H2O America · Utilities
HTO
$65.43
H2O America ("SJW") is a water utility processing, distribution, wholesale and retail company based in San Jose, California. It serves 228,000 connections that serves over 1 million residents in regions of California, and approximately 17,000 connections, which serves about 60,000...H2OAmerica（"SJW"）是一家位于加州圣何塞的水务处理、分配及批零公司。其在加州服务22.8万条水管连接，覆盖超过100万居民，在得克萨斯州服务约1.7万条水管连接，惠及约6万人。
Distressed困境股
Mid cap中盘
$2B
Engine stance引擎立场2026-07-20
Lagging — relative weakness落后 — 相对弱势
Trend intact — hold. Late in the cycle, so don't add here; a pullback is due.趋势完好——持有。已处周期晚期，此处不宜加仓；回调即将到来。
Key Statistics关键统计
Price价格
$65.43
0.0% below 52-week high0.0% below 52-week high
Market Cap市值
$2B
Normal volume正常成交量
P/E Ratio市盈率
23.0x
22.6x sector median
Beta贝塔
-0.26
Moves about -0.3x the market波动幅度约为市场的 -0.3 倍
RSI (14)RSI（14）
76
Overbought超买区域
Next Earnings下次财报
2026-07-27 (8d)
Volatility Rank波动率分位
22th pctile
hist. vol. percentile历史波动率分位数
Short Interest空头兴趣
15.1% of float
Performance价格表现
| Period周期 | HTO | S&P 500 | vs Index对比指数 |
|---|---|---|---|
| 1 Week近1周 | +6.4% | -1.5% | Beat the index by 7.9 points跑赢指数 7.9 个百分点 |
| 1 Month近1月 | +16.0% | +0.6% | Beat the index by 15.4 points跑赢指数 15.4 个百分点 |
| 3 Months近3月 | +13.6% | +4.7% | Beat the index by 8.9 points跑赢指数 8.9 个百分点 |
| 6 Months近6月 | +24.0% | +7.8% | Beat the index by 16.2 points跑赢指数 16.2 个百分点 |
| Year to date年初至今 | +35.0% | +9.1% | Beat the index by 25.9 points跑赢指数 25.9 个百分点 |
| 1 Year近1年 | +34.0% | +19.4% | Beat the index by 14.6 points跑赢指数 14.6 个百分点 |
| 3 Years近3年 | +0.8% | +69.4% | Lagged the index by 68.6 points落后指数 68.6 个百分点 |
Technicals技术面
RSI (14)RSI（14）
76
Overbought超买区域
vs 50-day相对50日均线
+11.6% vs 50-day avg
vs 200-day相对200日均线
+22.6% vs 200-day avg
Volatility rank波动率分位
22th percentile 分位
Engine reference levels — not advice引擎参考水平 — 非投资建议
Buy zone买入区间
$61.77
Don't chase above不追高于
$65.43
Stop止损
$56.42
Hold — don't add here持有 — 此处不宜加仓
Earnings财务业绩
8
days until next report天后公布财报
2026-07-27
Estimates being cut预期下调
Earnings call transcripts — coming soon财报电话会议记录 — 即将上线
Valuation估值
| Multiple指标 | HTO | Sector median行业中位 | Cheaper than相对便宜 |
|---|---|---|---|
| P/E (trailing)市盈率（历史） | 23.04x | 22.58 | 42% |
| P/B市净率 | 1.53x | 2.06 | 82% |
| P/S市销率 | 2.95x | 3.01 | 57% |
| Earnings yield盈利收益率 | 4.34% | 4.41 | 45% |
| Shareholder yield股东收益率 | 2.48% | 2.81 | 36% |
| EV/EBITDA企业价值/EBITDA | 14.20x | 12.72 | 31% |
Analyst price targets — coming soon分析师目标价 — 即将上线
Financials财务数据
Revenue营业收入
5yr CAGR5年复合增速: 7.2%
Earnings Per Share每股收益
5yr CAGR5年复合增速: 6.4%
Margins利润率
6.7%Return on Equity股本回报率
2.0%Return on Assets资产回报率
Leverage杠杆
| Net debt / EBITDA净债务/EBITDA | 6.27 |
| Current ratio流动比率 | 0.70 |
Capital Allocation资本配置
| Stock-based comp股权薪酬 | $6.4M |
| Share count change (1y)股数变化（1年） | +7.4% |
Piotroski皮奥特罗斯基 4/8
Altman Z阿尔特曼Z: distress (0.8)
Watch关注
Snapshot Gauges综合指标
Valuation vs Sector估值相对行业
Roughly fair vs sector相对行业估值合理
Cheaper than 53% of its sector on blended multiples综合估值倍数低于行业内 53% 的公司
Beta市场敏感度
