AOS vs NPK vs TT Stock Comparison

Smith A O, National Presto Industries and Trane Technologies Prices as of Oct 28, 2026 Peers: Industry group
AOS Smith A O Corp
$60.89 +4.3% 1M -8.9% 1Y
Market cap
$8.28B
P/E
16.7x
Revenue (TTM)
$3.80B
Div. yield
2.36%
HVAC Industrials
6 wins
TT Trane Technologies plc
$448.76 -0.7% 1M +5.3% 1Y
Market cap
$98.74B
P/E
33.6x
Revenue (TTM)
$22.21B
Div. yield
0.91%
HVAC Industrials
4 wins

Head to Head

12 decided of 12

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

QuestionAOSNPKTTLeader
Larger companyMarket capitalisation $8.28B $1.07B $98.74B TT
Cheaper on earningsLower P/E, profitable companies only 16.7x 25.2x 33.6x AOS
Cheaper on forward earningsLower price / next fiscal year consensus EPS 16.9x 30.9x 28.7x AOS
Faster revenue growthRevenue growth, trailing twelve months +0.4% +20.9% +7.0% NPK
More profitableNet margin, trailing twelve months 13.1% 7.9% 13.3% TT
Better return on capitalReturn on invested capital 20.9% — 24.4% TT
Less leveragedLower net debt / EBITDA 0.6x — 0.8x AOS
Higher dividend yieldTrailing dividend yield 2.36% 0.66% 0.91% AOS
Better 1-year returnPrice return, last 12 months -8.9% +37.0% +5.3% NPK
Better 5-year returnAnnualised price return, 5 years -3.6%/yr +12.6%/yr +19.9%/yr TT
Less volatileAnnualised volatility, 1 year 27.3% 35.1% 29.3% AOS
Higher overall scoreMean of the five percentile scores vs peers 63/100 48/100 51/100 AOS

Percentile Scorecard

AOSNPKTT

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

AxisAOSNPKTT
Valuation 67 #19 of 55 25 #31 of 41 9 #50 of 55
Growth 42 #30 of 51 63 #16 of 41 66 #18 of 51
Profitability 98 #2 of 48 68 #13 of 39 89 #6 of 48
Financial Health 68 #18 of 54 64 #16 of 43 53 #26 of 54
Shareholder Returns 40 #25 of 41 22 #22 of 28 35 #27 of 41
Overall 63 48 51
  • AOS ranked among 59 companies in Construction Products
  • NPK ranked among 44 companies in Household Durables
  • TT ranked among 59 companies in Construction Products

Price Performance

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

Returns

PeriodAOSNPKTTSPY
1 month +4.3%+3.0%-0.7% +0.9%
3 months -1.8%+23.6%+0.4% +5.9%
6 months -4.4%+7.4%-6.4% +8.5%
Year to date -9.0%+41.1%+15.3% +13.3%
1 year -8.9%+37.0%+5.3% +12.4%
3 years -10.2%+105.4%+143.0% +88.1%
3 years, per year -3.5%+27.1%+34.5% +23.5%
5 years -16.7%+81.1%+148.0% +68.2%
5 years, per year -3.6%+12.6%+19.9% +11.0%
10 years +35.3%+72.0%+764.0% +263.4%
10 years, per year +3.1%+5.6%+24.1% +13.8%

Risk

MeasureAOSNPKTTSPY
Volatility, 1Y 27.3%35.1%29.3% 12.7%
Downside volatility, 1Y 26.3%35.3%30.5% 12.7%
Beta vs S&P 500, 1Y 0.710.731.15 1.00
Return / volatility, 1Y -0.331.050.18 0.98
Max drawdown, 5Y -43.4%-31.4%-40.3% -25.4%
From 52-week high -24.3%-3.9%-10.9% -0.9%
52-week high $80.47$156.80$503.46 $779.14
52-week low $55.34$91.59$376.43 $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.

