HEI vs. CW
Compare and contrast key facts about HEICO Corporation (HEI) and Curtiss-Wright Corporation (CW).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HEI or CW.
Key characteristics
HEI | CW | |
---|---|---|
YTD Return | 14.57% | 13.79% |
1Y Return | 20.25% | 45.85% |
3Y Return (Ann) | 13.96% | 27.17% |
5Y Return (Ann) | 14.82% | 18.12% |
10Y Return (Ann) | 22.36% | 15.50% |
Sharpe Ratio | 0.83 | 2.48 |
Daily Std Dev | 23.45% | 18.28% |
Max Drawdown | -81.88% | -59.19% |
Current Drawdown | 0.00% | -2.24% |
Fundamentals
HEI | CW | |
---|---|---|
Market Cap | $24.15B | $9.58B |
EPS | $3.06 | $9.21 |
PE Ratio | 64.41 | 27.17 |
PEG Ratio | 3.28 | 2.71 |
Revenue (TTM) | $3.24B | $2.85B |
Gross Profit (TTM) | $1.15B | $954.61M |
EBITDA (TTM) | $839.22M | $629.67M |
Correlation
The correlation between HEI and CW is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
HEI vs. CW - Performance Comparison
In the year-to-date period, HEI achieves a 14.57% return, which is significantly higher than CW's 13.79% return. Over the past 10 years, HEI has outperformed CW with an annualized return of 22.36%, while CW has yielded a comparatively lower 15.50% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
HEI vs. CW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for HEICO Corporation (HEI) and Curtiss-Wright Corporation (CW). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
HEI vs. CW - Dividend Comparison
HEI's dividend yield for the trailing twelve months is around 0.10%, less than CW's 0.32% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
HEICO Corporation | 0.10% | 0.11% | 0.12% | 0.12% | 0.12% | 0.12% | 0.14% | 0.08% | 0.22% | 0.28% | 1.02% | 0.80% |
Curtiss-Wright Corporation | 0.32% | 0.35% | 0.45% | 0.51% | 0.58% | 0.47% | 0.59% | 0.46% | 0.53% | 0.76% | 0.74% | 0.63% |
Drawdowns
HEI vs. CW - Drawdown Comparison
The maximum HEI drawdown since its inception was -81.88%, which is greater than CW's maximum drawdown of -59.19%. Use the drawdown chart below to compare losses from any high point for HEI and CW. For additional features, visit the drawdowns tool.
Volatility
HEI vs. CW - Volatility Comparison
HEICO Corporation (HEI) has a higher volatility of 5.86% compared to Curtiss-Wright Corporation (CW) at 3.95%. This indicates that HEI's price experiences larger fluctuations and is considered to be riskier than CW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
HEI vs. CW - Financials Comparison
This section allows you to compare key financial metrics between HEICO Corporation and Curtiss-Wright Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities