F5 Inc vs H2O America — how do they compare? F5 Inc trades at $404.84 (market cap $23.79B), while H2O America trades at $63.38 (market cap $2.62B). The key difference: F5 Inc is far larger — about 9.1× H2O America's market cap, and H2O America pays a 2.81% dividend while F5 Inc pays none. Which is the better fit depends on your goals.
| FFIV | HTO | |
|---|---|---|
Market Cap | $23.79B | $2.62B |
Sector | Technology | Technology |
52-Week High | $431.26 | $62.94 |
52-Week Low | $223.99 | $44.44 |
Enterprise Value | $22.60B | $4.34B |
Dividend Yield | — | 2.81% |
Signals from Pluang's Aura AI — not financial advice
F5 Networks (FFIV) trades at $419.00, down 2.84% on the day, but remains in a bullish technical trend above key support levels. The company demonstrates strong fundamental momentum with revenue growth to $3.09B in 2025 and consistent earnings beats, including a recent Q1 2026 EPS of $3.90 against a $3.46 expectation. Recent news highlights strategic expansion into AI security, including the acquisition of SurePath AI (GeekWire, 2026-06-26).
The outlook is supported by robust profitability and strategic positioning in application security, but elevated valuation multiples (P/E 34.61, P/S 7.6) and a high current price relative to the analyst consensus target of $397.00 present near-term valuation risk. The primary investment opportunity lies in the company's execution on its AI security platform growth, while risks include competitive pressures and the stock's premium pricing.
HTO trades at $63.61, up 1.06% with strong technical momentum as moving averages signal bullish sentiment. The stock shows solid fundamentals with 12.87% net margins and consistent earnings beats in recent quarters. Recent corporate developments include a $0.44 dividend payment and new executive appointments, while analyst consensus remains strongly positive with 80% buy ratings.
The outlook remains favorable with management targeting 6-8% EPS growth through 2030, though the stock faces risks from execution of its $2.7 billion capex plan and regulatory pressures. Current valuation at 21.46 P/E appears reasonable given growth prospects, making HTO attractive for dividend-focused investors seeking stable utility exposure.
Trailing returns across standard periods
Latest headlines on both assets
F5 is a market leader in the application delivery controller market. The company sells products for networking traffic, security, and policy management. Its products ensure applications are safely routed in efficient manners within on-premises data centers and across cloud environments. More than half of its revenue is based on providing services, and its three customer verticals are enterprises, service providers, and government entities. The Seattle-based firm was incorporated in 1996 and generates sales globally.
Read more on FFIV →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 →