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.

Compare

Total returnAOS vs DRS

growth of $100 · dividends reinvested · last 10y
AOS +57.0% (+4.6%/yr)DRS +3375.2% (+42.6%/yr)DRS compounded faster over this window
Log scale — wide-divergence pair
101001k10kStart $10020182020202220242026$157$3,475
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

MetricAOSDRS
P/E ratio17.5733.92
Forward P/E16.8929.49
P/S ratio2.302.90
P/B ratio4.743.90
EV / EBITDA12.1323.03
FCF yield7.32%3.32%

Profitability

MetricAOSDRS
Gross margin38.59%24.87%
Operating margin17.57%10.53%
Net margin13.15%8.52%
ROE27.16%11.49%
ROIC18.44%10.51%

Dividends

MetricAOSDRS
Dividend yield2.28%0.88%
Payout ratio37.31%34.29%

Growth (annualized)

MetricAOSDRS
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.

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.