BROS vs AOS

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

BROS is from the Consumer Cyclical sector, while AOS is from the Industrials sector.

5-Year PerformanceBROS has outperformed AOS, delivering a return of +12.2% compared to -1.2%

BROS vs AOS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BROS(COMPANY)	AOS(COMPANY)
Market Cap	$8.26B	$8.22B
Max Drawdown	70.09%	62.43%
Sharpe Ratio	0.21	-0.42
5Y Beta	1.51	0.61
Industry	Restaurants	Specialty Industrial Machinery
P/E Ratio	109.29	15.56
Forward P/E	70.42	16.13
PEG Ratio	1.99	22.64
Dividend Yield	N/A	2.37%
5Y Dividends CAGR	N/A	11.53%
5Y EPS CAGR	N/A	9.51%
Debt to Equity	28.62%	32.79%
Free Cash Flow Yield	1.10%	8.60%
P/S Ratio	6.63	2.15
P/B Ratio	14.21	4.60

Market Cap

Winner

BROS

$8.26B

AOS

$8.22B

Max Drawdown

BROS

70.09%

Winner

AOS

62.43%

Sharpe Ratio

Winner

BROS

0.21

AOS

-0.42

5Y Beta

BROS

1.51

Winner

AOS

0.61

Industry

BROS

Restaurants

AOS

Specialty Industrial Machinery

P/E Ratio

BROS

109.29

Winner

AOS

15.56

Forward P/E

BROS

70.42

Winner

AOS

16.13

PEG Ratio

Winner

BROS

1.99

AOS

22.64

Dividend Yield

BROS

N/A

AOS

2.37%

5Y Dividends CAGR

BROS

N/A

AOS

11.53%

5Y EPS CAGR

BROS

N/A

AOS

9.51%

Debt to Equity

Winner

BROS

28.62%

AOS

32.79%

Free Cash Flow Yield

BROS

1.10%

Winner

AOS

8.60%

P/S Ratio

BROS

6.63

Winner

AOS

2.15

P/B Ratio

BROS

14.21

Winner

AOS

4.60

BROS vs AOS - Historical Returns

Returns include dividend reinvestment.

Period	BROS	AOS
1 month	-3.69%	+1.43%
3 months	+22.92%	-8.51%
6 months	+2.50%	-13.55%
1 year	+0.97%	-9.71%
5 years(CAGR)	+12.24%	-1.16%
10 years(CAGR)	N/A	+4.78%
Max(CAGR)	+12.24%	+12.54%

BROS

-3.69%

Winner

AOS

+1.43%

Winner

BROS

+22.92%

AOS

-8.51%

Winner

BROS

+2.50%

AOS

-13.55%

Winner

BROS

+0.97%

AOS

-9.71%

5Y(CAGR)

Winner

BROS

+12.24%

AOS

-1.16%

10Y(CAGR)

BROS

N/A

AOS

+4.78%

Max(CAGR)

BROS

+12.24%

Winner

AOS

+12.54%

BROS vs AOS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BROS	AOS
2026	+3.05%	-9.93%
2025	+8.72%	+1.37%
2024	+68.64%	-14.89%
2023	+16.61%	+43.08%
2022	-46.22%	-30.23%
2021	+38.79%	+61.78%
2020	N/A	+17.16%
2019	N/A	+11.60%
2018	N/A	-29.66%
2017	N/A	+30.37%
2016	N/A	+27.46%
2015	N/A	+38.32%
2014	N/A	+7.12%
2013	N/A	+68.88%
2012	N/A	+54.52%
2011	N/A	+6.71%
2010	N/A	+30.07%
2009	N/A	+47.94%
2008	N/A	-10.58%
2007	N/A	-3.83%
2006	N/A	+3.56%
2005	N/A	+22.44%
2004	N/A	-13.25%
2003	N/A	+25.12%
2002	N/A	+44.49%
2001	N/A	+19.05%
2000	N/A	-19.50%
1999	N/A	-12.90%

BROS vs AOS Drawdown Comparison

The maximum drawdown for BROS was -70.09%, occurring on Sep 27, 2023. Recovery took 824 trading sessions.

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

The current BROS drawdown is -24.97%. The current AOS drawdown is -31.16%.

Rank	BROS	AOS
#1	-70.09% Nov 1, 2021 - Feb 13, 2025	-60.17% Apr 17, 2006 - Mar 23, 2010
#2	-45.31% Feb 18, 2025 - Mar 27, 2026	-52.94% Nov 3, 1999 - Jan 31, 2002
#3	-24.05% Sep 21, 2021 - Oct 18, 2021	-46.84% Jan 26, 2018 - Mar 10, 2021
#4	-9.27% Sep 16, 2021 - Sep 20, 2021	-42.68% Dec 31, 2021 - Dec 29, 2023
#5	-6.41% Oct 19, 2021 - Oct 22, 2021	-36.93% Jul 16, 2024 - Jun 1, 2026
#6	-3.61% Oct 26, 2021 - Oct 29, 2021	-35.46% Dec 3, 2003 - Nov 17, 2005
#7	-2.79% Oct 22, 2021 - Oct 26, 2021	-33.98% May 9, 2002 - May 9, 2003
#8	-1.88% Feb 13, 2025 - Feb 18, 2025	-31.59% Jul 22, 2011 - Feb 3, 2012
#9	N/A	-23.25% Nov 27, 2015 - May 20, 2016
#10	N/A	-22.44% Sep 2, 2003 - Dec 1, 2003
#11	N/A	-19.95% Apr 14, 2010 - Sep 15, 2010
#12	N/A	-18.32% Nov 26, 2013 - Nov 21, 2014
#13	N/A	-18.01% Jun 23, 2015 - Oct 23, 2015
#14	N/A	-17.15% Sep 2, 2021 - Nov 1, 2021
#15	N/A	-14.56% Oct 6, 2016 - Feb 27, 2017