AOS vs XP

Comparison between A.O. Smith Corp (AOS, Company) and XP Inc - Class A (XP, Company).

AOS is from the Industrials sector, while XP is from the Financial Services sector.

5-Year PerformanceAOS has outperformed XP, delivering a return of -0.6% compared to -17.7%

AOS vs XP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AOS(COMPANY)	XP(COMPANY)
Market Cap	$8.05B	$8.04B
Max Drawdown	62.43%	79.19%
Sharpe Ratio	-0.26	-0.38
5Y Beta	0.61	1.03
Industry	Specialty Industrial Machinery	Capital Markets
P/E Ratio	15.23	8.36
Forward P/E	16.05	9.53
PEG Ratio	22.16	0.42
Dividend Yield	2.32%	1.27%
5Y Dividends CAGR	11.53%	N/A
5Y EPS CAGR	9.51%	18.25%
Debt to Equity	32.79%	366.57%
Free Cash Flow Yield	8.79%	35.11%

Market Cap

Winner

AOS

$8.05B

$8.04B

Max Drawdown

Winner

AOS

62.43%

79.19%

Sharpe Ratio

Winner

AOS

-0.26

-0.38

5Y Beta

Winner

AOS

0.61

1.03

Industry

AOS

Specialty Industrial Machinery

Capital Markets

P/E Ratio

AOS

15.23

Winner

8.36

Forward P/E

AOS

16.05

Winner

9.53

PEG Ratio

AOS

22.16

Winner

0.42

Dividend Yield

Winner

AOS

2.32%

1.27%

5Y Dividends CAGR

AOS

11.53%

N/A

5Y EPS CAGR

AOS

9.51%

Winner

18.25%

Debt to Equity

Winner

AOS

32.79%

366.57%

Free Cash Flow Yield

AOS

8.79%

Winner

35.11%

AOS vs XP - Historical Returns

Returns include dividend reinvestment.

Period	AOS	XP
1 month	+2.68%	-10.58%
3 months	-8.53%	-16.51%
6 months	-13.70%	-2.36%
1 year	-5.75%	-21.10%
5 years(CAGR)	-0.61%	-17.69%
10 years(CAGR)	+5.05%	N/A
Max(CAGR)	+12.38%	-9.97%

Winner

AOS

+2.68%

-10.58%

Winner

AOS

-8.53%

-16.51%

AOS

-13.70%

Winner

-2.36%

Winner

AOS

-5.75%

-21.10%

5Y(CAGR)

Winner

AOS

-0.61%

-17.69%

10Y(CAGR)

AOS

+5.05%

N/A

Max(CAGR)

Winner

AOS

+12.38%

-9.97%

AOS vs XP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	AOS	XP
2026	-13.87%	-4.17%
2025	+1.37%	+40.01%
2024	-14.89%	-51.35%
2023	+43.08%	+99.31%
2022	-30.23%	-47.09%
2021	+61.78%	-26.70%
2020	+17.16%	+2.80%
2019	+11.60%	+11.78%
2018	-29.66%	N/A
2017	+30.37%	N/A
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 XP Drawdown Comparison

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

The maximum drawdown for XP was -79.19%, occurring on Mar 23, 2023. This drawdown has not yet recovered.

The current AOS drawdown is -34.17%. The current XP drawdown is -66.04%.

Rank	AOS	XP
#1	-60.17% Apr 17, 2006 - Mar 23, 2010	-79.19% Sep 2, 2021 - Mar 23, 2023
#2	-52.94% Nov 3, 1999 - Jan 31, 2002	-60.55% Feb 20, 2020 - Jun 16, 2020
#3	-46.84% Jan 26, 2018 - Mar 10, 2021	-29.90% Sep 1, 2020 - Sep 2, 2021
#4	-42.68% Dec 31, 2021 - Dec 29, 2023	-15.01% Jun 23, 2020 - Aug 6, 2020
#5	-36.93% Jul 16, 2024 - Jun 1, 2026	-12.96% Aug 6, 2020 - Sep 1, 2020
#6	-35.46% Dec 3, 2003 - Nov 17, 2005	-12.15% Jan 22, 2020 - Feb 19, 2020
#7	-33.98% May 9, 2002 - May 9, 2003	-9.48% Dec 20, 2019 - Jan 21, 2020
#8	-31.59% Jul 22, 2011 - Feb 3, 2012	-9.04% Dec 13, 2019 - Dec 18, 2019
#9	-23.25% Nov 27, 2015 - May 20, 2016	-3.39% Jun 18, 2020 - Jun 23, 2020
#10	-22.44% Sep 2, 2003 - Dec 1, 2003	-0.89% Dec 18, 2019 - Dec 20, 2019
#11	-19.95% Apr 14, 2010 - Sep 15, 2010	N/A
#12	-18.32% Nov 26, 2013 - Nov 21, 2014	N/A
#13	-18.01% Jun 23, 2015 - Oct 23, 2015	N/A
#14	-17.15% Sep 2, 2021 - Nov 1, 2021	N/A
#15	-14.56% Oct 6, 2016 - Feb 27, 2017	N/A

Correlation

Correlation between AOS and XP is -0.38 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.38

-101

Dividend Comparison (2000 - 2026)

AOS vs XP dividend yield comparison.

Year	AOS	XP
2026	1.24%	1.31%
2025	2.06%	1.10%
2024	1.91%	5.49%
2023	1.84%	5.02%
2022	1.99%	0.00%
2021	1.23%	0.00%
2020	1.79%	0.00%
2019	1.89%	0.00%
2018	1.78%	0.00%
2017	0.91%	0.00%
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%