Stocktoria
SMITH A O CORP AOS
SMITH A O CORP (AOS) earns a Piotroski F-score of 8/9 (strong financial health), with an Altman Z″ in the safe zone. It pays a dividend yielding 2.30% (safety: safe). FY2025 revenue was $3.8B at a 14.3% net margin.
Quality score trend · recomputed for each fiscal year
Each year's score is computed from that year's filing — a rising Piotroski F or Altman Z″ means improving financial health, a fall is worth a look.
Beneish M-score: -2.52 — low (below −2.22 — no manipulation red flag) . A statistical screen for earnings manipulation, not proof — and it doesn't apply to most banks/insurers.
Analyst price target
Recent analyst actions
| Date | Firm | Rating |
|---|---|---|
| 2026-06-10 | Oppenheimer | Outperform (main) |
| 2026-05-15 | JP Morgan | Underweight (down) |
| 2026-05-04 | Citigroup | Neutral (main) |
| 2026-05-04 | DA Davidson | Neutral (main) |
| 2026-05-01 | JP Morgan | Neutral (main) |
| 2026-05-01 | Baird | Neutral (main) |
Wall Street analyst consensus — a sentiment gauge, not our scoring.
Smart money · insiders, last 12 months
Open-market insider purchases minus sells (SEC Form 4) — real buying with their own money is a bullish “smart money” signal; grants and option exercises are excluded.
How it ranks in Manufacturing · percentile among 1957 companies
Percentile vs other Manufacturing companies we cover — e.g. “stronger than 90%” means only 10% score higher on that measure.
Piotroski F breakdown · 8/9 tests passed
- Positive return on assets
- Positive operating cash flow
- Rising ROA
- Cash flow exceeds net income
- Lower long-term debt
- Rising current ratio
- No share dilution
- Rising gross margin
- Rising asset turnover
Altman Z″ components · safe zone
| Component | Value |
|---|---|
| Working capital / assets | 0.137 |
| Retained earnings / assets | 1.257 |
| EBIT / assets | 0.232 |
| Equity / liabilities | 1.446 |
Sector peers · similar-size Manufacturing companies compare side by side →
| Ticker | Company | Piotroski F | Altman Z″ | P / E | Revenue growth |
|---|---|---|---|---|---|
| AOS | SMITH A O CORP | 8/9 | 8.07 | 15.6 | +0.3% |
| SN | SharkNinja, Inc. | 6/9 | 5.44 | 29.3 | +15.7% |
| COOK | Traeger, Inc. | 4/9 | -3.19 | — | -7.4% |
| VIOT | Viomi Technology Co., Ltd | 4/9 | 7.7 | — | +19.6% |
| RAY | Raytech Holding Ltd | 3/9 | 11.72 | — | +79.8% |
| TKLS | Trutankless, Inc. | 4/9 | — | — | — |
| WHR | WHIRLPOOL CORP /DE/ | 6/9 | 0.19 | 8.2 | -6.5% |
About SMITH A O CORP
A. O. Smith Corporation manufactures and markets residential and commercial gas and electric water heaters, boilers, heat pumps, tanks, and water treatment products in North America, China, Europe, and India. The company offers water heaters for residences, restaurants, hotels, office buildings, laundries, car washes, and small businesses; boilers for hospitals, schools, hotels, homes, apartments, and condominiums, and other large commercial buildings; and water treatment products comprising point-of-entry water softeners, well water solutions, and whole-home water filtration products, and point-of-use carbon and reverse osmosis products for residences, restaurants, hotels, and offices. It also provides commercial water treatment and filtration products; expansion tanks, commercial solar water heating systems, swimming pool and spa heaters, and related products and parts; and electric wall-hung, gas tankless, combi-boiler, and heat pump and solar water heaters. The company offers its products under the A. O. Smith, State, Lochinvar, Hague, Water-Right, Master Water, Atlantic Filter, Impact, and Water Tec brands. It distributes its products through independent wholesale plumbing distributors, as well as to retail channels consisting of hardware and home center chains, and manufacturer representative firms, as well as offers Aquasana branded products directly to consumers through e-commerce channels; and A. O. Smith branded water treatment products through dealer network and Amazon. A. O. Smith Corporation was founded in 1874 and is headquartered in Milwaukee, Wisconsin.
FAQ
Is AOS financially healthy?
SMITH A O CORP's Piotroski F-score is 8/9 (8–9 is excellent, 0–3 weak), and its Altman Z″ distress score is in the safe zone.
Does AOS pay a dividend, and is it safe?
Yes. SMITH A O CORP pays a dividend yielding about 2.30% with a 35.8% payout ratio, rated “safe” for safety.
How profitable is AOS?
In FY2025, SMITH A O CORP had a net margin of 14.3% and a return on equity of 29.4%.
Is AOS overvalued or undervalued?
SMITH A O CORP trades at about 16.3× trailing earnings — below its 10-year norm (10-year range 18.5×–44.8×, median 25.3×). Stocktoria reports the data, not buy/sell advice.
What is the analyst price target for AOS?
The average Wall-Street price target for SMITH A O CORP is $70.45, about 12.6% above the recent price, from 11 analysts (consensus: hold).
Is AOS a good stock to buy?
Stocktoria doesn't give buy or sell advice, but here is the data on SMITH A O CORP: a Piotroski F-score of 8/9, an Altman Z″ in the safe zone, a P/E of about 15.6×, a dividend yield of 2.30%. Weigh these quality and valuation signals against your own goals.
Computed from company filings · US · as of 2025-12-31. Facts plus Stocktoria's own computed scores — not investment advice.