Added to YB: 2026-01-21
Pitch date: 2026-01-13
HTO [bullish]
H2O America
+6.43%
current return
Author Info
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Company Info
H2O America, through its subsidiaries, provides water utility and other related services in the United States.
Market Cap
$1.9B
Pitch Price
$51.75
Price Target
N/A
Dividend
3.13%
EV/EBITDA
12.05
P/E
16.89
EV/Sales
4.74
Sector
Water Utilities
Category
value
Show full summary:
Q1 2026: Ten Bets Against the Crowd - $HTO
HTO: Water utility at 15x P/E vs 20yr avg of 26x. Dividend King w/ 57 consecutive increases, 3.3% yield. Underappreciated AI play - data centers use 5M gals/day cooling. TX consumption 49B gals rising to 399B by 2030 (+870%). Regulated utility, 0.47 beta, $2B capex, 5-7% EPS growth guidance.
Read full article (1 min)