H2O America vs National Grid Transco PLC National Grid PLC (NEW) American Depositary Shares — how do they compare? H2O America trades at $57.11 (market cap $2.45B), while National Grid Transco PLC National Grid PLC (NEW) American Depositary Shares trades at $79.82 (market cap $78.25B). The key difference: National Grid Transco PLC National Grid PLC (NEW) American Depositary Shares is far larger — about 31.9× H2O America's market cap, and National Grid Transco PLC National Grid PLC (NEW) American Depositary Shares pays the higher dividend (4.14%). Which is the better fit depends on your goals.
| HTO | NGG | |
|---|---|---|
Market Cap | $2.45B | $78.25B |
Volume | 419,336 | 1,070,031 |
Sector | Utilities | Utilities |
52-Week High | $65.43 | $93.93 |
52-Week Low | $44.44 | $73.54 |
Typical Hold Time | 39 Days | — |
Enterprise Value | $4.24B | $136.28B |
Dividend Yield | 3.01% | 4.14% |
Signals from Pluang's Aura AI — not financial advice
HTO trades at $58.49, down 0.27% with a bearish technical signal despite strong analyst support. The company shows solid fundamentals with 12.91% net income margin and consistent earnings beats in recent quarters. Recent acquisitions in Texas expand operations but require significant capital investment. Cash flow trends improved from $10M in 2025 to $84M in 2026, supporting dividend sustainability.
Outlook remains positive with 83% analyst buy ratings and $66.50 consensus target offering 14% upside. Key risks include acquisition integration and execution challenges. The stock presents value for income investors given Dividend King status and strategic growth initiatives in regulated water utilities.
National Grid (NGG) trades at $78.23, up 1.44% on the day, with a market cap of approximately $48.3 billion. The stock shows stable technicals near its consensus price target of $79.25. Fundamentally, it maintains strong profitability with an 18.32% net income margin and has beaten EPS estimates in recent quarters. Recent news highlights institutional buying and a focus on grid innovation, including AI adoption.
Outlook is cautiously positive with upside to the high target of $85.50, supported by earnings momentum and strategic investments. Risks include high debt levels and regulatory pressures. Analyst consensus leans buy (55%), but hold ratings reflect concerns over capital intensity and macroeconomic sensitivity.
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 →National Grid plc is a British utility company that owns and operates electricity and gas transmission networks in Great Britain, and through its US Regulated business, operates electricity and gas transmission and distribution networks serving customers in New York and Massachusetts. Its shares trade on the NYSE as American Depositary Shares under the ticker NGG.
Read more on NGG →