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).

Compare

Total return — AOS vs BLDR

growth of $100 · last 21y
AOS +985.8%BLDR +397.0%AOS compounded faster
05001k2kStart $10020092013201720212025$1,086$497
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 6

It depends on what you're optimizing for:

ValueAOS(lower P/E)
GrowthBLDR(faster 5Y revenue CAGR)
QualityAOS(higher ROIC)

Metrics side by side

Valuation

MetricAOSBLDR
P/E ratio15.2829.40
Forward P/E15.2017.90
P/S ratio2.100.57
P/B ratio4.262.11
PEG ratio3.013.78
EV / EBITDA10.6511.23
FCF yield8.10%10.22%

Profitability

MetricAOSBLDR
Gross margin38.77%29.89%
Operating margin18.55%4.18%
Net margin13.84%1.97%
ROE28.10%7.28%
ROIC23.94%6.82%

Dividends

MetricAOSBLDR
Dividend yield2.47%
Payout ratio36.79%

Growth (annualized)

MetricAOSBLDR
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.

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.