AOS vs CARR
A. O. Smith and Carrier Global, 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.
- CARRKeep7.4%
Carrier Global's report on Oct 29 beat profit forecasts by 7.4%, but it sits 28% below its high of the past year.
Percent return
- AOS+0.46%
- CARR−2.68%
Nov 11, 2025 to Nov 11, 2026
Where they differ
- Company size: AOS $8.10B, CARR $49.8B.
- Sales growth, 1 yr: AOS −0.7%, CARR +3.3%. CARR is ahead.
- Price for $1 of next year's profit: AOS $18, CARR $17. CARR is ahead.
- Profit per $1 of sales: AOS 18¢, CARR 9¢. AOS is ahead.
- Cash minus debt: AOS −$481M, CARR −$10.5B. AOS is ahead.
- Price change, 1 yr: AOS +0.5%, CARR −2.7%. AOS is ahead. S&P 500 +12%.
- How much the price swings: AOS 30%, CARR 31%. AOS is ahead.
| Measure | AOSA. O. Smith | CARRCarrier Global |
|---|---|---|
| Price and returns | ||
| Price | $64.63 | $54.56 |
| Today | +0.42% | Best in this row: +2.92% |
| 1 month | Best in this row: +15.29% | −1.34% |
| 3 months | Best in this row: +2.12% | −13.87% |
| This year | −1.18% | Best in this row: +4.93% |
| 1 year | Best in this row: +0.46% | −2.68% |
| 5 years | −10.74% | Best in this row: +7.71% |
| From 52-week high | −18.3% | −27.6% |
| How much it swings (90 days) | Best in this row: 30% | 31% |
| Valuation | ||
| Market value | $8.10B | $49.8B |
| Price vs last year's earnings | Best in this row: 15.7× | 40.0× |
| Price vs next year's expected earnings | 17.6× | Best in this row: 17.3× |
| Price vs earnings, adjusted for growth | 2.85× | Best in this row: 1.96× |
| Price to sales | 2.3× | Best in this row: 1.9× |
| Price vs cash it brings in | Best in this row: 15.4× | 18.0× |
| Company value vs operating profit | Best in this row: 11.7× | 16.4× |
| Growth | ||
| Revenue growth, 1 year | −0.7% | Best in this row: +3.3% |
| Revenue growth a year, last 3 years | +0.7% | Best in this row: +8.0% |
| Earnings per share growth, last year | Best in this row: +4.8% | −65.2% |
| Earnings per share growth expected next year | +7.4% | Best in this row: +10.8% |
| Profitability | ||
| Kept from sales after making the product | Best in this row: 38.6% | 24.4% |
| Kept as operating profit | Best in this row: 18.2% | 8.6% |
| Kept as final profit | Best in this row: 13.0% | −7.9% |
| Kept as spare cash | Best in this row: 14.8% | 10.4% |
| Profit on shareholders' money | Best in this row: 27.0% | −13.4% |
| Profit on all money put in | Best in this row: 23.0% | 8.7% |
| Balance sheet | ||
| Net cash (cash minus debt) | Best in this row: −$481M | −$10.5B |
| Debt for each $1 of shareholders' money | Best in this row: 0.39× | 1.14× |
| Short-term assets per $1 of bills due | Best in this row: 1.64× | 1.00× |
| Dividend yield | Best in this row: 2.36% | 1.83% |
| Share of profit paid as dividends | 42% | – |
| Our readPro | ||
| Our call | Keep | Keep |
| 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. | Carrier Global's report on Oct 29 beat profit forecasts by 7.4%, but it sits 28% below its high of 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 | 48 |
| Our value score | Best in this row: 78 | 46 |
| Our growth score | 26 | Best in this row: 30 |
| Our quality score | Best in this row: 87 | 58 |
| Our price trend score | 51 | Best in this row: 67 |
| Earnings and analysts | ||
| Analyst consensus | Hold | Buy |
| To average analyst target | +0.4% | Best in this row: +22.6% |
| Average analyst target | $64.86 | $66.91 |
| Analysts rating it a buy | 15% | Best in this row: 50% |
| Buy ratings added, 3 months | −3 | Best in this row: −1 |
| Analysts covering | 7 | 12 |
CARR: faster growth at a lower P/E
Our pick of these: Carrier Global
Sales growth +3.3% vs −0.7%
AOS −0.7%, CARR +3.3%.Forward P/E per point of sales growth 5.18 vs no growth
AOS no growth, CARR 5.18.+22.6% to the average analyst target, vs +0.4%
AOS +0.4%, CARR +22.6%.Where it loses: AOS has wider profit margins, 18.2% vs 8.6%
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Prices as of yesterday, 3:59 PM ET. A view, not advice.