CleanSpark Inc vs H2O America — how do they compare? CleanSpark Inc trades at $14.71 (market cap $3.45B), while H2O America trades at $62.94 (market cap $2.63B). The key difference: CleanSpark Inc is the larger of the two by market cap, and H2O America pays a 2.8% dividend while CleanSpark Inc pays none. Which is the better fit depends on your goals.
| CLSK | HTO | |
|---|---|---|
Market Cap | $3.45B | $2.63B |
Sector | Technology | Technology |
52-Week High | $23.20 | $62.94 |
52-Week Low | $8.18 | $44.44 |
Enterprise Value | $4.31B | $4.35B |
Dividend Yield | — | 2.8% |
Signals from Pluang's Aura AI — not financial advice
CleanSpark (CLSK) trades at $12.36, down 3.81% today, with a bearish technical signal and recent earnings misses. The company reported a net loss margin of -67.66% for 2026 but announced a transformative $6.6 billion 20-year AI data center lease, shifting focus from Bitcoin mining to high-performance computing. Analyst consensus remains unanimously bullish with a $21.43 price target, highlighting growth potential despite current profitability challenges.
The outlook balances high growth potential from the AI pivot against significant execution risks and persistent losses. Near-term volatility is expected as the market assesses the company's ability to monetize new contracts and achieve sustainable profitability. The stock presents a high-risk, high-reward opportunity dependent on successful business model transition.
HTO trades at $62.47, up 1.63% with strong technical momentum and bullish analyst sentiment. The stock shows solid fundamentals with 12.87% net margins and consistent earnings beats in recent quarters. Recent news highlights institutional buying and upcoming Q2 2026 earnings on July 27, 2026, while the company maintains a $0.44 dividend payout.
Outlook remains positive with 80% analyst buy ratings and a $62 consensus target. Key risks include execution of the $2.7B capex plan and regulatory exposure as a utility. The stock offers stable growth potential through rate base expansion and strategic acquisitions like Quadvest.
Trailing returns across standard periods
Latest headlines on both assets
CleanSpark is a leading Bitcoin mining company that operates high-density data centers. It focuses on using sustainable energy to power its mining fleet and provides digital infrastructure for the blockchain ecosystem.
Read more on CLSK →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 →