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Hawaiian Electric Industries, Inc. (HE)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS4198701009
CUSIP419870100
SectorUtilities
IndustryUtilities—Diversified

Highlights

Market Cap$1.20B
EPS$1.81
PE Ratio6.03
PEG Ratio6.97
Revenue (TTM)$3.68B
Gross Profit (TTM)$754.24M
EBITDA (TTM)$668.17M
Year Range$8.74 - $39.17
Target Price$9.75
Short %14.60%
Short Ratio7.20

Share Price Chart


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Hawaiian Electric Industries, Inc.

Popular comparisons: HE vs. ARKG, HE vs. QQQ, HE vs. VT, HE vs. MOS, HE vs. COWZ

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Hawaiian Electric Industries, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-20.00%-10.00%0.00%10.00%20.00%30.00%NovemberDecember2024FebruaryMarchApril
-10.98%
19.37%
HE (Hawaiian Electric Industries, Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Hawaiian Electric Industries, Inc. had a return of -22.83% year-to-date (YTD) and -71.29% in the last 12 months. Over the past 10 years, Hawaiian Electric Industries, Inc. had an annualized return of -4.44%, while the S&P 500 had an annualized return of 10.55%, indicating that Hawaiian Electric Industries, Inc. did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-22.83%6.30%
1 month-0.82%-3.13%
6 months-10.98%19.37%
1 year-71.29%22.56%
5 years (annualized)-20.74%11.65%
10 years (annualized)-4.44%10.55%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-8.60%-6.09%-7.47%
2023-12.20%5.44%-6.09%16.41%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of HE is 9, indicating that it is in the bottom 9% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.

The Risk-Adjusted Performance Rank of HE is 99
Hawaiian Electric Industries, Inc.(HE)
The Sharpe Ratio Rank of HE is 1010Sharpe Ratio Rank
The Sortino Ratio Rank of HE is 99Sortino Ratio Rank
The Omega Ratio Rank of HE is 55Omega Ratio Rank
The Calmar Ratio Rank of HE is 44Calmar Ratio Rank
The Martin Ratio Rank of HE is 1515Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Hawaiian Electric Industries, Inc. (HE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


HE
Sharpe ratio
The chart of Sharpe ratio for HE, currently valued at -0.85, compared to the broader market-2.00-1.000.001.002.003.00-0.85
Sortino ratio
The chart of Sortino ratio for HE, currently valued at -1.38, compared to the broader market-4.00-2.000.002.004.006.00-1.38
Omega ratio
The chart of Omega ratio for HE, currently valued at 0.76, compared to the broader market0.501.001.500.76
Calmar ratio
The chart of Calmar ratio for HE, currently valued at -0.90, compared to the broader market0.001.002.003.004.005.00-0.90
Martin ratio
The chart of Martin ratio for HE, currently valued at -1.27, compared to the broader market0.0010.0020.0030.00-1.27
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.92, compared to the broader market-2.00-1.000.001.002.003.001.92
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.78, compared to the broader market-4.00-2.000.002.004.006.002.78
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.33, compared to the broader market0.501.001.501.33
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.47, compared to the broader market0.001.002.003.004.005.001.47
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.64, compared to the broader market0.0010.0020.0030.007.64

Sharpe Ratio

The current Hawaiian Electric Industries, Inc. Sharpe ratio is -0.85. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2024FebruaryMarchApril
-0.85
1.92
HE (Hawaiian Electric Industries, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Hawaiian Electric Industries, Inc. granted a 6.58% dividend yield in the last twelve months. The annual payout for that period amounted to $0.72 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.72$1.08$1.40$1.36$1.32$1.28$1.24$1.24$1.24$1.24$1.24$1.24

Dividend yield

6.58%7.61%3.35%3.28%3.73%2.73%3.39%3.43%3.75%4.28%3.70%4.76%

Monthly Dividends

The table displays the monthly dividend distributions for Hawaiian Electric Industries, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00$0.00
2023$0.00$0.36$0.00$0.00$0.36$0.00$0.00$0.36$0.00$0.00$0.00$0.00
2022$0.00$0.35$0.00$0.00$0.35$0.00$0.00$0.35$0.00$0.00$0.35$0.00
2021$0.00$0.34$0.00$0.00$0.34$0.00$0.00$0.34$0.00$0.00$0.34$0.00
2020$0.00$0.33$0.00$0.00$0.33$0.00$0.00$0.33$0.00$0.00$0.33$0.00
2019$0.00$0.32$0.00$0.00$0.32$0.00$0.00$0.32$0.00$0.00$0.32$0.00
2018$0.00$0.31$0.00$0.00$0.31$0.00$0.00$0.31$0.00$0.00$0.31$0.00
2017$0.00$0.31$0.00$0.00$0.31$0.00$0.00$0.31$0.00$0.00$0.31$0.00
2016$0.00$0.31$0.00$0.00$0.31$0.00$0.00$0.31$0.00$0.00$0.31$0.00
2015$0.00$0.31$0.00$0.00$0.31$0.00$0.00$0.31$0.00$0.00$0.31$0.00
2014$0.00$0.31$0.00$0.00$0.31$0.00$0.00$0.31$0.00$0.00$0.31$0.00
2013$0.31$0.00$0.00$0.31$0.00$0.00$0.31$0.00$0.00$0.31$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%6.6%
Hawaiian Electric Industries, Inc. has a dividend yield of 6.58%, which means its dividend payment is significantly above the market average.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%35.3%
Hawaiian Electric Industries, Inc. has a payout ratio of 35.29%, which is quite average when compared to the overall market. This suggests that Hawaiian Electric Industries, Inc. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-80.00%-60.00%-40.00%-20.00%0.00%NovemberDecember2024FebruaryMarchApril
-76.43%
-3.50%
HE (Hawaiian Electric Industries, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Hawaiian Electric Industries, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Hawaiian Electric Industries, Inc. was 79.51%, occurring on Apr 16, 2024. The portfolio has not yet recovered.

The current Hawaiian Electric Industries, Inc. drawdown is 76.43%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-79.51%Mar 19, 20201026Apr 16, 2024
-56.84%Sep 30, 2008110Mar 9, 2009522Apr 1, 2011632
-29.06%Jul 28, 1986312Oct 19, 1987104Mar 17, 1988416
-28.47%Oct 9, 1998312Jan 4, 2000247Dec 26, 2000559
-28.33%Jan 2, 1990164Aug 23, 1990279Oct 1, 1991443

Volatility

Volatility Chart

The current Hawaiian Electric Industries, Inc. volatility is 15.59%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%25.00%NovemberDecember2024FebruaryMarchApril
15.59%
3.58%
HE (Hawaiian Electric Industries, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Hawaiian Electric Industries, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

0.00

Cost Of Revenue

0.00

Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items