WallStSmart

American Water Works (AWK)vsH2O America (HTO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

American Water Works generates 538% more annual revenue ($5.21B vs $816.28M). AWK leads profitability with a 21.2% profit margin vs 12.9%. AWK appears more attractively valued with a PEG of 2.28. AWK earns a higher WallStSmart Score of 60/100 (C).

AWK

Buy

60

out of 100

Grade: C

Growth: 5.3Profit: 7.5Value: 4.7Quality: 3.3
Piotroski: 2/9Altman Z: 0.64

HTO

Buy

57

out of 100

Grade: C

Growth: 5.3Profit: 5.5Value: 6.0Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AWKOvervalued (-10.7%)

Margin of Safety

-10.7%

Fair Value

$111.77

Current Price

$125.05

$13.28 premium

UndervaluedFair: $111.77Overvalued
HTOUndervalued (+32.5%)

Margin of Safety

+32.5%

Fair Value

$76.99

Current Price

$57.97

$19.02 discount

UndervaluedFair: $76.99Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AWK3 strengths · Avg: 9.0/10
Operating MarginProfitability
33.2%10/10

Strong operational efficiency at 33.2%

Profit MarginProfitability
21.2%9/10

Keeps 21 of every $100 in revenue as profit

Price/BookValuation
2.2x8/10

Reasonable price relative to book value

HTO2 strengths · Avg: 9.0/10
Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Operating MarginProfitability
21.5%8/10

Strong operational efficiency at 21.5%

Areas to Watch

AWK4 concerns · Avg: 2.8/10
PEG RatioValuation
2.284/10

Expensive relative to growth rate

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

EPS GrowthGrowth
-4.8%2/10

Earnings declined 4.8%

Free Cash FlowQuality
$-354.00M2/10

Negative free cash flow — burning cash

HTO4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Return on EquityProfitability
6.5%3/10

ROE of 6.5% — below average capital efficiency

PEG RatioValuation
2.552/10

Expensive relative to growth rate

Free Cash FlowQuality
$-49.23M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : AWK

The strongest argument for AWK centers on Operating Margin, Profit Margin, Price/Book. Profitability is solid with margins at 21.2% and operating margin at 33.2%.

Bull Case : HTO

The strongest argument for HTO centers on Price/Book, Operating Margin.

Bear Case : AWK

The primary concerns for AWK are PEG Ratio, Piotroski F-Score, EPS Growth.

Bear Case : HTO

The primary concerns for HTO are EPS Growth, Return on Equity, PEG Ratio.

Key Dynamics to Monitor

AWK profiles as a mature stock while HTO is a value play — different risk/reward profiles.

AWK carries more volatility with a beta of 0.63 — expect wider price swings.

HTO is growing revenue faster at 9.4% — sustainability is the question.

HTO generates stronger free cash flow (-49M), providing more financial flexibility.

Bottom Line

AWK scores higher overall (60/100 vs 57/100), backed by strong 21.2% margins. HTO offers better value entry with a 32.5% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

American Water Works

UTILITIES · UTILITIES - REGULATED WATER · USA

American Water is an American public utility company operating in the United States and Canada.

H2O America

UTILITIES · UTILITIES - REGULATED WATER · USA

H2O America, provides water utility and other related services in the United States. The company is headquartered in San Jose, California.

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