Aspen Aerogels Inc vs H2O America — how do they compare? Aspen Aerogels Inc trades at $6.14 (market cap $509.55M), while H2O America trades at $62.45 (market cap $2.61B). The key difference: H2O America is far larger — about 5.1× Aspen Aerogels Inc's market cap, and H2O America pays a 2.83% dividend while Aspen Aerogels Inc pays none. Which is the better fit depends on your goals.
| ASPN | HTO | |
|---|---|---|
Market Cap | $509.55M | $2.61B |
Sector | Technology | Technology |
52-Week High | $8.82 | $65.43 |
52-Week Low | $2.57 | $44.44 |
Enterprise Value | $482.96M | $4.40B |
Dividend Yield | — | 2.83% |
Signals from Pluang's Aura AI — not financial advice
ASPN trades at $6.14, down 2.38% today, with a bullish technical signal from moving averages but mixed oscillators. The company reported a net loss of $389.55 million in 2025, though Q2 2026 revenue beat estimates and Q3 guidance suggests recovery. Analyst consensus is strongly bullish with 82.61% buy ratings.
Outlook hinges on execution of revenue growth and margin improvement, particularly in thermal barrier segments. Risks include persistent negative profitability, high cash burn, and competitive pressures in EV materials. The stock offers speculative upside if operational targets are met.
HTO trades at $62.39, up 1.87% today, with a bullish technical signal from moving averages and support near $61. Recent earnings show Q2 2026 adjusted EPS of $0.72 beating expectations, while Q4 2025 missed. Revenue grew to $829 million in 2026, with a net margin of 12.9%. The company announced a $0.44 dividend payable September 1, 2026, and faces execution risks from acquisitions like Quadvest, which diluted shares.
The stock offers upside to the $69.50 consensus price target, supported by strong analyst buy ratings (83%) and institutional accumulation. Risks include acquisition integration challenges and EPS pressure from equity issuance. Fundamentals remain solid with steady profitability, but investors should monitor debt levels and dividend sustainability amid expansion.
Trailing returns across standard periods
Latest headlines on both assets
Aspen Aerogels is an aerogel technology company that designs high-performance insulation. Its products are used in energy infrastructure and electric vehicles to provide thermal management and fire protection.
Read more on ASPN →H2O America is a utility company that provides essential water and wastewater services, primarily in the United States. The company operates a network of regulated water and wastewater systems, focusing on responsible resource management and high-quality service delivery. HTO aims to expand its operational footprint through acquisitions and internal growth, serving residential, commercial, and industrial customers.
Read more on HTO →