Aecom (ACM) vs A. O. Smith Corporation (AOS)
A side-by-side comparison of Aecom and A. O. Smith Corporation across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of August 8, 2026. Differences are shown without an overall score or investment verdict.
ACM
Aecom
$75.84IndustrialsAt close: Aug 7, 2026, 4:00 PM ET
AOS
A. O. Smith Corporation
$63.98IndustrialsAt close: Aug 7, 2026, 4:00 PM ET
Total return — ACM vs AOS
growth of $100 · dividends reinvested · last 19yACM +276.8%AOS +1238.2%AOS compounded faster
ACM AOS
ACM vs AOS: by the numbers
- •ACM is the larger company ($9.75B vs $8.87B market cap).
- •AOS trades at the lower trailing earnings multiple (17.82 vs 18.23 P/E), one valuation lens rather than an overall verdict.
- •AOS converts more revenue to profit (13.15% vs 3.16% net margin).
- •ACM grew revenue faster over the past five years (3.69% vs 3.37% CAGR).
- •AOS pays the higher dividend yield (2.25% vs 1.57%).
Metrics side by side
Valuation
| Metric | ACM | AOS |
|---|---|---|
| P/E ratio | 18.23 | 17.82 |
| Forward P/E | 12.73 | 17.09 |
| P/S ratio | 0.61 | 2.33 |
| P/B ratio | 4.32 | 4.81 |
| PEG ratio | 0.72 | 3.01 |
| EV / EBITDA | 9.99 | 12.29 |
| FCF yield | 4.19% | 7.22% |
Profitability
| Metric | ACM | AOS |
|---|---|---|
| Gross margin | 7.73% | 38.59% |
| Operating margin | 6.38% | 17.57% |
| Net margin | 3.16% | 13.15% |
| ROE | 22.27% | 27.16% |
| ROIC | 12.33% | 23.94% |
Dividends
| Metric | ACM | AOS |
|---|---|---|
| Dividend yield | 1.57% | 2.25% |
| Payout ratio | 28.07% | 37.31% |
Growth (annualized)
| Metric | ACM | AOS |
|---|---|---|
| Revenue CAGR (5Y) | 3.69% | 3.37% |
| EPS CAGR (5Y) | N/A | 12.52% |
| FCF CAGR (5Y) | 26.08% | 4.38% |
| Total return CAGR (5Y) | 4.88% | -0.40% |
Frequently asked
- Which has the lower trailing P/E, ACM or AOS?
- AOS has the lower trailing P/E: ACM trades at 18.23 and AOS at 17.82. P/E is one valuation measure and does not by itself establish which business is cheaper.
- Which has grown faster, ACM or AOS?
- Over the past five years, ACM grew revenue faster — ACM at a 3.69% CAGR versus AOS at 3.37%.
- Does ACM or AOS pay a bigger dividend?
- ACM yields 1.57% and AOS yields 2.25% based on trailing dividends and the latest price.
- Is ACM or AOS more profitable?
- AOS runs the higher net margin — ACM at 3.16% versus AOS at 13.15%.
- How have ACM and AOS total returns compared?
- Over the past 10 years, ACM delivered 8.30% and AOS delivered 4.87% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Aecom P/E ratioA. O. Smith P/E ratioAecom dividend yieldA. O. Smith dividend yieldAecom ROEA. O. Smith ROEAecom operating marginA. O. Smith operating marginAecom revenue growthA. O. Smith revenue growthAecom free cash flowA. O. Smith free cash flow
Aecom & A. O. Smith appear in these rankings
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 August 8, 2026.