AOS vs FIX vs SN Stock Comparison

Smith A O, Comfort Systems Usa and SharkNinja Prices as of Oct 27, 2026 Peers: Industry group

Rank against

AOS Smith A O Corp

$62.08 +5.8% 1M -9.5% 1Y

Market cap: $8.44B
P/E: 17.0x
Revenue (TTM): $3.80B
Div. yield: 2.32%

4 wins

FIX Comfort Systems Usa Inc

$1,288.51 -22.3% 1M +32.0% 1Y

Market cap: $45.09B
P/E: 27.7x
Revenue (TTM): $5.27B
Div. yield: 0.23%

5 wins

SN SharkNinja, Inc.

$197.67 +11.2% 1M +104.3% 1Y

Market cap: $27.86B
P/E: 40.2x
Revenue (TTM): $6.91B
Div. yield: –

3 wins

Head to Head

12 decided of 12

Comfort Systems Usa leads on 5 of the 12 questions below (Comfort Systems Usa 5, Smith A O 4, SharkNinja 3). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

Question	AOS	FIX	SN	Leader
Larger companyMarket capitalisation	$8.44B	$45.09B	$27.86B	FIX
Cheaper on earningsLower P/E, profitable companies only	17.0x	27.7x	40.2x	AOS
Cheaper on forward earningsLower price / next fiscal year consensus EPS	17.2x	28.2x	28.5x	AOS
Faster revenue growthRevenue growth, trailing twelve months	+0.4%	-36.6%	+17.5%	SN
More profitableNet margin, trailing twelve months	13.1%	30.9%	10.1%	FIX
Better return on capitalReturn on invested capital	20.9%	16.0%	21.2%	SN
Less leveragedLower net debt / EBITDA	0.6x	-2.0x	-0.1x	FIX
Higher dividend yieldTrailing dividend yield	2.32%	0.23%	0.00%	AOS
Better 1-year returnPrice return, last 12 months	-9.5%	+32.0%	+104.3%	SN
Better 5-year returnAnnualised price return, 5 years	-2.6%/yr	+70.7%/yr	—	FIX
Less volatileAnnualised volatility, 1 year	27.4%	56.9%	42.9%	AOS
Higher overall scoreMean of the five percentile scores vs peers	64/100	71/100	65/100	FIX

Percentile Scorecard

AOSFIXSN

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

Axis	AOS	FIX	SN
Valuation	66 #20 of 56	27 #41 of 56	17 #35 of 42
Growth	39 #32 of 52	86 #8 of 52	93 #4 of 42
Profitability	100 #1 of 49	81 #10 of 49	95 #3 of 40
Financial Health	71 #17 of 56	78 #13 of 56	72 #13 of 44
Shareholder Returns	43 #24 of 41	80 #9 of 41	48 #15 of 28
Overall	64	71	65

AOS ranked among 60 companies in Construction Products
FIX ranked among 60 companies in Construction Products
SN ranked among 45 companies in Household Durables

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

Period	AOS	FIX	SN	SPY
1 month	+5.8%	-22.3%	+11.2%	-0.2%
3 months	-3.0%	-20.8%	+23.6%	+3.9%
6 months	-2.9%	-25.1%	+72.5%	+8.2%
Year to date	-7.2%	+38.1%	+76.6%	+12.9%
1 year	-9.5%	+32.0%	+104.3%	+12.3%
3 years	-8.5%	+632.4%	+391.1%	+87.4%
3 years, per year	-2.9%	+94.3%	+70.0%	+23.3%
5 years	-12.2%	+1,346.1%	—	+67.9%
5 years, per year	-2.6%	+70.7%	—	+10.9%
10 years	+38.3%	+4,619.8%	—	+261.1%
10 years, per year	+3.3%	+47.0%	—	+13.7%

Risk

Measure	AOS	FIX	SN	SPY
Volatility, 1Y	27.4%	56.9%	42.9%	12.7%
Downside volatility, 1Y	26.5%	62.3%	39.2%	12.7%
Beta vs S&P 500, 1Y	0.71	2.59	1.54	1.00
Return / volatility, 1Y	-0.35	0.56	2.43	0.97
Max drawdown, 5Y	-43.4%	-46.1%	-42.6%	-25.4%
From 52-week high	-22.9%	-37.6%	-0.7%	-1.2%
52-week high	$80.47	$2,066.51	$199.15	$779.14
52-week low	$55.34	$876.19	$84.57	$631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

