A.O. Smith (AOS) vs GE Aerospace (GE)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
GE Aerospace (GE) has outperformed A.O. Smith (AOS) over the past year, gaining 1.0% versus a loss of 20.4%. Over five years, GE leads with a +369.8% price change compared with -13.9% for AOS. GE Aerospace is the larger company by market cap ($317.10 billion vs $7.69 billion), about 41.3 times the size.
On valuation, A.O. Smith trades at a lower forward P/E (13.8x vs 33.6x for GE Aerospace). A.O. Smith offers the higher dividend yield (2.51% vs 0.54%). GE Aerospace converts more of its revenue into profit, with a net margin of 19.0% versus 14.3%.
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 | GE |
|---|---|---|
| Share price | $56.56 | $305.62 |
| Market cap | $7.69B | $317.10B |
| 1-day change | +2.20% | +0.66% |
| YTD return | -15.43% | -0.78% |
| 1-year return | -20.42% | +1.01% |
| 5-year return | -13.91% | +369.83% |
| P/E ratio (TTM) | 15.75 | 36.04 |
| Forward P/E | 13.84 | 33.58 |
| EPS (TTM) | $3.59 | $8.48 |
| Dividend yield | 2.51% | 0.54% |
| Annual dividend | $1.42 | $1.66 |
| Revenue (latest FY) | $3.83B | $45.85B |
| Revenue growth (YoY) | +0.32% | +18.48% |
| Net income (latest FY) | $546.20M | $8.70B |
| Gross margin | 38.83% | — |
| Operating margin | 19.02% | — |
| Net margin | 14.26% | 18.98% |
| 52-week high | $81.87 | $388.84 |
| 52-week low | $54.16 | $268.91 |
| Distance from 52-week high | -30.91% | -21.40% |
| Analyst consensus | hold | buy |
| Avg. price target upside | +23.60% | +29.14% |
| Average volume | 1.53M | 4.00M |
| Shares outstanding | 110.05M | 1.04B |
| Employees | 11,500 | 57,000 |
| 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
- GE Aerospace is about 41.3 times larger than A.O. Smith by market value ($317.10B vs $7.69B).
- GE has outperformed AOS by 21.4 percentage points over the past year.
- GE Aerospace trades at a higher earnings multiple (36.0x vs 15.8x trailing P/E).
- A.O. Smith offers a meaningfully higher dividend yield (2.51% vs 0.54%).
- GE Aerospace grew revenue faster in its latest fiscal year (+18.48% vs +0.32%).
- The two companies sit in different sectors: A.O. Smith in Consumer Discretionary and GE Aerospace in Technology.
About A.O. Smith
AOS stock →A. O.
Consumer Discretionary · Consumer Electronics/Appliances · 11,500 employees
About GE Aerospace
GE stock →General Electric Company, doing business as GE Aerospace, designs and produces commercial and defense aircraft engines, integrated engine components, electric power, and aircraft systems. The company operates through two segments, Commercial Engines & Services, and Defense & Propulsion Technologies.
Technology · Consumer Electronics/Appliances · 57,000 employees
AOS vs GE FAQ
Which is bigger, A.O. Smith or GE Aerospace?
GE Aerospace (GE) is larger, with a market capitalization of $317.10B compared with $7.69B for A.O. Smith (AOS).
Which stock has performed better over the past year, AOS or GE?
GE returned +1.01% 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 GE?
AOS has the lower trailing P/E at 15.8, versus 36.0 for GE. 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 GE Aerospace?
A.O. Smith has the higher yield at 2.51%, compared with 0.54% for GE Aerospace.
Are A.O. Smith and GE Aerospace in the same industry?
Yes. Both are classified in the Consumer Electronics/Appliances industry within the Consumer Discretionary sector.