AOS vs LII vs SN Stock Comparison

Smith A O, Lennox International and SharkNinja Prices as of Nov 5, 2026 Peers: Industry group
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AOS Smith A O Corp
$66.56 +16.9% 1M +0.8% 1Y
Market cap
$8.74B
P/E
17.7x
Revenue (TTM)
$3.80B
Div. yield
0.02%
HVAC Industrials
2 wins
SN SharkNinja, Inc.
$217.13 +17.5% 1M +151.3% 1Y
Market cap
$31.51B
P/E
37.3x
Revenue (TTM)
$7.26B
Div. yield
–
Home Appliances Consumer Discretionary
4 wins

Head to Head

12 decided of 12

Lennox International leads on 6 of the 12 questions below (Lennox International 6, SharkNinja 4, Smith A O 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionAOSLIISNLeader
Larger companyMarket capitalisation $8.74B $11.75B $31.51B SN
Cheaper on earningsLower P/E, profitable companies only 17.7x 15.7x 37.3x LII
Cheaper on forward earningsLower price / next fiscal year consensus EPS 19.3x 16.7x 31.3x LII
Faster revenue growthRevenue growth, trailing twelve months -0.7% +1.9% +19.2% SN
More profitableNet margin, trailing twelve months 13.0% 13.8% 11.6% LII
Better return on capitalReturn on invested capital 20.8% 27.6% 23.8% LII
Less leveragedLower net debt / EBITDA 0.6x 1.4x 0.2x SN
Higher dividend yieldTrailing dividend yield 0.02% 0.02% 0.00% AOS
Better 1-year returnPrice return, last 12 months +0.8% -28.8% +151.3% SN
Better 5-year returnAnnualised price return, 5 years -3.0%/yr +2.9%/yr — LII
Less volatileAnnualised volatility, 1 year 28.3% 43.1% 42.3% AOS
Higher overall scoreMean of the five percentile scores vs peers 60/100 66/100 62/100 LII

Percentile Scorecard

AOSLIISN

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

AxisAOSLIISN
Valuation 60 #23 of 56 64 #21 of 56 22 #33 of 42
Growth 28 #39 of 54 55 #25 of 54 93 #4 of 41
Profitability 90 #6 of 53 98 #2 of 53 92 #4 of 39
Financial Health 77 #14 of 58 35 #38 of 58 65 #16 of 44
Shareholder Returns 44 #24 of 42 78 #10 of 42 39 #17 of 27
Overall 60 66 62
  • AOS ranked among 58 companies in Construction Products
  • LII ranked among 58 companies in Construction Products
  • SN ranked among 44 companies in Household Durables

Price Performance

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

Returns

PeriodAOSLIISNSPY
1 month +16.9%-4.6%+17.5% -5.9%
3 months +5.7%-19.9%+20.7% -4.6%
6 months +10.5%-33.7%+91.9% +0.2%
Year to date -0.5%-28.1%+94.0% +7.5%
1 year +0.8%-28.8%+151.3% +8.2%
3 years -6.4%-9.4%+374.5% +68.3%
3 years, per year -2.2%-3.2%+68.1% +19.0%
5 years -14.2%+15.5%— +56.5%
5 years, per year -3.0%+2.9%— +9.4%
10 years +48.4%+141.3%— +251.5%
10 years, per year +4.0%+9.2%— +13.4%

Risk

MeasureAOSLIISNSPY
Volatility, 1Y 28.3%43.1%42.3% 13.6%
Downside volatility, 1Y 26.5%48.7%37.3% 14.2%
Beta vs S&P 500, 1Y 0.671.231.33 1.00
Return / volatility, 1Y 0.03-0.673.58 0.60
Max drawdown, 5Y -43.4%-51.0%-42.6% -25.4%
From 52-week high -17.3%-39.1%-0.7% -5.9%
52-week high $80.47$572.95$218.77 $779.14
52-week low $55.34$332.41$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.

