A. O. Smith Corporation (AOS) vs Dycom Industries, Inc. (DY)

A side-by-side comparison of A. O. Smith Corporation and Dycom Industries, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of October 4, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total return — AOS vs DY

growth of $100 · dividends reinvested · last 10y
AOS +37.5% (+3.2%/yr)DY +233.1% (+12.8%/yr)DY compounded faster over this window
0200400600Start $10020182020202220242026$138$333
AOS DY

AOS vs DY: by the numbers

  • •DY is the larger company ($8.22B vs $7.86B market cap).
  • •AOS trades at the lower trailing earnings multiple (15.81 vs 25.00 P/E), one valuation lens rather than an overall verdict.
  • •AOS converts more revenue to profit (13.15% vs 4.79% net margin).
  • •DY grew revenue faster over the past five years (17.46% vs 3.37% CAGR).
  • •AOS pays a dividend (2.54% yield), while DY has no payments in the available dividend history.

Metrics side by side

Valuation

MetricAOSDY
P/E ratio15.8125.00
Forward P/E15.2116.05
PEG ratio1.240.46
P/S ratio2.071.19
P/B ratio4.273.98
EV / EBITDA10.989.24
FCF yield8.13%5.70%

Profitability

MetricAOSDY
Gross margin38.59%18.96%
Operating margin17.57%11.70%
Net margin13.15%4.79%
ROE27.16%15.97%
ROIC18.44%11.93%

Dividends

MetricAOSDY
Dividend yield2.54%N/A
Payout ratio40.11%N/A

Growth (annualized)

MetricAOSDY
Revenue CAGR (5Y)3.37%17.46%
EPS CAGR (5Y)12.52%55.03%
FCF CAGR (5Y)4.38%21.99%
Total return CAGR (5Y)0.27%30.18%

Frequently asked

Which has the lower trailing P/E, AOS or DY?
AOS has the lower trailing P/E: AOS trades at 15.81 and DY at 25.00. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, AOS or DY?
Over the past five years, DY grew revenue faster — AOS at a 3.37% CAGR versus DY at 17.46%.
Does AOS or DY pay a bigger dividend?
AOS pays a dividend (2.54% yield), while DY has no payments in the available dividend history.
Is AOS or DY more profitable?
AOS runs the higher net margin — AOS at 13.15% versus DY at 4.79%.
How have AOS and DY total returns compared?
Over the past 10 years, AOS delivered 3.14% and DY delivered 12.84% 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 October 4, 2026.