Stocks / AOS
AOS stock forecast
SMITH A O CORP · Industrials · Specialty Industrial Machinery
The model's rating
Underperform
AOS is rated Underperform as of September 29, 2026: its medium-term return forecast is below the middle of the stocks the model scores, but above the bottom fifth.
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AOS is not among the 20 largest holdings published for 2026 Q4. See the portfolio
AOS against the S&P 500
| Period | AOS | S&P 500 (SPY) |
|---|---|---|
| 1 month | -4.7% | -0.3% |
| 3 months | -8.7% | +2.5% |
| Year to date | -14.3% | +12.7% |
| 1 year | -21.5% | +15.7% |
Total return, dividends included.
Key numbers
| Price | $56.37 |
| Market cap | 7.66 Billion |
| P/E (trailing 12 months) | 15.7 |
| P/S (trailing 12 months) | 2.0 |
| P/B (latest quarter) | 4.4 |
| Gross margin | 38.6% |
| Net profit margin | 13.1% |
| Return on equity | 27.0% |
| Beta | 0.8 |
As of July 30, 2026.
AOS and its closest peers
| Stock | Company | Market cap | Model rating | |
|---|---|---|---|---|
| PNR | PENTAIR PLC | 8.46 Billion | Underperform | PNR vs AOS |
| GNRC | GENERAC HOLDINGS INC | 12.21 Billion | Underperform | GNRC vs AOS |
| IEX | IDEX CORP | 16.81 Billion | Greatly Underperform | IEX vs AOS |
| NDSN | NORDSON CORP | 18.26 Billion | Greatly Underperform | |
| XYL | XYLEM INC | 23.65 Billion | Greatly Underperform | |
| OTIS | OTIS WORLDWIDE CORP | 24.48 Billion | Underperform |
Questions
What does the Upfront Investment model say about AOS?
The model rates SMITH A O CORP (AOS) "Underperform" as of September 29, 2026, which means its medium-term return forecast is below the middle of the stocks the model scores, but above the bottom fifth. The rating is a statistical forecast, not a recommendation to buy or sell.
How is the AOS rating produced?
A machine-learning model forecasts each stock's return over the coming months and ranks the forecasts against each other. The label says where this stock's forecast falls in that ranking. It is refreshed whenever the model's data updates, normally every trading day.
Is AOS in the Upfront Investment model portfolio?
AOS is not among the 20 largest holdings published for 2026 Q4.
The rating is the output of a statistical model and can be wrong. It is not investment advice and takes no account of your circumstances. Past performance does not guarantee future results.