Hawaiian Electric Industries Inc (HE)vsSouthern Company (SO)
HE
Hawaiian Electric Industries Inc
$13.54
+0.74%
UTILITIES · Cap: $2.30B
SO
Southern Company
$92.60
+1.22%
UTILITIES · Cap: $102.01B
Smart Verdict
WallStSmart Research — data-driven comparison
Southern Company generates 877% more annual revenue ($30.18B vs $3.09B). SO leads profitability with a 14.5% profit margin vs 4.1%. HE appears more attractively valued with a PEG of 2.28. SO earns a higher WallStSmart Score of 56/100 (C).
HE
Buy54
out of 100
Grade: C-
SO
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+30.1%
Fair Value
$23.73
Current Price
$13.54
$10.19 discount
Margin of Safety
-47.7%
Fair Value
$62.70
Current Price
$92.60
$29.90 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Attractively priced relative to earnings
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 25.8%
Areas to Watch
Expensive relative to growth rate
0.3% revenue growth
ROE of 8.0% — below average capital efficiency
4.1% margin — thin
Weak financial health signals
Expensive relative to growth rate
Earnings declined 0.8%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : HE
The strongest argument for HE centers on Price/Book, P/E Ratio.
Bull Case : SO
The strongest argument for SO centers on Market Cap, Price/Book, Operating Margin.
Bear Case : HE
The primary concerns for HE are PEG Ratio, Revenue Growth, Return on Equity. Thin 4.1% margins leave little buffer for downturns.
Bear Case : SO
The primary concerns for SO are Piotroski F-Score, PEG Ratio, EPS Growth. Debt-to-equity of 2.05 is elevated, increasing financial risk.
Key Dynamics to Monitor
HE carries more volatility with a beta of 0.56 — expect wider price swings.
SO is growing revenue faster at 8.0% — sustainability is the question.
HE generates stronger free cash flow (-43M), providing more financial flexibility.
Monitor UTILITIES - REGULATED ELECTRIC industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SO scores higher overall (56/100 vs 54/100). HE offers better value entry with a 30.1% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Hawaiian Electric Industries Inc
UTILITIES · UTILITIES - REGULATED ELECTRIC · USA
Hawaiian Electric Industries, Inc. is engaged in the renewable / sustainable infrastructure, banking and electricity utility investment businesses in the State of Hawaii. The company is headquartered in Honolulu, Hawaii.
Southern Company
UTILITIES · UTILITIES - REGULATED ELECTRIC · USA
Southern Company is an American gas and electric utility holding company based in the southern United States. It is headquartered in Atlanta, Georgia, with executive offices also located in Birmingham, Alabama.
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