A. O. Smith Corporation (AOS) vs Donaldson Company, Inc. (DCI)
- A. O. Smith Corporation AOS 66.34 −1.09%
- Donaldson Company, Inc. DCI 83.27 −2.63%
A. O. Smith Corporation and Donaldson Company, Inc. are both Specialty Industrial Machinery companies. A. O. Smith Corporation and Donaldson Company, Inc. are of similar size ($9.6B and $8.9B). A. O. Smith Corporation trades at the lower P/E: 18.5× against 21.3×. Donaldson Company, Inc. grew revenue faster over the last twelve months: 5.28% against −0.71%. A. O. Smith Corporation has the higher net margin (13.0% vs 11.7%) and the higher return on invested capital (19.1% vs 13.4%). Both pay a dividend; A. O. Smith Corporation yields more (2.20% vs 1.49%). 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 | 38.62% | 34.64% | 35.46% |
| Operating margin | 18.17% | 15.44% | 10.04% |
| Net margin | 13.01% | 11.68% | 7.24% |
| Free cash flow margin | 14.77% | 11.24% | 9.04% |
| Return on equity | 26.97% | 28.20% | 10.73% |
| Return on assets | 14.49% | 13.03% | 4.51% |
| Return on invested capital | 19.09% | 13.42% | 5.00% |
Growth
Health
Dividend
Size
Any metric, up to five companies and an Excel export Powerpack