A. O. Smith vs Johnson Controls
Prices at close . Model readings .
A. O. Smith
$60.86−1.93%- Market value
- $8.39B
- P/E
- 16.7
- 1 year
- −9.3%
Johnson Controls
$157.35+0.94%- Market value
- $104.01B
- P/E
- 31.5
- 1 year
- +40%
Price change, with the S&P 500 as a benchmark
Percent change in each close since the start of the chosen range, for both companies and the S&P 500 (SPY). Daily closes over the last year, weekly before that and monthly before five years.
How the two compare
On the latest closes (28 Oct 2026), Johnson Controls is the larger company by market value ($104.01B against $8.39B). Over the past year A. O. Smith returned −9.3% and Johnson Controls +40%, while the S&P 500 returned +12.7%. The latest filed P/E is 16.7 for A. O. Smith and 31.5 for Johnson Controls, and the operating margin 16.5% against 1%. Over the next 21 sessions the model expects +0.26% for A. O. Smith, with a 87% chance of a rise, and −0.62% for Johnson Controls, with a 37% chance. A. O. Smith's long-run fair value is $67.02, a gap of +10.1% to its price; the long-run model view is positive. Johnson Controls' long-run fair value is $158.03, a gap of +0.4% to its price; the long-run model view is neutral.
What the model expects
Expected returns and the chance of a rise from our forecasting models, and the long-run fair value against the price. Readings, not advice.
How the prices moved
Price change over each period, with the S&P 500 (SPY) for comparison.
What the market pays
Size and the multiples from the latest filed quarter. A P/E on losses reads n/m.
How much of revenue becomes profit
Margins and returns on capital from the latest filing; revenue, net income and earnings per share over the trailing twelve months.
How fast the business grew
Change against the same quarter a year earlier.
Balance sheet and quality scores
Leverage, liquidity and two published scores: Altman Z (below 1.8 the distress zone, above 3 the safe zone) and Piotroski F (0 to 9).
How the shares trade
Volatility, sensitivity to the market, the deepest fall, short interest and how closely the two move together.
A. O. Smith or Johnson Controls: common questions
Which is larger by market value, A. O. Smith or Johnson Controls?
Johnson Controls, at $104.01B against $8.39B for A. O. Smith, on the latest closes (28 Oct 2026).
Which has the higher P/E ratio, A. O. Smith or Johnson Controls?
Johnson Controls has the higher latest filed P/E, 31.5; A. O. Smith's is 16.7. Filings: quarter to 30 Jun 2026.
How did A. O. Smith and Johnson Controls move over the past year against the S&P 500?
Over the past year A. O. Smith returned −9.3% and Johnson Controls +40%, while the S&P 500 returned +12.7%. Prices at close 28 Oct 2026.
What does the model expect for A. O. Smith and Johnson Controls over the next month?
+0.26% for A. O. Smith with a 87% chance of a rise, and −0.62% for Johnson Controls with a 37% chance, over the next 21 sessions. Model readings 28 Oct 2026. These are model readings, not advice.
How do the operating margins of A. O. Smith and Johnson Controls compare?
The operating margin is 16.5% for A. O. Smith and 1% for Johnson Controls, and the gross margin 38.6% against 36.5%. Filings: quarter to 30 Jun 2026.
Do A. O. Smith and Johnson Controls shares move together?
Over the past year the correlation of their daily returns was 0.28 (loosely together); 1 means they always move together, 0 unrelated, −1 opposite. Prices at close 28 Oct 2026.
Model readings are research estimates, not investment advice. Prices: daily closes. Fundamentals: the latest SEC filings. Short interest: FINRA, settlement 30 Sep 2026. A dash means the figure is not in our data; it is never shown as zero. The model view follows a published rule: next month by the sign of the expected return, the long run positive at a fair value 10% or more above the price and negative at 10% or more below it.