H2O America vs PPG Industries, Inc. — how do they compare? H2O America trades at $62.3 (market cap $2.61B), while PPG Industries, Inc. trades at $115.82 (market cap $25.82B). The key difference: PPG Industries, Inc. is far larger — about 9.9× H2O America's market cap, and H2O America pays the higher dividend (2.83%). Which is the better fit depends on your goals.
| HTO | PPG | |
|---|---|---|
Market Cap | $2.61B | $25.82B |
Sector | Technology | Basic Materials |
52-Week High | $65.43 | $131.56 |
52-Week Low | $44.44 | $94.34 |
Enterprise Value | $4.40B | $31.69B |
Dividend Yield | 2.83% | 2.55% |
Signals from Pluang's Aura AI — not financial advice
HTO trades at $62.42, up 1.92% in the past 24 hours, with a bullish technical signal from moving averages. The stock shows solid fundamentals with a 12.91% net income margin and consistent earnings beats in recent quarters. Recent news highlights transformative acquisitions in Texas, though dilution risks exist. Institutional interest is strong, with Fifth Third Bancorp increasing its stake by 3,753.2% in Q1 2026 (SEC filing, 2026-07-30).
Outlook is positive with an 83.33% analyst buy rating and a consensus price target of $69.50, implying ~11% upside. Risks include execution challenges from acquisitions and potential EPS pressure from equity issuance. The dividend yield remains supported, but growth sustainability depends on operational efficiency amid expansion.
PPG Industries trades at $114.61, down 0.74% on the day, with mixed technical signals showing a neutral overall outlook. The company reported Q2 2026 earnings of $2.23 per share, slightly missing estimates despite 7% revenue growth. Fundamentals remain solid with a 9.57% net margin and 19.63% ROE, while valuation metrics appear reasonable with a P/E of 16.67. Recent developments include a dividend increase to $0.74 per share and leadership changes in Industrial Coatings.
PPG presents a balanced investment case with strong profitability and shareholder returns offset by recent earnings misses. The 12% upside to consensus price target of $129.17 suggests moderate growth potential, though investors face risks from raw material cost pressures and competitive market conditions. The company's consistent dividend history and improving cash flow support long-term value.
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 →PPG is a global producer of coatings. The company is the world's largest producer of coatings after the purchase of selected Akzo Nobel assets. PPG's products are sold to a wide variety of end users, including the automotive, aerospace, construction, and industrial markets. The company has a footprint in many regions around the globe, with less than half of sales coming from North America in recent years. PPG is focused on its coatings and specialty products and expansion into emerging regions, as exemplified by the Comex acquisition.
Read more on PPG →