AOS vs WMS
A. O. Smith vs Advanced Drainage Systems — AI-powered side-by-side comparison
VS
WMS
Advanced Drainage Systems
67
Buy
| Metric | AOS | WMS |
|---|
| AI Score |
66
|
67
|
| Price |
$63.95
|
$144.02
|
| P/E Ratio |
17.82×
|
24.69×
|
| ROE |
29.4%
|
22.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
38.6%
|
37.6%
|
| Debt / Equity |
0.37×
|
24.57×
|
| Dividend Yield |
2.3%
|
0.5%
|
| RSI (14) |
66.5
|
47.4
|
| Beta |
1.153
|
1.262
|
| Expected Upside |
+1.6%
|
+1.1%
|
AI Committee View
Current Innellis committee reasoning for AOS versus WMS.
WMS leads by 1 points.
WMS scores 67/100 (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
WMS Committee View
80% agreement
5 analysts
The primary driver is 5 consecutive earnings beats -- consistent execution. The main limiting factor is price-to-book of 5.5x prices in significant intangible value. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 23.4% shows genuine earnings power backing the valuation — Value
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- Price-to-book of 5.5x prices in significant intangible value — Value