MultipleAOSNPKTT
P/E now vs peer median 16.7xmedian 20.0x 25.2xmedian 15.7x 33.6xmedian 20.0x
P/S now vs peer median 2.2xmedian 1.5x 2.0xmedian 0.7x 4.4xmedian 1.5x
EV/EBITDA now vs peer median 11.5xmedian 11.3x 17.8xmedian 9.6x 23.3xmedian 11.3x
P/FCF now vs peer median 12.9xmedian 15.3x 40.7xmedian 11.7x 27.6xmedian 15.3x
P/B now vs peer median 4.5xmedian 2.8x 2.6xmedian 1.1x 11.4xmedian 2.8x
PEG now vs peer median 0.64median 0.99 1.34median 0.62 1.92median 0.99

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 monthsAOSNPKTT
Revenue $3.80B $544.68M $22.21B
Gross profit $1.47B $89.69M $7.86B
Operating income $668.70M $52.52M $3.98B
Net income $500.30M $42.81M $2.97B
Free cash flow $639.40M $26.43M $3.58B
EPS (diluted) $3.63 $6.20 $13.25
Cash & equivalents $181.30M $15.79M $1.32B
Total debt $637.50M – $4.62B
Shares (diluted) 137.86M 6.91M 222.50M
Enterprise value $7.52B $1.04B $93.48B

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
MetricAOSNPKTT
P/E 16.7x 25.2x 33.6x
P/FCF 12.9x 40.7x 27.6x
P/Operating cash flow 12.0x 32.1x 25.2x
P/S 2.2x 2.0x 4.4x
P/B 4.5x 2.6x 11.4x
P/Tangible book 6.6x 2.6x 19.3x
EV/EBITDA 11.5x 17.8x 23.3x
EV/EBIT 13.1x 20.2x 25.6x
EV/Revenue 2.3x 1.9x 4.6x
EV/FCF 13.7x 40.0x 28.5x
EV/Operating cash flow 12.6x 31.6x 26.1x
PEG (3Y EPS CAGR) 0.64 1.34 1.92

Growth

14 metrics
MetricAOSNPKTT
Revenue growth (1Y) 0.4% 20.9% 7.0%
Revenue CAGR (3Y) 0.6% 16.7% 9.7%
Gross profit growth (1Y) 1.4% 3.5% 4.5%
Gross profit CAGR (3Y) 1.3% 13.2% 0.7%
Operating income growth (1Y) -5.2% 10.0% 4.4%
Operating income CAGR (3Y) -2.5% 26.7% 14.4%
Net income growth (1Y) -3.5% 3.0% 3.3%
Net income CAGR (3Y) 22.3% 18.9% 16.1%
EPS growth (1Y) -0.3% 3.0% 4.5%
EPS CAGR (3Y) 26.2% 18.9% 17.5%
Operating cash flow growth (1Y) 16.1% 242.1% 19.9%
Operating cash flow CAGR (3Y) 5.0% -8.6% 28.8%
Free cash flow growth (1Y) 29.3% 147.6% 26.1%
Free cash flow CAGR (3Y) 6.2% -14.5% 32.3%

Profitability

14 metrics
MetricAOSNPKTT
Gross margin 38.6% 16.5% 35.4%
EBITDA margin 20.0% 10.9% 19.7%
Operating margin 17.6% 9.6% 17.9%
Pretax margin 17.0% 10.0% 16.8%
Net margin 13.1% 7.9% 13.3%
FCF margin 16.8% 4.9% 16.1%
Operating cash flow margin 18.2% 6.1% 17.6%
Return on equity 26.9% 10.6% 34.4%
Return on assets 13.7% 8.8% 12.7%
Return on invested capital 20.9% – 24.4%
Return on capital employed 24.1% 12.9% 26.7%
Asset turnover 1.0x 1.1x 1.0x
Cash conversion (OCF / net income) 1.4x 0.8x 1.3x
Stock comp / revenue 0.4% – 0.4%

