Hawaiian Electric Industries Inc (HE)vsSouthern Company (SO)
HE
Hawaiian Electric Industries Inc
$10.38
-0.86%
UTILITIES · Cap: $1.78B
SO
Southern Company
$87.17
-0.66%
UTILITIES · Cap: $100.28B
Smart Verdict
WallStSmart Research — data-driven comparison
Southern Company generates 819% more annual revenue ($30.18B vs $3.28B). SO leads profitability with a 15.4% profit margin vs 6.8%. SO appears more attractively valued with a PEG of 2.07. SO earns a higher WallStSmart Score of 66/100 (B-).
HE
Buy64
out of 100
Grade: C+
SO
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+33.1%
Fair Value
$24.79
Current Price
$10.38
$14.41 discount
Margin of Safety
-40.5%
Fair Value
$62.06
Current Price
$87.17
$25.11 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 373.3% YoY
Revenue surging 25.9% year-over-year
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 29.6%
Earnings expanding 30.4% YoY
Areas to Watch
Smaller company, higher risk/reward
ROE of 8.0% — below average capital efficiency
6.8% margin — thin
Operating margin of 4.5%
Expensive relative to growth rate
0.1% revenue growth
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : HE
The strongest argument for HE centers on P/E Ratio, Price/Book, EPS Growth. Revenue growth of 25.9% demonstrates continued momentum.
Bull Case : SO
The strongest argument for SO centers on Market Cap, Price/Book, Operating Margin. Profitability is solid with margins at 15.4% and operating margin at 29.6%.
Bear Case : HE
The primary concerns for HE are Market Cap, Return on Equity, Profit Margin. Debt-to-equity of 1.60 is elevated, increasing financial risk.
Bear Case : SO
The primary concerns for SO are PEG Ratio, Revenue Growth, Debt/Equity. Debt-to-equity of 1.95 is elevated, increasing financial risk.
Key Dynamics to Monitor
HE profiles as a growth stock while SO is a value play — different risk/reward profiles.
HE carries more volatility with a beta of 0.49 — expect wider price swings.
HE is growing revenue faster at 25.9% — sustainability is the question.
SO generates stronger free cash flow (-293M), providing more financial flexibility.
Bottom Line
SO scores higher overall (66/100 vs 64/100), backed by strong 15.4% margins. HE offers better value entry with a 33.1% margin of safety. Both earn "Strong 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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