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