HE vs LU

Comparison between Hawaiian Electric Industries Inc (HE, Company) and Lufax Holding Ltd (LU, Company).

HE is from the Utilities sector, while LU is from the Financial Services sector.

5-Year PerformanceHE has outperformed LU, delivering a return of -19.2% compared to -40.1%

HE vs LU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HE(COMPANY)	LU(COMPANY)
Market Cap	$2.34B	$2.34B
Max Drawdown	85.48%	98.17%
Sharpe Ratio	0.92	-1.17
5Y Beta	0.41	1.04
Industry	Utilities - Regulated Electric	Credit Services
P/E Ratio	18.06	-3.86
Forward P/E	12.77	3.79
PEG Ratio	2.32	N/A
5Y Dividends CAGR	7.50%	N/A
5Y EPS CAGR	-6.60%	N/A
Debt to Equity	146.91%	N/A
Free Cash Flow Yield	1.89%	N/A
P/S Ratio	0.76	0.08
P/B Ratio	1.43	0.17

Market Cap

Winner

$2.34B

Max Drawdown

Winner

85.48%

98.17%

Sharpe Ratio

Winner

0.92

-1.17

5Y Beta

Winner

0.41

1.04

Industry

Utilities - Regulated Electric

Credit Services

P/E Ratio

18.06

Winner

-3.86

Forward P/E

12.77

Winner

3.79

PEG Ratio

2.32

N/A

5Y Dividends CAGR

7.50%

N/A

5Y EPS CAGR

-6.60%

N/A

Debt to Equity

146.91%

N/A

Free Cash Flow Yield

1.89%

N/A

P/S Ratio

0.76

Winner

0.08

P/B Ratio

1.43

Winner

0.17

HE vs LU - Historical Returns

Returns include dividend reinvestment.

Period	HE	LU
1 month	-11.96%	-27.39%
3 months	-12.93%	-41.26%
6 months	+20.36%	-44.85%
1 year	+29.32%	-50.51%
5 years(CAGR)	-19.20%	-40.09%
10 years(CAGR)	-6.04%	N/A
Max(CAGR)	+3.62%	-37.02%

Winner

-11.96%

-27.39%

Winner

-12.93%

-41.26%

Winner

+20.36%

-44.85%

Winner

+29.32%

-50.51%

5Y(CAGR)

Winner

-19.20%

-40.09%

10Y(CAGR)

-6.04%

N/A

Max(CAGR)

Winner

+3.62%

-37.02%

HE vs LU - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HE	LU
2026	+7.21%	-46.28%
2025	+30.16%	+7.11%
2024	-36.82%	+79.42%
2023	-64.50%	-60.72%
2022	+4.94%	-60.71%
2021	+23.68%	-60.63%
2020	-20.44%	+10.51%
2019	+35.50%	N/A
2018	+6.66%	N/A
2017	+14.06%	N/A
2016	+19.37%	N/A
2015	-10.31%	N/A
2014	+37.86%	N/A
2013	+5.63%	N/A
2012	+1.01%	N/A
2011	+21.50%	N/A
2010	+15.07%	N/A
2009	+0.82%	N/A
2008	+3.25%	N/A
2007	-12.51%	N/A
2006	+8.36%	N/A
2005	-5.14%	N/A
2004	+28.96%	N/A
2003	+12.78%	N/A
2002	+14.99%	N/A
2001	+17.61%	N/A
2000	+42.83%	N/A
1999	-13.16%	N/A

HE vs LU Drawdown Comparison

The maximum drawdown for HE was -83.26%, occurring on Jul 8, 2024. This drawdown has not yet recovered.

The maximum drawdown for LU was -96.67%, occurring on Jan 17, 2024. This drawdown has not yet recovered.

The current HE drawdown is -70.71%. The current LU drawdown is -95.10%.

Rank	HE	LU
#1	-83.26% Mar 18, 2020 - Jul 8, 2024	-96.67% Nov 16, 2020 - Jan 17, 2024
#2	-56.84% Sep 29, 2008 - Apr 1, 2011	-8.26% Nov 2, 2020 - Nov 5, 2020
#3	-25.49% May 8, 2002 - Oct 21, 2002	-5.26% Nov 9, 2020 - Nov 12, 2020
#4	-25.16% Aug 1, 2006 - May 12, 2008	N/A
#5	-20.29% Feb 14, 2020 - Mar 18, 2020	N/A
#6	-19.48% Jan 29, 2015 - May 4, 2016	N/A
#7	-18.79% May 12, 2011 - Oct 27, 2011	N/A
#8	-17.72% Nov 4, 2002 - May 27, 2003	N/A
#9	-17.26% Nov 30, 2017 - Oct 30, 2018	N/A
#10	-16.78% Jun 29, 2016 - Dec 19, 2016	N/A
#11	-16.74% Nov 3, 1999 - Apr 13, 2000	N/A
#12	-16.37% May 11, 2000 - Dec 26, 2000	N/A
#13	-16.05% Feb 4, 2005 - Jun 29, 2006	N/A
#14	-15.92% Jul 18, 2012 - Apr 30, 2013	N/A
#15	-14.36% Apr 30, 2013 - Sep 22, 2014	N/A

Correlation

Correlation between HE and LU is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.56

-101

Dividend Comparison (1999 - 2024)

HE vs LU dividend yield comparison.

Year	HE	LU
2024	0.00%	101.26%
2023	7.61%	11.60%
2022	3.35%	26.29%
2021	3.28%	0.00%
2020	3.73%	0.00%
2019	2.73%	0.00%
2018	3.39%	0.00%
2017	3.43%	0.00%
2016	3.75%	0.00%
2015	4.28%	0.00%
2014	3.70%	0.00%
2013	4.76%	0.00%
2012	4.93%	0.00%
2011	4.68%	0.00%
2010	5.44%	0.00%
2009	5.93%	0.00%
2008	5.60%	0.00%
2007	5.45%	0.00%
2006	4.57%	0.00%
2005	4.79%	0.00%
2004	4.25%	0.00%
2003	5.24%	0.00%
2002	5.64%	0.00%
2001	6.16%	0.00%
2000	6.67%	0.00%
1999	2.15%	0.00%