COMP <GO>
AOS vs WHR // RETURN ON INVESTED CAPITAL (ROIC)
A.O. Smith Corporation (NYSE) VS. Whirlpool Corporation (NYSE) • 15-METRIC TALLY: AOS 10
— WHR 3
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: AOS
LAST: $65.42 (+3.73%) • MKT CAP: $8.47B
roic
32.00%
LAST: $31.62 (+5.61%) • MKT CAP: $1.97B
roic
8.70%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AOS VS. WHR)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AOS | WHR | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 38.80% | 15.40% | +23.40 | AOS | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 32.00% | 8.70% | +23.30 | AOS | /roic <GO> |
| EV/EBITDA & P/E Valuation | 9.8x | 5.9x | +3.90 | WHR | /valuation <GO> |
| Free Cash Flow Yield | 5.15% | 4.20% | +0.95 | AOS | /fcf-yield <GO> |
| Operating Margin | 19.00% | 5.40% | +13.60 | AOS | /operating-margins <GO> |
| Net Profit Margin | 14.30% | 2.00% | +12.30 | AOS | /net-margins <GO> |
| Revenue Growth (YoY) | 0.30% | -6.50% | +6.80 | AOS | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.27% | 11.50% | -9.23 | WHR | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 7.94 | 1.29 | +6.65 | AOS | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 5/9 | +3.00 | AOS | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 63.4 | 51.7 | +11.70 | AOS | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.11 | 1.11 | 0.00 | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 14.7x | 5.7x | +9.00 | WHR | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $8.47B | $1.97B | $6.50B | AOS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AOS REV | WHR REV | AOS GROSS % | WHR GROSS % | AOS FCF | WHR FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.83B | $15.52B | 38.8% | 15.4% | $444.4M | $81.0M |
| FY 2024 | $3.82B | $16.61B | 38.1% | 15.5% | $410.0M | $384.0M |
| FY 2023 | $3.85B | $19.45B | — | — | $496.9M | $39.5M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AOS // BETA 1.11
WHR // BETA 1.11