Financial Health

11 metrics
MetricAOSNPKTT
Debt / assets 17.5% – 19.3%
Debt / equity 0.3x – 0.5x
Net debt / EBITDA 0.6x – 0.8x
Debt / FCF 1.0x – 1.3x
Liabilities / assets 49.5% 17.5% 63.9%
Equity / assets 50.5% 82.5% 36.1%
Interest coverage 31.5x – 18.1x
Current ratio 1.6x 5.2x 1.1x
Quick ratio 1.0x 0.2x 0.7x
Cash ratio 0.2x 0.2x 0.2x
Altman Z-score 6.15 10.71 6.00

Shareholder Returns

7 metrics
MetricAOSNPKTT
Dividend yield 2.4% 0.7% 0.9%
Net buyback yield 3.8% 0.0% 1.4%
Shareholder yield 6.1% 0.7% 2.3%
Payout ratio (earnings) 39.6% 16.7% 29.6%
Payout ratio (FCF) 31.0% 27.1% 24.6%
Dividend growth (1Y) 2.2% 0.3% 10.3%
Dividend CAGR (3Y) 3.2% -36.8% 10.6%

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.

ConsensusAOSNPKTT
Forward P/E 16.9xFY2026 30.9xFY2028 28.7xFY2026
EPS, next fiscal year $3.60FY2026 $4.88FY2028 $15.64FY2026
EPS growth, next FY -6.5%FY2026 – +19.8%FY2026
EPS growth, the year after +15.0% – +10.2%
Revenue, next fiscal year $3.73BFY2026 $425.62MFY2028 $25.40BFY2026
Revenue growth, next FY -2.6%FY2026 – +19.1%FY2026
Revenue growth, the year after +3.9% – +7.8%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersAOSNPKTT
Held by institutions 91.9% 61.0% 87.0%
Institutions holding 614 182 1,810
Change in shares held, QoQ +7.1% +6.2% +0.3%
Institutions buying 315 92 894
Institutions selling 226 40 579
Buyers to sellers 1.39 2.30 1.54

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.

AOSNPKTT
AOS 1.00 0.18 0.44
NPK 0.18 1.00 0.17
TT 0.44 0.17 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, AOS, NPK and TT?

Trane Technologies (TT) is the largest by market capitalisation: Smith A O (AOS) $8.28B, National Presto Industries (NPK) $1.07B, Trane Technologies (TT) $98.74B.

Which stock is cheaper, AOS, NPK and TT?

Smith A O (AOS) trades on the lowest price-to-earnings ratio (Smith A O (AOS) 16.7x, National Presto Industries (NPK) 25.2x, Trane Technologies (TT) 33.6x). On next year's consensus earnings, Smith A O (AOS) is cheapest (Smith A O (AOS) 16.9x, National Presto Industries (NPK) 30.9x, Trane Technologies (TT) 28.7x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

National Presto Industries (NPK) grew revenue fastest over the trailing twelve months: Smith A O (AOS) +0.4%, National Presto Industries (NPK) +20.9%, Trane Technologies (TT) +7.0%.

Which company is more profitable?

Trane Technologies (TT) has the highest net margin (Smith A O (AOS) 13.1%, National Presto Industries (NPK) 7.9%, Trane Technologies (TT) 13.3%). On return on invested capital, Trane Technologies (TT) leads (Smith A O (AOS) 20.9%, Trane Technologies (TT) 24.4%).

Which stock has performed better?

Over the past year National Presto Industries (NPK) returned the most: Smith A O (AOS) -8.9%, National Presto Industries (NPK) +37.0%, Trane Technologies (TT) +5.3%. Over five years, Trane Technologies (TT) compounded fastest (Smith A O (AOS) -3.6%/yr, National Presto Industries (NPK) +12.6%/yr, Trane Technologies (TT) +19.9%/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) 2.36%, National Presto Industries (NPK) 0.66%, Trane Technologies (TT) 0.91%.

Which stock is riskier?

By one-year price volatility, Smith A O (AOS) has been the steadiest (Smith A O (AOS) 27.3%, National Presto Industries (NPK) 35.1%, Trane Technologies (TT) 29.3%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, AOS, NPK and TT?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Smith A O (AOS) 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.