Global Payments Inc vs H2O America — how do they compare? Global Payments Inc trades at $80.39 (market cap $21.40B), while H2O America trades at $64.16 (market cap $2.62B). The key difference: Global Payments Inc is far larger — about 8.2× H2O America's market cap, and H2O America pays the higher dividend (2.81%). Which is the better fit depends on your goals.
| GPN | HTO | |
|---|---|---|
Market Cap | $21.40B | $2.62B |
Sector | Industrials | Technology |
52-Week High | $90.01 | $62.94 |
52-Week Low | $62.47 | $44.44 |
Enterprise Value | $39.11B | $4.34B |
Dividend Yield | 1.28% | 2.81% |
Signals from Pluang's Aura AI — not financial advice
Global Payments (GPN) trades at $79.67, up 4.98% today, with a bullish technical outlook and strong earnings beats in recent quarters. The company shows robust operating cash flow of $2.66B in 2025 and benefits from strategic initiatives like the Worldpay integration and AI-powered POS expansions. However, net income margin turned negative at -7.97% for 2026, reflecting margin pressures amid rising costs and competitive fintech landscape.
GPN presents a mixed outlook: analyst consensus is bullish with a $81.56 price target (58% buy ratings), but investors face risks from debt growth (debt-to-asset ratio rising to 41.57% in 2025) and profitability challenges. Near-term catalysts include continued execution on commerce technology deals, while volatility may persist from macroeconomic headwinds.
HTO trades at $63.94, up 1.59% with strong technical momentum as moving averages signal bullish sentiment. The stock shows solid fundamentals with 12.87% net income margin and consistent earnings beats in three of the last four quarters. Recent corporate actions include a $0.44 dividend payment scheduled for June 2026, while analyst consensus remains strongly positive with 80% buy ratings.
The outlook remains favorable given HTO's stable utility business model and projected EPS growth. Key risks include high capital expenditure requirements and sensitivity to regulatory rate changes. With the current price near analyst targets, further upside may depend on Q2 2026 earnings exceeding expectations when reported on July 27, 2026.
Trailing returns across standard periods
Latest headlines on both assets
Global Payments is a leading provider of payment processing and software solutions and focuses on serving small and midsize merchants. The company operates in 30 countries and generates about one fourth of its revenue from outside North America, primarily in Europe and Asia. In 2019, Global Payments merged with Total System Services in an all-stock deal that gave Total System Services shareholders 48% of the combined company's shares.
Read more on GPN →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 →