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HTO vs WHR

Comparison between H2O America (HTO, Company) and Whirlpool Corp (WHR, Company).

HTO is from the Utilities sector, while WHR is from the Consumer Cyclical sector.

5-Year PerformanceHTO has outperformed WHR, delivering a return of +0.9% compared to -25.9%

HTO vs WHR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
HTO
$2.48B
WHR
$2.46B
Max Drawdown
Winner
HTO
56.47%
WHR
85.69%
Sharpe Ratio
Winner
HTO
0.63
WHR
-1.70
5Y Beta
Winner
HTO
-0.01
WHR
0.97
Industry
HTO
Utilities - Regulated Water
WHR
Furnishings, Fixtures & Appliances
P/E Ratio
HTO
20.67
Winner
WHR
11.94
Forward P/E
Winner
HTO
21.41
WHR
43.67
PEG Ratio
HTO
2.61
Winner
WHR
0.01
Dividend Yield
HTO
2.87%
Winner
WHR
12.30%
5Y Dividends CAGR
Winner
HTO
10.15%
WHR
0.33%
5Y EPS CAGR
Winner
HTO
5.81%
WHR
-31.89%
Debt to Equity
Winner
HTO
102.18%
WHR
162.33%
Free Cash Flow Yield
Winner
HTO
9.91%
WHR
-0.85%
P/S Ratio
HTO
3.04
Winner
WHR
0.16
P/B Ratio
HTO
1.35
Winner
WHR
0.62

HTO vs WHR - Historical Returns

Returns include dividend reinvestment.

1M
Winner
HTO
+3.82%
WHR
-11.53%
3M
Winner
HTO
+6.27%
WHR
-31.66%
6M
Winner
HTO
+23.07%
WHR
-46.97%
1Y
Winner
HTO
+18.96%
WHR
-58.47%
5Y(CAGR)
Winner
HTO
+0.87%
WHR
-25.87%
10Y(CAGR)
Winner
HTO
+7.36%
WHR
-10.08%
Max(CAGR)
Winner
HTO
+7.00%
WHR
+0.64%

HTO vs WHR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearHTOWHR
2026+23.44%-48.68%
2025+4.04%-33.44%
2024-22.90%-0.32%
2023-18.84%-10.57%
2022+14.09%-36.66%
2021+9.33%+36.00%
2020+1.58%+25.70%
2019+32.28%+41.42%
2018-10.70%-34.24%
2017+17.96%-5.49%
2016+94.53%+25.67%
2015-5.35%-22.42%
2014+13.71%+26.50%
2013+12.28%+49.09%
2012+14.01%+115.40%
2011-7.80%-45.99%
2010+17.04%+10.68%
2009-21.01%+92.67%
2008-9.23%-46.80%
2007-11.78%-1.77%
2006+73.98%+2.45%
2005+33.08%+24.33%
2004+27.40%-0.16%
2003+17.62%+37.10%
2002-9.26%-26.83%
2001-14.06%+58.72%
2000-12.40%-20.57%
1999+1.57%-7.95%

HTO vs WHR Drawdown Comparison

The maximum drawdown for HTO was -54.53%, occurring on Mar 9, 2009. Recovery took 1969 trading sessions.

The maximum drawdown for WHR was -82.46%, occurring on Mar 9, 2009. Recovery took 718 trading sessions.

The current HTO drawdown is -20.97%. The current WHR drawdown is -80.76%.

RankHTOWHR
#1-54.53%
Mar 29, 2007 - Jan 23, 2015
-82.46%
Jun 19, 2007 - Apr 26, 2010
#2-42.84%
Dec 27, 2022 - Jan 10, 2025
-81.55%
May 7, 2021 - Jun 23, 2026
#3-40.26%
Aug 7, 2000 - Feb 19, 2004
-65.63%
Mar 2, 2015 - Sep 28, 2020
#4-33.50%
Jan 24, 2020 - Nov 5, 2021
-57.78%
Apr 26, 2010 - Jan 2, 2013
#5-23.74%
Nov 30, 2017 - Jun 19, 2018
-50.09%
Nov 2, 1999 - Jul 13, 2001
#6-22.07%
Jun 22, 2018 - Aug 16, 2019
-48.49%
Mar 12, 2002 - Jan 16, 2004
#7-21.77%
Dec 31, 2021 - Nov 10, 2022
-29.28%
Jan 21, 2004 - Jul 20, 2005
#8-20.62%
Jan 26, 2015 - Feb 19, 2016
-28.17%
Jul 30, 2001 - Dec 24, 2001
#9-20.02%
Jul 28, 2005 - Aug 14, 2006
-21.45%
Mar 29, 2006 - Feb 6, 2007
#10-19.52%
Mar 1, 2004 - Nov 22, 2004
-20.36%
Jan 16, 2014 - Oct 23, 2014
#11-18.59%
Dec 9, 2016 - Aug 9, 2017
-16.81%
Aug 12, 2005 - Dec 1, 2005
#12-18.29%
Jan 9, 2007 - Mar 29, 2007
-15.54%
Jan 4, 2002 - Feb 27, 2002
#13-16.99%
Nov 29, 2004 - Mar 4, 2005
-14.66%
May 21, 2013 - Jul 22, 2013
#14-13.15%
Apr 19, 2016 - Jun 10, 2016
-12.86%
Jan 27, 2021 - Mar 15, 2021
#15-11.49%
Mar 4, 2005 - Apr 28, 2005
-12.58%
Sep 18, 2013 - Nov 4, 2013

Correlation

Correlation between HTO and WHR is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79
-101

Dividend Comparison (1999 - 2026)

HTO vs WHR dividend yield comparison.

YearHTOWHR
20261.47%2.38%
20253.43%7.35%
20243.25%6.11%
20232.33%5.75%
20221.77%4.95%
20211.86%2.32%
20201.85%2.69%
20191.69%3.22%
20182.01%4.26%
20171.63%2.55%
20161.45%2.15%
20152.63%2.35%
20142.33%1.48%
20132.45%1.51%
20122.67%1.97%
20112.92%4.07%
20102.57%1.94%
20092.92%2.13%
20082.15%4.16%
20071.75%2.11%
20061.45%2.07%
20052.95%2.05%
20043.52%2.49%
20033.26%1.87%
20023.54%2.60%
20013.78%1.85%
20002.43%2.85%
19990.50%0.52%

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