A. O. Smith Corporation (AOS) vs MSC Industrial Direct Co., Inc. (MSM)

A side-by-side comparison of A. O. Smith Corporation and MSC Industrial Direct Co., Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of September 13, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnAOS vs MSM

growth of $100 · dividends reinvested · last 10y
AOS +46.2% (+3.9%/yr)MSM +164.4% (+10.2%/yr)MSM compounded faster over this window
100150200250Start $10020182020202220242026$146$264
AOS MSM

AOS vs MSM: by the numbers

  • AOS is the larger company ($8.00B vs $6.93B market cap).
  • AOS trades at the lower trailing earnings multiple (16.08 vs 29.98 P/E), one valuation lens rather than an overall verdict.
  • AOS converts more revenue to profit (13.15% vs 5.90% net margin).
  • MSM grew revenue faster over the past five years (4.34% vs 3.37% CAGR).
  • MSM pays the higher dividend yield (2.89% vs 2.51%).

Metrics side by side

Valuation

MetricAOSMSM
P/E ratio16.0829.98
Forward P/E15.4522.87
P/S ratio2.101.77
P/B ratio4.344.88
EV / EBITDA11.1616.72
FCF yield7.99%3.17%

Profitability

MetricAOSMSM
Gross margin38.59%40.82%
Operating margin17.57%8.80%
Net margin13.15%5.90%
ROE27.16%16.24%
ROIC18.44%12.36%

Dividends

MetricAOSMSM
Dividend yield2.51%2.89%
Payout ratio40.11%84.06%

Growth (annualized)

MetricAOSMSM
Revenue CAGR (5Y)3.37%4.34%
EPS CAGR (5Y)12.52%-4.65%
FCF CAGR (5Y)4.38%5.48%
Total return CAGR (5Y)-2.11%12.65%

Frequently asked

Which has the lower trailing P/E, AOS or MSM?
AOS has the lower trailing P/E: AOS trades at 16.08 and MSM at 29.98. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, AOS or MSM?
Over the past five years, MSM grew revenue faster — AOS at a 3.37% CAGR versus MSM at 4.34%.
Does AOS or MSM pay a bigger dividend?
AOS yields 2.51% and MSM yields 2.89% based on trailing dividends and the latest price.
Is AOS or MSM more profitable?
AOS runs the higher net margin — AOS at 13.15% versus MSM at 5.90%.
How have AOS and MSM total returns compared?
Over the past 10 years, AOS delivered 4.10% and MSM delivered 10.17% 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 September 13, 2026.