SWK vs. HTO
SWK (Stanley Black & Decker, Inc.) and HTO (H2O America) are both stocks. SWK operates in Tools & Accessories (Industrials), while HTO operates in Utilities - Regulated Water (Utilities). Over the past 10 years, SWK returned 0.18%/yr vs 6.48%/yr for HTO. Their 0.23 correlation means their historical movements had little consistent relationship.
Performance
SWK vs. HTO - Performance Comparison
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Returns By Period
In the year-to-date period, SWK achieves a 30.12% return, which is significantly higher than HTO's 27.22% return. Over the past 10 years, SWK has underperformed HTO with an annualized return of 0.18%, while HTO has yielded a comparatively higher 6.48% annualized return.
SWK
- 1D
- -1.02%
- 1M
- 3.55%
- 6M
- 22.87%
- YTD
- 30.12%
- 1Y
- 46.18%
- 3Y*
- 0.86%
- 5Y*
- -10.50%
- 10Y*
- 0.18%
- ALL TIME*
- 8.54%
HTO
- 1D
- -1.03%
- 1M
- 0.97%
- 6M
- 19.76%
- YTD
- 27.22%
- 1Y
- 31.30%
- 3Y*
- -1.17%
- 5Y*
- 0.27%
- 10Y*
- 6.48%
- ALL TIME*
- 10.31%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
HTO H2O America | $30.07M | $32.10M | $28.71M |
| $217.53M | $159.95M | $146.32M |
SWK vs. HTO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SWK Stanley Black & Decker, Inc. | 30.12% | -3.17% | -15.19% | 35.55% | -58.92% | 7.28% | 9.73% | 41.18% | -28.13% | 50.50% |
HTO H2O America | 27.22% | 2.92% | -22.57% | -17.78% | 13.40% | 7.66% | -0.43% | 30.19% | -11.20% | 16.22% |
Correlation
The correlation between SWK and HTO is 0.20, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.20 |
Correlation (3Y) Balances recent behavior with more history. | 0.25 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.25 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.24 |
Correlation (All Time) Calculated using the full available price history since Jul 1, 1985 | 0.23 |
Fundamentals
SWK:
$14.28B
HTO:
$2.57B
SWK:
$5.44
HTO:
$2.83
SWK:
17.39
HTO:
21.66
SWK:
0.71
HTO:
2.80
SWK:
$15.25B
HTO:
$828.50M
SWK:
$4.84B
HTO:
$159.45M
SWK:
$1.33B
HTO:
$461.63M
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Return for Risk
SWK vs. HTO — Risk / Return Rank
SWK
HTO
SWK vs. HTO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Stanley Black & Decker, Inc. (SWK) 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.
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.
| SWK | HTO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.17 | ||
| Sortino ratioReturn per unit of downside risk | -0.04 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.24 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 1.78 | 2.56 | -0.79 |
| Martin ratioReturn relative to average drawdown | 3.95 | 6.96 | -3.01 |
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Drawdowns
SWK vs. HTO - Drawdown Comparison
The maximum SWK drawdown since its inception was -71.31%, which is greater than HTO's maximum drawdown of -54.53%. Use the drawdown chart below to compare losses from any high point for SWK and HTO.
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Drawdown Indicators
| SWK | HTO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.31% | -54.53% | -16.78% |
Max Drawdown (1Y)Largest decline over 1 year | -26.14% | -12.26% | -13.88% |
Max Drawdown (3Y)Largest decline over 3 years | -48.31% | -32.90% | -15.41% |
Max Drawdown (5Y)Largest decline over 5 years | -68.79% | -42.85% | -25.94% |
Max Drawdown (10Y)Largest decline over 10 years | -71.31% | -42.85% | -28.46% |
Current DrawdownCurrent decline from peak | -48.55% | -19.00% | -29.55% |
Average DrawdownAverage peak-to-trough decline | -19.56% | -15.91% | -3.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.73% | 4.51% | +7.22% |
Volatility
SWK vs. HTO - Volatility Comparison
Stanley Black & Decker, Inc. (SWK) has a higher volatility of 10.42% compared to H2O America (HTO) at 6.49%. This indicates that SWK'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
| SWK | HTO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.42% | 6.49% | +3.93% |
Volatility (6M)Calculated over the trailing 6-month period | 28.86% | 16.85% | +12.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 38.42% | 22.80% | +15.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 38.16% | 24.06% | +14.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.85% | 29.52% | +7.33% |
Dividends
SWK vs. HTO - Dividend Comparison
SWK's dividend yield for the trailing twelve months is around 3.51%, more than HTO's 2.80% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HTO H2O America | 2.80% | 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. | 3.51% | 4.44% | 4.06% | 3.28% | 4.23% | 1.58% | 1.56% | 1.63% | 2.15% | 1.43% | 1.97% | 2.01% |
Financials
SWK vs. HTO - Financials Comparison
This section allows you to compare key financial metrics between Stanley Black & Decker, Inc. 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
SWK vs. HTO - Profitability Comparison
SWK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Stanley Black & Decker, Inc. reported a gross profit of 1.31B and revenue of 3.96B. Therefore, the gross margin over that period was 33.0%.
HTO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, H2O America reported a gross profit of -183.29M and revenue of 210.47M. Therefore, the gross margin over that period was -87.1%.
SWK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Stanley Black & Decker, Inc. reported an operating income of 361.70M and revenue of 3.96B, resulting in an operating margin of 9.1%.
HTO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, H2O America reported an operating income of 42.75M and revenue of 210.47M, resulting in an operating margin of 20.3%.
SWK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Stanley Black & Decker, Inc. reported a net income of 351.30M and revenue of 3.96B, resulting in a net margin of 8.9%.
HTO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, H2O America reported a net income of 26.59M and revenue of 210.47M, resulting in a net margin of 12.6%.
Frequently Asked Questions
SWK and HTO have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SWK has higher volatility (10.42%) compared to HTO (6.49%). In terms of maximum drawdown, SWK dropped -71.31% vs HTO's -54.53%.
HTO currently has the higher Sharpe Ratio (1.38 vs 1.21), 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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