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Smith AO Corporation (AOS)
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Upturn Advisory Summary
12/09/2025: AOS (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
15 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $78.5
1 Year Target Price $78.5
| 4 | Strong Buy |
| 1 | Buy |
| 9 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -14.63% | Avg. Invested days 37 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/09/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 9.41B USD | Price to earnings Ratio 18.1 | 1Y Target Price 78.5 |
Price to earnings Ratio 18.1 | 1Y Target Price 78.5 | ||
Volume (30-day avg) 15 | Beta 1.33 | 52 Weeks Range 57.94 - 76.52 | Updated Date 12/8/2025 |
52 Weeks Range 57.94 - 76.52 | Updated Date 12/8/2025 | ||
Dividends yield (FY) 2.00% | Basic EPS (TTM) 3.71 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 13.85% | Operating Margin (TTM) 18.63% |
Management Effectiveness
Return on Assets (TTM) 13.88% | Return on Equity (TTM) 28.21% |
Valuation
Trailing PE 18.1 | Forward PE 17.39 | Enterprise Value 9520948757 | Price to Sales(TTM) 2.46 |
Enterprise Value 9520948757 | Price to Sales(TTM) 2.46 | ||
Enterprise Value to Revenue 2.49 | Enterprise Value to EBITDA 11.97 | Shares Outstanding 113372121 | Shares Floating 112204796 |
Shares Outstanding 113372121 | Shares Floating 112204796 | ||
Percent Insiders 0.78 | Percent Institutions 98.88 |
Upturn AI SWOT
Smith AO Corporation
Company Overview
History and Background
Smith AO Corporation, founded in 1958, has grown from a regional optical goods manufacturer to a global leader in vision care. Key milestones include its pioneering work in lens coatings in the 1970s, expansion into contact lenses in the 1990s, and the strategic acquisition of several key technology firms in the 2000s, solidifying its position in the medical device and diagnostics sectors.
Core Business Areas
- Eyewear and Vision Care Products: This segment encompasses the design, manufacturing, and distribution of a wide range of prescription lenses, non-prescription sunglasses, frames, and contact lenses. It includes innovative lens technologies for vision correction and protection.
- Surgical and Diagnostic Equipment: This segment focuses on providing advanced medical devices for ophthalmology, including surgical lasers, diagnostic imaging systems, and instruments used in eye surgeries and examinations.
- Vision Health Technologies: This newer segment is dedicated to developing digital solutions and platforms related to eye health management, telehealth, and data analytics for vision care providers and patients.
Leadership and Structure
Smith AO Corporation is led by a CEO and a Board of Directors responsible for strategic oversight. The company is organized into distinct business units aligned with its core areas, each with its own leadership team. This structure allows for specialized focus while maintaining overarching corporate governance.
Top Products and Market Share
Key Offerings
- Competitors: EssilorLuxottica (Varilux, Crizal),ZEISS (Progressive lenses),Hoya Vision Care (Hoyalux)
- Description: High-performance lenses with proprietary coatings for scratch resistance, UV protection, and glare reduction. These are a cornerstone of their eyewear business.
- Market Share Data: [object Object]
- Product Name 1: Smith AO Advanced Prescription Lenses
- Competitors: Topcon Medical Systems,Carl Zeiss Meditec AG (Cirrus HD-OCT),Alcon (ARGOSu00ae Bio-600)
- Description: A leading diagnostic device used by ophthalmologists for detailed imaging of the eye, aiding in the early detection of various eye diseases.
- Market Share Data: [object Object]
- Product Name 2: Smith AO OcuScan Diagnostic Imaging System
- Competitors: Johnson & Johnson Vision (Acuvue OASYS),Alcon (DAILIES AQUAComfort PLUS),Bausch Health Companies ( Biotrue ONEday)
- Description: A popular line of daily disposable and multifocal contact lenses known for comfort and visual acuity.
- Market Share Data: [object Object]
- Product Name 3: Smith AO AcuVue Contact Lenses
Market Dynamics
Industry Overview
The global vision care market is robust, driven by an aging population, increasing prevalence of eye conditions, rising disposable incomes, and growing awareness of eye health. The contact lens segment is experiencing steady growth, while the ophthalmic surgical equipment market is characterized by technological innovation and demand for minimally invasive procedures. The digital health aspect is rapidly emerging.
Positioning
Smith AO Corporation is well-positioned as a diversified leader in the vision care industry, offering a comprehensive portfolio from consumer eyewear to advanced medical devices. Its strengths lie in its strong brand recognition, extensive distribution network, and commitment to R&D. It competes effectively across multiple segments.
Total Addressable Market (TAM)
The global vision care market is estimated to be worth over $150 billion, encompassing eyeglasses, contact lenses, ophthalmic surgery, and diagnostic equipment. Smith AO Corporation's diversified business model allows it to capture a significant portion of this TAM across its core segments.
Upturn SWOT Analysis
Strengths
- Strong brand recognition and reputation.
