COMP <GO>
HE vs DUK // GROSS PROFIT MARGIN
Hawaiian Electric Industries Inc. (NYSE) VS. Duke Energy Corporation (Holding Company) (NYSE) • 15-METRIC TALLY: HE 4
— DUK 7
■ METRIC PARITY
LAST: $8.55 (+1.91%) • MKT CAP: $1.48B
gross-margins
—
LAST: $125.90 (+1.89%) • MKT CAP: $98.16B
gross-margins
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HE VS. DUK)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HE | DUK | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin ACTIVE | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 16.80% | 5.20% | +11.60 | HE | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 8.7x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 3.38% | -1.73% | +5.11 | HE | /fcf-yield <GO> |
| Operating Margin | 7.60% | 31.40% | -23.80 | DUK | /operating-margins <GO> |
| Net Profit Margin | 4.00% | 18.10% | -14.10 | DUK | /net-margins <GO> |
| Revenue Growth (YoY) | -4.10% | 3.30% | -7.40 | DUK | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 3.40% | -3.40 | DUK | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.51 | 0.89 | -0.38 | DUK | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 5/9 | +1.00 | HE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 44.5 | 63.8 | -19.26 | DUK | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.76 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 11.2x | 18.4x | -7.20 | HE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.48B | $98.16B | -$96.69B | DUK | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HE REV | DUK REV | HE GROSS % | DUK GROSS % | HE FCF | DUK FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.09B | $0 | — | — | $49.9M | -$1.69B |
| FY 2024 | $3.22B | $0 | — | — | $143.2M | $48.0M |
| FY 2023 | $3.29B | $0 | — | — | $551.5M | $9.88B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HE // BETA —
DUK // BETA 0.76