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HEICO Corporation (HEI)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS4228061093
CUSIP422806109
SectorIndustrials
IndustryAerospace & Defense

Highlights

Market Cap$23.59B
EPS$3.06
PE Ratio63.20
PEG Ratio3.31
Revenue (TTM)$3.24B
Gross Profit (TTM)$1.15B
EBITDA (TTM)$839.22M
Year Range$153.46 - $200.64
Target Price$209.45
Short %4.02%
Short Ratio4.04

Share Price Chart


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HEICO Corporation

Popular comparisons: HEI vs. AXON, HEI vs. KLAC, HEI vs. HII, HEI vs. TDG, HEI vs. CW, HEI vs. LDOS, HEI vs. CAE.TO, HEI vs. VOO, HEI vs. WM, HEI vs. XLU

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in HEICO Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%10,000.00%20,000.00%30,000.00%40,000.00%50,000.00%60,000.00%70,000.00%OctoberNovemberDecember2024FebruaryMarch
67,977.73%
5,032.50%
HEI (HEICO Corporation)
Benchmark (^GSPC)

S&P 500

Returns By Period

HEICO Corporation had a return of 8.76% year-to-date (YTD) and 15.42% in the last 12 months. Over the past 10 years, HEICO Corporation had an annualized return of 20.83%, outperforming the S&P 500 benchmark which had an annualized return of 10.96%.


PeriodReturnBenchmark
Year-To-Date8.76%10.04%
1 month-2.29%3.53%
6 months21.41%22.79%
1 year15.42%32.16%
5 years (annualized)15.65%13.15%
10 years (annualized)20.83%10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20240.46%7.69%
2023-4.13%-4.02%-2.17%7.97%4.58%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for HEICO Corporation (HEI) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
HEI
HEICO Corporation
0.75
^GSPC
S&P 500
2.76

Sharpe Ratio

The current HEICO Corporation Sharpe ratio is 0.75. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00OctoberNovemberDecember2024FebruaryMarch
0.75
2.76
HEI (HEICO Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

HEICO Corporation granted a 0.10% dividend yield in the last twelve months. The annual payout for that period amounted to $0.20 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.20$0.20$0.18$0.17$0.16$0.14$0.10$0.05$0.09$0.08$0.31$0.24

Dividend yield

0.10%0.11%0.12%0.12%0.12%0.12%0.14%0.08%0.22%0.28%1.02%0.80%

Monthly Dividends

The table displays the monthly dividend distributions for HEICO Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.10$0.00
2023$0.10$0.00$0.00$0.00$0.00$0.10$0.00$0.00$0.00$0.00$0.00$0.00
2022$0.09$0.00$0.00$0.00$0.00$0.09$0.00$0.00$0.00$0.00$0.00$0.00
2021$0.08$0.00$0.00$0.00$0.00$0.09$0.00$0.00$0.00$0.00$0.00$0.00
2020$0.08$0.00$0.00$0.00$0.00$0.08$0.00$0.00$0.00$0.00$0.00$0.00
2019$0.07$0.00$0.00$0.00$0.00$0.07$0.00$0.00$0.00$0.00$0.00$0.00
2018$0.04$0.00$0.00$0.00$0.00$0.00$0.06$0.00$0.00$0.00$0.00$0.00
2017$0.00$0.00$0.00$0.00$0.00$0.05$0.00$0.00$0.00$0.00$0.00$0.00
2016$0.00$0.00$0.00$0.00$0.00$0.04$0.00$0.00$0.00$0.00$0.00$0.05
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.04$0.00$0.00$0.00$0.00$0.04
2014$0.00$0.00$0.00$0.00$0.00$0.00$0.03$0.00$0.00$0.00$0.25$0.04
2013$0.03$0.00$0.00$0.00$0.00$0.21

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%0.1%
HEICO Corporation has a dividend yield of 0.10%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
200.0%400.0%600.0%800.0%6.5%
HEICO Corporation has a payout ratio of 6.47%, which is below the market average. This means HEICO Corporation returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-2.48%
0
HEI (HEICO Corporation)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the HEICO Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the HEICO Corporation was 81.88%, occurring on Apr 30, 2003. Recovery took 887 trading sessions.

The current HEICO Corporation drawdown is 2.48%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-81.88%Mar 30, 19981278Apr 30, 2003887Nov 3, 20062165
-79.23%Feb 10, 1987877Aug 23, 19901167May 31, 19962044
-67.48%Oct 9, 1980460Aug 13, 1982632Feb 13, 19851092
-61.38%Dec 27, 2007296Mar 2, 2009392Sep 20, 2010688
-57.72%Aug 30, 2019138Mar 18, 2020306Jun 4, 2021444

Volatility

Volatility Chart

The current HEICO Corporation volatility is 5.92%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%OctoberNovemberDecember2024FebruaryMarch
5.92%
2.82%
HEI (HEICO Corporation)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of HEICO Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
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Cost Of Revenue

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Gross Profit

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Operating Expenses

Selling, General & Admin Expenses

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R&D Expenses

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Total Operating Expenses

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Income

Income Before Tax

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Operating Income

0.00

EBIT

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Earnings From Continuing Operations

0.00

Net Income

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Income Tax Expense

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Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items