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.
AOS
A. O. Smith Corporation
$56.75IndustrialsDelayed quote: Oct 2, 2026, 4:00 PM EDT
DY
Dycom Industries, Inc.
$273.75IndustrialsDelayed quote: Oct 2, 2026, 4:00 PM EDT
Total return — AOS vs DY
growth of $100 · dividends reinvested · last 10yAOS +37.5% (+3.2%/yr)DY +233.1% (+12.8%/yr)DY compounded faster over this window
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
| Metric | AOS | DY |
|---|---|---|
| P/E ratio | 15.81 | 25.00 |
| Forward P/E | 15.21 | 16.05 |
| PEG ratio | 1.24 | 0.46 |
| P/S ratio | 2.07 | 1.19 |
| P/B ratio | 4.27 | 3.98 |
| EV / EBITDA | 10.98 | 9.24 |
| FCF yield | 8.13% | 5.70% |
Profitability
| Metric | AOS | DY |
|---|---|---|
| Gross margin | 38.59% | 18.96% |
| Operating margin | 17.57% | 11.70% |
| Net margin | 13.15% | 4.79% |
| ROE | 27.16% | 15.97% |
| ROIC | 18.44% | 11.93% |
Dividends
| Metric | AOS | DY |
|---|---|---|
| Dividend yield | 2.54% | N/A |
| Payout ratio | 40.11% | N/A |
Growth (annualized)
| Metric | AOS | DY |
|---|---|---|
| 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.
Go deeper
Dig into the metrics
A. O. Smith P/E ratioDycom Industries P/E ratioA. O. Smith dividend yieldA. O. Smith ROEDycom Industries ROEA. O. Smith operating marginDycom Industries operating marginA. O. Smith revenue growthDycom Industries revenue growthA. O. Smith free cash flowDycom Industries free cash flow
A. O. Smith & Dycom Industries 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 October 4, 2026.