A. O. Smith Corporation (AOS)
NYSE · Industrials · market cap 7.82B
Share price
$65.42
At the last nightly close
Intrinsic value
$126.29
Range $85.33 – $96.03 before any credit for growth. The figure above is $85.33 × 1.48, the credit the franchise record earns.
Margin of safety
+93.0%
($126.29 − $65.42) ÷ $65.42
EV / EBIT
17.6
On the median operating profit of 15 fiscal years through 2025.
How these numbers are computed
The valuations are calculated in Python from filed accounts, not written by a language model. Three methods run side by side: earnings power value, which capitalises a normalised operating profit; a free-cash-flow model; and the Graham Number as an asset-side cross-check. The conservative figure above starts from the lower of the first two; the Graham Number never enters it.
The frame gives no credit for growth unless the company has earned it: only a return on invested capital that has beaten the cost of capital year after year earns a growth credit, and that credit is capped. A company that compounds will therefore usually read as expensive against it — that is deliberate. It is a price-discipline floor, not a price target, and it is not a view on what the shares will do.
The EV/EBIT ranking uses the median operating profit of up to fifteen fiscal years — a full cycle — where the free screeners use the last twelve months. When the data cannot support a method, the figure reads n/a rather than a number: a free-cash-flow valuation on a bank, a PEG on erratic earnings, a multiple on a company with no operating profit to speak of.
Fundamentals from SEC EDGAR. Prices, market data and technicals from yfinance. Valuation computed 2026-11-01.
Key metrics
Market position
Annual financials
| Period | Revenue | Operating income | Net income | EPS | Free cash flow |
|---|---|---|---|---|---|
| 2025-FY | 3.83B | 728.0M | 546.2M | 3.85 | 546.0M |
| 2024-FY | 3.82B | 716.8M | 533.6M | 3.63 | 473.8M |
| 2023-FY | 3.85B | 757.4M | 556.6M | 3.69 | 597.7M |
| 2022-FY | 3.75B | 658.7M | 235.7M | 1.56 | 321.1M |
| 2021-FY | 3.54B | 682.0M | 487.1M | 3.02 | 566.0M |
Filed figures from SEC EDGAR, in the reporting currency.
Next earnings
Recent news
- AOS Stock Catalyst Calendar: Earnings Dates, Events & Key Triggers | Catacalcatacal.com
- AOS Earnings: Latest Report, Earnings Call & Financialspublic.com
- A. O. Smith (AOS) Research Report - StockStorystockstory.org
- A. O. Smith Corporation (AOS) Stock Price, News, Quote & History - Yahoo Financefinance.yahoo.com
- News | A. O. Smith Corporationinvestor.aosmith.com
Headlines link to their source. Sperio does not republish article text.
The figures above are the arithmetic. To see what a board of eight AI agents makes of them — macro, sector, filings, news and a devil's advocate whose only job is to attack the thesis — run the full analysis on AOS.
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This page presents computed figures and filed financial data for information only. It is not investment advice, not a recommendation to buy or sell any security, and not a statement about what these shares will do. Sperio is a research tool, not an investment adviser. Figures are derived automatically from public filings and market data and may be incomplete, out of date or wrong. See the Terms & Disclaimer.