A. O. Smith Corporation (AOS): A Bull Case Theory

We came across a bullish thesis on A. O. Smith Corporation (AOS) on Iceman Capital’s Substack. In this article, we will summarize the bulls’ thesis on AOS. A. O. Smith Corporation (AOS)'s share was trading at $65.74 as of 10^th June. AOS’s trailing and forward P/E were 18.11 and 17.18 respectively according to Yahoo Finance.

[caption id="attachment_1199704" align="aligncenter" width="768"] A man in overalls soldering a large water heater inside a manufacturing facility.[/caption]

O. Smith operates a capital-light, high-ROIC business rooted in the mature but rational North...