COMP <GO>
HE vs WM // 10Y YIELD & FRED MACRO BETA
Hawaiian Electric Industries Inc. (NYSE) VS. Waste Management Inc. (NYSE) • 15-METRIC TALLY: HE 2
— WM 8
■ METRIC PARITY
LAST: $8.70 (+1.75%) • MKT CAP: $1.48B
macro-sensitivity
—
LAST: $233.45 (+1.10%) • MKT CAP: $91.81B
macro-sensitivity
0.70
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HE VS. WM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HE | WM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | 40.40% | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 16.80% | 13.70% | +3.10 | HE | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 20.2x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 3.38% | 5.35% | -1.97 | WM | /fcf-yield <GO> |
| Operating Margin | 7.60% | 17.10% | -9.50 | WM | /operating-margins <GO> |
| Net Profit Margin | 4.00% | 10.70% | -6.70 | WM | /net-margins <GO> |
| Revenue Growth (YoY) | -4.10% | 14.20% | -18.30 | WM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.45% | -1.45 | WM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.51 | 2.91 | -2.40 | WM | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 6/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 41.1 | 57.5 | -16.40 | WM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | — | 0.70 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 11.2x | 28.5x | -17.30 | HE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.48B | $91.81B | -$90.34B | WM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HE REV | WM REV | HE GROSS % | WM GROSS % | HE FCF | WM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.09B | $25.20B | — | 40.4% | $49.9M | $4.91B |
| FY 2024 | $3.22B | $22.06B | — | 39.3% | $143.2M | $4.40B |
| FY 2023 | $3.29B | $20.43B | — | — | $551.5M | $3.80B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HE // BETA —
WM // BETA 0.70