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AOS A. O. Smith Corporation

Industrials

Price
$63.30
Intrinsic value
$30.55
Buy price
$24.44
Discount
-107.2%
Overvalued

DCF walkthrough

Near-term growth (g1)0.00%
Terminal growth (g2)3.50%
Years of g1 growth4
Discount rate9.00%
Margin of safety20.00%
Operating CF
$692,300,000.00
Total debt
$677,200,000.00
Cash & STI
$181,300,000.00
Shares out.
137,862,584
Overvalued
Intrinsic value$30.55
Buy price (with MOS)$24.44
Current price$63.30
Discount to intrinsic value-107.2%

7-step quality scorecard

ROE quality
HIGH_CONSISTENT
Average ROE
25.3%
Current ROE
29.4%
Minimum ROE
13.5%
Debt quality
CONSERVATIVE
Debt / Equity
0.36x
Moat proxy
MODERATE_PROXY
Cash-flow reliability
OK
Operating CF / Net income
1.38x

Technical chart

Confluence: DOWNTREND (2/3)

Weekly candles, ~3 years. Yellow line: 10-week EMA. Dashed lines: Fibonacci retracement of the last 52-week swing. Green arrow: an active DR1 support reclaim.

Assumptions & data quality

Data source
yfinance
Growth (g1) source
min(cfCAGR,revenueCAGR)+trough_adj
Valuation model
DCF_OCF
Debt as % of DCF PV
14.4%
Public economic interest
100.0%

These are model outputs built on assumptions (growth rate, discount rate, margin of safety), not facts - trust but verify, especially for LOW cash-flow-reliability or UNKNOWN-quality rows.