HEI vs. FIX
HEI (HEICO Corporation) and FIX (Comfort Systems USA, Inc.) are both stocks. Both are in the Industrials sector — HEI in Aerospace & Defense, FIX in Engineering & Construction. Over the past 10 years, HEI returned 25.98%/yr vs 51.27%/yr for FIX. At a 0.35 correlation, their price movements are largely independent.
Performance
HEI vs. FIX - Performance Comparison
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Returns By Period
In the year-to-date period, HEI achieves a 2.52% return, which is significantly lower than FIX's 101.37% return. Over the past 10 years, HEI has underperformed FIX with an annualized return of 25.98%, while FIX has yielded a comparatively higher 51.27% annualized return.
HEI
- 1D
- -2.24%
- 1M
- 13.64%
- YTD
- 2.52%
- 6M
- 6.84%
- 1Y
- 9.12%
- 3Y*
- 26.36%
- 5Y*
- 18.39%
- 10Y*
- 25.98%
FIX
- 1D
- 1.85%
- 1M
- -7.68%
- YTD
- 101.37%
- 6M
- 94.15%
- 1Y
- 275.43%
- 3Y*
- 128.82%
- 5Y*
- 86.97%
- 10Y*
- 51.27%
HEI vs. FIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HEI HEICO Corporation | 2.52% | 36.22% | 33.05% | 16.56% | 6.67% | 9.06% | 16.16% | 47.54% | 28.51% | 53.04% |
FIX Comfort Systems USA, Inc. | 101.37% | 120.86% | 106.89% | 79.62% | 16.98% | 88.98% | 6.73% | 15.07% | 0.73% | 32.13% |
Correlation
The correlation between HEI and FIX is 0.50, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.50 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.42 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.48 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.42 |
Correlation (All Time) Calculated using the full available price history since Jun 27, 1997 | 0.35 |
The correlation between HEI and FIX shifts across timeframes, from 0.35 (all time) to 0.50 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
HEI:
$46.77B
FIX:
$66.19B
HEI:
$5.60
FIX:
$34.64
HEI:
59.22
FIX:
54.21
HEI:
2.67
FIX:
0.82
HEI:
9.52
FIX:
6.54
HEI:
8.68
FIX:
23.51
HEI:
$4.91B
FIX:
$10.14B
HEI:
$943.00M
FIX:
$2.55B
HEI:
$1.12B
FIX:
$1.70B
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Return for Risk
HEI vs. FIX — Risk / Return Rank
HEI
FIX
HEI vs. FIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for HEICO Corporation (HEI) and Comfort Systems USA, Inc. (FIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| HEI | FIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -4.86 | ||
| Sortino ratioReturn per unit of downside risk | -4.28 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.66 | -0.58 |
| Calmar ratioReturn relative to maximum drawdown | 0.34 | 17.58 | -17.25 |
| Martin ratioReturn relative to average drawdown | 0.82 | 59.47 | -58.66 |
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Drawdowns
HEI vs. FIX - Drawdown Comparison
The maximum HEI drawdown since its inception was -75.50%, smaller than the maximum FIX drawdown of -93.36%. Use the drawdown chart below to compare losses from any high point for HEI and FIX.
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Drawdown Indicators
| HEI | FIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -75.50% | -93.36% | +17.86% |
Max Drawdown (1Y)Largest decline over 1 year | -27.11% | -15.78% | -11.33% |
Max Drawdown (3Y)Largest decline over 3 years | -27.11% | -46.05% | +18.94% |
Max Drawdown (5Y)Largest decline over 5 years | -27.11% | -46.05% | +18.94% |
Max Drawdown (10Y)Largest decline over 10 years | -57.73% | -49.68% | -8.05% |
Current DrawdownCurrent decline from peak | -7.38% | -8.03% | +0.65% |
Average DrawdownAverage peak-to-trough decline | -19.95% | -38.06% | +18.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.18% | 4.66% | +6.52% |
Volatility
HEI vs. FIX - Volatility Comparison
HEICO Corporation (HEI) and Comfort Systems USA, Inc. (FIX) have volatilities of 14.84% and 15.34%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HEI | FIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.84% | 15.34% | -0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 27.73% | 38.30% | -10.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.32% | 54.05% | -20.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.71% | 44.66% | -16.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.65% | 42.44% | -11.79% |
Dividends
HEI vs. FIX - Dividend Comparison
HEI's dividend yield for the trailing twelve months is around 0.07%, less than FIX's 0.14% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIX Comfort Systems USA, Inc. | 0.14% | 0.21% | 0.28% | 0.41% | 0.49% | 0.49% | 0.81% | 0.79% | 0.76% | 0.68% | 0.83% | 0.88% |
HEI HEICO Corporation | 0.07% | 0.07% | 0.09% | 0.11% | 0.12% | 0.12% | 0.12% | 0.12% | 0.14% | 0.08% | 0.22% | 0.28% |
Financials
HEI vs. FIX - Financials Comparison
This section allows you to compare key financial metrics between HEICO Corporation and Comfort Systems USA, Inc.. 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
HEI vs. FIX - Profitability Comparison
HEI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, HEICO Corporation reported a gross profit of -454.96M and revenue of 1.38B. Therefore, the gross margin over that period was -33.1%.
FIX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Comfort Systems USA, Inc. reported a gross profit of 754.41M and revenue of 2.87B. Therefore, the gross margin over that period was 26.3%.
HEI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, HEICO Corporation reported an operating income of 350.44M and revenue of 1.38B, resulting in an operating margin of 25.5%.
FIX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Comfort Systems USA, Inc. reported an operating income of 485.72M and revenue of 2.87B, resulting in an operating margin of 17.0%.
HEI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, HEICO Corporation reported a net income of 233.80M and revenue of 1.38B, resulting in a net margin of 17.0%.
FIX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Comfort Systems USA, Inc. reported a net income of 370.38M and revenue of 2.87B, resulting in a net margin of 12.9%.
Frequently Asked Questions
HEI and FIX have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FIX has higher volatility (15.34%) compared to HEI (14.84%). In terms of maximum drawdown, HEI dropped -75.50% vs FIX's -93.36%.
FIX currently has the higher Sharpe Ratio (5.13 vs 0.27), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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