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.

Compare

Total return — AOS vs TKR

growth of $100 · dividends reinvested · last 10y
AOS +35.7% (+3.1%/yr)TKR +319.6% (+15.4%/yr)TKR compounded faster over this window
100200300400500Start $10020182020202220242026$136$420
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

MetricAOSTKR
P/E ratio15.8133.18
Forward P/E15.2119.51
PEG ratio1.2416.51
P/S ratio2.071.79
P/B ratio4.272.66
EV / EBITDA10.9813.24
FCF yield8.13%4.53%

Profitability

MetricAOSTKR
Gross margin38.59%28.67%
Operating margin17.57%11.19%
Net margin13.15%5.43%
ROE27.16%8.10%
ROIC18.44%6.64%

Dividends

MetricAOSTKR
Dividend yield2.54%1.16%
Payout ratio40.11%38.48%

Growth (annualized)

MetricAOSTKR
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.

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.