AOS vs SN Stock Comparison

Smith A O and SharkNinja Prices as of Oct 23, 2026 Peers: Industry group
AOS Smith A O Corp
$61.65 +6.8% 1M -10.7% 1Y
Market cap
$8.49B
P/E
17.0x
Revenue (TTM)
$3.80B
Div. yield
0.02%
HVAC Industrials
5 wins
SN SharkNinja, Inc.
$196.27 +16.5% 1M +102.7% 1Y
Market cap
$28.08B
P/E
40.4x
Revenue (TTM)
$6.91B
Div. yield
–
Home Appliances Consumer Discretionary
5 wins

Head to Head

10 decided of 12

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

QuestionAOSSNLeader
Larger companyMarket capitalisation $8.49B $28.08B SN
Cheaper on earningsLower P/E, profitable companies only 17.0x 40.4x AOS
Cheaper on forward earningsLower price / next fiscal year consensus EPS 17.0x 28.3x AOS
Faster revenue growthRevenue growth, trailing twelve months +0.4% +17.5% SN
More profitableNet margin, trailing twelve months 13.1% 10.1% AOS
Better return on capitalReturn on invested capital 20.9% 21.2% SN
Less leveragedLower net debt / EBITDA 0.6x -0.1x SN
Higher dividend yieldTrailing dividend yield 0.02% 0.00% –
Better 1-year returnPrice return, last 12 months -10.7% +102.7% SN
Better 5-year returnAnnualised price return, 5 years -1.6%/yr — –
Less volatileAnnualised volatility, 1 year 27.4% 42.9% AOS
Higher overall scoreMean of the five percentile scores vs peers 66/100 64/100 AOS

Percentile Scorecard

AOSSN

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

AxisAOSSN
Valuation 70 #17 of 55 17 #35 of 42
Growth 38 #32 of 51 93 #4 of 42
Profitability 98 #2 of 51 95 #3 of 40
Financial Health 74 #16 of 59 70 #14 of 44
Shareholder Returns 48 #22 of 41 44 #16 of 28
Overall 66 64
  • AOS ranked among 59 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

PeriodAOSSNSPY
1 month +6.8%+16.5% -1.0%
3 months +1.5%+32.1% +2.9%
6 months -4.2%+69.6% +6.4%
Year to date -7.8%+75.4% +11.4%
1 year -10.7%+102.7% +13.1%
3 years -7.5%+382.1% +79.4%
3 years, per year -2.6%+69.0% +21.5%
5 years -7.7%— +67.7%
5 years, per year -1.6%— +10.9%
10 years +28.2%— +255.2%
10 years, per year +2.5%— +13.5%

Risk

MeasureAOSSNSPY
Volatility, 1Y 27.4%42.9% 12.7%
Downside volatility, 1Y 26.3%39.2% 12.7%
Beta vs S&P 500, 1Y 0.701.53 1.00
Return / volatility, 1Y -0.392.39 1.03
Max drawdown, 5Y -43.4%-42.6% -25.4%
From 52-week high -23.4%-1.4% -2.5%
52-week high $80.47$199.15 $779.14
52-week low $55.34$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.

MultipleAOSSN
P/E now vs peer median 16.9xmedian 19.9x 39.9xmedian 15.0x
P/S now vs peer median 2.2xmedian 1.5x 4.0xmedian 0.7x
EV/EBITDA now vs peer median 11.6xmedian 12.6x 25.0xmedian 9.7x
P/FCF now vs peer median 13.1xmedian 16.1x 34.4xmedian 12.1x
P/B now vs peer median 4.5xmedian 3.0x 9.7xmedian 1.2x
PEG now vs peer median 0.64median 0.98 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 monthsAOSSN
Revenue $3.80B $6.91B
Gross profit $1.47B $3.38B
Operating income $668.70M $950.59M
Net income $500.30M $695.22M
Free cash flow $639.40M $804.52M
R&D – $399.28M
EPS (diluted) $3.63 $4.91
Cash & equivalents $181.30M $779.83M
Total debt $1.74B $716.47M
Shares (diluted) 137.86M 141.51M
Enterprise value $7.74B $25.75B

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
MetricAOSSN
P/E 16.9x 39.9x
P/FCF 13.1x 34.4x
P/Operating cash flow 12.1x 28.4x
P/S 2.2x 4.0x
P/B 4.5x 9.7x
P/Tangible book 6.7x 11.5x
EV/EBITDA 11.6x 25.0x
EV/EBIT 13.2x 29.0x
EV/Revenue 2.3x 4.0x
EV/FCF 13.8x 34.3x
EV/Operating cash flow 12.8x 28.3x
PEG (3Y EPS CAGR) 0.64 0.90