Multiple	AOS	FIX	SN
P/E now vs peer median	17.0xmedian 20.1x	27.7xmedian 20.1x	40.2xmedian 16.0x
P/S now vs peer median	2.2xmedian 1.5x	8.6xmedian 1.5x	4.0xmedian 0.6x
EV/EBITDA now vs peer median	11.7xmedian 11.8x	40.9xmedian 11.8x	25.2xmedian 9.8x
P/FCF now vs peer median	13.2xmedian 16.2x	18.5xmedian 16.2x	34.6xmedian 11.9x
P/B now vs peer median	4.6xmedian 2.9x	13.5xmedian 2.9x	9.8xmedian 1.2x
PEG now vs peer median	0.65median 0.99	0.35median 0.99	0.90median 0.64

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve months	AOS	FIX	SN
Revenue	$3.80B	$5.27B	$6.91B
Gross profit	$1.47B	$1.42B	$3.38B
Operating income	$668.70M	$989.51M	$950.59M
Net income	$500.30M	$1.63B	$695.22M
Free cash flow	$639.40M	$2.44B	$804.52M
R&D	–	–	$399.28M
EPS (diluted)	$3.63	$46.42	$4.91
Cash & equivalents	$181.30M	$2.16B	$779.83M
Total debt	$637.50M	$49.56M	$716.47M
Shares (diluted)	137.86M	35.15M	141.51M
Enterprise value	$7.69B	$39.05B	$25.52B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics

Metric	AOS	FIX	SN
P/E	17.0x	27.7x	40.2x
P/FCF	13.2x	18.5x	34.6x
P/Operating cash flow	12.2x	15.0x	28.6x
P/S	2.2x	8.6x	4.0x
P/B	4.6x	13.5x	9.8x
P/Tangible book	6.7x	16.2x	11.6x
EV/EBITDA	11.7x	40.9x	25.2x
EV/EBIT	13.3x	43.4x	29.2x
EV/Revenue	2.3x	8.2x	4.0x
EV/FCF	13.9x	17.6x	34.5x
EV/Operating cash flow	12.8x	14.3x	28.5x
PEG (3Y EPS CAGR)	0.65	0.35	0.90

Growth

14 metrics

Metric	AOS	FIX	SN
Revenue growth (1Y)	0.4%	-36.6%	17.5%
Revenue CAGR (3Y)	0.6%	2.0%	20.6%
Gross profit growth (1Y)	1.4%	-27.6%	18.8%
Gross profit CAGR (3Y)	1.3%	15.4%	29.3%
Operating income growth (1Y)	-5.2%	-11.2%	36.0%
Operating income CAGR (3Y)	-2.5%	37.8%	40.7%
Net income growth (1Y)	-3.5%	94.8%	34.1%
Net income CAGR (3Y)	22.3%	78.4%	45.4%
EPS growth (1Y)	-0.3%	96.0%	34.4%
EPS CAGR (3Y)	26.2%	79.7%	44.6%
Operating cash flow growth (1Y)	16.1%	223.9%	141.8%
Operating cash flow CAGR (3Y)	5.0%	71.3%	32.4%
Free cash flow growth (1Y)	29.3%	205.6%	432.7%
Free cash flow CAGR (3Y)	6.2%	67.9%	31.6%

Profitability

14 metrics

Metric	AOS	FIX	SN
Gross margin	38.6%	26.8%	48.9%
EBITDA margin	20.0%	19.9%	15.9%
Operating margin	17.6%	18.8%	13.8%
Pretax margin	17.0%	19.3%	12.8%
Net margin	13.1%	30.9%	10.1%
FCF margin	16.8%	46.3%	11.6%
Operating cash flow margin	18.2%	57.0%	14.1%
Return on equity	26.9%	16.7%	24.8%
Return on assets	13.7%	6.0%	13.1%
Return on invested capital	20.9%	16.0%	21.2%
Return on capital employed	24.1%	30.6%	27.2%
Asset turnover	1.0x	0.6x	1.3x
Cash conversion (OCF / net income)	1.4x	1.8x	1.4x
Stock comp / revenue	0.4%	0.7%	1.4%

Financial Health

11 metrics

Metric	AOS	FIX	SN
Debt / assets	17.5%	0.5%	12.8%
Debt / equity	0.3x	0.0x	0.3x
Net debt / EBITDA	0.6x	-2.0x	-0.1x
Debt / FCF	1.0x	0.0x	0.9x
Liabilities / assets	49.5%	66.0%	49.2%
Equity / assets	50.5%	34.0%	50.8%
Interest coverage	31.5x	125.1x	–
Current ratio	1.6x	1.1x	2.1x
Quick ratio	1.0x	0.4x	1.3x
Cash ratio	0.2x	0.4x	0.4x
Altman Z-score	6.20	5.70	8.76

