AOS vs BLDR
A. O. Smith and Builders FirstSource, side by side.
Prices and company dataas of yesterday's close
- AOSKeepin the past month+15%
A. O. Smith rose 15% over the past month, far more than other industrial stocks (up 2.4%), but its sales fell 0.7% over the past year.
- BLDRSell somein five trading days−10%
Builders FirstSource fell 10% over the past five trading days while other industrial stocks rose 1.6%, and its sales fell 8.2% over the past year.
Percent return
- AOS+0.46%
- BLDR−41.69%
Nov 11, 2025 to Nov 11, 2026
Where they differ
- Company size: AOS $8.10B, BLDR $7.50B.
- Sales growth, 1 yr: AOS −0.7%, BLDR −8.3%. AOS is ahead.
- Price for $1 of next year's profit: AOS $18, BLDR $25. AOS is ahead.
- Profit per $1 of sales: AOS 18¢, BLDR 2¢. AOS is ahead.
- Cash minus debt: AOS −$481M, BLDR −$5.22B. AOS is ahead.
- Price change, 1 yr: AOS +0.5%, BLDR −42%. AOS is ahead. S&P 500 +12%.
- How much the price swings: AOS 30%, BLDR 57%. AOS is ahead.
| Measure | AOSA. O. Smith | BLDRBuilders FirstSource |
|---|---|---|
| Price and returns | ||
| Price | $64.63 | $62.32 |
| Today | Best in this row: +0.42% | −0.97% |
| 1 month | +15.29% | Best in this row: +17.96% |
| 3 months | Best in this row: +2.12% | −17.02% |
| This year | Best in this row: −1.18% | −39.41% |
| 1 year | Best in this row: +0.46% | −41.69% |
| 5 years | −10.74% | Best in this row: −7.59% |
| From 52-week high | −18.3% | −51.7% |
| How much it swings (90 days) | Best in this row: 30% | 57% |
| Valuation | ||
| Market value | $8.10B | $7.50B |
| Price vs last year's earnings | Best in this row: 15.7× | 26.6× |
| Price vs next year's expected earnings | Best in this row: 17.6× | 25.3× |
| Price vs earnings, adjusted for growth | Best in this row: 2.85× | 7.11× |
| Price to sales | 2.3× | Best in this row: 0.5× |
| Price vs cash it brings in | Best in this row: 15.4× | 26.8× |
| Company value vs operating profit | Best in this row: 11.7× | 13.4× |
| Growth | ||
| Revenue growth, 1 year | Best in this row: −0.7% | −8.3% |
| Revenue growth a year, last 3 years | Best in this row: +0.7% | −12.6% |
| Earnings per share growth, last year | Best in this row: +4.8% | −66.5% |
| Earnings per share growth expected next year | Best in this row: +7.4% | −29.7% |
| Profitability | ||
| Kept from sales after making the product | Best in this row: 38.6% | 28.5% |
| Kept as operating profit | Best in this row: 18.2% | 2.1% |
| Kept as final profit | Best in this row: 13.0% | 0.3% |
| Kept as spare cash | Best in this row: 14.8% | 1.8% |
| Profit on shareholders' money | Best in this row: 27.0% | 1.0% |
| Profit on all money put in | Best in this row: 23.0% | 3.3% |
| Balance sheet | ||
| Net cash (cash minus debt) | Best in this row: −$481M | −$5.22B |
| Debt for each $1 of shareholders' money | Best in this row: 0.39× | 1.29× |
| Short-term assets per $1 of bills due | 1.64× | Best in this row: 1.85× |
| Dividend yield | 2.36% | – |
| Share of profit paid as dividends | 42% | – |
| Our readPro | ||
| Our call | Keep | Sell some |
| Why | A. O. Smith rose 15% over the past month, far more than other industrial stocks (up 2.4%), but its sales fell 0.7% over the past year. | Builders FirstSource fell 10% over the past five trading days while other industrial stocks rose 1.6%, and its sales fell 8.2% over the past year. |
| Where the price sits | in the full report | in the full report |
| Our overall score (out of 100) | Best in this row: 55 | 43 |
| Our value score | Best in this row: 78 | 60 |
| Our growth score | Best in this row: 26 | 23 |
| Our quality score | Best in this row: 87 | 46 |
| Our price trend score | 51 | Best in this row: 54 |
| Earnings and analysts | ||
| Analyst consensus | Hold | Hold |
| To average analyst target | +0.4% | Best in this row: +10.9% |
| Average analyst target | $64.86 | $69.14 |
| Analysts rating it a buy | 15% | Best in this row: 33% |
| Buy ratings added, 3 months | −3 | −3 |
| Analysts covering | 7 | 17 |
AOS: faster sales growth and wider profit margins
Our pick of these: A. O. Smith
Sales growth −0.7% vs −8.3%
AOS −0.7%, BLDR −8.3%.Keeps 18.2% of sales as operating profit, vs 2.1%
AOS 18.2%, BLDR 2.1%.1-year return +0.5% vs −41.7%, S&P 500 +12.4%
AOS +0.5%, BLDR −41.7%.Where it loses: BLDR has more analyst upside, +10.9% vs +0.4%
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Prices as of yesterday, 3:59 PM ET. A view, not advice.