HTO vs. SCL
Compare and contrast key facts about H2O America (HTO) and Stepan Company (SCL).
Performance
HTO vs. SCL - Performance Comparison
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HTO vs. SCL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HTO H2O America | 20.77% | 2.92% | -22.57% | -17.78% | 13.40% | 7.66% | -0.43% | 30.19% | -11.20% | 16.22% |
SCL Stepan Company | 6.36% | -24.60% | -30.29% | -9.74% | -12.91% | 5.24% | 17.75% | 39.96% | -5.21% | -2.06% |
Fundamentals
HTO:
$2.11B
SCL:
$1.14B
HTO:
$2.89
SCL:
$2.05
HTO:
20.31
SCL:
24.39
HTO:
10.73
SCL:
0.49
HTO:
1.37
SCL:
0.92
HTO:
$194.19M
SCL:
$2.33B
HTO:
-$211.05M
SCL:
$269.89M
HTO:
$268.84M
SCL:
$173.90M
Returns By Period
In the year-to-date period, HTO achieves a 20.77% return, which is significantly higher than SCL's 6.36% return. Over the past 10 years, HTO has outperformed SCL with an annualized return of 7.21%, while SCL has yielded a comparatively lower 0.46% annualized return.
HTO
- 1D
- -0.51%
- 1M
- 9.07%
- YTD
- 20.77%
- 6M
- 22.57%
- 1Y
- 10.95%
- 3Y*
- -5.65%
- 5Y*
- 1.27%
- 10Y*
- 7.21%
SCL
- 1D
- 0.38%
- 1M
- -1.02%
- YTD
- 6.36%
- 6M
- 6.53%
- 1Y
- -6.32%
- 3Y*
- -19.61%
- 5Y*
- -15.73%
- 10Y*
- 0.46%
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Return for Risk
HTO vs. SCL — Risk / Return Rank
HTO
SCL
HTO vs. SCL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for H2O America (HTO) and Stepan Company (SCL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| HTO | SCL | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.45 | -0.16 | +0.61 |
Sortino ratioReturn per unit of downside risk | 0.82 | 0.06 | +0.76 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.01 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.67 | -0.21 | +0.88 |
Martin ratioReturn relative to average drawdown | 1.35 | -0.40 | +1.75 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HTO | SCL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.45 | -0.16 | +0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | -0.53 | +0.58 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.24 | 0.01 | +0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.25 | +0.14 |
Correlation
The correlation between HTO and SCL is 0.31, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
HTO vs. SCL - Dividend Comparison
HTO's dividend yield for the trailing twelve months is around 2.90%, less than SCL's 3.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HTO H2O America | 2.90% | 3.43% | 3.25% | 2.33% | 1.77% | 1.86% | 1.85% | 1.69% | 2.01% | 1.63% | 1.45% | 2.63% |
SCL Stepan Company | 3.12% | 3.27% | 2.33% | 1.55% | 1.63% | 1.01% | 0.95% | 1.00% | 1.25% | 1.06% | 0.95% | 1.47% |
Drawdowns
HTO vs. SCL - Drawdown Comparison
The maximum HTO drawdown since its inception was -54.53%, smaller than the maximum SCL drawdown of -66.78%. Use the drawdown chart below to compare losses from any high point for HTO and SCL.
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Drawdown Indicators
| HTO | SCL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.53% | -66.78% | +12.25% |
Max Drawdown (1Y)Largest decline over 1 year | -19.77% | -32.78% | +13.01% |
Max Drawdown (5Y)Largest decline over 5 years | -42.85% | -66.78% | +23.93% |
Max Drawdown (10Y)Largest decline over 10 years | -42.85% | -66.78% | +23.93% |
Current DrawdownCurrent decline from peak | -23.10% | -60.10% | +37.00% |
Average DrawdownAverage peak-to-trough decline | -15.87% | -16.76% | +0.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.76% | 16.99% | -7.23% |
Volatility
HTO vs. SCL - Volatility Comparison
The current volatility for H2O America (HTO) is 8.40%, while Stepan Company (SCL) has a volatility of 9.04%. This indicates that HTO experiences smaller price fluctuations and is considered to be less risky than SCL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HTO | SCL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.40% | 9.04% | -0.64% |
Volatility (6M)Calculated over the trailing 6-month period | 17.01% | 30.53% | -13.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.26% | 39.96% | -15.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.93% | 30.06% | -6.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.65% | 31.58% | -1.93% |
Financials
HTO vs. SCL - Financials Comparison
This section allows you to compare key financial metrics between H2O America and Stepan Company. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities