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Side-by-side financial comparison of H2O AMERICA (HTO) and Sprout Social, Inc. (SPT). Click either name above to swap in a different company.
H2O AMERICA is the larger business by last-quarter revenue ($199.4M vs $120.9M, roughly 1.6× Sprout Social, Inc.). On growth, Sprout Social, Inc. posted the faster year-over-year revenue change (12.9% vs 1.5%). Over the past eight quarters, H2O AMERICA's revenue compounded faster (15.3% CAGR vs 11.8%).
H2O Wireless is a United States-based prepaid cell phone service, that utilizes the AT&T network. It is a brand of the mobile virtual network operator (MVNO) Locus Telecommunications, a subsidiary of Telrite Holdings, Inc., since 2019. Locus was formerly a subsidiary of KDDI America corporation, starting in 2010. H2O Wireless is primarily advertised as a non-restrictive phone service for customers to bring or buy unlocked smartphones, although AT&T contract/locked phones may be accepted as well.
Sprout Social, Inc. is a technology company that runs a social media management platform. A public company headquartered in Chicago, it was founded in 2010 by Justyn Howard, Aaron Rankin, Gil Lara, and Peter Soung.
HTO vs SPT — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $199.4M | $120.9M |
| Net Profit | $16.2M | — |
| Gross Margin | — | 77.6% |
| Operating Margin | 16.6% | -9.0% |
| Net Margin | 8.1% | — |
| Revenue YoY | 1.5% | 12.9% |
| Net Profit YoY | -29.2% | — |
| EPS (diluted) | $0.45 | $-0.18 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $199.4M | $120.9M | ||
| Q3 25 | $243.5M | $115.6M | ||
| Q2 25 | $197.8M | $111.8M | ||
| Q1 25 | $164.9M | $109.3M | ||
| Q4 24 | $196.5M | $107.1M | ||
| Q3 24 | $216.7M | $102.6M | ||
| Q2 24 | $173.1M | $99.4M | ||
| Q1 24 | $150.0M | $96.8M |
| Q4 25 | $16.2M | — | ||
| Q3 25 | $45.1M | $-9.4M | ||
| Q2 25 | $24.7M | $-12.0M | ||
| Q1 25 | $16.6M | $-11.2M | ||
| Q4 24 | $22.9M | — | ||
| Q3 24 | $38.7M | $-17.1M | ||
| Q2 24 | $20.7M | $-16.9M | ||
| Q1 24 | $11.7M | $-13.6M |
| Q4 25 | — | 77.6% | ||
| Q3 25 | — | 77.7% | ||
| Q2 25 | — | 77.7% | ||
| Q1 25 | — | 77.3% | ||
| Q4 24 | — | 78.1% | ||
| Q3 24 | — | 77.4% | ||
| Q2 24 | — | 77.5% | ||
| Q1 24 | — | 76.8% |
| Q4 25 | 16.6% | -9.0% | ||
| Q3 25 | 26.5% | -7.9% | ||
| Q2 25 | 22.2% | -11.0% | ||
| Q1 25 | 21.8% | -10.2% | ||
| Q4 24 | 22.2% | -12.8% | ||
| Q3 24 | 26.9% | -16.4% | ||
| Q2 24 | 23.4% | -16.6% | ||
| Q1 24 | 18.6% | -13.7% |
| Q4 25 | 8.1% | — | ||
| Q3 25 | 18.5% | -8.1% | ||
| Q2 25 | 12.5% | -10.7% | ||
| Q1 25 | 10.0% | -10.3% | ||
| Q4 24 | 11.7% | — | ||
| Q3 24 | 17.8% | -16.6% | ||
| Q2 24 | 12.0% | -17.0% | ||
| Q1 24 | 7.8% | -14.0% |
| Q4 25 | $0.45 | $-0.18 | ||
| Q3 25 | $1.27 | $-0.16 | ||
| Q2 25 | $0.71 | $-0.21 | ||
| Q1 25 | $0.49 | $-0.19 | ||
| Q4 24 | $0.70 | $-0.25 | ||
