A. O. Smith Corporation vs SHARKNINJA, INC., two Appliances stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where AOS and SN diverge most: on revenue growth, AOS reads +0.3% and SN reads +15.0%; on fcf yield, AOS reads 7.7% and SN reads 2.3%. The rest of the comparable metrics sit closer together. What AOS's price implies is a bet that sits within the historical range (whole-company basis). What SN's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | AOS | SN |
|---|---|---|
| Price | $60.44 | $152.66 |
| Market cap | $8.4B | $21.7B |
| Sector | Appliances | Appliances |
| Stage | Mature | Mature |
| Implied growth (priced in) | +1.0% | — |
| P/E | 16.1 | 30.9 |
| P/B | 4.48 | 7.85 |
| P/S | 2.21 | 3.39 |
| EV/EBITDA | 11.1 | 20.7 |
| Revenue growth | +0.3% | +15.0% |
| Gross margin | 38.7% | 49.0% |
| Operating margin | 17.1% | 14.4% |
| Net margin | 13.8% | 11.0% |
| Return on equity | 28.1% | 25.4% |
| Return on assets | 14.4% | 14.0% |
| Return on invested capital | 21.6% | 20.6% |
| FCF yield | 7.7% | 2.3% |
| Dividend yield | 2.3% | 0.7% |
| Debt / equity | 0.33 | 0.26 |
| Current ratio | 1.56 | 2.38 |
| Altman Z (solvency) | 5.74 | 8.59 |
| Piotroski F (quality) | 6 / 9 | 5 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.