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

Performance

HTO vs. VEOEY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in H2O America (HTO) and Veolia Environnement SA ADR (VEOEY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, HTO achieves a 19.35% return, which is significantly lower than VEOEY's 23.56% return. Over the past 10 years, HTO has underperformed VEOEY with an annualized return of 6.94%, while VEOEY has yielded a comparatively higher 12.76% annualized return.


HTO

1D
1.48%
1M
-1.01%
YTD
19.35%
6M
18.24%
1Y
10.27%
3Y*
-2.94%
5Y*
0.25%
10Y*
6.94%

VEOEY

1D
-0.31%
1M
1.81%
YTD
23.56%
6M
24.28%
1Y
25.00%
3Y*
15.01%
5Y*
11.66%
10Y*
12.76%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HTO vs. VEOEY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
HTO
H2O America
19.35%2.92%-22.57%-17.78%13.40%7.66%-0.43%30.19%-11.20%16.22%
VEOEY
Veolia Environnement SA ADR
23.56%29.09%-7.09%27.73%-26.84%60.92%-6.25%37.22%-16.48%66.19%

Correlation

The correlation between HTO and VEOEY is 0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.09

Correlation (3Y)
Calculated over the trailing 3-year period

0.27

Correlation (5Y)
Calculated over the trailing 5-year period

0.26

Correlation (10Y)
Calculated over the trailing 10-year period

0.27

Correlation (All Time)
Calculated using the full available price history since Dec 23, 2014

0.27

The correlation between HTO and VEOEY shifts across timeframes, from 0.09 (1 year) to 0.27 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

HTO:

$2.22B

VEOEY:

$30.16B

EPS

HTO:

$2.90

VEOEY:

€2.09

PE Ratio

HTO:

19.87

VEOEY:

8.63

PEG Ratio

HTO:

2.06

VEOEY:

0.67

PS Ratio

HTO:

2.56

VEOEY:

0.22

PB Ratio

HTO:

1.21

VEOEY:

3.78

Total Revenue (TTM)

HTO:

$816.28M

VEOEY:

€88.92B

Gross Profit (TTM)

HTO:

$335.79M

VEOEY:

€15.59B

EBITDA (TTM)

HTO:

$273.35M

VEOEY:

€12.34B

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Return for Risk

HTO vs. VEOEY — Risk / Return Rank

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

HTO
HTO Risk / Return Rank: 5555
Overall Rank
HTO Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
HTO Sortino Ratio Rank: 5050
Sortino Ratio Rank
HTO Omega Ratio Rank: 4949
Omega Ratio Rank
HTO Calmar Ratio Rank: 5858
Calmar Ratio Rank
HTO Martin Ratio Rank: 5959
Martin Ratio Rank

VEOEY
VEOEY Risk / Return Rank: 7272
Overall Rank
VEOEY Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
VEOEY Sortino Ratio Rank: 6969
Sortino Ratio Rank
VEOEY Omega Ratio Rank: 6969
Omega Ratio Rank
VEOEY Calmar Ratio Rank: 7272
Calmar Ratio Rank
VEOEY Martin Ratio Rank: 7474
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. VEOEY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for H2O America (HTO) and Veolia Environnement SA ADR (VEOEY). 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.


HTOVEOEYDifference
Sharpe ratioReturn per unit of total volatility

-0.71

Sortino ratioReturn per unit of downside risk

-0.84

Omega ratioGain probability vs. loss probability

1.09

1.21

-0.12

Calmar ratioReturn relative to maximum drawdown

0.68

1.64

-0.97

Martin ratioReturn relative to average drawdown

1.60

4.29

-2.69

HTO vs. VEOEY - Sharpe Ratio Comparison

The current HTO Sharpe Ratio is 0.45, which is lower than the VEOEY Sharpe Ratio of 1.16. The chart below compares the historical Sharpe Ratios of HTO and VEOEY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

HTO vs. VEOEY - Drawdown Comparison

The maximum HTO drawdown since its inception was -54.53%, which is greater than VEOEY's maximum drawdown of -48.54%. Use the drawdown chart below to compare losses from any high point for HTO and VEOEY.


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Drawdown Indicators


HTOVEOEYDifference

Max Drawdown

Largest peak-to-trough decline

-54.53%

-48.54%

-5.99%

Max Drawdown (1Y)

Largest decline over 1 year

-15.27%

-15.31%

+0.04%

Max Drawdown (3Y)

Largest decline over 3 years

-35.14%

-21.05%

-14.09%

Max Drawdown (5Y)

Largest decline over 5 years

-42.85%

-48.54%

+5.69%

Max Drawdown (10Y)

Largest decline over 10 years

-42.85%

-48.54%

+5.69%

Current Drawdown

Current decline from peak

-24.00%

-1.60%

-22.40%

Average Drawdown

Average peak-to-trough decline

-15.91%

-11.29%

-4.62%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.05%

5.84%

+1.21%

Volatility

HTO vs. VEOEY - Volatility Comparison

H2O America (HTO) has a higher volatility of 6.40% compared to Veolia Environnement SA ADR (VEOEY) at 6.08%. This indicates that HTO's price experiences larger fluctuations and is considered to be riskier than VEOEY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


HTOVEOEYDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.40%

6.08%

+0.32%

Volatility (6M)

Calculated over the trailing 6-month period

16.54%

17.04%

-0.50%

Volatility (1Y)

Calculated over the trailing 1-year period

23.08%

21.76%

+1.32%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.98%

27.48%

-3.50%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.55%

27.28%

+2.27%

Dividends

HTO vs. VEOEY - Dividend Comparison

HTO's dividend yield for the trailing twelve months is around 2.99%, less than VEOEY's 4.22% yield.


PositionTTM20252024202320222021202020192018201720162015
HTO
H2O America
2.99%3.43%3.25%2.33%1.77%1.86%1.85%1.69%2.01%1.63%1.45%2.63%
VEOEY
Veolia Environnement SA ADR
4.22%4.43%4.72%3.90%4.10%5.11%2.23%4.50%5.06%7.54%4.95%3.35%

Financials

HTO vs. VEOEY - Financials Comparison

This section allows you to compare key financial metrics between H2O America and Veolia Environnement SA ADR. 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


0.005.00B10.00B15.00B20.00B20222023202420252026
183.29M
22.18B
(HTO) Total Revenue
(VEOEY) Total Revenue
Please note, different currencies. HTO values in USD, VEOEY values in EUR

HTO vs. VEOEY - Profitability Comparison

The chart below illustrates the profitability comparison between H2O America and Veolia Environnement SA ADR over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%10.0%20.0%30.0%40.0%50.0%60.0%202220232024202520260
17.7%
Portfolio components
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%.

VEOEY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Veolia Environnement SA ADR reported a gross profit of 3.93B and revenue of 22.18B. Therefore, the gross margin over that period was 17.7%.

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%.

VEOEY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Veolia Environnement SA ADR reported an operating income of 1.75B and revenue of 22.18B, resulting in an operating margin of 7.9%.

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%.

VEOEY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Veolia Environnement SA ADR reported a net income of 549.90M and revenue of 22.18B, resulting in a net margin of 2.5%.


Frequently Asked Questions


HTO and VEOEY have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

HTO has higher volatility (6.40%) compared to VEOEY (6.08%). In terms of maximum drawdown, HTO dropped -54.53% vs VEOEY's -48.54%.

VEOEY currently has the higher Sharpe Ratio (1.16 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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