-0.26×
0.21×3×
Has tended to move opposite the market (factor-adjusted)经因子调整后常与大盘反向波动
Financial Health财务健康
4/8
Altman阿尔特曼: distress
Weak financial health财务健康状况偏弱
Dividend分红
—
Does not pay a dividend不派发股息
Why Is It Moving为何波动
Macro宏观
Long-duration name into a restrictive, rising-real-rate regime → rate headwind.长久期标的进入偏紧、实际利率上行的环境→利率逆风。
Positioning持仓
Insider cluster activity内部人集中交易
Technical技术面
HTO took relative-strength leadershipHTO 取得相对强弱领先
Ownership & Smart Money持仓与聪明钱
Insider activity内部人员活动: -$0.1M net (0 buyers, 1 sellers)-$0.1M 净值（0 买家，1 卖家）
Concentrated ownership集中持仓
| Fund基金 | Grade评级 | Activity动作 | % of portfolio组合占比 | As of截至 |
|---|---|---|---|---|
| Soros Fund Management | B | New position新建仓 | 1.0% | 2026-03-31 |
Signal History信号历史
RALLY ON
UPTREND
Jul 17, 2026
HTO took relative-strength leadershipHTO 取得相对强弱领先
Relative strength vs SPY crossed above the 90th percentile of the last 90 days — leadership tends to persist. $65.43.相对标普500的强弱上穿近90日的第90百分位 — 领先往往延续。$65.43。
Jul 16, 2026
HTO made a new 52-week highHTO 创52周新高
Price reached a fresh 52-week high — a momentum / trend extreme the whole market watches. $64.39.价格创出52周新高 — 全市场关注的动量/趋势极值。$64.39。
Jul 16, 2026
HTO RSI reached overboughtHTO RSI进入超买
RSI(14) crossed above 70 — stretched to the upside; context, not a timing trigger alone. $64.39.RSI(14)上穿70 — 上行过度；仅作背景，单独不构成择时。$64.39。
Jul 13, 2026
UPTREND → BUY ZONE上涨趋势 → 买入区
BUY买入
Jul 13, 2026
HTO made a new 52-week highHTO 创52周新高
Price reached a fresh 52-week high — a momentum / trend extreme the whole market watches. $62.47.价格创出52周新高 — 全市场关注的动量/趋势极值。$62.47。
Jul 8, 2026
BUY ZONE → UPTREND买入区 → 上涨趋势
HOLD持有
Jul 7, 2026
UPTREND → BUY ZONE上涨趋势 → 买入区
BUY买入
Jul 3, 2026
HTO weekly MACD crossed upHTO 周线MACD上穿
The weekly MACD histogram turned positive — the slower, less-whippy momentum read.周线MACD柱状图转正 — 更慢、更少来回的动量信号。
Jul 2, 2026
NEARING A HIGH → UPTREND接近高点 → 上涨趋势
HOLD持有
Jul 2, 2026
HTO made a new 52-week highHTO 创52周新高
Price reached a fresh 52-week high — a momentum / trend extreme the whole market watches. $62.42.价格创出52周新高 — 全市场关注的动量/趋势极值。$62.42。
Jul 2, 2026
HTO RSI reached overboughtHTO RSI进入超买
RSI(14) crossed above 70 — stretched to the upside; context, not a timing trigger alone. $62.42.RSI(14)上穿70 — 上行过度；仅作背景，单独不构成择时。$62.42。
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Factor Profile因子特征
Composite factor score综合因子得分: 0.05
Value价值
+0.2
Quality质量
-0.5
Investment资本投入
-0.1
Shareholder payout股东回报
-0.4
Low volatility低波动
+1.0
Low market beta低市场敏感度
+1.5
Earnings quality盈利质量
-0.3
Short interest空头兴趣
-2.9
Company Profile公司档案
H2O America ("SJW") is a water utility processing, distribution, wholesale and retail company based in San Jose, California. It serves 228,000 connections that serves over 1 million residents in regions of California, and approximately 17,000 connections, which serves about 60,000...H2OAmerica（"SJW"）是一家位于加州圣何塞的水务处理、分配及批零公司。其在加州服务22.8万条水管连接，覆盖超过100万居民，在得克萨斯州服务约1.7万条水管连接，惠及约6万人。
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