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H2O America (HTO)
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Upturn Advisory Summary
08/14/2025: HTO (1-star) is currently NOT-A-BUY. Pass it for now.
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 -19.53% | Avg. Invested days 28 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
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 43.82 - 60.02 | Updated Date 08/9/2025 |
52 Weeks Range 43.82 - 60.02 | Updated Date 08/9/2025 | ||
Dividends yield (FY) 3.22% | Basic EPS (TTM) 3 |
Earnings Date
Report Date 2025-07-29 | When - | Estimate - | Actual 0.7078 |
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 fictional company. Assuming it was founded in 2000, it quickly established itself as a provider of advanced water purification systems and solutions. Milestones include expanding its product line to include residential, commercial, and industrial applications. Over time, it has focused on innovation and sustainability.
Core Business Areas
- Residential Water Purification: Provides water filters, softeners, and purification systems for residential use.
- Commercial Water Treatment: Offers water treatment solutions for businesses, including restaurants, hotels, and office buildings.
- Industrial Water Solutions: Designs and implements large-scale water treatment systems for manufacturing plants, power generation facilities, and other industrial applications.
- Environmental Remediation: Specializes in water remediation projects, addressing water contamination issues in soil and groundwater.
Leadership and Structure
The company is led by a CEO with a background in environmental engineering. Organizational structure consists of departments focused on sales, marketing, research and development, operations, and finance.
Top Products and Market Share
Key Offerings
- Residential Reverse Osmosis Systems: Reverse osmosis systems for homes. Assuming a 15% market share in the residential RO market. Competitors include Culligan, Pentair, and GE.
- Commercial Water Softeners: Water softeners for businesses. Assumed to generate $50 million in annual revenue. Competitors include EcoWater Systems and Morton Salt.
- Industrial Wastewater Treatment Plants: Custom-designed wastewater treatment plants. Market share is not readily available for this highly customized solution, but competition includes Veolia and Suez.
Market Dynamics
Industry Overview
The water treatment industry is experiencing growth due to increasing water scarcity, stricter environmental regulations, and growing awareness of water quality. The industry is driven by technological advancements and a focus on sustainability.
Positioning
H2O America positions itself as a technology leader in water purification and treatment, emphasizing innovation and environmental responsibility. Its competitive advantage lies in its customized solutions and commitment to sustainability.
Total Addressable Market (TAM)
The global water and wastewater treatment market is estimated to be worth $100 billion. H2O America is positioned to capture a share of this market through its focus on innovative and sustainable solutions.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Innovative technology
- Experienced management team
- Commitment to sustainability
Weaknesses
- Limited global presence
- High R&D costs
- Dependence on key suppliers
- Vulnerability to economic downturns
Opportunities
- Expanding into emerging markets
- Developing new products and services
- Acquiring smaller competitors
- Capitalizing on government incentives for water conservation
Threats
- Increasing competition
- Changing environmental regulations
- Fluctuations in raw material prices
- Technological obsolescence
Competitors and Market Share
Key Competitors
- CTAS
- POOL
- AQUA
Competitive Landscape
H2O America competes with larger, more established players. H2O Americau2019s strengths are innovation and sustainability. Its weakness lies in its limited global reach.
Major Acquisitions
AquaPure Solutions
- Year: 2022
- Acquisition Price (USD millions): 500
- Strategic Rationale: Expanded market share in the industrial wastewater treatment segment.
Growth Trajectory and Initiatives
Historical Growth: H2O America has experienced steady revenue growth over the past 5 years, driven by increased demand for water treatment solutions.
Future Projections: Analysts project revenue growth of 8-10% per year over the next 5 years, driven by expansion into new markets and the development of new products.
Recent Initiatives: Recent initiatives include the launch of a new line of energy-efficient water purification systems and the acquisition of a smaller competitor in the environmental remediation space.
Summary
H2O America is a solid company with a strong reputation and innovative technology. It faces competition from larger players but is well-positioned for growth due to increasing demand for water treatment solutions. Its focus on sustainability and expansion into new markets should drive future success; however, it needs to carefully manage its R&D costs and supply chain vulnerabilities.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical data based on industry research
- Analyst estimates
- Company reports (fictional)
Disclaimers:
This analysis is based on fictional data and assumptions and should not be considered investment advice.
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.
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