A.O. Smith (AOS) vs Emerson Electric (EMR)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
Emerson Electric (EMR) has outperformed A.O. Smith (AOS) over the past year, gaining 19.6% versus a loss of 20.4%. Over five years, EMR leads with a +66.2% price change compared with -13.9% for AOS. Emerson Electric is the larger company by market cap ($90.32 billion vs $7.72 billion), about 11.7 times the size.
On valuation, A.O. Smith trades at a lower forward P/E (13.9x vs 22.3x for Emerson Electric). A.O. Smith offers the higher dividend yield (2.50% vs 1.35%). A.O. Smith converts more of its revenue into profit, with a net margin of 14.3% versus 12.7%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | AOS | EMR |
|---|---|---|
| Share price | $56.78 | $161.93 |
| Market cap | $7.72B | $90.32B |
| 1-day change | +0.39% | +1.80% |
| YTD return | -15.43% | +19.85% |
| 1-year return | -20.42% | +19.65% |
| 5-year return | -13.91% | +66.15% |
| P/E ratio (TTM) | 15.82 | 35.43 |
| Forward P/E | 13.90 | 22.28 |
| EPS (TTM) | $3.59 | $4.57 |
| Dividend yield | 2.50% | 1.35% |
| Annual dividend | $1.42 | $2.19 |
| Revenue (latest FY) | $3.83B | $18.02B |
| Revenue growth (YoY) | +0.32% | +3.00% |
| Net income (latest FY) | $546.20M | $2.29B |
| Gross margin | 38.83% | 52.84% |
| Operating margin | 19.02% | — |
| Net margin | 14.26% | 12.73% |
| 52-week high | $81.87 | $166.35 |
| 52-week low | $54.16 | $122.64 |
| Distance from 52-week high | -30.65% | -2.66% |
| Analyst consensus | hold | buy |
| Avg. price target upside | +23.12% | +7.26% |
| Average volume | 1.53M | 2.59M |
| Shares outstanding | 110.05M | 557.80M |
| Employees | 11,500 | 71,000 |
| Sector | Consumer Discretionary | Technology |
| Industry | Consumer Electronics/Appliances | Consumer Electronics/Appliances |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- Emerson Electric is about 11.7 times larger than A.O. Smith by market value ($90.32B vs $7.72B).
- EMR has outperformed AOS by 40.1 percentage points over the past year.
- Emerson Electric trades at a higher earnings multiple (35.4x vs 15.8x trailing P/E).
- A.O. Smith offers a meaningfully higher dividend yield (2.50% vs 1.35%).
- The two companies sit in different sectors: A.O. Smith in Consumer Discretionary and Emerson Electric in Technology.
About A.O. Smith
AOS stock →A. O.
Consumer Discretionary · Consumer Electronics/Appliances · 11,500 employees
About Emerson Electric
EMR stock →Emerson Electric Co., a technology and software company, provides various solutions in the Americas, Asia, the Middle East, Africa, and Europe. It operates through Final Control, Measurement & Analytical, Discrete Automation, Safety & Productivity, Control Systems & Software, and Test & Measurement segments.
Technology · Consumer Electronics/Appliances · 71,000 employees
AOS vs EMR FAQ
Which is bigger, A.O. Smith or Emerson Electric?
Emerson Electric (EMR) is larger, with a market capitalization of $90.32B compared with $7.72B for A.O. Smith (AOS).
Which stock has performed better over the past year, AOS or EMR?
EMR returned +19.65% over the past 12 months, compared with -20.42% for AOS (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, AOS or EMR?
AOS has the lower trailing P/E at 15.8, versus 35.4 for EMR. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, A.O. Smith or Emerson Electric?
A.O. Smith has the higher yield at 2.50%, compared with 1.35% for Emerson Electric.
Are A.O. Smith and Emerson Electric in the same industry?
Yes. Both are classified in the Consumer Electronics/Appliances industry within the Consumer Discretionary sector.