AOS vs EXPD
A. O. Smith vs Expeditors International — AI-powered side-by-side comparison
VS
EXPD
Expeditors International
68
Buy
| Metric | AOS | EXPD |
|---|
| AI Score |
66
|
68
|
| Price |
$63.95
|
$178.82
|
| P/E Ratio |
17.82×
|
25.94×
|
| ROE |
29.4%
|
34.5%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
38.6%
|
23.9%
|
| Debt / Equity |
0.37×
|
0.27×
|
| Dividend Yield |
2.3%
|
0.9%
|
| RSI (14) |
66.5
|
60.7
|
| Beta |
1.153
|
1.038
|
| Expected Upside |
+1.6%
|
—
|
AI Committee View
Current Innellis committee reasoning for AOS versus EXPD.
EXPD leads by 2 points.
EXPD 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
EXPD Committee View
83% agreement
6 analysts
The primary driver is low leverage (debt-to-equity 0.00) -- balance sheet can absorb a shock. The main limiting factor is p/e of 27.8 is moderate-to-rich. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 36.7% shows genuine earnings power backing the valuation — Value
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
Bear Case
- P/E of 27.8 is moderate-to-rich — Value
- Price-to-book of 8.5x prices in significant intangible value — Value