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HTO vs. SHW
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

HTO vs. SHW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in H2O America (HTO) and The Sherwin-Williams Company (SHW). The values are adjusted to include any dividend payments, if applicable.

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HTO vs. SHW - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
HTO
H2O America
20.77%2.92%-22.57%-17.78%13.40%7.66%-0.43%30.19%-11.20%16.22%
SHW
The Sherwin-Williams Company
-0.86%-3.83%9.90%32.73%-31.96%44.90%27.05%49.70%-3.23%54.11%

Fundamentals

Market Cap

HTO:

$2.11B

SHW:

$79.75B

EPS

HTO:

$2.89

SHW:

$10.28

PE Ratio

HTO:

20.31

SHW:

31.19

PEG Ratio

HTO:

2.01

SHW:

3.22

PS Ratio

HTO:

10.73

SHW:

3.40

PB Ratio

HTO:

1.37

SHW:

17.34

Total Revenue (TTM)

HTO:

$194.19M

SHW:

$23.59B

Gross Profit (TTM)

HTO:

-$211.05M

SHW:

$11.53B

EBITDA (TTM)

HTO:

$268.84M

SHW:

$4.30B

Returns By Period

In the year-to-date period, HTO achieves a 20.77% return, which is significantly higher than SHW's -0.86% return. Over the past 10 years, HTO has underperformed SHW with an annualized return of 7.21%, while SHW has yielded a comparatively higher 13.87% 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%

SHW

1D
1.47%
1M
-11.40%
YTD
-0.86%
6M
-7.00%
1Y
-7.38%
3Y*
13.56%
5Y*
6.05%
10Y*
13.87%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

HTO vs. SHW — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HTO
HTO Risk / Return Rank: 5454
Overall Rank
HTO Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
HTO Sortino Ratio Rank: 5151
Sortino Ratio Rank
HTO Omega Ratio Rank: 4848
Omega Ratio Rank
HTO Calmar Ratio Rank: 5757
Calmar Ratio Rank
HTO Martin Ratio Rank: 5555
Martin Ratio Rank

SHW
SHW Risk / Return Rank: 2929
Overall Rank
SHW Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
SHW Sortino Ratio Rank: 2424
Sortino Ratio Rank
SHW Omega Ratio Rank: 2525
Omega Ratio Rank
SHW Calmar Ratio Rank: 3434
Calmar Ratio Rank
SHW Martin Ratio Rank: 3333
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

HTO vs. SHW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for H2O America (HTO) and The Sherwin-Williams Company (SHW). 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.


HTOSHWDifference

Sharpe ratio

Return per unit of total volatility

0.45

-0.30

+0.75

Sortino ratio

Return per unit of downside risk

0.82

-0.27

+1.09

Omega ratio

Gain probability vs. loss probability

1.10

0.97

+0.13

Calmar ratio

Return relative to maximum drawdown

0.67

-0.26

+0.92

Martin ratio

Return relative to average drawdown

1.35

-0.60

+1.96

HTO vs. SHW - Sharpe Ratio Comparison

The current HTO Sharpe Ratio is 0.45, which is higher than the SHW Sharpe Ratio of -0.30. The chart below compares the historical Sharpe Ratios of HTO and SHW, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


HTOSHWDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.45

-0.30

+0.75

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.05

0.24

-0.18

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.24

0.53

-0.29

Sharpe Ratio (All Time)

Calculated using the full available price history

0.39

0.55

-0.16

Correlation

The correlation between HTO and SHW is 0.21, 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. SHW - Dividend Comparison

HTO's dividend yield for the trailing twelve months is around 2.90%, more than SHW's 0.99% yield.


TTM20252024202320222021202020192018201720162015
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%
SHW
The Sherwin-Williams Company
0.99%0.98%0.84%0.78%1.01%0.62%0.73%0.77%0.87%0.83%1.25%1.03%

Drawdowns

HTO vs. SHW - Drawdown Comparison

The maximum HTO drawdown since its inception was -54.53%, roughly equal to the maximum SHW drawdown of -52.02%. Use the drawdown chart below to compare losses from any high point for HTO and SHW.


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Drawdown Indicators


HTOSHWDifference

Max Drawdown

Largest peak-to-trough decline

-54.53%

-52.02%

-2.51%

Max Drawdown (1Y)

Largest decline over 1 year

-19.77%

-18.74%

-1.03%

Max Drawdown (5Y)

Largest decline over 5 years

-42.85%

-42.46%

-0.39%

Max Drawdown (10Y)

Largest decline over 10 years

-42.85%

-42.46%

-0.39%

Current Drawdown

Current decline from peak

-23.10%

-18.91%

-4.19%

Average Drawdown

Average peak-to-trough decline

-15.87%

-11.59%

-4.28%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.76%

7.98%

+1.78%

Volatility

HTO vs. SHW - Volatility Comparison

H2O America (HTO) and The Sherwin-Williams Company (SHW) have volatilities of 8.40% and 8.03%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


HTOSHWDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.40%

8.03%

+0.37%

Volatility (6M)

Calculated over the trailing 6-month period

17.01%

16.51%

+0.50%

Volatility (1Y)

Calculated over the trailing 1-year period

24.26%

25.21%

-0.95%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.93%

25.75%

-1.82%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.65%

26.27%

+3.38%

Financials

HTO vs. SHW - Financials Comparison

This section allows you to compare key financial metrics between H2O America and The Sherwin-Williams 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.001.00B2.00B3.00B4.00B5.00B6.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
-412.22M
5.61B
(HTO) Total Revenue
(SHW) Total Revenue
Values in USD except per share items