S&P 500 comparison · Industrials

A. O. Smith vs Masco

Prices at close . Model readings .

A. O. Smith

$60.86−1.93%
Month: positiveLong run: positive

Masco

$76.05+1.17%
Month: positiveLong run: negative
Price change

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.

In short

How the two compare

On the latest closes (28 Oct 2026), Masco is the larger company by market value ($14.91B against $8.39B). Over the past year A. O. Smith returned −9.3% and Masco +12.9%, while the S&P 500 returned +12.7%. The latest filed P/E is 16.7 for A. O. Smith and 15.5 for Masco, and the operating margin 16.5% against 17.2%. Over the next 21 sessions the model expects +0.26% for A. O. Smith, with a 87% chance of a rise, and +0.48% for Masco, with a 81% 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. Masco's long-run fair value is $60.78, a gap of −20.1% to its price; the long-run model view is negative.

Model view

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.

Model readings:
Expected returnnext 21 sessions
AOS+0.26%
MAS+0.48%
Chance of a risenext 21 sessions
AOS87%
MAS81%
Expected returnnext 63 sessions
AOS+2.29%
MAS+1.6%
Range of outcomes63 sessions, 80% band
AOS−16.1% to +20.7%
MAS−18.7% to +21.9%
Chance of a risenext 63 sessionsMembers only · see plans
Long-run fair valueintrinsic value model
AOS$67.0228 Oct 2026
MAS$60.7828 Oct 2026
Gap to pricefair value against the close
AOS+10.1%
MAS−20.1%
Past readings that matchedsign of the 21-session outcome
AOS46.6%of 269
MAS35.3%of 269
Price performance

How the prices moved

Price change over each period, with the S&P 500 (SPY) for comparison.

Closes to
1 monthS&P 500: +1.1%
AOS+4.9%
MAS+11.2%
6 monthsS&P 500: +8.5%
AOS−3.3%
MAS+7.2%
Year to dateS&P 500: +13.3%
AOS−7.5%
MAS+20.9%
1 yearS&P 500: +12.7%
AOS−9.3%
MAS+12.9%
5 yearsS&P 500: +70.7%
AOS+0.3%
MAS+37.2%
1 year against the S&P 500percentage points
AOS−22.0 pts
MAS+0.2 pts
Position in the 52-week range0% low, 100% high
AOS26%close $60.86 in $53.83 to $80.92
MAS71%close $76.05 in $57.76 to $83.64
Against the 200-day average
AOS−3.5%
MAS+7.8%
Valuation

What the market pays

Size and the multiples from the latest filed quarter. A P/E on losses reads n/m.

Filings: quarter to (AOS), (MAS)
Market value
AOS$8.39B28 Oct 2026
MAS$14.91B28 Oct 2026
Enterprise valueat the last filing
AOS$9.06B30 Jun 2026
MAS$15.85B30 Sep 2026
P/Elatest filed
AOS16.7
MAS15.5
Price to book
AOS4.69
MAS-68.45
EV / EBITDA
AOS11.65
MAS11.08
Free cash flow yield
AOS7.15%
MAS7.9%
Dividend yield
AOS2.29%
MAS1.93%
Questions

A. O. Smith or Masco: common questions

Which is larger by market value, A. O. Smith or Masco?

Masco, at $14.91B 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 Masco?

A. O. Smith has the higher latest filed P/E, 16.7; Masco's is 15.5. Filings: quarter to 30 Jun 2026 and 30 Sep 2026.

How did A. O. Smith and Masco move over the past year against the S&P 500?

Over the past year A. O. Smith returned −9.3% and Masco +12.9%, while the S&P 500 returned +12.7%. Prices at close 28 Oct 2026.

What does the model expect for A. O. Smith and Masco over the next month?

+0.26% for A. O. Smith with a 87% chance of a rise, and +0.48% for Masco with a 81% 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 Masco compare?

The operating margin is 16.5% for A. O. Smith and 17.2% for Masco, and the gross margin 38.6% against 36.6%. Filings: quarter to 30 Jun 2026 and 30 Sep 2026.

Do A. O. Smith and Masco shares move together?

Over the past year the correlation of their daily returns was 0.68 (often together); 1 means they always move together, 0 unrelated, −1 opposite. Prices at close 28 Oct 2026.

In the consoleCompare up to four companies with every model readingMembers see the 63-session chance of a rise and all four horizons, side by side in Research › Compare.
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The two company pagesA. O. Smith (AOS) forecast and analysisMasco (MAS) forecast and analysis
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BrowseAll Industrials companiesAll comparisonsHow the model readings are made

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.