AOS vs IR
A. O. Smith vs Ingersoll Rand — AI-powered side-by-side comparison
| Metric | AOS | IR |
|---|
| AI Score |
67
|
69
|
| Price |
$63.66
|
$85.02
|
| P/E Ratio |
17.74×
|
34.70×
|
| ROE |
29.4%
|
5.8%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
38.6%
|
37.9%
|
| Debt / Equity |
0.37×
|
0.47×
|
| Dividend Yield |
2.3%
|
0.1%
|
| RSI (14) |
53.5
|
54.1
|
| Beta |
1.157
|
1.168
|
| Expected Upside |
+4.1%
|
+2.9%
|
AI Committee View
Current Innellis committee reasoning for AOS versus IR.
IR leads by 2 points.
IR scores 69/100 (Buy) versus AOS at 67/100 (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
IR Committee View
83% agreement
6 analysts
The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is p/e of 35.1 is moderate-to-rich. The committee is constructive but not yet at full conviction.
Bull Case
- EPS growing 91.1% YoY — Growth
- 3 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- P/E of 35.1 is moderate-to-rich — Value