WallStSmart

Hawaiian Electric Industries Inc (HE)vsSouthern Company (SO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Southern Company generates 857% more annual revenue ($29.55B vs $3.09B). SO leads profitability with a 14.7% profit margin vs 4.0%. HE appears more attractively valued with a PEG of 2.41. SO earns a higher WallStSmart Score of 54/100 (C-).

HE

Hold

48

out of 100

Grade: D+

Growth: 4.7Profit: 4.5Value: 7.3Quality: 5.0

SO

Buy

54

out of 100

Grade: C-

Growth: 6.0Profit: 6.0Value: 4.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

HESignificantly Overvalued (-243.5%)

Margin of Safety

-243.5%

Fair Value

$4.83

Current Price

$14.94

$10.11 premium

UndervaluedFair: $4.83Overvalued
SOSignificantly Overvalued (-254.9%)

Margin of Safety

-254.9%

Fair Value

$26.66

Current Price

$94.61

$67.95 premium

UndervaluedFair: $26.66Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HE2 strengths · Avg: 9.0/10
Revenue GrowthGrowth
80.0%10/10

Revenue surging 80.0% year-over-year

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

SO2 strengths · Avg: 8.5/10
Market CapQuality
$105.91B9/10

Large-cap with strong market position

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Areas to Watch

HE4 concerns · Avg: 3.0/10
PEG RatioValuation
2.414/10

Expensive relative to growth rate

Return on EquityProfitability
7.9%3/10

ROE of 7.9% — below average capital efficiency

Profit MarginProfitability
4.0%3/10

4.0% margin — thin

EPS GrowthGrowth
-60.5%2/10

Earnings declined 60.5%

SO3 concerns · Avg: 2.0/10
PEG RatioValuation
2.672/10

Expensive relative to growth rate

EPS GrowthGrowth
-22.1%2/10

Earnings declined 22.1%

Free Cash FlowQuality
$-1.86B2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : HE

The strongest argument for HE centers on Revenue Growth, Price/Book. Revenue growth of 80.0% demonstrates continued momentum.

Bull Case : SO

The strongest argument for SO centers on Market Cap, Price/Book. Revenue growth of 10.1% demonstrates continued momentum.

Bear Case : HE

The primary concerns for HE are PEG Ratio, Return on Equity, Profit Margin. Thin 4.0% margins leave little buffer for downturns.

Bear Case : SO

The primary concerns for SO are PEG Ratio, EPS Growth, Free Cash Flow.

Key Dynamics to Monitor

HE profiles as a hypergrowth stock while SO is a value play — different risk/reward profiles.

HE carries more volatility with a beta of 0.57 — expect wider price swings.

HE is growing revenue faster at 80.0% — sustainability is the question.

HE generates stronger free cash flow (21M), providing more financial flexibility.

Bottom Line

SO scores higher overall (54/100 vs 48/100) and 10.1% revenue growth. Both earn "Buy" and "Hold" 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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