Mulya.ai
Ticker
AOS
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?hist_ind
Reinvestment est.?projected
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?9.9%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.304
Beta (levered) ?1.321
Terminal OM% ?14.2%
Segment conc. ?100% dominant
Terminal growth ?4.1%
Bond rating ?AAA · 0.60%
ROIC option ?Opt 4 · 22.6%
Prob of failure ?0.0%
Pipeline validated · 2026-05-17

AOS · A. O. Smith Corporation

$64.352026-05-17
Sector: Industrials; Industry: Industrial - Machinery; Sub-Industry: Building Products

Intrinsic Value Range Comparison · Mulya.ai

Bull
$75
+16.4% vs market
Base · active
$58
-10.4% vs market
Bear
$50
-22.8% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $50
Base $58
Market $64
Bull $75
Median $75
Market Price $64
Mulya.ai Base $58
Analysts Median $75
Mulya.ai IV range ($50 · $75)
Analysts Range ($69 · $85)
Fundamentals · historical + forward · base
italics = DCF projection
PeriodRevenueRev Gr ?Ops M% ?Tax Rate ?NOPAT ?
Reinvest ?
FCFF ?WACC% ?PV FCFF ?ROIC ?Inv. Cap ?EPS ?P/E
2021.Q4$3.5B17.2%22.1%$475MM−$86MM$388MM9.3%34.0%$1.4B$3.48
2022.Q4$3.8B6.1%17.5%0.0%$694MM−$213MM$481MM9.9%46.1%$1.6B$1.68
2023.Q4$3.9B2.6%19.7%24.1%$575MM$1MM$576MM9.5%35.7%$1.6B$3.98
2024.Q4$3.8B-0.9%18.8%23.9%$546MM−$221MM$325MM10.1%32.0%$1.8B$3.81
2025.Q4$3.8B0.3%19.0%23.6%$556MM−$23MM$533MM10.2%30.7%$1.8B$3.9012.4
italics below = DCF projection · 10yr Rev CAGR: 4.2%
2026.Q4$4.0B+3.4%19.0%23.3%$578MM−$86MM$491MM9.8%$447MM31.0%$1.9B$4.1315.6
2027.Q4$4.1B+3.9%18.0%22.9%$572MM−$90MM$482MM9.7%$401MM29.3%$2.0B$4.0915.7
2028.Q4$4.3B+4.1%17.1%22.5%$566MM−$89MM$478MM9.6%$362MM27.8%$2.1B$4.0515.9
2029.Q4$4.5B+4.8%16.1%22.2%$563MM−$135MM$428MM9.4%$296MM26.2%$2.2B$4.0216.0
2030.Q4$4.7B+4.5%14.2%21.8%$520MM−$127MM$393MM9.3%$249MM22.8%$2.3B$3.7217.3
Term. Yr+$6.0B4.1%14.2%20.0%$682MM−$124MM$558MM8.6%$5.1B22.6%
Active scenario IV: $58 (-10.4% vs market)