A. O. Smith Corporation (AOS) vs The Timken Company (TKR)
A side-by-side comparison of A. O. Smith Corporation and The Timken Company across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of October 2, 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
TKR
The Timken Company
$122.44IndustrialsDelayed quote: Oct 2, 2026, 4:00 PM EDT
Total return — AOS vs TKR
growth of $100 · dividends reinvested · last 10yAOS +35.7% (+3.1%/yr)TKR +319.6% (+15.4%/yr)TKR compounded faster over this window
AOS TKR
AOS vs TKR: by the numbers
- •TKR is the larger company ($8.51B vs $7.86B market cap).
- •AOS trades at the lower trailing earnings multiple (15.81 vs 33.18 P/E), one valuation lens rather than an overall verdict.
- •AOS converts more revenue to profit (13.15% vs 5.43% net margin).
- •TKR grew revenue faster over the past five years (4.20% vs 3.37% CAGR).
- •AOS pays the higher dividend yield (2.54% vs 1.16%).
Metrics side by side
Valuation
| Metric | AOS | TKR |
|---|---|---|
| P/E ratio | 15.81 | 33.18 |
| Forward P/E | 15.21 | 19.51 |
| PEG ratio | 1.24 | 16.51 |
| P/S ratio | 2.07 | 1.79 |
| P/B ratio | 4.27 | 2.66 |
| EV / EBITDA | 10.98 | 13.24 |
| FCF yield | 8.13% | 4.53% |
Profitability
| Metric | AOS | TKR |
|---|---|---|
| Gross margin | 38.59% | 28.67% |
| Operating margin | 17.57% | 11.19% |
| Net margin | 13.15% | 5.43% |
| ROE | 27.16% | 8.10% |
| ROIC | 18.44% | 6.64% |
Dividends
| Metric | AOS | TKR |
|---|---|---|
| Dividend yield | 2.54% | 1.16% |
| Payout ratio | 40.11% | 38.48% |
Growth (annualized)
| Metric | AOS | TKR |
|---|---|---|
| Revenue CAGR (5Y) | 3.37% | 4.20% |
| EPS CAGR (5Y) | 12.52% | 1.79% |
| FCF CAGR (5Y) | 4.38% | -2.29% |
| Total return CAGR (5Y) | 0.24% | 14.13% |
Frequently asked
- Which has the lower trailing P/E, AOS or TKR?
- AOS has the lower trailing P/E: AOS trades at 15.81 and TKR at 33.18. P/E is one valuation measure and does not by itself establish which business is cheaper.
- Which has grown faster, AOS or TKR?
- Over the past five years, TKR grew revenue faster — AOS at a 3.37% CAGR versus TKR at 4.20%.
- Does AOS or TKR pay a bigger dividend?
- AOS yields 2.54% and TKR yields 1.16% based on trailing dividends and the latest price.
- Is AOS or TKR more profitable?
- AOS runs the higher net margin — AOS at 13.15% versus TKR at 5.43%.
- How have AOS and TKR total returns compared?
- Over the past 10 years, AOS delivered 3.13% and TKR delivered 15.20% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
A. O. Smith P/E ratioTimken P/E ratioA. O. Smith dividend yieldTimken dividend yieldA. O. Smith ROETimken ROEA. O. Smith operating marginTimken operating marginA. O. Smith revenue growthTimken revenue growthA. O. Smith free cash flowTimken free cash flow
A. O. Smith & Timken 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 2, 2026.