AOS vs CLH
A. O. Smith vs Clean Harbors — AI-powered side-by-side comparison
| Metric | AOS | CLH |
|---|
| AI Score |
66
|
68
|
| Price |
$63.95
|
$308.14
|
| P/E Ratio |
17.82×
|
37.26×
|
| ROE |
29.4%
|
14.2%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
38.6%
|
26.6%
|
| Debt / Equity |
0.37×
|
1.04×
|
| Dividend Yield |
2.3%
|
0.0%
|
| RSI (14) |
66.5
|
48.0
|
| Beta |
1.153
|
0.865
|
| Expected Upside |
+1.6%
|
+1.8%
|
AI Committee View
Current Innellis committee reasoning for AOS versus CLH.
CLH leads by 2 points.
CLH scores 68/100 (Buy) versus AOS at 66/100 (Buy).
AOS Committee View
67% agreement
6 analysts
The primary driver is low leverage (debt-to-equity 0.08) -- balance sheet can absorb a shock. The main limiting factor is price-to-book of 5.0x prices in significant intangible value. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 27.0% shows genuine earnings power backing the valuation — Value
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Price-to-book of 5.0x prices in significant intangible value — Value
CLH Committee View
50% agreement
4 analysts
The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
- Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
- MACD histogram negative -- bearish momentum — Technical
- Price structure (LH_LL) contradicts the uptrend -- mixed signals — Technical