| Q3 24 | $1.17 | $-0.30 | ||
| Q2 24 | $0.64 | $-0.30 | ||
| Q1 24 | $0.36 | $-0.24 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $20.7M | $95.3M |
| Total DebtLower is stronger | $1.9B | $40.0M |
| Stockholders' EquityBook value | $1.5B | $203.4M |
| Total Assets | $5.1B | $523.1M |
| Debt / EquityLower = less leverage | 1.23× | 0.20× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $20.7M | $95.3M | ||
| Q3 25 | $11.3M | $90.6M | ||
| Q2 25 | $19.8M | $101.5M | ||
| Q1 25 | $23.7M | $100.9M | ||
| Q4 24 | $11.1M | $86.4M | ||
| Q3 24 | $4.0M | $82.9M | ||
| Q2 24 | $22.8M | $80.9M | ||
| Q1 24 | $4.5M | $69.2M |
| Q4 25 | $1.9B | $40.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $1.7B | $25.0M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $1.5B | $203.4M | ||
| Q3 25 | $1.5B | $194.1M | ||
| Q2 25 | $1.5B | $184.6M | ||
| Q1 25 | $1.4B | $175.3M | ||
| Q4 24 | $1.4B | $166.6M | ||
| Q3 24 | $1.3B | $158.1M | ||
| Q2 24 | $1.3B | $152.1M | ||
| Q1 24 | $1.2B | $147.3M |
| Q4 25 | $5.1B | $523.1M | ||
| Q3 25 | $5.0B | $481.4M | ||
| Q2 25 | $4.8B | $422.9M | ||
| Q1 25 | $4.7B | $424.7M | ||
| Q4 24 | $4.7B | $428.3M | ||
| Q3 24 | $4.6B | $388.8M | ||
| Q2 24 | $4.4B | $393.6M | ||
| Q1 24 | $4.4B | $389.9M |
| Q4 25 | 1.23× | 0.20× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.26× | 0.15× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $63.5M | $10.9M |
| Free Cash FlowOCF − Capex | — | $9.9M |
| FCF MarginFCF / Revenue | — | 8.2% |
| Capex IntensityCapex / Revenue | — | 0.9% |
| Cash ConversionOCF / Net Profit | 3.92× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $39.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $63.5M | $10.9M | ||
| Q3 25 | $77.3M | $9.3M | ||
| Q2 25 | $60.8M | $5.1M | ||
| Q1 25 | $43.2M | $18.1M | ||
| Q4 24 | $41.5M | $4.1M | ||
| Q3 24 | $53.5M | $9.0M | ||
| Q2 24 | $49.3M | $2.1M | ||
| Q1 24 | $51.2M | $11.2M |
| Q4 25 | — | $9.9M | ||
| Q3 25 | — | $8.5M | ||
| Q2 25 | — | $4.2M | ||
| Q1 25 | — | $16.7M | ||
| Q4 24 | — | $3.3M | ||
| Q3 24 | — | $8.5M | ||
| Q2 24 | — | $1.6M | ||
| Q1 24 | — | $10.1M |
| Q4 25 | — | 8.2% | ||
| Q3 25 | — | 7.4% | ||
| Q2 25 | — | 3.7% | ||
| Q1 25 | — | 15.3% | ||
| Q4 24 | — | 3.0% | ||
| Q3 24 | — | 8.3% | ||
| Q2 24 | — | 1.6% | ||
| Q1 24 | — | 10.4% |
| Q4 25 | — | 0.9% | ||
| Q3 25 | — | 0.7% | ||
| Q2 25 | — | 0.8% | ||
| Q1 25 | — | 1.2% | ||
| Q4 24 | — | 0.8% | ||
| Q3 24 | — | 0.5% | ||
| Q2 24 | — | 0.5% | ||
| Q1 24 | — | 1.1% |
| Q4 25 | 3.92× | — | ||
| Q3 25 | 1.71× | — | ||
| Q2 25 | 2.47× | — | ||
| Q1 25 | 2.61× | — | ||
| Q4 24 | 1.81× | — | ||
| Q3 24 | 1.39× | — | ||
| Q2 24 | 2.38× | — | ||
| Q1 24 | 4.38× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
HTO
| Water Utility Services | $191.0M | 96% |
| Other | $8.4M | 4% |
SPT
Segment breakdown not available.
