Celestica Inc vs H2O America — how do they compare? Celestica Inc trades at $337.06 (market cap $39.16B), while H2O America trades at $62.45 (market cap $2.61B). The key difference: Celestica Inc is far larger — about 15× H2O America's market cap, and H2O America pays a 2.83% dividend while Celestica Inc pays none. Which is the better fit depends on your goals.
| CLS | HTO | |
|---|---|---|
Market Cap | $39.16B | $2.61B |
Sector | Technology | Technology |
52-Week High | $472.40 | $65.43 |
52-Week Low | $181.34 | $44.44 |
Enterprise Value | $39.44B | $4.40B |
Dividend Yield | — | 2.83% |
Signals from Pluang's Aura AI — not financial advice
CLS trades at $327.15, up 3.99% in 24 hours, with a bearish technical signal but strong fundamentals including a 52.69% ROE and Q2 2026 EPS of $2.54 beating estimates. Recent news highlights a $3 billion equity offering to fund AI infrastructure growth, though this may cause near-term dilution.
The outlook is positive with analyst consensus at Buy (64.29%) and a $466.50 price target, driven by AI demand and partnerships. Risks include equity dilution and premium valuation, but growth catalysts from hyperscaler investments support long-term upside.
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
Celestica provides supply chain and manufacturing solutions for global technology companies. It specializes in high-complexity assembly and platform solutions for AI data centers, aerospace, and medical markets.
Read more on CLS →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 →