H2O America (HTO)

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H2O America (HTO) is up 17.6% since the beginning of the year. At $57 per share, HTO is trading 8.4% below its 52-week high of $62. Investors who bought $1,000 worth of HTO shares 5 years ago would now be looking at an investment worth $1,016.

H2O America (HTO) has returned 17.61% so far this year and 12.13% over the past 12 months. Over the last ten years, HTO has returned 6.79% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.

Based on dividend-adjusted daily data since Jun 1, 1972, HTO's average daily return is +0.05%, while the average monthly return is +1.01%. At this rate, an investment would double in approximately 5.7 years.

Historically, 55% of months were positive and 45% were negative. The best month was Oct 1999 with a return of +29.7%, while the worst month was Feb 2001 at -22.8%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 6 months.

On a daily basis, HTO closed higher 41% of trading days. The best single day was Mar 17, 2020 with a return of +26.3%, while the worst single day was Feb 23, 2001 at -22.7%.

H2O America has an annualized alpha of 8.73%, beta of 0.50, and R2 of 0.11 versus S&P 500 Index. Calculated based on daily prices since June 01, 1972.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (55.38%) than losses (34.93%) - typical of diversified or defensive assets.
• Beta of 0.50 may look defensive, but with R2 of 0.11 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.11 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

HTO ranks 56 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

H2O America provided a 3.03% dividend yield over the last twelve months, with an annual payout of $1.72 per share. The company has been increasing its dividends for 19 consecutive years.

The table displays the monthly dividend distributions for H2O America. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the H2O America. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the H2O America was 54.53%, occurring on Mar 9, 2009. Recovery took 1480 trading sessions.

The current H2O America drawdown is 25.11%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of H2O America over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how H2O America is priced in the market compared to other companies in the Utilities - Regulated Water industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.