WallStSmart

H2O America (HTO)vsMolson Coors Brewing Co Class B (TAP)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Molson Coors Brewing Co Class B generates 1271% more annual revenue ($11.19B vs $816.28M). HTO leads profitability with a 12.9% profit margin vs -18.9%. HTO appears more attractively valued with a PEG of 2.51. HTO earns a higher WallStSmart Score of 57/100 (C).

HTO

Buy

57

out of 100

Grade: C

Growth: 5.3Profit: 5.5Value: 6.0Quality: 5.0

TAP

Buy

56

out of 100

Grade: C

Growth: 6.0Profit: 4.0Value: 5.7Quality: 4.0
Piotroski: 4/9Altman Z: 0.90
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

HTOUndervalued (+32.5%)

Margin of Safety

+32.5%

Fair Value

$76.99

Current Price

$57.60

$19.39 discount

UndervaluedFair: $76.99Overvalued
TAPUndervalued (+59.9%)

Margin of Safety

+59.9%

Fair Value

$132.70

Current Price

$42.76

$89.94 discount

UndervaluedFair: $132.70Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HTO2 strengths · Avg: 9.0/10
Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Operating MarginProfitability
21.5%8/10

Strong operational efficiency at 21.5%

TAP2 strengths · Avg: 9.0/10
Price/BookValuation
0.8x10/10

Reasonable price relative to book value

EPS GrowthGrowth
35.6%8/10

Earnings expanding 35.6% YoY

Areas to Watch

HTO4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Return on EquityProfitability
6.5%3/10

ROE of 6.5% — below average capital efficiency

PEG RatioValuation
2.512/10

Expensive relative to growth rate

Free Cash FlowQuality
$-49.23M2/10

Negative free cash flow — burning cash

TAP4 concerns · Avg: 2.5/10
Revenue GrowthGrowth
2.0%4/10

2.0% revenue growth

PEG RatioValuation
4.152/10

Expensive relative to growth rate

Return on EquityProfitability
-18.1%2/10

ROE of -18.1% — below average capital efficiency

Free Cash FlowQuality
$-229.20M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : HTO

The strongest argument for HTO centers on Price/Book, Operating Margin.

Bull Case : TAP

The strongest argument for TAP centers on Price/Book, EPS Growth.

Bear Case : HTO

The primary concerns for HTO are EPS Growth, Return on Equity, PEG Ratio.

Bear Case : TAP

The primary concerns for TAP are Revenue Growth, PEG Ratio, Return on Equity.

Key Dynamics to Monitor

HTO profiles as a value stock while TAP is a turnaround play — different risk/reward profiles.

TAP carries more volatility with a beta of 0.50 — expect wider price swings.

HTO is growing revenue faster at 9.4% — sustainability is the question.

HTO generates stronger free cash flow (-49M), providing more financial flexibility.

Bottom Line

HTO scores higher overall (57/100 vs 56/100). TAP offers better value entry with a 59.9% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

H2O America

UTILITIES · UTILITIES - REGULATED WATER · USA

H2O America, provides water utility and other related services in the United States. The company is headquartered in San Jose, California.

Molson Coors Brewing Co Class B

CONSUMER DEFENSIVE · BEVERAGES - BREWERS · USA

The Molson Coors Beverage Company, commonly known as Molson Coors, is a multinational drink and brewing company headquartered in Chicago in the United States.

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