Smith Ao Stock Performance
| AOS Stock | USD 67.49 0.64 0.96% |
The entity has a beta of 0.59, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Smith AO's returns are expected to increase less than the market. However, during the bear market, the loss of holding Smith AO is expected to be smaller as well. At this point, Smith AO has a negative expected return of -0.0174%. Please make sure to validate Smith AO's maximum drawdown, as well as the relationship between the accumulation distribution and price action indicator , to decide if Smith AO performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Smith AO has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of comparatively stable basic indicators, Smith AO is not utilizing all of its potentials. The latest stock price uproar, may contribute to short-horizon losses for the private investors. ...more
Actual Historical Performance (%)
One Day Return 1.18 | Five Day Return 0.62 | Year To Date Return 0.46 | Ten Year Return 114.32 | All Time Return 6.2 K |
Forward Dividend Yield 0.0203 | Payout Ratio | Last Split Factor 2:1 | Forward Dividend Rate 1.36 | Dividend Date 2025-02-18 |
1 | Disposition of 25331 shares by Ajita Rajendra of Smith AO at 42. subject to Rule 16b-3 | 01/10/2025 |
2 | 3 Reasons AOS is Risky and 1 Stock to Buy Instead | 01/15/2025 |
3 | A. O. Smith Misses Q4 Revenue Estimates | 01/30/2025 |
4 | A. O. Smith Full Year 2024 Earnings Misses Expectations | 02/04/2025 |
5 | Disposition of 1335 shares by Samuel Carver of Smith AO subject to Rule 16b-3 | 02/07/2025 |
6 | Disposition of 445 shares by Parag Kulkarni of Smith AO subject to Rule 16b-3 | 02/11/2025 |
| Smith AO dividend paid on 18th of February 2025 | 02/18/2025 |
8 | Disposition of 369 shares by Samuel Carver of Smith AO subject to Rule 16b-3 | 02/21/2025 |
9 | Disposition of 3460 shares by Samuel Carver of Smith AO at 66.5089 subject to Rule 16b-3 | 02/27/2025 |
10 | Is It Time To Consider Buying A. O. Smith Corporation | 03/05/2025 |
11 | Acquisition by Obrien Stephen D. of 3455 shares of Smith AO subject to Rule 16b-3 | 03/06/2025 |
12 | Mutual of America Capital Management LLC Has 973,000 Stake in A. O. Smith Co. - Defense World | 03/10/2025 |
13 | Ethisphere Names A. O. Smith Corporation One of the 2025 Worlds Most Ethical Companies for the Second Time | 03/11/2025 |
| Begin Period Cash Flow | 339.9 M |
Smith |
Smith AO Relative Risk vs. Return Landscape
If you would invest 6,856 in Smith AO on December 18, 2024 and sell it today you would lose (107.00) from holding Smith AO or give up 1.56% of portfolio value over 90 days. Smith AO is generating negative expected returns assuming volatility of 1.3723% on return distribution over 90 days investment horizon. In other words, 12% of stocks are less volatile than Smith, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Smith AO Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Smith AO's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Smith AO, and traders can use it to determine the average amount a Smith AO's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0127
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | AOS |
Estimated Market Risk
| 1.37 actual daily | 12 88% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Smith AO is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Smith AO by adding Smith AO to a well-diversified portfolio.
Smith AO Fundamentals Growth
Smith Stock prices reflect investors' perceptions of the future prospects and financial health of Smith AO, and Smith AO fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Smith Stock performance.
| Return On Equity | 0.29 | ||||
| Return On Asset | 0.14 | ||||
| Profit Margin | 0.14 % | ||||
| Operating Margin | 0.15 % | ||||
| Current Valuation | 9.54 B | ||||
| Shares Outstanding | 117.66 M | ||||
| Price To Earning | 19.34 X | ||||
| Price To Book | 5.09 X | ||||
| Price To Sales | 2.51 X | ||||
| Revenue | 3.82 B | ||||
| Gross Profit | 1.46 B | ||||
| EBITDA | 786.5 M | ||||
| Net Income | 533.6 M | ||||
| Cash And Equivalents | 391.2 M | ||||
| Cash Per Share | 2.73 X | ||||
| Total Debt | 216.7 M | ||||
| Debt To Equity | 0.18 % | ||||
| Current Ratio | 1.74 X | ||||
| Book Value Per Share | 13.05 X | ||||
| Cash Flow From Operations | 581.8 M | ||||
| Earnings Per Share | 3.63 X | ||||
| Market Capitalization | 9.59 B | ||||
| Total Asset | 3.24 B | ||||
| Retained Earnings | 3.6 B | ||||
| Working Capital | 495.7 M | ||||
| Current Asset | 1.42 B | ||||
| Current Liabilities | 653.2 M | ||||
About Smith AO Performance
Assessing Smith AO's fundamental ratios provides investors with valuable insights into Smith AO's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Smith AO is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 82.23 | 42.76 | |
| Return On Tangible Assets | 0.25 | 0.26 | |
| Return On Capital Employed | 0.31 | 0.32 | |
| Return On Assets | 0.16 | 0.17 | |
| Return On Equity | 0.28 | 0.30 |
Things to note about Smith AO performance evaluation
Checking the ongoing alerts about Smith AO for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Smith AO help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Smith AO generated a negative expected return over the last 90 days | |
| Smith AO is unlikely to experience financial distress in the next 2 years | |
| Over 98.0% of the company shares are held by institutions such as insurance companies | |
| On 18th of February 2025 Smith AO paid $ 0.34 per share dividend to its current shareholders | |
| Latest headline from finance.yahoo.com: Ethisphere Names A. O. Smith Corporation One of the 2025 Worlds Most Ethical Companies for the Second Time |
- Analyzing Smith AO's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Smith AO's stock is overvalued or undervalued compared to its peers.
- Examining Smith AO's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Smith AO's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Smith AO's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Smith AO's stock. These opinions can provide insight into Smith AO's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Smith Stock Analysis
When running Smith AO's price analysis, check to measure Smith AO's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Smith AO is operating at the current time. Most of Smith AO's value examination focuses on studying past and present price action to predict the probability of Smith AO's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Smith AO's price. Additionally, you may evaluate how the addition of Smith AO to your portfolios can decrease your overall portfolio volatility.