Shareholder Returns

7 metrics

Metric	AOS	FIX	SN
Dividend yield	2.3%	0.2%	–
Net buyback yield	3.7%	1.0%	0.4%
Shareholder yield	6.0%	1.2%	0.4%
Payout ratio (earnings)	39.6%	6.5%	–
Payout ratio (FCF)	31.0%	4.3%	–
Dividend growth (1Y)	2.2%	75.6%	–
Dividend CAGR (3Y)	3.2%	57.9%	–

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

Consensus	AOS	FIX	SN
Forward P/E	17.2xFY2026	28.2xFY2026	28.5xFY2026
EPS, next fiscal year	$3.60FY2026	$45.66FY2026	$6.94FY2026
EPS growth, next FY	-6.5%FY2026	+58.1%FY2026	+31.4%FY2026
EPS growth, the year after	+15.0%	+25.2%	+3.2%
Revenue, next fiscal year	$3.73BFY2026	$12.26BFY2026	$7.30BFY2026
Revenue growth, next FY	-2.6%FY2026	+34.7%FY2026	+14.1%FY2026
Revenue growth, the year after	+3.9%	+33.8%	+12.4%

AOS estimates →FIX estimates →SN estimates →

Institutional Ownership

13F filings, quarter ended Jun 30, 2026

Holders	AOS	FIX	SN
Held by institutions	91.9%	93.1%	64.7%
Institutions holding	614	1,353	563
Change in shares held, QoQ	+7.1%	+0.8%	+11.6%
Institutions buying	315	742	370
Institutions selling	226	486	144
Buyers to sellers	1.39	1.53	2.57

AOS holders →FIX holders →SN holders →

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

	AOS	FIX	SN
AOS	1.00	0.10	0.41
FIX	0.10	1.00	0.23
SN	0.41	0.23	1.00

Add a Peer

Largest companies in the same industry

AOS · HVAC

+TTTrane Technologies +JCIJohnson Controls International +CARRCarrier Global +LIILennox International +SPXCSPX Technologies +MODModine Manufacturing +AAONAaon +CSWCsw Industrials

Plot all 49 HVAC stocks → Plot all 27 Home Appliances stocks →

Related Comparisons

AOS vs TTTrane Technologies AOS vs JCIJohnson Controls International AOS vs CARRCarrier Global AOS vs LIILennox International

Frequently Asked Questions

Which is bigger, AOS, FIX and SN?

Comfort Systems Usa (FIX) is the largest by market capitalisation: Smith A O (AOS) $8.44B, Comfort Systems Usa (FIX) $45.09B, SharkNinja (SN) $27.86B.

Which stock is cheaper, AOS, FIX and SN?

Smith A O (AOS) trades on the lowest price-to-earnings ratio (Smith A O (AOS) 17.0x, Comfort Systems Usa (FIX) 27.7x, SharkNinja (SN) 40.2x). On next year's consensus earnings, Smith A O (AOS) is cheapest (Smith A O (AOS) 17.2x, Comfort Systems Usa (FIX) 28.2x, SharkNinja (SN) 28.5x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

SharkNinja (SN) grew revenue fastest over the trailing twelve months: Smith A O (AOS) +0.4%, Comfort Systems Usa (FIX) -36.6%, SharkNinja (SN) +17.5%.

Which company is more profitable?

Comfort Systems Usa (FIX) has the highest net margin (Smith A O (AOS) 13.1%, Comfort Systems Usa (FIX) 30.9%, SharkNinja (SN) 10.1%). On return on invested capital, SharkNinja (SN) leads (Smith A O (AOS) 20.9%, Comfort Systems Usa (FIX) 16.0%, SharkNinja (SN) 21.2%).

Which stock has performed better?

Over the past year SharkNinja (SN) returned the most: Smith A O (AOS) -9.5%, Comfort Systems Usa (FIX) +32.0%, SharkNinja (SN) +104.3%. Over five years, Comfort Systems Usa (FIX) compounded fastest (Smith A O (AOS) -2.6%/yr, Comfort Systems Usa (FIX) +70.7%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Smith A O (AOS) has the highest dividend yield: Smith A O (AOS) 2.32%, Comfort Systems Usa (FIX) 0.23%, SharkNinja (SN) 0.00%. SharkNinja (SN) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Smith A O (AOS) has been the steadiest (Smith A O (AOS) 27.4%, Comfort Systems Usa (FIX) 56.9%, SharkNinja (SN) 42.9%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, AOS, FIX and SN?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Comfort Systems Usa (FIX) leads on 5. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.

AOS vs FIX vs SN

Stock Comparison · Prices as of Oct 27, 2026

AOS $62.08 +5.8% 1M FIX $1,288.51 -22.3% 1M SN $197.67 +11.2% 1M