COMP <GO>
AOS vs PG // 10Y YIELD & FRED MACRO BETA
A.O. Smith Corporation (NYSE) VS. Procter & Gamble Company (The) (NYSE) • 15-METRIC TALLY: AOS 8
— PG 6
▲ 10Y YIELD & FRED MACRO BETA LEADER: AOS
LAST: $63.07 (-0.66%) • MKT CAP: $8.63B
macro-sensitivity
1.11
LAST: $161.57 (+0.61%) • MKT CAP: $372.21B
macro-sensitivity
0.87
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AOS VS. PG)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AOS | PG | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 38.80% | 51.20% | -12.40 | PG | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 32.00% | 25.40% | +6.60 | AOS | /roic <GO> |
| EV/EBITDA & P/E Valuation | 9.8x | 16.2x | -6.40 | AOS | /valuation <GO> |
| Free Cash Flow Yield | 5.15% | 3.77% | +1.38 | AOS | /fcf-yield <GO> |
| Operating Margin | 19.00% | 24.30% | -5.30 | PG | /operating-margins <GO> |
| Net Profit Margin | 14.30% | 19.00% | -4.70 | PG | /net-margins <GO> |
| Revenue Growth (YoY) | 0.30% | 0.30% | 0.00 | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.27% | 2.65% | -0.38 | PG | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 7.94 | 5.59 | +2.35 | AOS | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 7/9 | +1.00 | AOS | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.30% | 6.50% | +0.80 | PG | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 64.9 | 62.7 | +2.19 | AOS | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.11 | 0.87 | +0.24 | AOS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 14.7x | 21.7x | -7.00 | AOS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $8.63B | $372.21B | -$363.58B | PG | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AOS REV | PG REV | AOS GROSS % | PG GROSS % | AOS FCF | PG FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.83B | $84.28B | 38.8% | 51.2% | $444.4M | $14.04B |
| FY 2024 | $3.82B | $84.04B | 38.1% | 51.4% | $410.0M | $16.52B |
| FY 2023 | $3.85B | $82.01B | 44.0% | 44.0% | $496.9M | $13.16B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AOS // BETA 1.11
PG // BETA 0.87