AOS vs GNRC
A. O. Smith vs Generac — AI-powered side-by-side comparison
| Metric | AOS | GNRC |
|---|
| AI Score |
67
|
52
|
| Price |
$62.15
|
$202.03
|
| P/E Ratio |
17.47×
|
46.16×
|
| ROE |
29.4%
|
6.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
38.6%
|
39.5%
|
| Debt / Equity |
0.37×
|
0.53×
|
| Dividend Yield |
2.3%
|
0.0%
|
| RSI (14) |
52.7
|
35.7
|
| Beta |
1.157
|
1.925
|
| Expected Upside |
+3.6%
|
+15.1%
|
AI Committee View
Current Innellis committee reasoning for AOS versus GNRC.
AOS leads by 15 points.
AOS scores 67/100 (Buy) versus GNRC at 52/100 (Watch).
AOS Committee View
67% agreement
6 analysts
The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
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
- Low leverage (debt-to-equity 0.08) -- balance sheet can absorb a shock — Risk
Bear Case
- Price-to-book of 5.0x prices in significant intangible value — Value
- MACD histogram negative -- bearish momentum — Technical
GNRC Committee View
50% agreement
6 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case. Risk Analyst remains cautious — bollinger bandwidth of 17.9% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
- Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
- P/E of 50.8 is expensive by classic value standards — Value
- EPS declining -25.6% YoY despite any revenue growth — Growth
- Bollinger bandwidth of 17.9% signals elevated volatility — Risk