MultipleAOSLIISN
P/E now vs peer median 18.2xmedian 21.0x 16.0xmedian 21.0x 36.2xmedian 16.0x
P/S now vs peer median 2.4xmedian 1.7x 2.2xmedian 1.7x 4.2xmedian 0.7x
EV/EBITDA now vs peer median 12.3xmedian 13.3x 11.7xmedian 13.3x 23.9xmedian 10.7x
P/FCF now vs peer median 15.9xmedian 16.1x 14.3xmedian 16.1x 60.1xmedian 12.4x
P/B now vs peer median 4.9xmedian 2.8x 9.1xmedian 2.8x 9.7xmedian 1.2x
PEG now vs peer median 0.81median 0.89 1.25median 0.89 0.51median 0.54

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 monthsAOSLIISN
Revenue $3.80B $5.45B $7.26B
Gross profit $1.47B $1.78B $3.73B
Operating income $668.30M $1.03B $1.13B
Net income $494.60M $749.90M $844.85M
Free cash flow $561.70M $835.70M $508.67M
R&D – – $424.37M
EPS (diluted) $3.63 $21.74 $5.97
Cash & equivalents $234.50M $43.30M $487.82M
Total debt $673.10M $1.62B $706.63M
Shares (diluted) 136.10M 34.50M 141.52M
Enterprise value $7.93B $11.57B $28.96B

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
MetricAOSLIISN
P/E 18.2x 16.0x 36.2x
P/FCF 15.9x 14.3x 60.1x
P/Operating cash flow 14.6x 12.1x 44.0x
P/S 2.4x 2.2x 4.2x
P/B 4.9x 9.1x 9.7x
P/Tangible book 7.2x 12.2x 11.3x
EV/EBITDA 12.3x 11.7x 23.9x
EV/EBIT 14.0x 13.2x 27.2x
EV/Revenue 2.5x 2.5x 4.2x
EV/FCF 16.7x 16.2x 60.5x
EV/Operating cash flow 15.3x 13.7x 44.4x
PEG (3Y EPS CAGR) 0.81 1.25 0.51

Growth

14 metrics
MetricAOSLIISN
Revenue growth (1Y) -0.7% 1.9% 19.2%
Revenue CAGR (3Y) 0.0% 3.4% 21.4%
Gross profit growth (1Y) -0.4% -1.6% 25.8%
Gross profit CAGR (3Y) 0.1% 6.3% 29.8%
Operating income growth (1Y) -7.2% -6.4% 44.6%
Operating income CAGR (3Y) -3.9% 11.7% 51.3%
Net income growth (1Y) -6.8% -13.3% 47.0%
Net income CAGR (3Y) 18.2% 11.6% 72.6%
EPS growth (1Y) -3.5% -11.6% 47.6%
EPS CAGR (3Y) 22.5% 12.8% 71.5%
Operating cash flow growth (1Y) -6.6% 44.6% 29.4%
Operating cash flow CAGR (3Y) -0.2% 20.7% 38.5%
Free cash flow growth (1Y) -1.8% 56.4% 132.4%
Free cash flow CAGR (3Y) 0.5% 27.5% 36.8%

Profitability

14 metrics
MetricAOSLIISN
Gross margin 38.6% 32.6% 51.4%
EBITDA margin 20.1% 21.2% 17.8%
Operating margin 17.6% 18.8% 15.6%
Pretax margin 16.8% 17.6% 14.9%
Net margin 13.0% 13.8% 11.6%
FCF margin 14.8% 15.3% 7.0%
Operating cash flow margin 16.1% 18.2% 9.6%
Return on equity 27.0% 57.4% 28.1%
Return on assets 13.6% 16.2% 14.2%
Return on invested capital 20.8% 27.6% 23.8%
Return on capital employed 24.0% 36.9% 30.1%
Asset turnover 1.0x 1.2x 1.2x
Cash conversion (OCF / net income) 1.2x 1.3x 0.8x
Stock comp / revenue 0.4% 0.4% 1.8%

