COMP <GO>
HE vs SO // RETURN ON INVESTED CAPITAL (ROIC)
Hawaiian Electric Industries Inc. (NYSE) VS. Southern Company (NYSE) • 15-METRIC TALLY: HE 4
— SO 7
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: HE
LAST: $8.55 (+1.91%) • MKT CAP: $1.48B
roic
16.80%
LAST: $92.99 (+1.61%) • MKT CAP: $106.97B
roic
6.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HE VS. SO)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HE | SO | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 16.80% | 6.90% | +9.90 | HE | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 8.5x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 3.38% | -2.74% | +6.12 | HE | /fcf-yield <GO> |
| Operating Margin | 7.60% | 24.70% | -17.10 | SO | /operating-margins <GO> |
| Net Profit Margin | 4.00% | 14.70% | -10.70 | SO | /net-margins <GO> |
| Revenue Growth (YoY) | -4.10% | 10.60% | -14.70 | SO | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 2.82% | -2.82 | SO | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.51 | 0.98 | -0.47 | SO | /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 | 62.9 | -18.36 | SO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.58 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 11.2x | 22.9x | -11.70 | HE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.48B | $106.97B | -$105.50B | SO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HE REV | SO REV | HE GROSS % | SO GROSS % | HE FCF | SO FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.09B | $29.55B | — | — | $49.9M | -$2.94B |
| FY 2024 | $3.22B | $26.72B | — | — | $143.2M | $833.0M |
| FY 2023 | $3.29B | $25.25B | — | — | $551.5M | $6.42B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HE // BETA —
SO // BETA 0.58