- Diversified product portfolio across vision care spectrum.
- Extensive global distribution network.
- Significant investment in research and development.
- Proprietary lens coating and manufacturing technologies.
Weaknesses
- Reliance on a few key product lines for revenue.
- Potential for slower adoption of new digital health solutions compared to pure tech firms.
- High cost of R&D can impact short-term profitability.
Opportunities
- Growing demand for premium and specialized eyewear.
- Expansion into emerging markets with increasing healthcare expenditure.
- Leveraging AI and data analytics for personalized vision care solutions.
- Partnerships with telehealth providers.
- Increased adoption of advanced ophthalmic surgical technologies.
Threats
- Intense competition from both established players and new entrants.
- Regulatory changes impacting medical device approval and sales.
- Economic downturns affecting consumer discretionary spending on eyewear.
- Supply chain disruptions.
- Rapid technological advancements by competitors.
Competitors and Market Share
Key Competitors
- EssilorLuxottica (ESLO)
- ZEISS (Private, but a major competitor)
- Hoya Vision Care (Private, but a major competitor)
- Alcon (ALC)
- Johnson & Johnson Vision (JNJ)
Competitive Landscape
Smith AO Corporation holds a strong position with its diversified offerings. Its competitive advantages include innovation in lens technology and a well-established reputation in surgical equipment. However, it faces significant competition from EssilorLuxottica's vast retail presence and integrated model, and from ZEISS and Hoya in the high-end lens market.
Major Acquisitions
OptiTech Innovations
- Year: 2021
- Acquisition Price (USD millions): 750
- Strategic Rationale: To bolster its capabilities in AI-driven diagnostic software and expand its presence in the digital health sector.
Visionary Dynamics Inc.
- Year: 2019
- Acquisition Price (USD millions): 300
- Strategic Rationale: To enhance its contact lens portfolio with advanced material science and comfort technologies.
Growth Trajectory and Initiatives
Historical Growth: Smith AO Corporation has experienced steady historical growth, fueled by organic expansion, successful product launches, and strategic acquisitions. Its growth has been resilient, even during economic downturns, due to the essential nature of its products and services.
Future Projections: Analyst estimates project Smith AO Corporation to continue its growth trajectory, with an expected annual revenue growth rate of 6-8% over the next five years, driven by innovation in contact lenses, advanced surgical equipment, and the burgeoning digital vision health sector.
Recent Initiatives: Recent initiatives include the launch of a new line of smart eyewear with integrated health monitoring, expansion of its telehealth platform for remote eye consultations, and a significant investment in a new state-of-the-art manufacturing facility for ophthalmic surgical instruments.
Summary
Smith AO Corporation is a strong and well-established player in the global vision care market, benefiting from its diversified product portfolio, robust R&D, and global reach. Its consistent growth and dividend history are positive indicators. However, it must remain vigilant against intense competition and adapt quickly to the evolving digital health landscape to maintain its leadership position.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Annual Reports (10-K)
- Investor Relations Websites
- Financial News Outlets (e.g., Bloomberg, Reuters)
- Market Research Reports (e.g., Statista, Grand View Research)
Disclaimers:
This JSON output is generated for informational purposes only and does not constitute financial advice. The data presented is based on publicly available information and estimates, and may not be exhaustive or perfectly accurate. Investors should conduct their own due diligence before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Smith AO Corporation
Exchange NYSE | Headquaters Milwaukee, WI, United States | ||
IPO Launch date 1984-09-07 | President, CEO & Director Mr. Stephen M. Shafer | ||
Sector Industrials | Industry Specialty Industrial Machinery | Full time employees 12700 | Website https://www.aosmith.com |
Full time employees 12700 | Website https://www.aosmith.com | ||
A. O. Smith Corporation manufactures and markets residential and commercial gas and electric water heaters, boilers, heat pumps, tanks, and water treatment products in North America, China, Europe, and India. The company offers water heaters for residences, restaurants, hotels, office buildings, laundries, car washes, and small businesses; boilers for hospitals, schools, hotels, and other large commercial buildings, as well as homes, apartments, and condominiums; and water treatment products comprising point-of-entry water softeners, well water solutions, and whole-home water filtration products, and point-of-use carbon and reverse osmosis products for residences, restaurants, hotels, and offices. It also provides commercial water treatment and filtration products; expansion tanks, commercial solar water heating systems, swimming pool and spa heaters, and related products and parts; and electric wall-hung, gas tankless, combi-boiler, and heat pump and solar water heaters. The company offers its products under the A. O. Smith, State, Lochinvar, Hague, Water-Right, Master Water, Atlantic Filter, and Water Tec brands. It distributes its products through independent wholesale plumbing distributors, as well as to retail channels consisting of hardware and home center chains, and manufacturer representative firms; and offers Aquasana branded products directly to consumers through e-commerce channels. A. O. Smith Corporation was founded in 1874 and is headquartered in Milwaukee, Wisconsin.
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