AOS vs J: Correlation
A. O. Smith (AOS) and Jacobs Solutions (J) show a moderate relationship: their 3-year correlation of weekly returns is 0.43.
Data as of 2026-08-27 · refreshed every trading day · weekly returns · methodology
How correlated are AOS and J?
Across a 3-year window, the weekly returns of AOS and J correlate at 0.43, moderate. Recent behaviour matches the longer record: 0.35 over 1 year against 0.43 over 3. Stretching to 5 years gives 0.52, with an annualized covariance of 256.8 %².
Within AOS's tracked universe of 33 assets, J comes in at #21 by 3-year correlation. Their recent paths diverged sharply: over the last 12 months J outperformed by 15.2 percentage points (-12.6% for AOS against +2.6% for J). On a rolling one-year basis the correlation drifted between 0.30 and 0.69, a moderate band.
How is this computed?
Pearson correlation on weekly returns: ρ(A,B) = cov(rA, rB) / (σA · σB), over windows of 52, 156 and 260 weeks. Covariance is annualized (×52) and expressed in %². Full definitions on the methodology page.
AOS vs J: side by side
| AOS (A. O. Smith) | J (Jacobs Solutions) | |
|---|---|---|
| 1-year return | -12.6% | +2.6% |
| 5-year return | -6.7% | +40.5% |
| Volatility (ann.) | 23.5% | 25.7% |
| Beta vs S&P 500 | 0.67 | 0.77 |
| Max drawdown (3Y) | -36.9% | -34.4% |
| Market cap | $8.4B | $17.6B |
| P/E (trailing) | 17.4 | 49.9 |
| Dividend yield | 2.27% | 0.90% |
| Sector / category | Industrials | Industrials |
Year-by-year returns
| Year | AOS | J |
|---|---|---|
| 2022 | -32.1% | -13.1% |
| 2023 | +46.7% | +9.0% |
| 2024 | -15.9% | +24.2% |
| 2025 | +0.1% | +1.1% |
| 2026 | -5.8% | +14.6% |
Calendar-year price returns; the current year is year-to-date as of the data date above.
Are AOS and J good diversifiers for each other?
Yes, to a useful degree: a correlation of 0.43 leaves real independence between the two, which historically damped combined volatility.
FAQ
What is the correlation between AOS and J?
Using weekly returns as of 2026-08-27: 0.43 over 3 years, with 0.35 over the last year and 0.52 over 5 years.
Is J a good diversifier for AOS?
Yes, to a useful degree: a correlation of 0.43 leaves real independence between the two, which historically damped combined volatility.
What does a correlation of 0.43 mean?
A reading of 0.43 sits on a scale from −1 (opposite moves) through 0 (unrelated) to +1 (identical moves). Correlation captures direction, not magnitude or performance.
Use this data
$ curl https://www.pairbook.io/api/v1/pairs/aos-vs-j.json
Markdown for the live badge, attribution link included:
[](https://www.pairbook.io/pair/aos-vs-j/)
The core API is free. Terms and every endpoint in the API documentation.
Related comparisons
Hubs: AOS correlations · J correlations
