No connection

Search Results

HTO vs SO

HTO
H2O America
BEARISH
Price
$59.67
Market Cap
$2.5B
Sector
Utilities
AI Confidence
85%
SO
The Southern Company
NEUTRAL
Price
$97.02
Market Cap
$108.6B
Sector
Utilities
AI Confidence
85%

Valuation

P/E Ratio
HTO
20.43
SO
24.75
Forward P/E
HTO
21.08
SO
19.73
P/B Ratio
HTO
1.4
SO
3.02
P/S Ratio
HTO
3.12
SO
3.67
EV/EBITDA
HTO
13.36
SO
13.16

Profitability

Gross Margin
HTO
57.03%
SO
48.47%
Operating Margin
HTO
19.69%
SO
12.73%
Profit Margin
HTO
12.81%
SO
14.69%
ROE
HTO
7.06%
SO
11.04%
ROA
HTO
2.39%
SO
3.28%

Growth

Revenue Growth
HTO
-1.8%
SO
10.1%
Earnings Growth
HTO
-34.4%
SO
-22.1%

Financial Health

Debt/Equity
HTO
1.28
SO
1.91
Current Ratio
HTO
0.7
SO
0.65
Quick Ratio
HTO
0.59
SO
0.34

Dividends

Dividend Yield
HTO
2.95%
SO
3.07%
Payout Ratio
HTO
57.53%
SO
75.0%

AI Verdict

HTO BEARISH

HTO presents a concerning divergence between its market price and fundamental performance. While the Piotroski F-Score of 6/9 indicates stable financial health, the company is suffering from severe growth decay with YoY earnings plummeting by 34.40% and revenue contracting. The stock is currently trading near its 52-week high ($59.67) despite being significantly overvalued relative to its intrinsic value ($20.44) and slightly above its Graham Number ($52.94). With bearish insider sentiment and poor liquidity ratios, the current valuation appears unsustainable.

Strengths
Stable Piotroski F-Score (6/9) indicating baseline operational health
Profit margins (12.81%) and ROE (7.06%) outperform sector averages
Debt/Equity ratio (1.28) is lower than the utility sector average (1.70)
Risks
Severe earnings contraction (-34.40% YoY) and negative revenue growth
Poor short-term liquidity with a Current Ratio of 0.70 and Quick Ratio of 0.59
Significant valuation gap between current price and growth-based intrinsic value
SO NEUTRAL

SO shows neutral fundamentals based on deterministic rules. Financial strength is stable (F-Score 4/9). Mixed signals with both opportunities and risks present.

Strengths
Company has established market presence
Risks
Premium vs Graham Number ($53.27)

Compare Another Pair

HTO vs SO: Head-to-Head Comparison

This page compares H2O America (HTO) and The Southern Company (SO) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

Home
Terminal
AI
Markets
Profile