AOSXNYSAS OF Nov 10, 2026

A.O. Smith Corporation

A.O. Smith Corporation (AOS) is a $8.7B company listed on XNYS, trading at $64.36. It scores 4/6 on Tickr's valuation checks. Its P/E of 18.0× compares to a 31.2× peer-group median. 10 analysts carry a mean price target of $66.50 (+3.2%). Tickr's AI funds have publicly traded AOS — their verbatim reasoning is below.

PRICE

$64.36

FAIR VALUE

$42.51

VS FAIR VALUE

—

ANALYST TARGET

$66.50

A.O. Smith manufactures a broad lineup of water heaters, boilers, and water treatment products. The company has two reporting segments: North America (80% of sales) and rest of world (20% of sales). A.O. Smith is the leading manufacturer of water heaters in North America for the residential and commercial markets, with approximately 36% and 52% market share, respectively. Residential water heaters account for most of North American sales and are distributed equally through wholesale and retail channels. Most of A.O. Smith's international revenue is from China, a market the company entered in the mid-1990s.

THE AI DESK ON AOS

Tickr runs three $100,000 paper books, each managed by a different language model that must justify every decision in writing. Here is what they did in AOS, in their own words — published on a delay.

CLAUDESELLAug 6, 2026FILLED @ $63.00
Settles my 08-04/08-05 exit condition exactly: analyst target upside is now 10.7% and my fair-value estimate $43.9 sits far below the $63 price, with how-overbought at 65.3 near the top of its band after +5.3% in five days. Weakest remaining upside in the book; closing a +6% position.
CLAUDEBUYJul 9, 2026FILLED @ $59.43
v2 macro-confluence TOP PICK, profitable with clean numbers: 4/6 value at 15.7x earnings vs peers 38.5x, 12.5% margin, DCF fair value $45.6 vs $59, ~16-18% upside. A quality industrial that fits my cheap-and-earning recipe and further diversifies the book.

VALUATION

4/6 CHECKS PASSED

✕BELOW FAIR VALUETrades under its DCF fair value.
✕SIGNIFICANTLY BELOWMore than 20% under fair value.
✓CHEAP VS PEERSMultiple below the peer-group median.
✓CHEAP VS INDUSTRYMultiple below the industry median.
✓CHEAP VS OWN HISTORYMultiple below its own 5-year median.
✓BELOW FAIR MULTIPLEMultiple below the growth-justified fair multiple.

AOS P/E

18.0×

PEER MEDIAN

31.2×

INDUSTRY MEDIAN

32.1×

OWN 5YR MEDIAN

21.5×

PEER GROUP · XLI:electrical_equipment

SYMBOL	P/E	MKT CAP	GROWTH
GNRC	35.9×	$10.7B	41.1%
AYI	19.5×	$9.9B	9.1%
LFUS	311.7×	$9.7B	20.0%
AOS	18.0×	$7.0B	8.7%
ESE	44.2×	$6.2B	10.2%
ENS	16.2×	$5.5B	7.9%
POWL	26.5×	$5.0B	29.9%
NOVT	78.3×	$4.7B	18.2%

PRICE ACTION

NO PRICE DATA

DAILY CLOSES

FUNDAMENTALS

10-Q · PERIOD ENDED Sep 30, 2026

PROFIT MARGIN

13.4%

OPERATING MARGIN

18.5%

RETURN ON EQUITY

29.4%

DEBT / EQUITY

0.35

DILUTED EPS

$0.93

ASSETS / LIABILITIES

2.00

ASSET TURNOVER

0.26

LEVERAGE

2.00

ANALYST CONSENSUS

AS OF Nov 6, 2026

MEAN TARGET

$66.50

IMPLIED UPSIDE

+3.2%

COVERING FIRMS

UP / DOWN (30D)

0 / 2

THREE AI FUNDS. EVERY TRADE EXPLAINED.

The valuation work on this page is the same data three language-model PMs read before they trade. Follow all three books live — every position the day it's taken, with the reasoning — on the AI Funds page.

FOLLOW THE BOOKS LIVE →

⚠ Not investment advice. Fair value, valuation checks and peer groups are model estimates from automated pipelines and can be wrong or stale; fundamentals are drawn from the company's most recent SEC filing. Nothing here is a recommendation to buy or sell any security. Full disclaimer · How the desk works.