Is ACA or AOS cheaper?

On trailing earnings, AOS is cheaper: ACA trades at a 31.99 P/E and AOS at 15.28.

Which has grown faster, ACA or AOS?

Over the past five years, ACA grew revenue faster — ACA at a 8.38% CAGR versus AOS at 4.72%.

Does ACA or AOS pay a bigger dividend?

ACA yields 0.14% and AOS yields 2.47% based on trailing dividends and the latest price.

Is ACA or AOS more profitable?

AOS runs the higher net margin — ACA at 7.88% versus AOS at 13.84%.

Which has been the better investment, ACA or AOS?

Over the past 5-year, ACA delivered the higher annualized total return — ACA at 19.65% versus AOS at 4.60%. Past performance doesn't predict future results.

Arcosa, Inc. (ACA) vs A. O. Smith Corporation (AOS)

AOS leads on 11 of 17 compared metrics.

A side-by-side comparison of Arcosa, Inc. and A. O. Smith Corporation across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 24, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

A. O. Smith Corporation

$8.02B

$57.44Industrials

Total return — ACA vs AOS

growth of $100 · last 8y

ACA +603.3%AOS +35.9%ACA compounded faster

Log scale — wide-divergence pair

ACA AOS

ACA vs AOS: by the numbers

•AOS is the larger company ($8.02B vs $7.09B market cap).
•AOS trades at the lower earnings multiple (15.28 vs 31.99 P/E).
•AOS converts more revenue to profit (13.84% vs 7.88% net margin).
•ACA grew revenue faster over the past five years (8.38% vs 4.72% CAGR).
•AOS pays the higher dividend yield (2.47% vs 0.14%).

Which is better, ACA or AOS?

Metric tally: ACA 6 · AOS 11

It depends on what you're optimizing for:

ValueAOS(lower P/E)

GrowthACA(faster 5Y revenue CAGR)

IncomeAOS(higher dividend yield)

QualityAOS(higher ROIC)

Metrics side by side

Valuation

Metric	ACA	AOS
P/E ratio	31.99	15.28●
Forward P/E	33.87	15.20●
P/S ratio	2.53	2.10●
P/B ratio	2.71●	4.26
PEG ratio	0.21●	3.01
EV / EBITDA	15.06	10.65●
FCF yield	3.35%	8.10%●

Profitability

Metric	ACA	AOS
Gross margin	22.77%	38.77%●
Operating margin	11.81%	18.55%●
Net margin	7.88%	13.84%●
ROE	8.45%	28.10%●
ROIC	6.71%	23.94%●

Dividends

Metric	ACA	AOS
Dividend yield	0.14%	2.47%●
Payout ratio	4.71%	36.79%

Growth (annualized)

Metric	ACA	AOS
Revenue CAGR (5Y)	8.38%●	4.72%
EPS CAGR (5Y)	14.08%●	12.52%
FCF CAGR (5Y)	11.59%●	3.27%
Total return CAGR (5Y)	19.65%●	-1.58%

Frequently asked

Which is better, ACA or AOS?: It depends on your goal. value: AOS (lower P/E); growth: ACA (faster 5Y revenue CAGR); income: AOS (higher dividend yield); quality: AOS (higher ROIC). Across all compared metrics, AOS leads 11 to 6.
Is ACA or AOS cheaper?: On trailing earnings, AOS is cheaper: ACA trades at a 31.99 P/E and AOS at 15.28.
Which has grown faster, ACA or AOS?: Over the past five years, ACA grew revenue faster — ACA at a 8.38% CAGR versus AOS at 4.72%.
Does ACA or AOS pay a bigger dividend?: ACA yields 0.14% and AOS yields 2.47% based on trailing dividends and the latest price.
Is ACA or AOS more profitable?: AOS runs the higher net margin — ACA at 7.88% versus AOS at 13.84%.
Which has been the better investment, ACA or AOS?: Over the past 5-year, ACA delivered the higher annualized total return — ACA at 19.65% versus AOS at 4.60%. Past performance doesn't predict future results.

Go deeper

Full ACA analysis Full AOS analysis Interactive comparison tool

Dig into the metrics

Arcosa P/E ratio A. O. Smith P/E ratio Arcosa dividend yield A. O. Smith dividend yield Arcosa ROE A. O. Smith ROE Arcosa operating margin A. O. Smith operating margin Arcosa revenue growth A. O. Smith revenue growth Arcosa free cash flow A. O. Smith free cash flow

Arcosa & A. O. Smith appear in these rankings

Highest Dividend Yield Stocks Dividend Aristocrats Highest ROE Stocks Highest ROIC Stocks

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified June 24, 2026.