HTO vs. SWK
HTO (H2O America) and SWK (Stanley Black & Decker, Inc.) are both stocks. HTO operates in Utilities - Regulated Water (Utilities), while SWK operates in Tools & Accessories (Industrials). Over the past 10 years, HTO returned 6.53%/yr vs -0.15%/yr for SWK. At a 0.23 correlation, their price movements are largely independent.
Performance
HTO vs. SWK - Performance Comparison
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Returns By Period
In the year-to-date period, HTO achieves a 18.36% return, which is significantly higher than SWK's 15.04% return. Over the past 10 years, HTO has outperformed SWK with an annualized return of 6.53%, while SWK has yielded a comparatively lower -0.15% annualized return.
HTO
- 1D
- 0.74%
- 1M
- 3.29%
- YTD
- 18.36%
- 6M
- 18.21%
- 1Y
- 11.35%
- 3Y*
- -4.86%
- 5Y*
- -0.18%
- 10Y*
- 6.53%
SWK
- 1D
- 0.59%
- 1M
- 12.48%
- YTD
- 15.04%
- 6M
- 12.91%
- 1Y
- 33.97%
- 3Y*
- 1.97%
- 5Y*
- -13.22%
- 10Y*
- -0.15%
HTO vs. SWK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HTO H2O America | 18.36% | 2.92% | -22.57% | -17.78% | 13.40% | 7.66% | -0.43% | 30.19% | -11.20% | 16.22% |
SWK Stanley Black & Decker, Inc. | 15.04% | -3.17% | -15.19% | 35.55% | -58.92% | 7.28% | 9.73% | 41.18% | -28.13% | 50.50% |
Correlation
The correlation between HTO and SWK is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.19 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.25 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.26 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.24 |
Correlation (All Time) Calculated using the full available price history since Jul 1, 1985 | 0.23 |
Fundamentals
HTO:
$2.90
SWK:
$2.65
HTO:
19.70
SWK:
31.61
HTO:
2.54
SWK:
0.84
HTO:
$816.28M
SWK:
$15.13B
HTO:
$335.79M
SWK:
$4.52B
HTO:
$273.35M
SWK:
$1.39B
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Return for Risk
HTO vs. SWK — Risk / Return Rank
HTO
SWK
HTO vs. SWK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for H2O America (HTO) and Stanley Black & Decker, Inc. (SWK). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| HTO | SWK | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.34 | ||
| Sortino ratioReturn per unit of downside risk | -0.58 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.16 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 0.64 | 1.14 | -0.50 |
| Martin ratioReturn relative to average drawdown | 1.48 | 2.54 | -1.05 |
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Drawdowns
HTO vs. SWK - Drawdown Comparison
The maximum HTO drawdown since its inception was -54.53%, smaller than the maximum SWK drawdown of -71.31%. Use the drawdown chart below to compare losses from any high point for HTO and SWK.
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Drawdown Indicators
| HTO | SWK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.53% | -71.31% | +16.78% |
Max Drawdown (1Y)Largest decline over 1 year | -16.19% | -26.14% | +9.95% |
Max Drawdown (3Y)Largest decline over 3 years | -35.14% | -48.31% | +13.17% |
Max Drawdown (5Y)Largest decline over 5 years | -42.85% | -69.86% | +27.01% |
Max Drawdown (10Y)Largest decline over 10 years | -42.85% | -71.31% | +28.46% |
Current DrawdownCurrent decline from peak | -24.64% | -54.51% | +29.87% |
Average DrawdownAverage peak-to-trough decline | -15.90% | -19.46% | +3.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.98% | 11.75% | -4.77% |
Volatility
HTO vs. SWK - Volatility Comparison
The current volatility for H2O America (HTO) is 6.85%, while Stanley Black & Decker, Inc. (SWK) has a volatility of 10.14%. This indicates that HTO experiences smaller price fluctuations and is considered to be less risky than SWK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HTO | SWK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.85% | 10.14% | -3.29% |
Volatility (6M)Calculated over the trailing 6-month period | 16.54% | 27.24% | -10.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.12% | 37.82% | -14.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.06% | 37.71% | -13.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.56% | 36.69% | -7.13% |
Dividends
HTO vs. SWK - Dividend Comparison
HTO's dividend yield for the trailing twelve months is around 3.01%, less than SWK's 3.97% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HTO H2O America | 3.01% | 3.43% | 3.25% | 2.33% | 1.77% | 1.86% | 1.85% | 1.69% | 2.01% | 1.63% | 1.45% | 2.63% |
SWK Stanley Black & Decker, Inc. | 3.97% | 4.44% | 4.06% | 3.28% | 4.23% | 1.58% | 1.56% | 1.63% | 2.15% | 1.43% | 1.97% | 2.01% |
Financials
HTO vs. SWK - Financials Comparison
This section allows you to compare key financial metrics between H2O America and Stanley Black & Decker, Inc.. 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
HTO vs. SWK - Profitability Comparison
HTO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, H2O America reported a gross profit of 0.00 and revenue of 183.29M. Therefore, the gross margin over that period was 0.0%.
SWK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Stanley Black & Decker, Inc. reported a gross profit of 1.22B and revenue of 3.68B. Therefore, the gross margin over that period was 33.2%.
HTO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, H2O America reported an operating income of 37.43M and revenue of 183.29M, resulting in an operating margin of 20.4%.
SWK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Stanley Black & Decker, Inc. reported an operating income of 366.80M and revenue of 3.68B, resulting in an operating margin of 10.0%.
HTO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, H2O America reported a net income of 19.01M and revenue of 183.29M, resulting in a net margin of 10.4%.
SWK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Stanley Black & Decker, Inc. reported a net income of 158.20M and revenue of 3.68B, resulting in a net margin of 4.3%.
Frequently Asked Questions
HTO and SWK have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SWK has higher volatility (10.14%) compared to HTO (6.85%). In terms of maximum drawdown, HTO dropped -54.53% vs SWK's -71.31%.
SWK currently has the higher Sharpe Ratio (0.79 vs 0.45), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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