A.O. Smith (AOS) vs GE Vernova (GEV)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
GE Vernova (GEV) has outperformed A.O. Smith (AOS) over the past year, gaining 59.8% versus a loss of 20.4%. GE Vernova is the larger company by market cap ($265.84 billion vs $7.70 billion), about 34.5 times the size. On valuation, A.O. Smith trades at a lower forward P/E (13.9x vs 39.6x for GE Vernova).
A.O. Smith offers the higher dividend yield (2.51% vs 0.18%). A.O. Smith converts more of its revenue into profit, with a net margin of 14.3% versus 12.8%.
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 | GEV |
|---|---|---|
| Share price | $56.69 | $998.15 |
| Market cap | $7.70B | $265.84B |
| 1-day change | +0.22% | -0.12% |
| YTD return | -15.43% | +52.91% |
| 1-year return | -20.42% | +59.78% |
| 5-year return | -13.91% | — |
| P/E ratio (TTM) | 15.79 | 28.62 |
| Forward P/E | 13.87 | 39.63 |
| EPS (TTM) | $3.59 | $34.88 |
| Dividend yield | 2.51% | 0.18% |
| Annual dividend | $1.42 | $1.75 |
| Revenue (latest FY) | $3.83B | $38.07B |
| Revenue growth (YoY) | +0.32% | +8.97% |
| Net income (latest FY) | $546.20M | $4.88B |
| Gross margin | 38.83% | 19.79% |
| Operating margin | 19.02% | 3.65% |
| Net margin | 14.26% | 12.83% |
| 52-week high | $81.87 | $1,195.94 |
| 52-week low | $54.16 | $530.16 |
| Distance from 52-week high | -30.76% | -16.54% |
| Analyst consensus | hold | buy |
| Avg. price target upside | +23.33% | +23.26% |
| Average volume | 1.53M | 2.33M |
| Shares outstanding | 110.05M | 266.33M |
| Employees | 11,500 | 78,000 |
| 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 Vernova is about 34.5 times larger than A.O. Smith by market value ($265.84B vs $7.70B).
- GEV has outperformed AOS by 80.2 percentage points over the past year.
- GE Vernova trades at a higher earnings multiple (28.6x vs 15.8x trailing P/E).
- A.O. Smith offers a meaningfully higher dividend yield (2.51% vs 0.18%).
- GE Vernova grew revenue faster in its latest fiscal year (+8.97% vs +0.32%).
- The two companies sit in different sectors: A.O. Smith in Consumer Discretionary and GE Vernova in Technology.
About A.O. Smith
AOS stock →A. O.
Consumer Discretionary · Consumer Electronics/Appliances · 11,500 employees
About GE Vernova
GEV stock →GE Vernova Inc., an energy company, engages in the provision of various products and services that generate, transfer, orchestrate, convert, and store electricity in the United States, Europe, Asia, the Middle East, and Africa. The company operates through three segments: Power, Wind, and Electrification.
Technology · Consumer Electronics/Appliances · 78,000 employees
AOS vs GEV FAQ
Which is bigger, A.O. Smith or GE Vernova?
GE Vernova (GEV) is larger, with a market capitalization of $265.84B compared with $7.70B for A.O. Smith (AOS).
Which stock has performed better over the past year, AOS or GEV?
GEV returned +59.78% 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 GEV?
AOS has the lower trailing P/E at 15.8, versus 28.6 for GEV. 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 Vernova?
A.O. Smith has the higher yield at 2.51%, compared with 0.18% for GE Vernova.
Are A.O. Smith and GE Vernova in the same industry?
Yes. Both are classified in the Consumer Electronics/Appliances industry within the Consumer Discretionary sector.