A. O. Smith Corporation (AOS) vs Donaldson Company, Inc. (DCI)
- A. O. Smith Corporation AOS 59.22 −0.42%
- Donaldson Company, Inc. DCI 87.97 +0.23%
A. O. Smith Corporation and Donaldson Company, Inc. are both Specialty Industrial Machinery companies. Donaldson Company, Inc. is the larger, with a market value of $10.2B against $8.1B — 1.3× the size. A. O. Smith Corporation trades at the lower P/E: 16.5× against 22.5×. Donaldson Company, Inc. grew revenue faster over the last twelve months: 5.28% against 0.39%. A. O. Smith Corporation has the higher net margin (13.2% vs 11.7%) and the higher return on invested capital (18.8% vs 13.4%). Both pay a dividend; A. O. Smith Corporation yields more (2.43% vs 1.41%). Across the 23 metrics below, A. O. Smith Corporation leads on 18 and Donaldson Company, Inc. on 5.
Valuation
Profitability
| Metric | AOS | DCI | Specialty Industrial Machinery median |
|---|---|---|---|
| Gross margin | 38.59% | 34.64% | 35.90% |
| Operating margin | 18.17% | 15.44% | 11.22% |
| Net margin | 13.15% | 11.68% | 7.80% |
| Free cash flow margin | 16.80% | 11.24% | 9.51% |
| Return on equity | 27.13% | 28.20% | 10.50% |
| Return on assets | 14.52% | 13.03% | 4.60% |
| Return on invested capital | 18.80% | 13.42% | 5.36% |
Growth
Health
Dividend
Size
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