HEI:NYE-Heico Corporation (USD)

EQUITY | Aerospace & Defense | New York Stock Exchange

Last Closing

USD 253.06

Change

+4.46 (+1.79)%

Market Cap

USD 5.22B

Volume

0.36M

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: 2024-11-05 )

Largest Industry Peers for Aerospace & Defense

Symbol Name Price(Change) Market Cap
GE GE Aerospace

N/A

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RTX Raytheon Technologies Corp

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BA The Boeing Company

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HWM Howmet Aerospace Inc

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USD 46.35B
LHX L3Harris Technologies Inc

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USD 40.50B
HEI-A HEICO Corporation

N/A

USD 28.82B
TXT Textron Inc

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USD 15.33B
BWXT BWX Technologies Inc

N/A

USD 11.97B
SARO StandardAero, Inc.

N/A

USD 10.95B
FMN Federated Premier Municipal In..

N/A

USD 8.09B

ETFs Containing HEI

CF1:PA Amundi ETF MSCI France UC.. 9.34 % 0.00 %

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USD 9.67M
GRW TCW ETF Trust 7.97 % 0.00 %

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USD 0.16B
EPRE 6.53 % 0.00 %

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AWEG The Alger ETF Trust 4.78 % 0.00 %

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USD 5.80M
CWS AdvisorShares Focused Equ.. 4.73 % 0.68 %

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USD 0.18B
MISL First Trust Indxx Aerospa.. 4.40 % 0.00 %

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EXV8:XETRA iShares STOXX Europe 600 .. 4.24 % 0.00 %

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USD 0.11B
XAR SPDR® S&P Aerospace & De.. 4.02 % 0.35 %

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USD 2.91B
ROKT SPDR S&P Kensho Final Fro.. 3.69 % 0.00 %

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USD 0.02B
XD3E:LSE Xtrackers Euro Stoxx Qual.. 3.68 % 0.00 %

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USD 0.24B
DXSA:XETRA Xtrackers - Euro Stoxx Se.. 3.55 % 0.00 %

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USD 0.26B
DXSC:XETRA Xtrackers - Stoxx Europe .. 3.49 % 0.00 %

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USD 0.05B
IPAV 3.03 % 0.00 %

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XSPR:LSE Xtrackers MSCI Europe Mat.. 2.88 % 0.00 %

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USD 0.04B
IQQM:XETRA iShares EURO STOXX Mid UC.. 2.54 % 0.00 %

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USD 0.39B
DJMC:SW iShares EURO STOXX Mid UC.. 2.54 % 0.00 %

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USD 0.39B
IS3H:XETRA iShares MSCI EMU Mid Cap .. 1.80 % 0.00 %

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USD 0.13B
TMFX Motley Fool Next Index ET.. 1.61 % 0.00 %

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USD 0.03B
LGGE:XETRA L&G Quality Equity Divide.. 1.28 % 0.00 %

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USD 0.03B
LDEU:LSE L&G Quality Equity Divide.. 1.27 % 0.00 %

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USD 0.04B
EXSD:XETRA iShares STOXX Europe Mid .. 1.23 % 0.00 %

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USD 0.45B
FTEU:LSE First Trust Eurozone Alph.. 1.11 % 0.00 %

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USD 0.06B
DOO 0.00 % 0.58 %

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FGM First Trust Germany Alpha.. 0.00 % 0.80 %

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USD 8.01M
PRN Invesco DWA Industrials M.. 0.00 % 0.00 %

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USD 0.43B
JSMD Janus Henderson Small/Mid.. 0.00 % 0.50 %

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USD 0.45B
XKFF 0.00 % 0.00 %

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DJMC:LSE iShares EURO STOXX Mid UC.. 0.00 % 0.00 %

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ELOV:LSE 0.00 % 0.00 %

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XDGM:LSE 0.00 % 0.00 %

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EL4X:F Deka DAXplus Maximum Divi.. 0.00 % 0.00 %

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EXV8:F iShares STOXX Europe 600 .. 0.00 % 0.00 %

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BFTR 0.00 % 0.00 %

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DSTX ETF Series Solutions 0.00 % 0.00 %

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USD 0.03B
IDIV-B:CA Manulife Smart Internatio.. 0.00 % 0.00 %

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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 -69.66% 5% F 5% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -69.66% 5% F 6% D-
Trailing 12 Months  
Capital Gain -66.51% 5% F 5% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -66.51% 5% F 5% F
Trailing 5 Years  
Capital Gain -55.30% 13% F 12% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -55.30% 13% F 13% F
Average Annual (5 Year Horizon)  
Capital Gain 16.59% 64% D 79% B-
Dividend Return 16.72% 62% D 76% C+
Total Return 0.13% 22% F 4% F
Risk Return Profile  
Volatility (Standard Deviation) 22.22% 76% C+ 48% F
Risk Adjusted Return 75.26% 88% B+ 87% B+
Market Capitalization 5.22B 81% B- 93% 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 7% 8%
Price/Book Ratio 9.94 17% 10%
Price / Cash Flow Ratio 68.12 13% 4%
Price/Free Cash Flow Ratio 33.45 10% 8%
Management Effectiveness  
Return on Equity 14.44% 72% 74%
Return on Invested Capital 11.95% 78% 74%
Return on Assets 7.86% 87% 89%
Debt to Equity Ratio 77.05% 32% 46%

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 Earnings Growth

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

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.