A. O. Smith Corporation (AOS) vs Leonardo DRS, Inc. (DRS)
A side-by-side comparison of A. O. Smith Corporation and Leonardo DRS, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of August 24, 2026. Differences are shown without an overall score or investment verdict.
AOS
A. O. Smith Corporation
$63.08IndustrialsAt close: Aug 21, 2026, 4:00 PM ET
DRS
Leonardo DRS, Inc.
$40.70IndustrialsAt close: Aug 21, 2026, 4:00 PM ET
Total return — AOS vs DRS
growth of $100 · dividends reinvested · last 10yAOS +57.0% (+4.6%/yr)DRS +3375.2% (+42.6%/yr)DRS compounded faster over this window
Log scale — wide-divergence pair
AOS DRS
AOS vs DRS: by the numbers
- •DRS is the larger company ($10.86B vs $8.74B market cap).
- •AOS trades at the lower trailing earnings multiple (17.57 vs 33.92 P/E), one valuation lens rather than an overall verdict.
- •AOS converts more revenue to profit (13.15% vs 8.52% net margin).
- •DRS grew revenue faster over the past five years (5.56% vs 3.37% CAGR).
- •AOS pays the higher dividend yield (2.28% vs 0.88%).
Metrics side by side
Valuation
| Metric | AOS | DRS |
|---|---|---|
| P/E ratio | 17.57 | 33.92 |
| Forward P/E | 16.89 | 29.49 |
| P/S ratio | 2.30 | 2.90 |
| P/B ratio | 4.74 | 3.90 |
| EV / EBITDA | 12.13 | 23.03 |
| FCF yield | 7.32% | 3.32% |
Profitability
| Metric | AOS | DRS |
|---|---|---|
| Gross margin | 38.59% | 24.87% |
| Operating margin | 17.57% | 10.53% |
| Net margin | 13.15% | 8.52% |
| ROE | 27.16% | 11.49% |
| ROIC | 18.44% | 10.51% |
Dividends
| Metric | AOS | DRS |
|---|---|---|
| Dividend yield | 2.28% | 0.88% |
| Payout ratio | 37.31% | 34.29% |
Growth (annualized)
| Metric | AOS | DRS |
|---|---|---|
| Revenue CAGR (5Y) | 3.37% | 5.56% |
| EPS CAGR (5Y) | 12.52% | 13.00% |
| FCF CAGR (5Y) | 4.38% | 26.07% |
| Total return CAGR (5Y) | -0.51% | 30.17% |
Frequently asked
- Which has the lower trailing P/E, AOS or DRS?
- AOS has the lower trailing P/E: AOS trades at 17.57 and DRS at 33.92. P/E is one valuation measure and does not by itself establish which business is cheaper.
- Which has grown faster, AOS or DRS?
- Over the past five years, DRS grew revenue faster — AOS at a 3.37% CAGR versus DRS at 5.56%.
- Does AOS or DRS pay a bigger dividend?
- AOS yields 2.28% and DRS yields 0.88% based on trailing dividends and the latest price.
- Is AOS or DRS more profitable?
- AOS runs the higher net margin — AOS at 13.15% versus DRS at 8.52%.
- How have AOS and DRS total returns compared?
- Over the past 10 years, AOS delivered 4.74% and DRS delivered 42.57% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
A. O. Smith P/E ratioLeonardo DRS P/E ratioA. O. Smith dividend yieldLeonardo DRS dividend yieldA. O. Smith ROELeonardo DRS ROEA. O. Smith operating marginLeonardo DRS operating marginA. O. Smith revenue growthLeonardo DRS revenue growthA. O. Smith free cash flowLeonardo DRS free cash flow
A. O. Smith & Leonardo DRS 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 24, 2026.