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

Performance

VEOEY vs. HTO - Performance Comparison

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

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Returns By Period

In the year-to-date period, VEOEY achieves a 23.95% return, which is significantly higher than HTO's 17.61% return. Over the past 10 years, VEOEY has outperformed HTO with an annualized return of 12.80%, while HTO has yielded a comparatively lower 6.79% annualized return.


VEOEY

1D
0.10%
1M
2.13%
YTD
23.95%
6M
25.61%
1Y
27.17%
3Y*
15.13%
5Y*
12.14%
10Y*
12.80%

HTO

1D
0.02%
1M
-2.46%
YTD
17.61%
6M
15.70%
1Y
12.13%
3Y*
-3.41%
5Y*
0.32%
10Y*
6.79%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VEOEY vs. HTO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VEOEY
Veolia Environnement SA ADR
23.95%29.09%-7.09%27.73%-26.84%60.92%-6.25%37.22%-16.48%66.19%
HTO
H2O America
17.61%2.92%-22.57%-17.78%13.40%7.66%-0.43%30.19%-11.20%16.22%

Correlation

The correlation between VEOEY and HTO is 0.10, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.10

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 VEOEY and HTO shifts across timeframes, from 0.10 (1 year) to 0.27 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

VEOEY:

$30.26B

HTO:

$2.19B

EPS

VEOEY:

€2.09

HTO:

$2.90

PE Ratio

VEOEY:

8.62

HTO:

19.58

PEG Ratio

VEOEY:

0.67

HTO:

2.03

PS Ratio

VEOEY:

0.22

HTO:

2.52

PB Ratio

VEOEY:

3.77

HTO:

1.19

Total Revenue (TTM)

VEOEY:

€88.92B

HTO:

$816.28M

Gross Profit (TTM)

VEOEY:

€15.59B

HTO:

$335.79M

EBITDA (TTM)

VEOEY:

€12.34B

HTO:

$273.35M

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Return for Risk

VEOEY vs. HTO — Risk / Return Rank

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

VEOEY
VEOEY Risk / Return Rank: 7474
Overall Rank
VEOEY Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
VEOEY Sortino Ratio Rank: 7171
Sortino Ratio Rank
VEOEY Omega Ratio Rank: 7171
Omega Ratio Rank
VEOEY Calmar Ratio Rank: 7373
Calmar Ratio Rank
VEOEY Martin Ratio Rank: 7575
Martin Ratio Rank

HTO
HTO Risk / Return Rank: 5656
Overall Rank
HTO Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
HTO Sortino Ratio Rank: 5252
Sortino Ratio Rank
HTO Omega Ratio Rank: 5151
Omega Ratio Rank
HTO Calmar Ratio Rank: 5959
Calmar Ratio Rank
HTO Martin Ratio Rank: 5959
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.

VEOEY vs. HTO - Risk-Adjusted Trends Comparison

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


VEOEYHTODifference
Sharpe ratioReturn per unit of total volatility

+0.73

Sortino ratioReturn per unit of downside risk

+0.84

Omega ratioGain probability vs. loss probability

1.23

1.10

+0.12

Calmar ratioReturn relative to maximum drawdown

1.78

0.75

+1.03

Martin ratioReturn relative to average drawdown

4.66

1.73

+2.94

VEOEY vs. HTO - Sharpe Ratio Comparison

The current VEOEY Sharpe Ratio is 1.25, which is higher than the HTO Sharpe Ratio of 0.53. The chart below compares the historical Sharpe Ratios of VEOEY and HTO, 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

VEOEY vs. HTO - Drawdown Comparison

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


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Drawdown Indicators


VEOEYHTODifference

Max Drawdown

Largest peak-to-trough decline

-48.54%

-54.53%

+5.99%

Max Drawdown (1Y)

Largest decline over 1 year

-15.31%

-16.19%

+0.88%

Max Drawdown (3Y)

Largest decline over 3 years

-21.05%

-35.14%

+14.09%

Max Drawdown (5Y)

Largest decline over 5 years

-48.54%

-42.85%

-5.69%

Max Drawdown (10Y)

Largest decline over 10 years

-48.54%

-42.85%

-5.69%

Current Drawdown

Current decline from peak

-1.29%

-25.11%

+23.82%

Average Drawdown

Average peak-to-trough decline

-11.29%

-15.91%

+4.62%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.84%

7.04%

-1.20%

Volatility

VEOEY vs. HTO - Volatility Comparison

Veolia Environnement SA ADR (VEOEY) and H2O America (HTO) have volatilities of 6.11% and 6.34%, 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


VEOEYHTODifference

Volatility (1M)

Calculated over the trailing 1-month period

6.11%

6.34%

-0.23%

Volatility (6M)

Calculated over the trailing 6-month period

17.07%

16.49%

+0.58%

Volatility (1Y)

Calculated over the trailing 1-year period

21.80%

23.08%

-1.28%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

27.49%

23.98%

+3.51%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.46%

29.55%

-2.09%

Dividends

VEOEY vs. HTO - Dividend Comparison

VEOEY's dividend yield for the trailing twelve months is around 4.21%, more than HTO's 3.03% yield.


PositionTTM20252024202320222021202020192018201720162015
HTO
H2O America
3.03%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
4.21%4.43%4.72%3.90%4.10%5.11%2.23%4.50%5.06%7.54%4.95%3.35%

Financials

VEOEY vs. HTO - Financials Comparison

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


Quarterly
Annual

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


0.005.00B10.00B15.00B20.00B202120222023202420252026
22.18B
183.29M
(VEOEY) Total Revenue
(HTO) Total Revenue
Please note, different currencies. VEOEY values in EUR, HTO values in USD

VEOEY vs. HTO - Profitability Comparison

The chart below illustrates the profitability comparison between Veolia Environnement SA ADR and H2O America 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%202120222023202420252026
17.7%
0
Portfolio components
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 - 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 - 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 - 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 - 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%.

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%.


Frequently Asked Questions


VEOEY and HTO have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

HTO has higher volatility (6.34%) compared to VEOEY (6.11%). In terms of maximum drawdown, VEOEY dropped -48.54% vs HTO's -54.53%.

VEOEY currently has the higher Sharpe Ratio (1.25 vs 0.53), 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.

Portfolio Optimizer

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