HE Stock Analysis: Hawaiian Electric Industries | NYSE

Utilities - Regulated Electric | NYSE, USA | Market Cap: 2.305m USD | 12M Return: 25.3% | Charts, Fundamentals & Technical Analysis

Electricity, Renewable Energy, Power Distribution, Sustainable Infrastructure
Total Rating 44
Safety 70
Buy Signal -0.27
Utilities - Regulated Electric
Industry Rotation: +6.1
Market Cap: 2.30B
Avg Turnover: 22.5M
Risk 3d forecast
Volatility44.0%
VaR 5th Pctl6.43%
VaR vs Median-8.08%
Reward TTM
Sharpe Ratio0.73
Rel. Str. IBD39
Rel. Str. Peer Group27.6
Character TTM
Beta-0.333
Beta Downside-0.266
Hurst Exponent0.439
Drawdowns 3y
Max DD80.01%
CAGR/Max DD-0.35
CAGR/Mean DD-0.42
EPS (Earnings per Share) EPS (Earnings per Share) of HE over the last years for every Quarter: "2021-06": 0.58, "2021-09": 0.58, "2021-12": 0.5, "2022-03": 0.63, "2022-06": 0.48, "2022-09": 0.57, "2022-12": 0.52, "2023-03": 0.5, "2023-06": 0.5, "2023-09": 0.56, "2023-12": 0.48, "2024-03": 0.38, "2024-06": 0.44, "2024-09": 0.46, "2024-12": 0.2, "2025-03": 0.15, "2025-06": 0.2, "2025-09": 0.19, "2025-12": 0.24, "2026-03": 0.18,
EPS CAGR: -35.12%
EPS Trend: -94.8%
Last SUE: -1.00
Qual. Beats: -1
Revenue Revenue of HE over the last years for every Quarter: 2021-06: 680.257, 2021-09: 756.904, 2021-12: 770.272, 2022-03: 785.068, 2022-06: 895.607, 2022-09: 1042.196999, 2022-12: 1019.113, 2023-03: 928.237, 2023-06: 895.685, 2023-09: 901.873, 2023-12: 561.708, 2024-03: 792.014, 2024-06: 795.417, 2024-09: 938.383, 2024-12: 486.949, 2025-03: 744.07, 2025-06: 746.392, 2025-09: 790.61, 2025-12: 805.824, 2026-03: 746.447,
Rev. CAGR: -8.00%
Rev. Trend: -76.5%
Last SUE: 1.39
Qual. Beats: 1

Warnings

Altman Z'' In Financial Distress Zone

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +0.3% 14
Feb -0.4% 25
Mar +1.5% 0
Apr -1.0% 2
May +0.0% 2
Jun -1.1% 53
Jul +2.1% 67
Aug -2.4% 10
Sep -3.2% 51
Oct +4.5% 39
Nov +2.6% 21
Dec +0.6% 11

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: HE Hawaiian Electric Industries

Hawaiian Electric Industries, Inc. (NYSE: HE) is a holding company whose subsidiaries operate an integrated electric utility serving the Hawaiian islands of Oahu, Hawaii, Maui, Lanai, and Molokai. Founded in 1891 and headquartered in Honolulu, the company generates, transmits, distributes, and sells electricity, while pursuing generation from renewable sources including wind, solar, geothermal, wave, hydroelectric, and biofuels. Its customer base includes suburban residential communities, resorts, U.S. Armed Forces installations, and agricultural operations. The company also invests in non-regulated renewable energy and sustainable infrastructure within the state.

As a regulated electric utility, HE operates an isolated island grid that is not interconnected to the mainland U.S. transmission system, a structural factor that contributes to higher per-kilowatthour generation costs. Hawaii has statutory clean energy targets, including a mandate for 100% renewable electricity generation, which has shaped HEs capital spending toward renewable integration and grid modernization. The Public Utilities Commission of the State of Hawaii regulates the companys retail rates and service territory.

Headlines to Watch Out For
  • Maui wildfire litigation drives massive liability uncertainty
  • Hawaii PUC rate case decisions impact allowed earnings
  • Renewable energy mandate requires heavy capital spending
Piotroski VR-10 (Strict) 1.5
Net Income: 129.6m TTM > 0 and > 6% of Revenue
FCF/TA: 0.00 > 0.02 and ΔFCF/TA -0.44 > 1.0
NWC/Revenue: 14.96% < 20% (prev 13.07%; Δ 1.89% < -1%)
CFO/TA 0.05 > 3% & CFO 402.4m > Net Income 129.6m
Net Debt (3.03b) to EBITDA (556.7m): 5.45 < 3
Current Ratio: 1.34 > 1.5 & < 3
Outstanding Shares: last quarter (173.3m) vs 12m ago 0.30% < -2%
Gross Margin: 7.32% > 18% (prev -56.10%; Δ 63.43% > 0.5%)
Asset Turnover: 34.95% > 50% (prev 33.82%; Δ 1.12% > 0%)
Interest Coverage Ratio: 2.57 > 6 (EBIT TTM 281.7m / Interest Expense TTM 109.7m)
Altman Z'' 0.56
A: 0.05 (Total Current Assets 1.83b - Total Current Liabilities 1.37b) / Total Assets 8.91b
B: -0.07 (Retained Earnings -635.2m / Total Assets 8.91b)
C: 0.03 (EBIT TTM 281.7m / Avg Total Assets 8.84b)
D: 0.23 (Book Value of Equity 1.64b / Total Liabilities 7.28b)
Altman-Z'' = 0.56 = B
Beneish M -2.86
DSRI: 0.98 (Receivables 452.2m/444.0m, Revenue 3.09b/2.96b)
GMI: 1.00 (fallback, negative margins)
AQI: 1.27 (AQ_t 0.09 / AQ_t-1 0.07)
SGI: 1.04 (Revenue 3.09b / 2.96b)
TATA: -0.03 (NI 129.6m - CFO 402.4m) / TA 8.91b)
Beneish M = -2.86 (Cap -4..+1) = A
What is the price of HE shares?

