AOS vs POOL
A. O. Smith vs Pool Corporation — AI-powered side-by-side comparison
VS
POOL
Pool Corporation
68
Buy
| Metric | AOS | POOL |
|---|
| AI Score |
67
|
68
|
| Price |
$62.19
|
$195.00
|
| P/E Ratio |
17.32×
|
17.89×
|
| ROE |
29.4%
|
34.3%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
38.6%
|
29.6%
|
| Debt / Equity |
0.37×
|
1.35×
|
| Dividend Yield |
2.3%
|
2.6%
|
| RSI (14) |
49.4
|
42.8
|
| Beta |
1.157
|
1.054
|
| Expected Upside |
+0.1%
|
+13.3%
|
AI Committee View
Current Innellis committee reasoning for AOS versus POOL.
POOL leads by 1 points.
POOL 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
POOL Committee View
67% agreement
6 analysts
The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is price-to-book of 7.2x prices in significant intangible value. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 32.3% shows genuine earnings power backing the valuation — Value
- Dividend yield of 2.6% pays you to wait — Value
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- Price-to-book of 7.2x prices in significant intangible value — Value