies Holdings Inc.
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
AOS
13.8%
AOS
ADBE
28.7%
ADBE
SSNC
12.6%
SS&C Technologies Holdings Inc.
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
AOS
28.3%
AOS
ADBE
63.0%
ADBE
SSNC
11.8%
SS&C Technologies Holdings Inc.
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
AOS
6.0%
AOS
ADBE
10.5%
ADBE
SSNC
8.1%
SS&C Technologies Holdings Inc.
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
AOS
34.98x
AOS
ADBE
61.44x
ADBE
SSNC
110.67x
SS&C Technologies Holdings Inc.
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
AOS
1.56x
AOS
ADBE
0.75x
ADBE
SSNC
1.10x
SS&C Technologies Holdings Inc.
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
AOS
1.15
AOS
ADBE
1.43
ADBE
SSNC
1.11
SS&C Technologies Holdings Inc.
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
AOS
2.3%
AOS
ADBE
ADBE
SSNC
1.6%
SS&C Technologies Holdings Inc.
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
AOS
18.5%
AOS
ADBE
23.3%
ADBE
SSNC
42.2%
SS&C Technologies Holdings Inc.

Episode timeline

Episode archive for AOS

Each row is one earnings episode with every verified platform link available.

Q1 2026
Episode live
Published youtube podcast complete
AOS Stock: Revenue Beats, EPS Misses — Q1 2026
Quarterly earnings-analysis entry for AOS. Use the links on the right to open the video or podcast episode.
Q1 2026
Episode live
Published podcast complete
AOS Stock: Revenue Beats, EPS Misses — Q1 2026
Quarterly earnings-analysis entry for AOS. Use the links on the right to open the video or podcast episode.