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 ?9.3%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.175
Beta (levered) ?1.239
Terminal OM% ?14.2%
Segment conc. ?100% dominant
Terminal growth ?4.1%
Bond rating ?AAA · 0.60%
ROIC option ?Opt 2 · 13.1%
Prob of failure ?0.0%
Pipeline validated · 2026-07-21

AOS · A. O. Smith Corporation

$61.722026-07-21
Sector: Industrials; Industry: Industrial - Machinery; Sub-Industry: Building Products

Intrinsic Value Range Comparison · Mulya.ai

Bull
$66
+6.8% vs market
Base · active
$47
-24.0% vs market
Bear
$41
-33.0% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $41
Base $47
Market $62
Bull $66
Median $73
Market Price $62
Mulya.ai Base $47
Analysts Median $73
Mulya.ai IV range ($41 · $66)
Analysts Range ($67 · $75)
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
2024.Q1$3.9B19.7%23.5%$579MM−$53MM$526MM9.1%34.1%$1.7B$4.00
2024.Q4$3.9B0.0%19.7%23.9%$577MM−$221MM$356MM10.1%33.0%$1.8B$4.00
2025.Q1$3.8B-0.9%18.8%24.2%$543MM−$246MM$298MM9.7%29.2%$1.9B$3.83
2025.Q4$3.8B0.0%18.8%23.6%$547MM−$23MM$525MM10.2%29.2%$1.8B$3.83
2026.Q1$3.8B-0.2%18.5%23.4%$542MM−$397MM$145MM9.4%26.4%$2.3B$3.7912.1
italics below = DCF projection · 10yr Rev CAGR: 4.1%
2027.Q1$4.0B+3.9%18.6%23.1%$566MM−$228MM$337MM9.3%$309MM23.5%$2.5B$4.0615.2
2028.Q1$4.1B+4.3%17.7%22.7%$564MM−$170MM$394MM9.2%$330MM21.7%$2.7B$4.0515.2
2029.Q1$4.3B+4.1%16.8%22.4%$560MM−$128MM$433MM9.1%$332MM20.4%$2.8B$4.0315.3
2030.Q1$4.5B+4.1%15.9%22.0%$556MM−$169MM$387MM9.1%$272MM19.1%$3.0B$3.9915.5
2031.Q1$4.7B+4.1%14.2%21.7%$517MM−$161MM$356MM9.0%$230MM16.9%$3.1B$3.7216.6
Term. Yr+$5.9B4.1%14.2%20.0%$672MM−$210MM$462MM8.6%$4.4B13.1%
Active scenario IV: $47 (-24.0% vs market)