A. O. Smith Corporation (AOS) vs JBT Marel Corporation (JBTM)

A. O. Smith Corporation and JBT Marel Corporation are both Specialty Industrial Machinery companies. A. O. Smith Corporation is the larger, with a market value of $8.9B against $6.5B — 1.4× the size. A. O. Smith Corporation trades at the lower P/E: 18.5× against 33.5×. JBT Marel Corporation grew revenue faster over the last twelve months: 20.3% against −0.71%. A. O. Smith Corporation has the higher net margin (13.0% vs 5.01%) and the higher return on invested capital (19.1% vs 2.99%). Both pay a dividend; A. O. Smith Corporation yields more (2.20% vs 0.32%). Across the 23 metrics below, A. O. Smith Corporation leads on 18 and JBT Marel Corporation on 5.

Valuation

Metric AOS JBTM Specialty Industrial Machinery median
P/E 18.46 33.55 25.64
P/S 2.36 1.67 2.81
P/B 4.93 1.47 2.99
Price to free cash flow 15.99 19.33 23.82
EV/EBITDA 11.99 14.70 15.15
EV/Sales 2.48 2.07 2.77
Earnings yield 5.42% 2.98% 3.07%
Free cash flow yield 6.25% 5.17% 3.67%

Profitability

Metric AOS JBTM Specialty Industrial Machinery median
Gross margin 38.62% 35.46% 35.46%
Operating margin 18.17% 7.33% 10.04%
Net margin 13.01% 5.01% 7.24%
Free cash flow margin 14.77% 8.62% 9.04%
Return on equity 26.97% 4.44% 10.73%
Return on assets 14.49% 2.43% 4.51%
Return on invested capital 19.09% 2.99% 5.00%

Growth

Metric AOS JBTM Specialty Industrial Machinery median
Revenue growth (TTM) (0.71%) 20.31% 6.59%
EPS growth (last fiscal year) 6.06% (136.98%) 5.97%
Revenue growth, 5-year CAGR 5.76% 17.06% 8.53%
Net income growth, 5-year CAGR 9.63% 0.00% 6.58%

Health

Metric AOS JBTM Specialty Industrial Machinery median
Debt to equity 0.37 0.38 0.33
Current ratio 1.64 1.29 2.08
Net debt to EBITDA (0.05) 3.72 1.32

Dividend

Metric AOS JBTM Specialty Industrial Machinery median
Dividend yield 2.20% 0.32% 1.11%
Payout ratio 0.41 0.11 0.31

Size

Metric AOS JBTM Specialty Industrial Machinery median
Market cap 8.94b 6.48b 2.19b

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