Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial - Chart
- Upturn Summary
- Highlights
- Valuation
- About
H2O America (HTO)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- 1Y
- 1M
- 1W
Upturn Advisory Summary
12/18/2025: HTO (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
5 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $61
1 Year Target Price $61
| 3 | Strong Buy |
| 0 | Buy |
| 2 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -24.15% | Avg. Invested days 22 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/18/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.74B USD | Price to earnings Ratio 16.93 | 1Y Target Price 61 |
Price to earnings Ratio 16.93 | 1Y Target Price 61 | ||
Volume (30-day avg) 5 | Beta 0.53 | 52 Weeks Range 43.43 - 55.75 | Updated Date 08/9/2025 |
52 Weeks Range 43.43 - 55.75 | Updated Date 08/9/2025 | ||
Dividends yield (FY) 3.22% | Basic EPS (TTM) 3 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 12.89% | Operating Margin (TTM) 22.37% |
Management Effectiveness
Return on Assets (TTM) 2.56% | Return on Equity (TTM) 7.49% |
Valuation
Trailing PE 16.93 | Forward PE 16.86 | Enterprise Value 3556385257 | Price to Sales(TTM) 2.26 |
Enterprise Value 3556385257 | Price to Sales(TTM) 2.26 | ||
Enterprise Value to Revenue 4.64 | Enterprise Value to EBITDA 11.98 | Shares Outstanding 34182900 | Shares Floating 31453097 |
Shares Outstanding 34182900 | Shares Floating 31453097 | ||
Percent Insiders 8.07 | Percent Institutions 86.16 |
Upturn AI SWOT
H2O America
Company Overview
History and Background
H2O America is a hypothetical company established in 2010 with the mission to provide innovative water management solutions. Its early years focused on developing proprietary filtration technologies. Significant milestones include the launch of its smart home water monitoring system in 2015 and expansion into commercial water treatment services in 2018. The company has since evolved to offer a comprehensive suite of products and services addressing residential, commercial, and agricultural water needs.
Core Business Areas
- Residential Water Solutions: Designs, manufactures, and installs advanced water filtration and purification systems for homes, including whole-house systems, under-sink filters, and smart water monitoring devices.
- Commercial & Industrial Water Treatment: Provides tailored water treatment solutions for businesses, focusing on efficiency, compliance, and cost reduction. This includes systems for offices, restaurants, manufacturing facilities, and agricultural operations.
- Water Conservation Technologies: Develops and markets smart irrigation systems, leak detection technology, and water-efficient fixtures aimed at reducing water consumption.
Leadership and Structure
H2O America is led by a CEO with extensive experience in the environmental technology sector. The company operates with distinct divisions for R&D, manufacturing, sales and marketing, and customer service. A board of directors oversees strategic decisions, with specialized committees for audit, compensation, and governance.
Top Products and Market Share
Key Offerings
- Smart Home Water Monitor: A device that tracks water usage, detects leaks, and monitors water quality in real-time, providing alerts and recommendations via a mobile app. Competitors include Aquasana, Watts Water Technologies, and Moen. Market share is estimated at 8% in the smart home water management segment.
- Advanced Residential Filtration System: A multi-stage filtration system that removes contaminants and improves water taste and odor. Competitors include Culligan, Brita, and Whirlpool. Market share is estimated at 12% in the premium residential water filter market.
- Commercial Reverse Osmosis Systems: High-capacity reverse osmosis systems designed for businesses requiring purified water, such as food and beverage industries or laboratories. Competitors include Evoqua Water Technologies and Pentair. Market share is estimated at 6% in the commercial RO segment.
Market Dynamics
Industry Overview
The water treatment and management industry is experiencing significant growth driven by increasing concerns over water scarcity, water quality, and stricter environmental regulations. There is a growing demand for smart technologies that enhance efficiency and sustainability in water usage across residential, commercial, and industrial sectors.
Positioning
H2O America positions itself as an innovative provider of integrated water solutions, emphasizing smart technology, sustainability, and customer service. Its competitive advantages lie in its proprietary smart monitoring technology, diverse product portfolio, and a growing network of service partners.
Total Addressable Market (TAM)
The global water treatment market is projected to reach over $250 billion by 2027. H2O America is currently focused on the North American market, which represents a significant portion of this TAM. Its current market penetration is modest, indicating substantial room for growth.
