Added to YB: 2025-01-27
Pitch date: 2025-01-24
AOS [neutral]
A. O. Smith Corporation
-0.98%
current return
Author Info
No bio for this author
Company Info
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.
Market Cap
$9.3B
Pitch Price
$69.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.86
P/E
18.10
EV/Sales
2.47
Sector
Building Products
Category
growth
2 Building Products Stocks from QVI's High-Quality Universe - A. O. Smith Corporation
AOS (more research needed): Wide moat in N. American water heaters/boilers (70% rev, 90% profit). Strong brand, 20%+ margins. Double-digit growth, high ROE/ROIC. Low debt, solid balance sheet. Reasonably priced vs. peers. Bulls: energy-efficient demand, water treatment growth. Bears: tankless threat, int'l expansion risks. Mispriced vs. Trane (TT).
Read full article (4 min)