H2O America (HTO)vsWilliams Companies Inc (WMB)
HTO
H2O America
$57.60
-0.66%
UTILITIES · Cap: $2.37B
WMB
Williams Companies Inc
$73.76
-3.10%
ENERGY · Cap: $92.22B
Smart Verdict
WallStSmart Research — data-driven comparison
Williams Companies Inc generates 1349% more annual revenue ($11.83B vs $816.28M). WMB leads profitability with a 22.1% profit margin vs 12.9%. HTO appears more attractively valued with a PEG of 2.51. WMB earns a higher WallStSmart Score of 67/100 (B-).
HTO
Buy57
out of 100
Grade: C
WMB
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+32.5%
Fair Value
$76.99
Current Price
$57.60
$19.39 discount
Intrinsic value data unavailable for WMB.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 21.5%
Strong operational efficiency at 41.2%
Earnings expanding 50.8% YoY
Large-cap with strong market position
Keeps 22 of every $100 in revenue as profit
Areas to Watch
0.0% earnings growth
ROE of 6.5% — below average capital efficiency
Expensive relative to growth rate
Negative free cash flow — burning cash
Premium valuation, high expectations priced in
Weak financial health signals
Expensive relative to growth rate
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : HTO
The strongest argument for HTO centers on Price/Book, Operating Margin.
Bull Case : WMB
The strongest argument for WMB centers on Operating Margin, EPS Growth, Market Cap. Profitability is solid with margins at 22.1% and operating margin at 41.2%.
Bear Case : HTO
The primary concerns for HTO are EPS Growth, Return on Equity, PEG Ratio.
Bear Case : WMB
The primary concerns for WMB are P/E Ratio, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
HTO profiles as a value stock while WMB is a mature play — different risk/reward profiles.
WMB 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.
WMB generates stronger free cash flow (244M), providing more financial flexibility.
Bottom Line
WMB scores higher overall (67/100 vs 57/100), backed by strong 22.1% margins. HTO offers better value entry with a 32.5% margin of safety. Both earn "Strong 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.
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.
Williams Companies Inc
ENERGY · OIL & GAS MIDSTREAM · USA
The Williams Companies, Inc., is an American energy company based in Tulsa, Oklahoma. Its core business is natural gas processing and transportation, with additional petroleum and electricity generation assets.
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