HEI:NYE-Heico Corporation (USD)

EQUITY | Aerospace & Defense | New York Stock Exchange

Last Closing

USD 224.01

Change

-2.96 (-1.30)%

Market Cap

USD 5.22B

Volume

0.35M

Analyst Target

USD 108.91
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Heico Corp through its subsidiaries is engaged in manufacturing electronic equipment for the aviation, defense, space, industrial, medical, telecommunications and electronics industries throughout the United States and internationally.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-07-18 )

Largest Industry Peers for Aerospace & Defense

Symbol Name Price(Change) Market Cap
GE GE Aerospace

N/A

USD 189.34B
RTX Raytheon Technologies Corp

N/A

USD 164.07B
BA The Boeing Company

N/A

USD 107.06B
LHX L3Harris Technologies Inc

N/A

USD 44.90B
HWM Howmet Aerospace Inc

N/A

USD 39.57B
HEI-A HEICO Corporation

N/A

USD 30.83B
TXT Textron Inc

N/A

USD 16.90B
HII Huntington Ingalls Industries ..

N/A

USD 11.09B
BWXT BWX Technologies Inc

N/A

USD 9.33B
FMN Federated Premier Municipal In..

N/A

USD 8.09B

ETFs Containing HEI

CF1:PA Amundi MSCI France UCITS 9.34 % 0.00 %

+0.20 (+0.00%)

USD 8.57M
GRW TCW ETF Trust 9.28 % 0.00 %

N/A

N/A
EPRE 6.53 % 0.00 %

N/A

N/A
EL4X:XETRA Deka DAXplus Maximum Divi.. 5.62 % 0.00 %

-0.10 (0.00%)

USD 0.29B
CWS AdvisorShares Focused Equ.. 4.84 % 0.68 %

N/A

USD 0.17B
MISL First Trust Indxx Aerospa.. 4.40 % 0.00 %

N/A

N/A
AWEG The Alger ETF Trust 4.33 % 0.00 %

N/A

USD 4.69M
EXV8:XETRA iShares STOXX Europe 600 .. 3.41 % 0.00 %

+0.17 (+0.00%)

USD 0.11B
XSPR:LSE Xtrackers MSCI Europe Mat.. 2.64 % 0.00 %

-32.00 (0.00%)

USD 0.04B
DXSC:XETRA Xtrackers - Stoxx Europe .. 2.64 % 0.00 %

-0.26 (0.00%)

USD 0.05B
IQQM:XETRA iShares EURO STOXX Mid UC.. 2.08 % 0.00 %

-0.14 (0.00%)

USD 0.39B
DJMC:SW iShares EURO STOXX Mid UC.. 2.08 % 0.00 %

+0.20 (+0.00%)

USD 0.44B
TMFX Motley Fool Next Index ET.. 1.74 % 0.00 %

N/A

USD 0.02B
FXR First Trust Industrials/P.. 1.31 % 0.62 %

N/A

USD 1.95B
EXSD:XETRA iShares STOXX Europe Mid .. 0.98 % 0.00 %

-0.12 (0.00%)

USD 0.45B
FTC First Trust Large Cap Gro.. 0.97 % 0.61 %

N/A

USD 1.11B
FAD First Trust Multi Cap Gro.. 0.48 % 0.69 %

N/A

USD 0.21B
DOO 0.00 % 0.58 %

N/A

N/A
JSMD Janus Henderson Small/Mid.. 0.00 % 0.50 %

N/A

USD 0.38B
XKFF 0.00 % 0.00 %

N/A

N/A
ROKT SPDR S&P Kensho Final Fro.. 0.00 % 0.00 %

N/A

USD 0.02B
VXM-B:CA CI Morningstar Internatio.. 0.00 % 0.00 %

N/A

CAD 0.29B
VXM:CA First Asset Morningstar I.. 0.00 % 0.70 %

N/A

CAD 0.01B
XAR SPDR® S&P Aerospace & De.. 0.00 % 0.35 %

N/A

USD 2.31B
DJMC:LSE iShares EURO STOXX Mid UC.. 0.00 % 0.00 %

-13.00 (0.00%)

N/A
ELOV:LSE 0.00 % 0.00 %

N/A

N/A
XDGM:LSE 0.00 % 0.00 %

N/A

N/A
EL4X:F Deka DAXplus Maximum Divi.. 0.00 % 0.00 %

-0.16 (0.00%)

N/A
EXV8:F iShares STOXX Europe 600 .. 0.00 % 0.00 %

+0.15 (+0.00%)

N/A
BFTR 0.00 % 0.00 %

N/A

N/A
IDIV-B:CA Manulife Smart Internatio.. 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Aerospace & Defense) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 25.24% 83% B 91% A-
Dividend Return 0.12% 10% F 2% F
Total Return 25.35% 83% B 90% A-
Trailing 12 Months  
Capital Gain 26.47% 67% D+ 86% B+
Dividend Return 0.12% 14% F 1% F
Total Return 26.59% 67% D+ 84% B
Trailing 5 Years  
Capital Gain 63.36% 77% C+ 79% B-
Dividend Return 0.67% 19% F 2% F
Total Return 64.03% 73% C 75% C
Average Annual (5 Year Horizon)  
Capital Gain 14.31% 67% D+ 78% C+
Dividend Return 14.44% 63% D 74% C
Total Return 0.14% 19% F 4% F
Risk Return Profile  
Volatility (Standard Deviation) 19.53% 84% B 53% F
Risk Adjusted Return 73.95% 91% A- 88% B+
Market Capitalization 5.22B 79% B- 92% A

Key Financial Ratios

  Ratio vs. Industry/Classification (Aerospace & Defense) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 34.10 5% 8%
Price/Book Ratio 8.12 18% 10%
Price / Cash Flow Ratio 62.45 12% 3%
Price/Free Cash Flow Ratio 31.31 7% 6%
Management Effectiveness  
Return on Equity 13.87% 72% 70%
Return on Invested Capital 11.95% 77% 71%
Return on Assets 7.49% 86% 86%
Debt to Equity Ratio 77.05% 30% 45%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

What to not like:
Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.