H2O America vs Samsara Inc — how do they compare? H2O America trades at $63.79 (market cap $2.70B), while Samsara Inc trades at $36.09 (market cap $22.46B). The key difference: Samsara Inc is far larger — about 8.3× H2O America's market cap, and H2O America pays a 2.73% dividend while Samsara Inc pays none. Which is the better fit depends on your goals.
| HTO | IOT | |
|---|---|---|
Market Cap | $2.70B | $22.46B |
Sector | Technology | Technology |
52-Week High | $65.43 | $45.22 |
52-Week Low | $44.44 | $24.25 |
Enterprise Value | $4.42B | $21.73B |
Dividend Yield | 2.73% | — |
Signals from Pluang's Aura AI — not financial advice
HTO trades at $64.52, down 1.39% today, with a bullish technical signal from moving averages and a neutral RSI. The company reported a Q1 2026 EPS beat of $0.50 versus $0.48 expected, with revenue of $816 million in 2026 and a net income margin of 12.86%. A dividend of $0.44 per share is scheduled for payment on June 1, 2026. Analyst consensus is strongly bullish with an 80% buy rating and a $63.50 price target.
The outlook for HTO is positive, supported by steady earnings growth, a reliable dividend, and strong institutional interest. Risks include high capital expenditure demands and sensitivity to regulatory changes in the utilities sector. The stock presents a value opportunity with a P/E of 22.11, trading near analyst targets with potential upside to the high target of $67.00.
Samsara (IOT) trades at $38.55, up 0.6% with strong technical momentum and bullish moving average signals. The company shows robust revenue growth from $1.25B in 2025 to $1.7B projected for 2026, with net income turning positive at $58M. Recent earnings beats and strong analyst consensus (77.8% buy ratings) support the positive outlook, though elevated valuation metrics and overbought RSI levels warrant caution.
Investment outlook remains favorable with 15% upside to consensus price target of $44.40, driven by operational AI expansion and large customer growth. Key risks include high P/E ratio of 385.5, margin pressure from cloud investments, and competitive threats in the connected operations space. The stock's technical strength and fundamental improvement suggest continued momentum if execution remains strong.
Trailing returns across standard periods
Latest headlines on both assets
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 →Samsara provides a connected operations cloud that uses IoT data to help businesses improve efficiency and safety. Its platform offers real-time visibility for fleet management, equipment monitoring, and industrial sites.
Read more on IOT →