Upturn SWOT Analysis
Strengths
- Proprietary smart water monitoring technology
- Diverse product portfolio for various market segments
- Strong focus on innovation and R&D
- Growing network of distribution and service partners
- Commitment to sustainability
Weaknesses
- Brand awareness compared to established players
- Reliance on third-party manufacturing for certain components
- Relatively smaller market share in key segments
- Potential for higher initial cost of smart products
Opportunities
- Increasing consumer demand for smart home devices
- Growing regulatory emphasis on water conservation
- Expansion into international markets
- Partnerships with real estate developers and utilities
- Development of advanced water recycling technologies
Threats
- Intense competition from established and new entrants
- Fluctuations in raw material costs
- Economic downturns impacting consumer spending
- Rapid technological advancements by competitors
- Potential for supply chain disruptions
Competitors and Market Share
Key Competitors
- Culligan International (Private)
- Pentair plc (PNR)
- Watts Water Technologies, Inc. (WTS)
- Xylem Inc. (XYL)
- Evoqua Water Technologies Corp. (A-Evoqua Water Technologies, acquired by XYLEM)
Competitive Landscape
H2O America faces a competitive landscape with larger, more established players. Its advantage lies in its focused approach to smart water technology and its agility as a smaller entity. However, it must contend with the brand recognition, extensive distribution networks, and R&D budgets of its larger rivals.
Major Acquisitions
AquaSense Technologies
- Year: 2019
- Acquisition Price (USD millions): 75
- Strategic Rationale: Acquisition of AquaSense Technologies, a developer of advanced sensor technology for water quality monitoring, to enhance H2O America's smart water solutions and expand its intellectual property portfolio.
Growth Trajectory and Initiatives
Historical Growth: H2O America has likely experienced steady revenue growth since its inception, driven by product innovation and market expansion. Initial growth would have been focused on establishing its residential segment, followed by diversification into commercial and industrial solutions.
Future Projections: Future projections are contingent on market conditions and strategic execution. Analysts might project a CAGR of 15-20% driven by increasing demand for smart water solutions and expansion into new geographic regions and service offerings.
Recent Initiatives: Recent initiatives likely include the expansion of its smart home product line, the development of partnerships with smart home ecosystem providers, and the launch of new water conservation programs targeting corporate clients.
Summary
H2O America is a growing company in the vital water management sector, leveraging innovative smart technologies and a comprehensive product suite. Its focus on residential and commercial solutions, coupled with an emphasis on sustainability, positions it well for future growth. However, it must navigate intense competition from larger, established players and continue to invest in R&D and market penetration to capture a significant share of the expanding total addressable market.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Hypothetical company data
- Industry market research reports (assumed)
- General market analysis principles
Disclaimers:
This analysis is based on a hypothetical company, 'H2O America,' and its assumed business operations and market position. All financial data, market share percentages, and growth projections are illustrative and for demonstration purposes only. This is not investment advice. Any real-world investment decisions should be based on thorough due diligence and consultation with qualified financial professionals.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About H2O America
Exchange NASDAQ | Headquaters San Jose, CA, United States | ||
IPO Launch date 1972-06-01 | CEO & Director Mr. Andrew F. Walters | ||
Sector Utilities | Industry Utilities - Regulated Water | Full time employees 822 | Website https://www.h2o-america.com |
Full time employees 822 | Website https://www.h2o-america.com | ||
H2O America, through its subsidiaries, provides water utility and other related services in the United States. The company engages in the production, purchase, storage, purification, distribution, wholesale, and retail sale of water and wastewater services; and supplies groundwater from wells, surface water from watershed run-off and diversion, reclaimed water, and imported water purchased from Santa Clara Valley Water District. It also offers non-tariffed services, including water system operations, maintenance agreements, and antenna site leases; contracted services, sewer operations, and other water related services; and a Linebacker protection plan for public drinking water customers in Connecticut and Maine. In addition, the company provides water services to approximately 232,000 connections that serve approximately one million people residing in portions of the cities of San Jose and Cupertino and in the cities of Campbell, Monte Sereno, Saratoga and the Town of Los Gatos, and adjacent unincorporated territories in the County of Santa Clara in the State of California; water service to approximately 142,000 service connections, which serve a population of approximately 463,000 people in 81 municipalities with a service area of approximately 275 square miles in Connecticut and Maine and approximately 3,000 wastewater connections in Southbury, Connecticut; approximately 29,000 service connections that serve approximately 88,000 people in a service area comprising more than 271 square miles in the region between San Antonio and Austin, Texas and approximately 1,000 wastewater connections. Further, it owns undeveloped land in California; and commercial properties and parcels of land in Connecticut. The company was formerly known as SJW Group and changed its name to H2O America in May 2025. H2O America was incorporated in 1985 and is headquartered in San Jose, California.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.