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A. O. Smith Corporation (AOS) vs Pentair plc (PNR)

A. O. Smith Corporation and Pentair plc are both Specialty Industrial Machinery companies. Pentair plc is the larger, with a market value of $11.1B against $8.9B — 1.2× the size. Pentair plc trades at the lower P/E: 18.4× against 18.5×. A. O. Smith Corporation grew revenue faster over the last twelve months: −0.71% against −3.93%. Pentair plc has the higher net margin (15.4% vs 13.0%) and the lower return on invested capital (9.22% vs 19.1%). Both pay a dividend; A. O. Smith Corporation yields more (2.20% vs 1.55%). Across the 23 metrics below, A. O. Smith Corporation leads on 14 and Pentair plc on 9.

Valuation

Metric AOS PNR Specialty Industrial Machinery median
P/E 18.46 18.41 25.64
P/S 2.36 2.81 2.81
P/B 4.93 2.88 2.99
Price to free cash flow 15.99 17.15 23.82
EV/EBITDA 11.99 13.88 15.15
EV/Sales 2.48 3.16 2.77
Earnings yield 5.42% 5.43% 3.07%
Free cash flow yield 6.25% 5.83% 3.67%

Profitability

Metric AOS PNR Specialty Industrial Machinery median
Gross margin 38.62% 41.23% 35.46%
Operating margin 18.17% 19.60% 10.04%
Net margin 13.01% 15.44% 7.24%
Free cash flow margin 14.77% 16.37% 9.04%
Return on equity 26.97% 16.02% 10.73%
Return on assets 14.49% 9.12% 4.51%
Return on invested capital 19.09% 9.22% 5.00%

Growth

Metric AOS PNR Specialty Industrial Machinery median
Revenue growth (TTM) (0.71%) (3.93%) 6.59%
EPS growth (last fiscal year) 6.06% 5.88% 5.97%
Revenue growth, 5-year CAGR 5.76% 6.71% 8.53%
Net income growth, 5-year CAGR 9.63% 12.76% 6.58%

Health

Metric AOS PNR Specialty Industrial Machinery median
Debt to equity 0.37 0.38 0.33
Current ratio 1.64 1.47 2.08
Net debt to EBITDA (0.05) 1.58 1.32

Dividend

Metric AOS PNR Specialty Industrial Machinery median
Dividend yield 2.20% 1.55% 1.11%
Payout ratio 0.41 0.29 0.31

Size

Metric AOS PNR Specialty Industrial Machinery median
Market cap 8.94b 11.14b 2.19b

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