COMP <GO>
AOS vs V // OPERATING MARGIN
A.O. Smith Corporation (NYSE) VS. Visa Inc. (NYSE) • 15-METRIC TALLY: AOS 5
— V 10
▲ OPERATING MARGIN LEADER: V
LAST: $63.07 (-0.66%) • MKT CAP: $8.63B
operating-margins
19.00%
LAST: $413.59 (+0.74%) • MKT CAP: $733.53B
operating-margins
60.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AOS VS. V)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AOS | V | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 38.80% | 41.00% | -2.20 | V | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 32.00% | 32.30% | -0.30 | V | /roic <GO> |
| EV/EBITDA & P/E Valuation | 9.8x | 28.9x | -19.10 | AOS | /valuation <GO> |
| Free Cash Flow Yield | 5.15% | 2.90% | +2.25 | AOS | /fcf-yield <GO> |
| Operating Margin ACTIVE | 19.00% | 60.00% | -41.00 | V | /operating-margins <GO> |
| Net Profit Margin | 14.30% | 50.10% | -35.80 | V | /net-margins <GO> |
| Revenue Growth (YoY) | 0.30% | 11.30% | -11.00 | V | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.27% | 0.63% | +1.64 | AOS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 7.94 | 9.09 | -1.15 | V | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 9/9 | -1.00 | V | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.30% | 7.10% | +0.20 | V | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 64.9 | 69.4 | -4.57 | V | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.11 | 1.06 | +0.05 | AOS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 14.7x | 34.0x | -19.30 | AOS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $8.63B | $733.53B | -$724.91B | V | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AOS REV | V REV | AOS GROSS % | V GROSS % | AOS FCF | V FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.83B | $40.00B | 38.8% | 44.0% | $444.4M | $21.26B |
| FY 2024 | $3.82B | $35.93B | 38.1% | 44.0% | $410.0M | $18.33B |
| FY 2023 | $3.85B | $32.65B | 44.0% | 44.0% | $496.9M | $19.29B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AOS // BETA 1.11
V // BETA 1.06