AOS vs HESM

Comparison between A.O. Smith Corp (AOS, Company) and Hess Midstream LP - Class A (HESM, Company).

AOS is from the Industrials sector, while HESM is from the Energy sector.

5-Year PerformanceHESM has outperformed AOS, delivering a return of +17.3% compared to -2.3%

AOS vs HESM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AOS(COMPANY)	HESM(COMPANY)
Market Cap	$8.02B	$7.96B
Max Drawdown	62.43%	76.25%
Sharpe Ratio	-0.50	0.33
5Y Beta	0.61	0.51
Industry	Specialty Industrial Machinery	Oil & Gas Midstream
P/E Ratio	15.17	22.57
Forward P/E	15.11	14.22
PEG Ratio	22.07	N/A
Dividend Yield	2.44%	7.67%
5Y Dividends CAGR	11.53%	16.07%
5Y EPS CAGR	9.51%	N/A
Debt to Equity	32.79%	N/A
Free Cash Flow Yield	8.82%	9.99%

Market Cap

Winner

AOS

$8.02B

HESM

$7.96B

Max Drawdown

Winner

AOS

62.43%

HESM

76.25%

Sharpe Ratio

AOS

-0.50

Winner

HESM

0.33

5Y Beta

AOS

0.61

Winner

HESM

0.51

Industry

AOS

Specialty Industrial Machinery

HESM

Oil & Gas Midstream

P/E Ratio

Winner

AOS

15.17

HESM

22.57

Forward P/E

AOS

15.11

Winner

HESM

14.22

PEG Ratio

AOS

22.07

HESM

N/A

Dividend Yield

AOS

2.44%

Winner

HESM

7.67%

5Y Dividends CAGR

AOS

11.53%

Winner

HESM

16.07%

5Y EPS CAGR

AOS

9.51%

HESM

N/A

Debt to Equity

AOS

32.79%

HESM

N/A

Free Cash Flow Yield

AOS

8.82%

Winner

HESM

9.99%

AOS vs HESM - Historical Returns

Returns include dividend reinvestment.

Period	AOS	HESM
1 month	-9.32%	+3.48%
3 months	-25.70%	+1.15%
6 months	-11.74%	+18.71%
1 year	-8.40%	+8.97%
5 years(CAGR)	-2.26%	+17.30%
10 years(CAGR)	+5.08%	+12.72%
Max(CAGR)	+12.37%	+12.72%

AOS

-9.32%

Winner

HESM

+3.48%

AOS

-25.70%

Winner

HESM

+1.15%

AOS

-11.74%

Winner

HESM

+18.71%

AOS

-8.40%

Winner

HESM

+8.97%

5Y(CAGR)

AOS

-2.26%

Winner

HESM

+17.30%

10Y(CAGR)

AOS

+5.08%

Winner

HESM

+12.72%

Max(CAGR)

AOS

+12.37%

Winner

HESM

+12.72%

AOS vs HESM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	AOS	HESM
2026	-14.76%	+15.38%
2025	+1.37%	-0.95%
2024	-14.89%	+25.97%
2023	+43.08%	+15.48%
2022	-30.23%	+15.40%
2021	+61.78%	+56.13%
2020	+17.16%	-4.04%
2019	+11.60%	+38.63%
2018	-29.66%	-13.62%
2017	+30.37%	-20.42%
2016	+27.46%	N/A
2015	+38.32%	N/A
2014	+7.12%	N/A
2013	+68.88%	N/A
2012	+54.52%	N/A
2011	+6.71%	N/A
2010	+30.07%	N/A
2009	+47.94%	N/A
2008	-10.58%	N/A
2007	-3.83%	N/A
2006	+3.56%	N/A
2005	+22.44%	N/A
2004	-13.25%	N/A
2003	+25.12%	N/A
2002	+44.49%	N/A
2001	+19.05%	N/A
2000	-19.50%	N/A
1999	-12.90%	N/A

AOS vs HESM Drawdown Comparison

The maximum drawdown for AOS was -60.17%, occurring on Mar 9, 2009. Recovery took 990 trading sessions.

The maximum drawdown for HESM was -75.15%, occurring on Mar 18, 2020. Recovery took 282 trading sessions.

The current AOS drawdown is -34.86%. The current HESM drawdown is -5.84%.

Rank	AOS	HESM
#1	-60.17% Apr 17, 2006 - Mar 23, 2010	-75.15% Jan 16, 2020 - Mar 2, 2021
#2	-52.94% Nov 3, 1999 - Jan 31, 2002	-31.59% May 2, 2017 - Dec 23, 2019
#3	-46.84% Jan 26, 2018 - Mar 10, 2021	-28.71% Jun 7, 2022 - Nov 17, 2023
#4	-42.68% Dec 31, 2021 - Dec 29, 2023	-25.77% Jul 31, 2025 - May 18, 2026
#5	-36.74% Jul 16, 2024 - May 19, 2026	-19.71% Mar 19, 2025 - Jul 31, 2025
#6	-35.46% Dec 3, 2003 - Nov 17, 2005	-17.43% Jun 15, 2021 - Sep 16, 2021
#7	-33.98% May 9, 2002 - May 9, 2003	-16.09% Sep 27, 2021 - Jan 7, 2022
#8	-31.59% Jul 22, 2011 - Feb 3, 2012	-13.96% Apr 14, 2022 - Jun 1, 2022
#9	-23.25% Nov 27, 2015 - May 20, 2016	-11.61% Mar 8, 2022 - Apr 14, 2022
#10	-22.44% Sep 2, 2003 - Dec 1, 2003	-11.28% Mar 10, 2021 - Apr 1, 2021
#11	-19.95% Apr 14, 2010 - Sep 15, 2010	-8.88% Jul 16, 2024 - Nov 27, 2024
#12	-18.32% Nov 26, 2013 - Nov 21, 2014	-7.85% Dec 4, 2023 - Jan 23, 2024
#13	-18.01% Jun 23, 2015 - Oct 23, 2015	-6.78% Jan 18, 2022 - Feb 11, 2022
#14	-17.15% Sep 2, 2021 - Nov 1, 2021	-6.52% Apr 3, 2024 - May 20, 2024
#15	-14.56% Oct 6, 2016 - Feb 27, 2017	-6.45% Sep 16, 2021 - Sep 23, 2021

Correlation

Correlation between AOS and HESM is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76

-101

Dividend Comparison (2000 - 2026)

AOS vs HESM dividend yield comparison.

Year	AOS	HESM
2026	1.25%	4.02%
2025	2.06%	8.41%
2024	1.91%	7.12%
2023	1.84%	7.50%
2022	1.99%	7.30%
2021	1.23%	6.93%
2020	1.79%	8.86%
2019	1.89%	6.89%
2018	1.78%	8.00%
2017	0.91%	2.93%
2016	1.01%	0.00%
2015	0.99%	0.00%
2014	1.06%	0.00%
2013	0.85%	0.00%
2012	0.82%	0.00%
2011	1.50%	0.00%
2010	1.42%	0.00%
2009	1.78%	0.00%
2008	2.51%	0.00%
2007	2.00%	0.00%
2006	1.76%	0.00%
2005	1.83%	0.00%
2004	2.07%	0.00%
2003	1.94%	0.00%
2002	2.33%	0.00%
2001	2.67%	0.00%
2000	2.23%	0.00%