HEI vs. KLAC
Compare and contrast key facts about HEICO Corporation (HEI) and KLA Corporation (KLAC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HEI or KLAC.
Key characteristics
| HEI | KLAC | |
|---|---|---|
| YTD Return | 14.53% | 13.19% |
| 1Y Return | 21.95% | 85.56% |
| 3Y Return (Ann) | 13.93% | 27.07% |
| 5Y Return (Ann) | 14.54% | 41.36% |
| 10Y Return (Ann) | 22.35% | 32.11% |
| Sharpe Ratio | 0.86 | 2.32 |
| Daily Std Dev | 23.44% | 33.82% |
| Max Drawdown | -81.88% | -83.74% |
| Current Drawdown | -0.03% | -9.22% |
Fundamentals
| HEI | KLAC | |
|---|---|---|
| Market Cap | $24.15B | $84.95B |
| EPS | $3.06 | $19.77 |
| PE Ratio | 64.41 | 31.77 |
| PEG Ratio | 3.28 | 2.73 |
| Revenue (TTM) | $3.24B | $9.67B |
| Gross Profit (TTM) | $1.15B | $5.62B |
| EBITDA (TTM) | $839.22M | $3.94B |
Correlation
The correlation between HEI and KLAC is 0.22, 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. KLAC - Performance Comparison
In the year-to-date period, HEI achieves a 14.53% return, which is significantly higher than KLAC's 13.19% return. Over the past 10 years, HEI has underperformed KLAC with an annualized return of 22.35%, while KLAC has yielded a comparatively higher 32.11% 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. KLAC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for HEICO Corporation (HEI) and KLA Corporation (KLAC). 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. KLAC - Dividend Comparison
HEI's dividend yield for the trailing twelve months is around 0.10%, less than KLAC's 0.84% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HEI 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% |
KLAC KLA Corporation | 0.84% | 0.92% | 1.25% | 0.91% | 1.35% | 1.74% | 3.17% | 2.15% | 2.67% | 2.94% | 26.17% | 2.64% |
Drawdowns
HEI vs. KLAC - Drawdown Comparison
The maximum HEI drawdown since its inception was -81.88%, roughly equal to the maximum KLAC drawdown of -83.74%. Use the drawdown chart below to compare losses from any high point for HEI and KLAC. For additional features, visit the drawdowns tool.
Volatility
HEI vs. KLAC - Volatility Comparison
The current volatility for HEICO Corporation (HEI) is 5.56%, while KLA Corporation (KLAC) has a volatility of 9.85%. This indicates that HEI experiences smaller price fluctuations and is considered to be less risky than KLAC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
HEI vs. KLAC - Financials Comparison
This section allows you to compare key financial metrics between HEICO Corporation and KLA 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