CleanTechEnergy EfficiencyWater PurificationSmart Water Networks (SWN)
Description
A. O. Smith Corporation manufactures and markets comprehensive lines of residential and commercial gas, heat pump and electric water heaters, boilers, tanks and water treatment products.
Segments
The company has two reporting segments: North Americ…
Analysis
Bargain bin
A. O. Smith Corporation is priced cheaply, and that invites the natural question of why, since the underlying business scores below average. Worth noting: the cash the business generates has lagged behind what the income statement shows.
On valuation, the picture is attractive. The owner-earnings multiple stands at 14.5×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 2% a year, against analyst forecasts of 12%. The price, in other words, assumes less than the experts do.
Growth is moderate; the safety picture is sturdy. The company scores 16/20 on our value-creation score: strong value creator. Analyst sentiment is cautious.
Flags to be aware of: Some accounting patterns deserve a closer look. Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.
360° rank · history
1007550250
Jan 202379
53
2023202420252026
All-time high
80
Jan 2024
All-time low
53
Jun 2026
Average rank
70
across all years
Detailed & Historical Ranks
Deep dive into 15 detailed ranks and 3 years of history.
Current202520242023
Price/Sales
59
34
24
32
Price/Earnings
67
55
28
36
Price/Book
43
26
12
16
Dividend Yield
87
88
85
91
Value (overall)
76
47
27
37
Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.