Financial Health

11 metrics
MetricAOSLIISN
Debt / assets 18.4% 34.6% 11.2%
Debt / equity 0.4x 1.2x 0.2x
Net debt / EBITDA 0.6x 1.4x 0.2x
Debt / FCF 1.2x 1.9x 1.4x
Liabilities / assets 50.1% 71.9% 49.8%
Equity / assets 49.9% 28.1% 50.2%
Interest coverage 26.4x 16.2x –
Current ratio 1.6x 1.2x 2.0x
Quick ratio 1.0x 0.5x 1.2x
Cash ratio 0.3x 0.0x 0.2x
Altman Z-score 6.35 5.71 8.53

Shareholder Returns

7 metrics
MetricAOSLIISN
Dividend yield 2.2% 1.5% –
Net buyback yield 3.6% 3.7% 0.5%
Shareholder yield 5.8% 5.3% 0.5%
Payout ratio (earnings) 40.3% 24.4% –
Payout ratio (FCF) 35.5% 21.9% –
Dividend growth (1Y) 2.4% 8.7% –
Dividend CAGR (3Y) 3.1% 6.1% –

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.

ConsensusAOSLIISN
Forward P/E 19.3xFY2026 16.7xFY2026 31.3xFY2026
EPS, next fiscal year $3.45FY2026 $20.84FY2026 $6.94FY2026
EPS growth, next FY -10.4%FY2026 -10.0%FY2026 +31.4%FY2026
EPS growth, the year after +13.6% +6.1% +3.2%
Revenue, next fiscal year $3.63BFY2026 $5.66BFY2026 $7.30BFY2026
Revenue growth, next FY -5.3%FY2026 +8.8%FY2026 +14.1%FY2026
Revenue growth, the year after -6.4% +7.0% +12.6%
AOS estimates →LII estimates →SN estimates →

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersAOSLIISN
Held by institutions 91.9% 77.3% 64.7%
Institutions holding 616 658 566
Change in shares held, QoQ +7.1% +1.8% +11.6%
Institutions buying 317 318 372
Institutions selling 226 236 145
Buyers to sellers 1.40 1.35 2.57
AOS holders →LII 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.

AOSLIISN
AOS 1.00 0.62 0.46
LII 0.62 1.00 0.35
SN 0.46 0.35 1.00

Add a Peer

Largest companies in the same industry
AOS · HVAC
+TTTrane Technologies +JCIJohnson Controls International +CARRCarrier Global +FIXComfort Systems Usa +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 FIXComfort Systems Usa

Frequently Asked Questions

Which is bigger, AOS, LII and SN?

SharkNinja (SN) is the largest by market capitalisation: Smith A O (AOS) $8.74B, Lennox International (LII) $11.75B, SharkNinja (SN) $31.51B.

Which stock is cheaper, AOS, LII and SN?

Lennox International (LII) trades on the lowest price-to-earnings ratio (Smith A O (AOS) 17.7x, Lennox International (LII) 15.7x, SharkNinja (SN) 37.3x). On next year's consensus earnings, Lennox International (LII) is cheapest (Smith A O (AOS) 19.3x, Lennox International (LII) 16.7x, SharkNinja (SN) 31.3x). 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) -0.7%, Lennox International (LII) +1.9%, SharkNinja (SN) +19.2%.

Which company is more profitable?

Lennox International (LII) has the highest net margin (Smith A O (AOS) 13.0%, Lennox International (LII) 13.8%, SharkNinja (SN) 11.6%). On return on invested capital, Lennox International (LII) leads (Smith A O (AOS) 20.8%, Lennox International (LII) 27.6%, SharkNinja (SN) 23.8%).

Which stock has performed better?

Over the past year SharkNinja (SN) returned the most: Smith A O (AOS) +0.8%, Lennox International (LII) -28.8%, SharkNinja (SN) +151.3%. Over five years, Lennox International (LII) compounded fastest (Smith A O (AOS) -3.0%/yr, Lennox International (LII) +2.9%/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) 0.02%, Lennox International (LII) 0.02%, 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) 28.3%, Lennox International (LII) 43.1%, SharkNinja (SN) 42.3%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, AOS, LII 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, Lennox International (LII) leads on 6. 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.