HE vs. MOS
Compare and contrast key facts about Hawaiian Electric Industries, Inc. (HE) and The Mosaic Company (MOS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HE or MOS.
Key characteristics
| HE | MOS | |
|---|---|---|
| YTD Return | -28.54% | -19.95% |
| 1Y Return | -72.70% | -32.15% |
| 3Y Return (Ann) | -36.23% | -5.21% |
| 5Y Return (Ann) | -22.08% | 3.54% |
| 10Y Return (Ann) | -4.58% | -3.72% |
| Sharpe Ratio | -0.86 | -0.95 |
| Daily Std Dev | 84.20% | 34.60% |
| Max Drawdown | -79.51% | -94.71% |
| Current Drawdown | -78.17% | -77.23% |
Fundamentals
| HE | MOS | |
|---|---|---|
| Market Cap | $1.09B | $9.73B |
| EPS | $1.81 | $3.50 |
| PE Ratio | 5.46 | 8.64 |
| PEG Ratio | 6.97 | 0.20 |
| Revenue (TTM) | $3.68B | $13.70B |
| Gross Profit (TTM) | $754.24M | $5.78B |
| EBITDA (TTM) | $668.17M | $2.34B |
Correlation
The correlation between HE and MOS is 0.17, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
HE vs. MOS - Performance Comparison
In the year-to-date period, HE achieves a -28.54% return, which is significantly lower than MOS's -19.95% return. Over the past 10 years, HE has underperformed MOS with an annualized return of -4.58%, while MOS has yielded a comparatively higher -3.72% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
HE vs. MOS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hawaiian Electric Industries, Inc. (HE) and The Mosaic Company (MOS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
HE vs. MOS - Dividend Comparison
HE's dividend yield for the trailing twelve months is around 7.10%, more than MOS's 2.85% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HE Hawaiian Electric Industries, Inc. | 7.10% | 7.61% | 3.35% | 3.28% | 3.73% | 2.73% | 3.39% | 3.43% | 3.75% | 4.28% | 3.70% | 4.76% |
MOS The Mosaic Company | 2.85% | 2.94% | 1.28% | 0.70% | 0.86% | 0.80% | 0.34% | 2.33% | 3.73% | 3.88% | 2.18% | 2.10% |
Drawdowns
HE vs. MOS - Drawdown Comparison
The maximum HE drawdown since its inception was -79.51%, smaller than the maximum MOS drawdown of -94.71%. Use the drawdown chart below to compare losses from any high point for HE and MOS. For additional features, visit the drawdowns tool.
Volatility
HE vs. MOS - Volatility Comparison
Hawaiian Electric Industries, Inc. (HE) has a higher volatility of 17.36% compared to The Mosaic Company (MOS) at 9.22%. This indicates that HE's price experiences larger fluctuations and is considered to be riskier than MOS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
HE vs. MOS - Financials Comparison
This section allows you to compare key financial metrics between Hawaiian Electric Industries, Inc. and The Mosaic Company. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities