Utilities
H2O America(HTO)
Live Price
Offline$57.06
+0.74% today
1Y Change
+9.04%
Window
Jun 25, 2025 โ Jun 22, 2026
- Market Cap
- $1.97B
- Revenue Growth
- +7.0%
- EPS Growth
- +4.6%
- Dividend Yield
- 3.0%
Coverage: 248 bars ยท Jun 25, 2025 โ Jun 22, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
H2O America (HTO) is a Utilities stock with a market cap of $1.97B and listed on NASDAQ. The stock last traded around $57.06 and up 9.0% across the available one-year price window (Jun 25, 2025 โ Jun 22, 2026). Baseline metrics include revenue growth of +7.0%, EPS growth of +4.6%, a dividend yield of 3.0%. What stands out right now is revenue +7.0%, EPS +4.6%, free cash flow -50.2% with operating margin 22.0% and ROIC 3.1%. The dividend matters to the case here, with a current yield around 3.0%. Valuation is more restrained than many high-expectation growth names at P/E 20.3 and price/sales 2.4. Stock Foundry combines HTO price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Utilities peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Near sector median
+7.0% vs +6.1% peer median
Operating Margin
Near sector median
+22.0% vs +21.0% peer median
P/E
Near sector median
20.3 vs 19.5 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on Apr 27, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +7.0% and EPS at +4.6%, with operating margin around 22.0%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 3.0%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged -2.8% over the next 5 trading days and finished higher after 1 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Apr 27, 2026 | โ | -0.5% | -3.8% | -3.3% |
2026 Feb 25, 2026 | -5.1% | -2.1% | +4.9% | +2.8% |
2025 Oct 27, 2025 | +10.4% | -3.4% | -9.5% | -11.9% |
Benchmark Edge
HTO vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
HTO
โ
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
HTO Max Drawdown
-16.72%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for HTO and SPY.
Company Overview
H2O America
NASDAQ Global Market
H2O America, through its subsidiaries, provides water utility and other related services in the United States. The company engages in the production, purchase, storage, purification, distribution, wholesale, and retail sale of water and wastewater services; and supplies groundwater from wells, surface water from watershed run-off and diversion, reclaimed water, and imported water purchased from Santa Clara Valley Water District. It also offers non-tariffed services, including water system operations, maintenance agreements, and antenna site leases; contracted services, sewer operations, and other water related services; and a Linebacker protection plan for public drinking water customers in Connecticut and Maine. In addition, the company provides water services to approximately 232,000 connections that serve approximately one million people residing in portions of the cities of San Jose and Cupertino and in the cities of Campbell, Monte Sereno, Saratoga and the Town of Los Gatos, and adjacent unincorporated territories in the County of Santa Clara in the State of California; water service to approximately 142,000 service connections, which serve a population of approximately 463,000 people in 81 municipalities with a service area of approximately 275 square miles in Connecticut and Maine and approximately 3,000 wastewater connections in Southbury, Connecticut; approximately 29,000 service connections that serve approximately 88,000 people in a service area comprising more than 271 square miles in the region between San Antonio and Austin, Texas and approximately 1,000 wastewater connections. Further, it owns undeveloped land in California; and commercial properties and parcels of land in Connecticut. The company was formerly known as SJW Group and changed its name to H2O America in May 2025. H2O America was incorporated in 1985 and is headquartered in San Jose, California.
- Leadership
- Andrew F. Walters
- IPO Date
- Jun 1, 1972
- Employees
- 822
- Street Address
- 110 West Taylor Street
- Mailing
- San Jose, CA, 95110
- Region
- San Jose, CA, US
- Reporting Currency
- USD
- Investor Line
- 1 408-279-7800
- Last Updated
- Apr 30, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 20.3
- EV/EBITDA
- 12.0
- Price/Sales
- 2.4
- Price/Book
- 1.2
Growth
- Revenue
- +7.0%
- EPS
- +4.6%
- Free Cash Flow
- -50.2%
Profitability
- Gross Margin
- 55.5%
- Operating Margin
- 22.0%
- Net Margin
- 12.9%
- ROE
- 6.6%
- ROIC
- 3.1%
Balance Sheet
- Debt/Equity
- 1.02
- Current Ratio
- 2.02
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.