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A. O. Smith AOS

equity

Price History

$0.625$30.36$60.1$89.83
1985-01 · DCA start$0.882

Time underwater

How far below its previous all-time high the price sat, each month. 0% means a new high.

-63.5%-42.4%-21.2%0.0%
1985-012026-08 · -30.3%

Worst drawdown: −64%, peaking Jun 1998 and bottoming Sep 2000 — 62 months below the prior high before recovering.

DCA Backtest

Invested
$50,000
Value today
$957,040
Return
+1814.1%
Months invested
500

Scenarios

Inflation — the same contributions merely keeping pace with CPI would be $90,910 today, so the real (inflation-adjusted) return is +952.7%.

Lump sum instead — $50,000 all at once in Jan 1985: $3,548,411 (+6996.8%) — lump sum came out ahead.

Worst timing — same monthly amount started at the all-time high (Sep 2024): $2,217 on $2,400 invested (-7.6%).

⚠ Price returns only — dividends are not included. This understates the true return of dividend-paying shares, and any comparison against crypto (which pays no dividends) is biased against equities by roughly the dividend yield, compounded.

If this saved you a spreadsheet — buy me a coffee.

Every start month at once

Each cell is the return-to-date of £/$/€100-a-month DCA started that month. Click a cell to load it in the backtest above. The ringed cell is the all-time-high start — the worst timing scenario.

JFMAMJJASOND
1985
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Legend:−50%−20%0%+50%+200%+1000%worst timing (ATH)Selected 1985-01: +1814.1%

About A. O. Smith

A. O. Smith Corporation is an American manufacturer of both residential and commercial water heaters and boilers, and the largest manufacturer and marketer of water heaters in North America. It also supplies water treatment and purification products in the Asian market. The company has 27 locations worldwide, including five manufacturing facilities in North America, as well as plants in Bengaluru in India, Nanjing in China and Veldhoven in The Netherlands. (Wikipedia)

It's a listed company categorised under industrials and building products.

It rates Low Risk at 1.6/5, meaning the rated factors look benign — steady pricing, deep liquidity, and no obvious structural red flags.

Scoring well: earnings quality at 1.0/5.

Not yet researched: concentration, governance. These are excluded from the score rather than guessed, so the real risk may be higher than what’s shown.

Ratings summarise sourced facts against fixed rules — not investment advice, and no substitute for your own diligence.

Risk Profile

Low Risk(1.6/5)80% rated

How these ratings work

Market / Volatility2.3/5 · weight 20%
  • Annualised volatility (3yr)2/524.9
  • Max drawdown from ATH3/563.5
  • Beta vs S&P 5002/50.89
Liquidity1.0/5 · weight 15%
  • Avg daily $ volume1/5108.1m
  • Float % of shares outstandingnot yet researched
Leverage / Financial1.5/5 · weight 20%
  • Debt / equity2/50.35
  • Interest coverage (EBIT / interest)1/554.0
Earnings Quality1.0/5 · weight 15%
  • 3yr EPS volatility1/55.4
Concentrationunrated · weight 10%
  • Largest customer, % of revenuenot yet researched
  • Geographic revenue concentrationnot yet researched
Governanceunrated · weight 10%
  • Board independence %not yet researched
  • Share structurenot yet researched
  • Litigation / audit historynot yet researched
Sector / Regulatory2.0/5 · weight 10%
  • Sector regulatory exposure2/5moderate

Linked Assets

Same sector, or return-correlated — worth knowing what else might move if this one does.