COMP <GO>
HE vs NEE // GROSS PROFIT MARGIN
Hawaiian Electric Industries Inc. (NYSE) VS. NextEra Energy, Inc. (NYSE) • 15-METRIC TALLY: HE 2
— NEE 8
■ METRIC PARITY
LAST: $8.55 (+1.91%) • MKT CAP: $1.48B
gross-margins
—
LAST: $82.14 (+1.38%) • MKT CAP: $172.27B
gross-margins
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HE VS. NEE)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HE | NEE | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin ACTIVE | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 16.80% | 4.31% | +12.49 | HE | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 26.6x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 3.38% | 7.02% | -3.64 | NEE | /fcf-yield <GO> |
| Operating Margin | 7.60% | 31.78% | -24.18 | NEE | /operating-margins <GO> |
| Net Profit Margin | 4.00% | 31.60% | -27.60 | NEE | /net-margins <GO> |
| Revenue Growth (YoY) | -4.10% | 7.47% | -11.57 | NEE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 2.98% | -2.98 | NEE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.51 | 1.08 | -0.57 | NEE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 6/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.79% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 44.5 | 46.7 | -2.16 | NEE | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.54 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 11.2x | 18.4x | -7.20 | HE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.48B | $172.27B | -$170.80B | NEE | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HE REV | NEE REV | HE GROSS % | NEE GROSS % | HE FCF | NEE FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.09B | $25.80B | — | — | $49.9M | $12.48B |
| FY 2024 | $3.22B | $23.50B | — | — | $143.2M | $13.26B |
| FY 2023 | $3.29B | $24.80B | — | — | $551.5M | $11.30B |
| FY 2022 | — | $23.00B | — | — | — | $8.26B |
| FY 2021 | — | $18.80B | — | — | — | $7.55B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HE // BETA —
NEE // BETA 0.54