SCL vs. HTO
Compare and contrast key facts about Stepan Company (SCL) and H2O America (HTO).
Performance
SCL vs. HTO - Performance Comparison
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SCL vs. HTO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCL Stepan Company | 6.36% | -24.60% | -30.29% | -9.74% | -12.91% | 5.24% | 17.75% | 39.96% | -5.21% | -2.06% |
HTO H2O America | 20.77% | 2.92% | -22.57% | -17.78% | 13.40% | 7.66% | -0.43% | 30.19% | -11.20% | 16.22% |
Fundamentals
SCL:
$1.14B
HTO:
$2.11B
SCL:
$2.05
HTO:
$2.89
SCL:
24.39
HTO:
20.31
SCL:
0.49
HTO:
10.73
SCL:
0.92
HTO:
1.37
SCL:
$2.33B
HTO:
$194.19M
SCL:
$269.89M
HTO:
-$211.05M
SCL:
$173.90M
HTO:
$268.84M
Returns By Period
In the year-to-date period, SCL achieves a 6.36% return, which is significantly lower than HTO's 20.77% return. Over the past 10 years, SCL has underperformed HTO with an annualized return of 0.46%, while HTO has yielded a comparatively higher 7.21% annualized return.
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%
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%
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Return for Risk
SCL vs. HTO — Risk / Return Rank
SCL
HTO
SCL vs. HTO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Stepan Company (SCL) and H2O America (HTO). 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.
| SCL | HTO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.16 | 0.45 | -0.61 |
Sortino ratioReturn per unit of downside risk | 0.06 | 0.82 | -0.76 |
Omega ratioGain probability vs. loss probability | 1.01 | 1.10 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | -0.21 | 0.67 | -0.88 |
Martin ratioReturn relative to average drawdown | -0.40 | 1.35 | -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
| SCL | HTO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.16 | 0.45 | -0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.53 | 0.05 | -0.58 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.01 | 0.24 | -0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.39 | -0.14 |
Correlation
The correlation between SCL and HTO 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
SCL vs. HTO - Dividend Comparison
SCL's dividend yield for the trailing twelve months is around 3.12%, more than HTO's 2.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
SCL vs. HTO - Drawdown Comparison
The maximum SCL drawdown since its inception was -66.78%, which is greater than HTO's maximum drawdown of -54.53%. Use the drawdown chart below to compare losses from any high point for SCL and HTO.
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Drawdown Indicators
| SCL | HTO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.78% | -54.53% | -12.25% |
Max Drawdown (1Y)Largest decline over 1 year | -32.78% | -19.77% | -13.01% |
Max Drawdown (5Y)Largest decline over 5 years | -66.78% | -42.85% | -23.93% |
Max Drawdown (10Y)Largest decline over 10 years | -66.78% | -42.85% | -23.93% |
Current DrawdownCurrent decline from peak | -60.10% | -23.10% | -37.00% |
Average DrawdownAverage peak-to-trough decline | -16.76% | -15.87% | -0.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.99% | 9.76% | +7.23% |
Volatility
SCL vs. HTO - Volatility Comparison
Stepan Company (SCL) has a higher volatility of 9.04% compared to H2O America (HTO) at 8.40%. This indicates that SCL's price experiences larger fluctuations and is considered to be riskier than HTO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SCL | HTO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.04% | 8.40% | +0.64% |
Volatility (6M)Calculated over the trailing 6-month period | 30.53% | 17.01% | +13.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 39.96% | 24.26% | +15.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.06% | 23.93% | +6.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.58% | 29.65% | +1.93% |
Financials
SCL vs. HTO - Financials Comparison
This section allows you to compare key financial metrics between Stepan Company and H2O America. 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