FDS vs AOS
Comparison between Factset Research Systems Inc (FDS, Company) and A.O. Smith Corp (AOS, Company).
FDS is from the Financial Services sector, while AOS is from the Industrials sector.
5-Year PerformanceAOS has outperformed FDS, delivering a return of -0.6% compared to -6.5%
FDS vs AOS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FDS vs AOS - Historical Returns
Returns include dividend reinvestment.
FDS vs AOS - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | FDS | AOS |
|---|---|---|
| 2026 | -21.56% | -13.87% |
| 2025 | -38.39% | +1.37% |
| 2024 | +4.75% | -14.89% |
| 2023 | +18.58% | +43.08% |
| 2022 | -15.01% | -30.23% |
| 2021 | +48.34% | +61.78% |
| 2020 | +24.93% | +17.16% |
| 2019 | +36.00% | +11.60% |
| 2018 | +5.64% | -29.66% |
| 2017 | +18.21% | +30.37% |
| 2016 | +5.61% | +27.46% |
| 2015 | +16.85% | +38.32% |
| 2014 | +31.43% | +7.12% |
| 2013 | +22.63% | +68.88% |
| 2012 | +1.24% | +54.52% |
| 2011 | -7.28% | +6.71% |
| 2010 | +42.32% | +30.07% |
| 2009 | +46.56% | +47.94% |
| 2008 | -18.61% | -10.58% |
| 2007 | +0.54% | -3.83% |
| 2006 | +38.99% | +3.56% |
| 2005 | +8.92% | +22.44% |
| 2004 | +55.38% | -13.25% |
| 2003 | +33.05% | +25.12% |
| 2002 | -20.85% | +44.49% |
| 2001 | -1.10% | +19.05% |
| 2000 | -5.80% | -19.50% |
| 1999 | +10.78% | -12.90% |
FDS vs AOS Drawdown Comparison
The maximum drawdown for FDS was -61.13%, occurring on Feb 17, 2026. This drawdown has not yet recovered.
The maximum drawdown for AOS was -60.17%, occurring on Mar 9, 2009. Recovery took 990 trading sessions.
The current FDS drawdown is -54.30%. The current AOS drawdown is -34.17%.
| Rank | FDS | AOS |
|---|---|---|
| #1 | -61.13% Nov 14, 2024 - Feb 17, 2026 | -60.17% Apr 17, 2006 - Mar 23, 2010 |
| #2 | -58.96% Jun 5, 2001 - Jul 1, 2003 | -52.94% Nov 3, 1999 - Jan 31, 2002 |
| #3 | -54.43% Oct 10, 2007 - Nov 13, 2009 | -46.84% Jan 26, 2018 - Mar 10, 2021 |
| #4 | -47.28% Dec 29, 1999 - Dec 12, 2000 | -42.68% Dec 31, 2021 - Dec 29, 2023 |
| #5 | -36.39% Dec 12, 2000 - Jun 5, 2001 | -36.93% Jul 16, 2024 - Jun 1, 2026 |
| #6 | -33.56% Feb 19, 2020 - May 29, 2020 | -35.46% Dec 3, 2003 - Nov 17, 2005 |
| #7 | -31.12% Sep 3, 2003 - Nov 5, 2004 | -33.98% May 9, 2002 - May 9, 2003 |
| #8 | -29.87% Dec 29, 2004 - Dec 1, 2005 | -31.59% Jul 22, 2011 - Feb 3, 2012 |
| #9 | -29.63% May 11, 2011 - Jul 19, 2013 | -23.25% Nov 27, 2015 - May 20, 2016 |
| #10 | -28.36% Dec 29, 2021 - Feb 1, 2024 | -22.44% Sep 2, 2003 - Dec 1, 2003 |
| #11 | -22.30% Oct 23, 2015 - Aug 18, 2016 | -19.95% Apr 14, 2010 - Sep 15, 2010 |
| #12 | -22.23% Jun 19, 2019 - Feb 18, 2020 | -18.32% Nov 26, 2013 - Nov 21, 2014 |
| #13 | -19.93% Jun 20, 2007 - Oct 5, 2007 | -18.01% Jun 23, 2015 - Oct 23, 2015 |
| #14 | -19.66% Nov 28, 2018 - Feb 27, 2019 | -17.15% Sep 2, 2021 - Nov 1, 2021 |
| #15 | -18.86% Mar 20, 2024 - Nov 13, 2024 | -14.56% Oct 6, 2016 - Feb 27, 2017 |
Correlation
Correlation between FDS and AOS is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
FDS vs AOS dividend yield comparison.
| Year | FDS | AOS |
|---|---|---|
| 2026 | 1.02% | 1.24% |
| 2025 | 1.50% | 2.06% |
| 2024 | 0.85% | 1.91% |
| 2023 | 0.80% | 1.84% |
| 2022 | 0.87% | 1.99% |
| 2021 | 0.66% | 1.23% |
| 2020 | 0.91% | 1.79% |
| 2019 | 1.04% | 1.89% |
| 2018 | 1.24% | 1.78% |
| 2017 | 1.13% | 0.91% |
| 2016 | 1.19% | 1.01% |
| 2015 | 1.05% | 0.99% |
| 2014 | 1.08% | 1.06% |
| 2013 | 1.25% | 0.85% |
| 2012 | 1.36% | 0.82% |
| 2011 | 1.19% | 1.50% |
| 2010 | 0.95% | 1.42% |
| 2009 | 1.18% | 1.78% |
| 2008 | 1.49% | 2.51% |
| 2007 | 0.75% | 2.00% |
| 2006 | 0.41% | 1.76% |
| 2005 | 0.49% | 1.83% |
| 2004 | 0.46% | 2.07% |
| 2003 | 0.60% | 1.94% |
| 2002 | 0.67% | 2.33% |
| 2001 | 0.43% | 2.67% |
| 2000 | 0.30% | 2.23% |
| 1999 | 0.06% | 0.00% |
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