Smith AO Corporation (AOS)vsEmerson Electric Company (EMR)
AOS
Smith AO Corporation
$66.90
+2.22%
INDUSTRIALS · Cap: $9.25B
EMR
Emerson Electric Company
$130.86
+0.55%
INDUSTRIALS · Cap: $73.18B
Smart Verdict
WallStSmart Research — data-driven comparison
Emerson Electric Company generates 375% more annual revenue ($18.19B vs $3.83B). AOS leads profitability with a 14.3% profit margin vs 12.7%. AOS appears more attractively valued with a PEG of 1.36. AOS earns a higher WallStSmart Score of 63/100 (C+).
AOS
Buy63
out of 100
Grade: C+
EMR
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+44.2%
Fair Value
$143.84
Current Price
$66.90
$76.94 discount
Margin of Safety
-159.6%
Fair Value
$59.58
Current Price
$130.86
$71.28 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 29 in profit
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Large-cap with strong market position
Strong operational efficiency at 24.6%
Areas to Watch
0.0% revenue growth
Expensive relative to growth rate
Premium valuation, high expectations priced in
4.1% revenue growth
4.9% earnings growth
Comparative Analysis Report
WallStSmart ResearchBull Case : AOS
The strongest argument for AOS centers on Return on Equity, Debt/Equity, P/E Ratio. PEG of 1.36 suggests the stock is reasonably priced for its growth.
Bull Case : EMR
The strongest argument for EMR centers on Market Cap, Operating Margin.
Bear Case : AOS
The primary concerns for AOS are Revenue Growth.
Bear Case : EMR
The primary concerns for EMR are PEG Ratio, P/E Ratio, Revenue Growth.
Key Dynamics to Monitor
AOS carries more volatility with a beta of 1.30 — expect wider price swings.
EMR is growing revenue faster at 4.1% — sustainability is the question.
EMR generates stronger free cash flow (602M), providing more financial flexibility.
Monitor SPECIALTY INDUSTRIAL MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AOS scores higher overall (63/100 vs 51/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Smith AO Corporation
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
A. O. Smith Corporation is an American manufacturer of both residential and commercial water heaters and boilers and the largest manufacturer and marketer of water heaters in North America. It also supplies water treatment products in the Asian market.
Visit Website →Emerson Electric Company
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Emerson Electric Co. is an American multinational corporation headquartered in Ferguson, Missouri. The Fortune 500 company manufactures products and provides engineering services for a wide range of industrial, commercial, and consumer markets.
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