AOS vs MOG.A
A. O. Smith vs Moog Inc. — AI-powered side-by-side comparison
| Metric | AOS | MOG.A |
|---|
| AI Score |
67
|
68
|
| Price |
$63.66
|
$416.77
|
| P/E Ratio |
17.74×
|
35.01×
|
| ROE |
29.4%
|
11.8%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
38.6%
|
27.9%
|
| Debt / Equity |
0.37×
|
0.52×
|
| Dividend Yield |
2.3%
|
0.3%
|
| RSI (14) |
53.5
|
53.2
|
| Beta |
1.157
|
0.977
|
| Expected Upside |
+4.1%
|
+4.8%
|
AI Committee View
Current Innellis committee reasoning for AOS versus MOG.A.
MOG.A leads by 1 points.
MOG.A scores 68/100 (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
MOG.A Committee View
80% agreement
5 analysts
The primary driver is eps growing 86.8% yoy. The main limiting factor is p/e of 32.7 is moderate-to-rich. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 18.6% shows genuine earnings power backing the valuation — Value
- EPS growing 86.8% YoY — Growth
- 5 consecutive earnings beats -- consistent execution — Growth
Bear Case
- P/E of 32.7 is moderate-to-rich — Value
- MACD histogram negative -- bearish momentum — Technical