COMP <GO>
AOS vs SN // RETURN ON INVESTED CAPITAL (ROIC)
A.O. Smith Corporation (NYSE) VS. SharkNinja Inc. (NYSE) • 15-METRIC TALLY: AOS 8
— SN 5
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: AOS
LAST: $63.07 (-0.66%) • MKT CAP: $8.47B
roic
32.00%
LAST: $208.00 (-0.54%) • MKT CAP: $29.30B
roic
28.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AOS VS. SN)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AOS | SN | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 38.80% | 49.00% | -10.20 | SN | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 32.00% | 28.00% | +4.00 | AOS | /roic <GO> |
| EV/EBITDA & P/E Valuation | 9.8x | 28.1x | -18.30 | AOS | /valuation <GO> |
| Free Cash Flow Yield | 5.15% | 1.66% | +3.49 | AOS | /fcf-yield <GO> |
| Operating Margin | 19.00% | 14.40% | +4.60 | AOS | /operating-margins <GO> |
| Net Profit Margin | 14.30% | 11.00% | +3.30 | AOS | /net-margins <GO> |
| Revenue Growth (YoY) | 0.30% | 15.70% | -15.40 | SN | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.27% | 0.00% | +2.27 | AOS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 7.94 | 9.21 | -1.27 | SN | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 8/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 63.4 | 69.0 | -5.60 | SN | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.11 | 0.97 | +0.14 | AOS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 14.7x | 35.3x | -20.60 | AOS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $8.47B | $29.30B | -$20.83B | SN | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AOS REV | SN REV | AOS GROSS % | SN GROSS % | AOS FCF | SN FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.83B | $6.40B | 38.8% | 49.0% | $444.4M | $488.1M |
| FY 2024 | $3.82B | $5.53B | 38.1% | 48.1% | $410.0M | $308.9M |
| FY 2023 | $3.85B | $4.25B | — | — | $496.9M | $89.2M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AOS // BETA 1.11
SN // BETA 0.97