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

Company Info

ISIN

US4228062083

CUSIP

422806208

IPO Date

Jan 4, 2016

Highlights

Market Cap

$30.29B

EPS (TTM)

$4.05

PE Ratio

49.02

PEG Ratio

2.83

Total Revenue (TTM)

$3.99B

Gross Profit (TTM)

$1.59B

EBITDA (TTM)

$958.85M

Year Range

$165.07 - $219.09

Target Price

$208.25

Short %

0.41%

Short Ratio

1.09

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


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.


200.00%400.00%600.00%800.00%1,000.00%NovemberDecember2025FebruaryMarchApril
935.04%
174.52%
HEI-A (HEICO Corporation)
Benchmark (^GSPC)

Returns By Period

HEICO Corporation had a return of 6.76% year-to-date (YTD) and 19.24% in the last 12 months.


HEI-A

YTD

6.76%

1M

-5.22%

6M

0.49%

1Y

19.24%

5Y*

23.29%

10Y*

N/A

^GSPC (Benchmark)

YTD

-6.06%

1M

-1.00%

6M

-4.87%

1Y

8.34%

5Y*

14.11%

10Y*

10.27%

*Annualized

Monthly Returns

The table below presents the monthly returns of HEI-A, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20252.34%11.99%-1.03%-5.89%6.76%
2024-0.61%9.98%-1.06%7.74%5.91%1.06%7.16%5.25%1.83%-5.77%9.96%-11.86%30.81%
202311.63%-2.64%4.42%-1.23%-9.22%15.47%-0.18%-3.51%-4.59%-1.62%8.09%3.66%19.03%
2022-14.59%12.05%3.18%-8.03%0.39%-9.92%21.16%-3.99%-6.49%11.06%-0.41%-5.47%-6.60%
2021-9.12%8.89%-1.87%11.16%4.89%-6.18%-2.33%-5.81%3.67%6.12%-1.18%3.48%9.94%
20207.48%-8.13%-27.66%13.19%16.07%-3.13%-5.77%16.76%-0.81%5.46%18.45%5.70%30.98%
201911.28%14.22%5.09%6.39%9.87%5.27%1.95%4.72%-11.82%-2.10%5.43%-10.86%42.37%
201830.30%10.10%-2.14%1.69%5.41%0.18%6.34%15.06%1.34%-11.71%1.29%-6.69%55.98%
2017-2.36%7.01%5.71%2.17%2.20%-0.83%14.50%2.25%4.89%-0.13%-0.26%4.15%45.72%
2016-2.52%-5.82%8.92%7.52%7.80%-2.61%7.49%-1.37%6.38%-0.84%12.00%1.17%43.05%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 77, HEI-A is among the top 23% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of HEI-A is 7777
Overall Rank
The Sharpe Ratio Rank of HEI-A is 7878
Sharpe Ratio Rank
The Sortino Ratio Rank of HEI-A is 7171
Sortino Ratio Rank
The Omega Ratio Rank of HEI-A is 7070
Omega Ratio Rank
The Calmar Ratio Rank of HEI-A is 8686
Calmar Ratio Rank
The Martin Ratio Rank of HEI-A is 7979
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for HEICO Corporation (HEI-A) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The chart of Sharpe ratio for HEI-A, currently valued at 0.71, compared to the broader market-2.00-1.000.001.002.003.00
HEI-A: 0.71
^GSPC: 0.46
The chart of Sortino ratio for HEI-A, currently valued at 1.18, compared to the broader market-6.00-4.00-2.000.002.004.00
HEI-A: 1.18
^GSPC: 0.77
The chart of Omega ratio for HEI-A, currently valued at 1.16, compared to the broader market0.501.001.502.00
HEI-A: 1.16
^GSPC: 1.11
The chart of Calmar ratio for HEI-A, currently valued at 1.11, compared to the broader market0.001.002.003.004.005.00
HEI-A: 1.11
^GSPC: 0.47
The chart of Martin ratio for HEI-A, currently valued at 2.84, compared to the broader market-5.000.005.0010.0015.0020.00
HEI-A: 2.84
^GSPC: 1.94

The current HEICO Corporation Sharpe ratio is 0.71. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of HEICO Corporation with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.71
0.46
HEI-A (HEICO Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

HEICO Corporation provided a 0.11% dividend yield over the last twelve months, with an annual payout of $0.22 per share. The company has been increasing its dividends for 7 consecutive years.


0.10%0.15%0.20%0.25%$0.00$0.05$0.10$0.15$0.20201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM202420232022202120202019201820172016
Dividend$0.22$0.21$0.20$0.18$0.17$0.16$0.14$0.10$0.04$0.07

Dividend yield

0.11%0.11%0.14%0.15%0.13%0.14%0.16%0.17%0.10%0.25%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.11$0.00$0.00$0.00$0.11
2024$0.10$0.00$0.00$0.00$0.00$0.00$0.11$0.00$0.00$0.00$0.00$0.00$0.21
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$0.20
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$0.18
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$0.17
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$0.16
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$0.14
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$0.10
2017$0.00$0.00$0.00$0.00$0.00$0.04$0.00$0.00$0.00$0.00$0.00$0.00$0.04
2016$0.03$0.00$0.00$0.00$0.00$0.00$0.04$0.07

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%
HEI-A: 0.1%
HEICO Corporation has a dividend yield of 0.11%, 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%1,000.0%
HEI-A: 5.5%
HEICO Corporation has a payout ratio of 5.45%, 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. Drawdowns are calculated considering price movements and all distributions paid, if any.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-7.87%
-10.07%
HEI-A (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 49.70%, occurring on Mar 18, 2020. Recovery took 164 trading sessions.

The current HEICO Corporation drawdown is 7.87%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-49.7%Aug 30, 2019138Mar 18, 2020164Nov 9, 2020302
-25.9%Nov 10, 2021155Jun 23, 2022163Feb 15, 2023318
-24.91%Sep 17, 201869Dec 24, 201836Feb 15, 2019105
-18.84%Jun 9, 202166Sep 10, 202142Nov 9, 2021108
-17.89%Nov 25, 202456Feb 18, 202525Mar 25, 202581

Volatility

Volatility Chart

The current HEICO Corporation volatility is 12.10%, 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%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
12.10%
14.23%
HEI-A (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

Valuation

The Valuation section provides an overview of how HEICO Corporation is priced in the market compared to other companies in the Aerospace & Defense industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio
20.040.060.080.0100.0
HEI-A: 49.0
The chart displays the Price-to-Earnings (P/E) ratio for HEI-A, comparing it with other companies in the Aerospace & Defense industry. Currently, HEI-A has a P/E ratio of 49.0. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
2.04.06.08.010.0
HEI-A: 2.8
The chart shows the Price/Earnings to Growth (PEG) ratio for HEI-A compared to other companies in the Aerospace & Defense industry. HEI-A currently has a PEG ratio of 2.8. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.
PS Ratio
2.04.06.08.010.0
HEI-A: 7.6
This chart shows the Price-to-Sales (P/S) ratio for HEI-A relative to other companies in the Aerospace & Defense industry. Currently, HEI-A has a P/S ratio of 7.6. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
2.04.06.08.010.0
HEI-A: 7.4
The chart illustrates the Price-to-Book (P/B) ratio for HEI-A in comparison with other companies in the Aerospace & Defense industry. Currently, HEI-A has a P/B value of 7.4. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items