As of July 09, 2026, the stock is trading at USD 13.54 with a total of 1,452,361 shares traded. Over the past week, the price has changed by +0.07%, over one month by +0.67%, over three months by -12.81% and over the past year by +25.25%.

Current recommended Stop Loss: 12.60 (which is 6.9% or 2.8 ATR below the current price).

Is HE a buy, sell or hold?

Hawaiian Electric Industries has received a consensus analysts rating of 2.33. Therefore, it is recommended to sell HE.

  • StrongBuy: 0
  • Buy: 0
  • Hold: 2
  • Sell: 0
  • StrongSell: 1

What are the forecasts/targets for the HE price?
Analysts Target Price 12.8 -5.8%
Hawaiian Electric Industries (HE) - Fundamental Data Overview as of 09 July 2026
Market Cap USD = 2.30b (2.30b USD * 1.0 USD.USD)
P/E Trailing = 18.0405
P/E Forward = 12.8535
P/S = 0.746
P/B = 1.4371
P/EG = 2.3379
Revenue TTM = 3.09b USD
EBIT TTM = 281.7m USD
EBITDA TTM = 556.7m USD
Long Term Debt = 2.28b USD (from longTermDebt, last quarter)
Short Term Debt = 125.0m USD (from shortTermDebt, last quarter)
Debt = 3.49b USD (from shortLongTermDebtTotal, last quarter) + Leases 541.1m
Net Debt = 3.03b USD (calculated: Debt 3.49b - CCE 452.8m)
Enterprise Value = 5.34b USD (2.30b + Debt 3.49b - CCE 452.8m)
Interest Coverage Ratio = 2.57 (Ebit TTM 281.7m / Interest Expense TTM 109.7m)
EV/FCF = 120.7x (Enterprise Value 5.34b / FCF TTM 44.2m)
FCF Yield = 0.83% (FCF TTM 44.2m / Enterprise Value 5.34b)
FCF Margin = 1.43% (FCF TTM 44.2m / Revenue TTM 3.09b)
Net Margin = 4.19% (Net Income TTM 129.6m / Revenue TTM 3.09b)
Gross Margin = 7.32% ((Revenue TTM 3.09b - Cost of Revenue TTM 2.86b) / Revenue TTM)
Gross Margin QoQ = 7.15% (prev 8.33%)
Tobins Q-Ratio = 0.60 (Enterprise Value 5.34b / Total Assets 8.91b)
Interest Expense / Debt = 3.14% (Interest Expense 109.7m / Debt 3.49b)
Taxrate = 24.65% (42.4m / 172.0m)
NOPAT = 212.2m (EBIT 281.7m * (1 - 24.65%))
Current Ratio = 1.34 (Total Current Assets 1.83b / Total Current Liabilities 1.37b)
Debt / Equity = 2.13 (Debt 3.49b / totalStockholderEquity, last quarter 1.64b)
Debt / EBITDA = 5.45 (Net Debt 3.03b / EBITDA 556.7m)
Debt / FCF = 68.60 (Net Debt 3.03b / FCF TTM 44.2m)
Total Stockholder Equity = 1.60b (last 4 quarters mean from totalStockholderEquity)
RoA = 1.47% (Net Income 129.6m / Total Assets 8.91b)
RoE = 8.09% (Net Income TTM 129.6m / Total Stockholder Equity 1.60b)
RoCE = 7.25% (EBIT 281.7m / Capital Employed (Equity 1.60b + L.T.Debt 2.28b))
RoIC = 2.82% (NOPAT 212.2m / Invested Capital 7.52b)
WACC = 3.34% (E(2.30b)/V(5.79b) * Re(4.81%) + D(3.49b)/V(5.79b) * Rd(3.14%) * (1-Tc(0.25)))
Discount Rate = 4.81% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 77.78 | Cagr: 22.25%
[DCF] Terminal Value 73.10% ; FCFF base≈59.5m ; Y1≈52.2m ; Y5≈42.1m
 [DCF] Fair Price = N/A (negative equity: EV 676.5m - Net Debt 3.03b = -2.36b; debt exceeds intrinsic value)
 EPS Correlation: -94.81 | EPS CAGR: -35.12% | SUE: -1.00 | # QB: -1
Revenue Correlation: -76.49 | Revenue CAGR: -8.00% | SUE: 1.39 | # QB: 1
EPS current Quarter (2026-06-30): EPS=0.17 | Chg30d=-12.37% | Revisions=-25% | Analysts=1
EPS next Quarter (2026-09-30): EPS=0.21 | Chg30d=+15.38% | Revisions=+25% | Analysts=1
EPS current Year (2026-12-31): EPS=0.97 | Chg30d=-0.31% | Revisions=+0% | GrowthEPS=+13.1% | GrowthRev=+2.2%
EPS next Year (2027-12-31): EPS=1.13 | Chg30d=-0.03% | Revisions=-40% | GrowthEPS=+16.0% | GrowthRev=+4.9%
[Analyst] Revisions Ratio: -22% (up=2, down=4)