Growth

14 metrics
MetricAOSSN
Revenue growth (1Y) 0.4% 17.5%
Revenue CAGR (3Y) 0.6% 20.6%
Gross profit growth (1Y) 1.4% 18.8%
Gross profit CAGR (3Y) 1.3% 29.3%
Operating income growth (1Y) -5.2% 36.0%
Operating income CAGR (3Y) -2.5% 40.7%
Net income growth (1Y) -3.5% 34.1%
Net income CAGR (3Y) 22.3% 45.4%
EPS growth (1Y) -0.3% 34.4%
EPS CAGR (3Y) 26.2% 44.6%
Operating cash flow growth (1Y) 16.1% 141.8%
Operating cash flow CAGR (3Y) 5.0% 32.4%
Free cash flow growth (1Y) 29.3% 432.7%
Free cash flow CAGR (3Y) 6.2% 31.6%

Profitability

14 metrics
MetricAOSSN
Gross margin 38.6% 48.9%
EBITDA margin 20.0% 15.9%
Operating margin 17.6% 13.8%
Pretax margin 17.0% 12.8%
Net margin 13.1% 10.1%
FCF margin 16.8% 11.6%
Operating cash flow margin 18.2% 14.1%
Return on equity 26.9% 24.8%
Return on assets 13.7% 13.1%
Return on invested capital 20.9% 21.2%
Return on capital employed 24.1% 27.2%
Asset turnover 1.0x 1.3x
Cash conversion (OCF / net income) 1.4x 1.4x
Stock comp / revenue 0.4% 1.4%

Financial Health

11 metrics
MetricAOSSN
Debt / assets 17.5% 12.8%
Debt / equity 0.3x 0.3x
Net debt / EBITDA 0.6x -0.1x
Debt / FCF 1.0x 0.9x
Liabilities / assets 49.5% 49.2%
Equity / assets 50.5% 50.8%
Interest coverage 31.5x –
Current ratio 1.6x 2.1x
Quick ratio 1.0x 1.3x
Cash ratio 0.2x 0.4x
Altman Z-score 6.18 8.72

Shareholder Returns

7 metrics
MetricAOSSN
Dividend yield 2.3% –
Net buyback yield 3.7% 0.4%
Shareholder yield 6.1% 0.4%
Payout ratio (earnings) 39.6% –
Payout ratio (FCF) 31.0% –
Dividend growth (1Y) 2.2% –
Dividend CAGR (3Y) 3.2% –

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.

ConsensusAOSSN
Forward P/E 17.0xFY2026 28.3xFY2026
EPS, next fiscal year $3.62FY2026 $6.94FY2026
EPS growth, next FY -6.0%FY2026 +31.4%FY2026
EPS growth, the year after +14.9% +2.9%
Revenue, next fiscal year $3.74BFY2026 $7.30BFY2026
Revenue growth, next FY -2.3%FY2026 +14.1%FY2026
Revenue growth, the year after +3.9% +12.2%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersAOSSN
Held by institutions 91.9% 64.7%
Institutions holding 614 563
Change in shares held, QoQ +7.1% +11.6%
Institutions buying 315 370
Institutions selling 226 144
Buyers to sellers 1.39 2.57

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.

AOSSN
AOS 1.00 0.41
SN 0.41 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, AOS and SN?

SharkNinja (SN) is the largest by market capitalisation: Smith A O (AOS) $8.49B, SharkNinja (SN) $28.08B.

Which stock is cheaper, AOS and SN?

Smith A O (AOS) trades on the lowest price-to-earnings ratio (Smith A O (AOS) 17.0x, SharkNinja (SN) 40.4x). On next year's consensus earnings, Smith A O (AOS) is cheapest (Smith A O (AOS) 17.0x, SharkNinja (SN) 28.3x). 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) +0.4%, SharkNinja (SN) +17.5%.

Which company is more profitable?

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

Which stock has performed better?

Over the past year SharkNinja (SN) returned the most: Smith A O (AOS) -10.7%, SharkNinja (SN) +102.7%. Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Smith A O (AOS) 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) 27.4%, SharkNinja (SN) 42.9%). Volatility measures how widely the price swings, not the risk of the business.

Do AOS and SN move together?

Their daily returns over the past year have a correlation of 0.41, a moderate positive relationship. Holding both diversifies more than two closely linked stocks would.

Which is the better stock, AOS 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, SharkNinja (SN) 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.