AOS vs CTRE Comparison

A.O. Smith Corp manufactures a broad lineup of water heaters, boilers, and water treatment products. The company has two reporting segments: North America (75% of sales) and the rest of the world (25% of sales). A.O. Smith is the manufacturer of water heaters in North America for the residential and commercial markets, with approximately 37% and 54% market share, respectively. Residential water heaters account for the majority of North American sales and are distributed equally through wholesale and retail channels. The majority of A.O. Smith's international revenue is from China, a market the company entered during the mid-1990s. However, the firm announced a strategic review of its China operations.

CareTrust REIT Inc is a self-administered, publicly traded REIT engaged in the ownership, acquisition, financing, development, and leasing of skilled nursing, seniors housing, and other healthcare-related properties. The company has one reportable segment consisting of investments in healthcare-related real estate assets. It generates revenues by leasing healthcare-related properties to healthcare operators under triple-net lease arrangements, in which the tenant is solely responsible for property-related costs. The company operates in Domestic and Foreign markets, with the majority of revenue coming from Domestic operations.