Stock AOS A. O. SMITH CORPORATION
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Financials A. O. Smith Corporation

Equities

AOS

US8318652091

Electrical Components & Equipment

Market Closed - Nyse
Other stock markets
 04:00:01 2024-04-26 pm EDT 		5-day change 1st Jan Change
83.21 USD +0.47% Intraday chart for A. O. Smith Corporation -3.32% +0.93%
Apr. 26 DA Davidson Raises Price Target on A.O. Smith to $95 From $92 MT
Apr. 26 Citigroup Adjusts A.O. Smith's Price Target to $90 From $95 MT

Valuation

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Capitalization 1 7,771 8,852 13,664 8,745 12,261 12,204 - -
Enterprise Value (EV) 1 7,503 8,392 13,417 8,698 12,048 11,996 11,781 11,496
P/E ratio 21.5 x 25.9 x 28.4 x 37.9 x 22.3 x 20.3 x 19 x 18 x
Yield 1.89% 1.79% 1.23% 1.99% - 1.54% 1.58% 1.68%
Capitalization / Revenue 2.6 x 3.06 x 3.86 x 2.33 x 3.18 x 3.05 x 2.94 x 2.84 x
EV / Revenue 2.51 x 2.9 x 3.79 x 2.32 x 3.13 x 3 x 2.83 x 2.67 x
EV / EBITDA 13.4 x 15.6 x 19 x 28.1 x 14.3 x 13.7 x 12.8 x 12 x
EV / FCF 19.2 x 16.6 x 23.7 x 27.1 x 20.2 x 22 x 19.5 x 17 x
FCF Yield 5.22% 6.02% 4.22% 3.69% 4.96% 4.55% 5.12% 5.88%
Price to Book - 4.82 x 7.56 x 1.91 x 6.75 x 6.48 x 5.42 x 4.58 x
Nbr of stocks (in thousands) 163,112 161,468 159,162 152,776 148,720 146,670 - -
Reference price 2 47.64 54.82 85.85 57.24 82.44 83.21 83.21 83.21
Announcement Date 1/28/20 1/28/21 1/27/22 1/31/23 1/30/24 - - -
1USD in Million2USD
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net sales 1 2,993 2,895 3,539 3,754 3,853 3,998 4,157 4,301
EBITDA 1 561.4 538.9 707.8 310 842.6 873.7 919.1 961.7
EBIT 1 483.1 458.9 629.9 -239.5 764.3 799.2 841.3 880.8
Operating Margin 16.14% 15.85% 17.8% -6.38% 19.84% 19.99% 20.24% 20.48%
Earnings before Tax (EBT) 1 472.1 443.9 625.6 223.7 733.5 793.6 839.6 890.8
Net income 1 370 344.9 487.1 235.7 556.6 602.8 634.1 668.8
Net margin 12.36% 11.91% 13.76% 6.28% 14.45% 15.08% 15.26% 15.55%
EPS 2 2.220 2.120 3.020 1.510 3.690 4.095 4.384 4.612
Free Cash Flow 1 391.8 505.3 566 321.1 597.7 545.7 603.5 676
FCF margin 13.09% 17.45% 15.99% 8.55% 15.51% 13.65% 14.52% 15.72%
FCF Conversion (EBITDA) 69.79% 93.77% 79.97% 103.58% 70.94% 62.45% 65.66% 70.29%
FCF Conversion (Net income) 105.89% 146.51% 116.2% 136.23% 107.38% 90.53% 95.17% 101.07%
Dividend per Share 2 0.9000 0.9800 1.060 1.140 - 1.281 1.318 1.394
Announcement Date 1/28/20 1/28/21 1/27/22 1/31/23 1/30/24 - - -
1USD in Million2USD
Estimates

Income Statement Evolution (Quarterly data)

Fiscal Period: December 2021 Q4 2022 Q1 2022 Q2 2022 Q3 2022 Q4 2023 Q1 2023 Q2 2023 Q3 2023 Q4 2024 Q1 2024 Q2 2024 Q3 2024 Q4 2025 Q1 2025 Q2
Net sales 1 995.5 977.7 965.9 874.2 936.1 966.4 960.8 937.5 988.1 978.8 1,002 978 1,029 1,019 1,031
EBITDA 1 203.1 178.4 185.4 165.3 -219.1 210.1 232.3 198.2 202 213.3 224.8 213.6 222.8 219.5 222.6
EBIT 1 183.2 158.1 167.4 147.1 -239.5 190.9 213.4 178.8 182.2 193.7 208.6 192.9 203.4 201.9 211
Operating Margin 18.4% 16.17% 17.33% 16.83% -25.58% 19.75% 22.21% 19.07% 18.44% 19.79% 20.81% 19.73% 19.76% 19.81% 20.47%
Earnings before Tax (EBT) 1 181.8 156.6 165.3 144.7 -242.9 171.3 208.9 176.4 176.9 192.7 208.2 190.6 201.9 204.1 222.2
Net income 1 139.6 119.8 126.2 109.8 -120.1 126.9 157 135.4 137.3 147.6 158.6 144.8 152.3 153.2 163.6
Net margin 14.02% 12.25% 13.07% 12.56% -12.83% 13.13% 16.34% 14.44% 13.9% 15.08% 15.82% 14.81% 14.8% 15.03% 15.87%
EPS 2 0.8700 0.7600 0.8100 0.7100 -0.7800 0.8400 1.040 0.9000 0.9200 1.000 1.073 0.9862 1.042 1.071 1.134
Dividend per Share 2 0.2800 0.2800 0.2800 0.2800 0.3000 0.3000 0.3000 - - 0.3200 0.3149 0.3190 0.3272 0.3253 0.3152
Announcement Date 1/27/22 4/28/22 7/28/22 10/27/22 1/31/23 4/27/23 7/27/23 10/26/23 1/30/24 4/25/24 - - - - -
1USD in Million2USD
Estimates

Balance Sheet Analysis

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net Debt 1 - - - - - - - -
Net Cash position 1 267 460 247 46.7 213 208 423 708
Leverage (Debt/EBITDA) - - - - - - - -
Free Cash Flow 1 392 505 566 321 598 546 603 676
ROE (net income / shareholders' equity) 21.9% 19.6% 26.5% 27.3% 32% 31.3% 30.2% 28.8%
ROA (Net income/ Total Assets) - 11.1% 14.7% 14.4% 17.6% 18.7% 19% -
Assets 1 - 3,109 3,317 1,641 3,169 3,223 3,338 -
Book Value Per Share 2 - 11.40 11.40 30.00 12.20 12.80 15.30 18.20
Cash Flow per Share 2 - - - 2.560 - 1.800 2.900 -
Capex 1 64.4 56.8 75.1 70.3 72.6 107 89.6 96.7
Capex / Sales 2.15% 1.96% 2.12% 1.87% 1.88% 2.68% 2.16% 2.25%
Announcement Date 1/28/20 1/28/21 1/27/22 1/31/23 1/30/24 - - -
1USD in Million2USD
Estimates

EPS & Dividend

Year-on-year evolution of the PER

Year-on-year evolution of the Yield

Change in Enterprise Value/EBITDA

Ratings for A. O. Smith Corporation

Trading Rating
Investor Rating
ESG Refinitiv
B-
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
HOLD
Number of Analysts
14
Last Close Price
83.21 USD
Average target price
87.53 USD
Spread / Average Target
+5.19%
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

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Heating, Ventilation & Air Conditioning Systems
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