A. O. Smith Corporation (AOS) vs Builders FirstSource, Inc. (BLDR)
AOS leads on 10 of 16 compared metrics.
A side-by-side comparison of A. O. Smith Corporation and Builders FirstSource, Inc. 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).
AOS
A. O. Smith Corporation
$57.44Industrials
BLDR
Builders FirstSource, Inc.
$76.73Industrials
Total return — AOS vs BLDR
growth of $100 · last 21yAOS +985.8%BLDR +397.0%AOS compounded faster
AOS BLDR
AOS vs BLDR: by the numbers
- •BLDR is the larger company ($8.25B vs $8.02B market cap).
- •AOS trades at the lower earnings multiple (15.28 vs 29.40 P/E).
- •AOS converts more revenue to profit (13.84% vs 1.97% net margin).
- •BLDR grew revenue faster over the past five years (6.25% vs 4.72% CAGR).
- •AOS pays a dividend (2.47% yield) while BLDR does not currently pay one.
Which is better, AOS or BLDR?
Metric tally: AOS 10 · BLDR 6It depends on what you're optimizing for:
ValueAOS(lower P/E)
GrowthBLDR(faster 5Y revenue CAGR)
QualityAOS(higher ROIC)
Metrics side by side
Valuation
| Metric | AOS | BLDR |
|---|---|---|
| P/E ratio | 15.28● | 29.40 |
| Forward P/E | 15.20● | 17.90 |
| P/S ratio | 2.10 | 0.57● |
| P/B ratio | 4.26 | 2.11● |
| PEG ratio | 3.01● | 3.78 |
| EV / EBITDA | 10.65● | 11.23 |
| FCF yield | 8.10% | 10.22%● |
Profitability
| Metric | AOS | BLDR |
|---|---|---|
| Gross margin | 38.77%● | 29.89% |
| Operating margin | 18.55%● | 4.18% |
| Net margin | 13.84%● | 1.97% |
| ROE | 28.10%● | 7.28% |
| ROIC | 23.94%● | 6.82% |
Dividends
| Metric | AOS | BLDR |
|---|---|---|
| Dividend yield | 2.47% | — |
| Payout ratio | 36.79% | — |
Growth (annualized)
| Metric | AOS | BLDR |
|---|---|---|
| Revenue CAGR (5Y) | 4.72% | 6.25%● |
| EPS CAGR (5Y) | 12.52%● | 7.77% |
| FCF CAGR (5Y) | 3.27% | 39.91%● |
| Total return CAGR (5Y) | -1.58% | 11.69%● |
Frequently asked
- Which is better, AOS or BLDR?
- It depends on your goal. value: AOS (lower P/E); growth: BLDR (faster 5Y revenue CAGR); quality: AOS (higher ROIC). Across all compared metrics, AOS leads 10 to 6.
- Is AOS or BLDR cheaper?
- On trailing earnings, AOS is cheaper: AOS trades at a 15.28 P/E and BLDR at 29.40.
- Which has grown faster, AOS or BLDR?
- Over the past five years, BLDR grew revenue faster — AOS at a 4.72% CAGR versus BLDR at 6.25%.
- Does AOS or BLDR pay a bigger dividend?
- AOS pays a dividend (2.47% yield) while BLDR does not currently pay one.
- Is AOS or BLDR more profitable?
- AOS runs the higher net margin — AOS at 13.84% versus BLDR at 1.97%.
- Which has been the better investment, AOS or BLDR?
- Over the past 10-year, BLDR delivered the higher annualized total return — AOS at 4.60% versus BLDR at 20.67%. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
A. O. Smith P/E ratioBuilders FirstSource P/E ratioA. O. Smith dividend yieldBuilders FirstSource dividend yieldA. O. Smith ROEBuilders FirstSource ROEA. O. Smith operating marginBuilders FirstSource operating marginA. O. Smith revenue growthBuilders FirstSource revenue growthA. O. Smith free cash flowBuilders FirstSource free cash flow
A. O. Smith & Builders FirstSource 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 June 24, 2026.