H2O America (HTO)vsOklo Inc. (OKLO)
HTO
H2O America
$62.66
-0.59%
UTILITIES · Cap: $2.69B
OKLO
Oklo Inc.
$36.22
-9.18%
UTILITIES · Cap: $6.74B
Smart Verdict
WallStSmart Research — data-driven comparison
H2O America generates 68371% more annual revenue ($828.50M vs $1.21M). HTO leads profitability with a 12.9% profit margin vs 0.0%. HTO earns a higher WallStSmart Score of 55/100 (C).
HTO
Buy55
out of 100
Grade: C
OKLO
Avoid32
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+29.8%
Fair Value
$74.04
Current Price
$62.66
$11.38 discount
Intrinsic value data unavailable for OKLO.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 21.3%
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Earnings expanding 29.7% YoY
Areas to Watch
ROE of 6.5% — below average capital efficiency
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
0.0% revenue growth
0.0% margin — thin
Weak financial health signals
ROE of -0.1% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : HTO
The strongest argument for HTO centers on Price/Book, Operating Margin.
Bull Case : OKLO
The strongest argument for OKLO centers on Debt/Equity, Altman Z-Score, Price/Book.
Bear Case : HTO
The primary concerns for HTO are Return on Equity, Debt/Equity, Piotroski F-Score.
Bear Case : OKLO
The primary concerns for OKLO are Revenue Growth, Profit Margin, Piotroski F-Score.
Key Dynamics to Monitor
OKLO carries more volatility with a beta of 1.20 — expect wider price swings.
HTO is growing revenue faster at 6.2% — sustainability is the question.
HTO generates stronger free cash flow (-63M), providing more financial flexibility.
Monitor UTILITIES - REGULATED WATER industry trends, competitive dynamics, and regulatory changes.
Bottom Line
HTO scores higher overall (55/100 vs 32/100). Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
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.
Oklo Inc.
UTILITIES · UTILITIES - INDEPENDENT POWER PRODUCERS · USA
Oklo Inc. designs and develops fission power plants to provide reliable and commercial-scale energy to customers in the United States. The company is headquartered in Santa Clara, California.
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