HEI vs. LRCX
HEI (HEICO Corporation) and LRCX (Lam Research Corporation) are both stocks. HEI operates in Aerospace & Defense (Industrials), while LRCX operates in Semiconductor Equipment & Materials (Technology). Over the past 10 years, HEI returned 25.42%/yr vs 46.35%/yr for LRCX. At a 0.26 correlation, their price movements are largely independent.
Performance
HEI vs. LRCX - Performance Comparison
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Returns By Period
In the year-to-date period, HEI achieves a 0.01% return, which is significantly lower than LRCX's 89.76% return. Over the past 10 years, HEI has underperformed LRCX with an annualized return of 25.42%, while LRCX has yielded a comparatively higher 46.35% annualized return.
HEI
- 1D
- -2.39%
- 1M
- 10.59%
- YTD
- 0.01%
- 6M
- 2.87%
- 1Y
- 6.72%
- 3Y*
- 25.63%
- 5Y*
- 17.50%
- 10Y*
- 25.42%
LRCX
- 1D
- 6.98%
- 1M
- 10.34%
- YTD
- 89.76%
- 6M
- 99.61%
- 1Y
- 278.49%
- 3Y*
- 76.58%
- 5Y*
- 40.10%
- 10Y*
- 46.35%
HEI vs. LRCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HEI HEICO Corporation | 0.01% | 36.22% | 33.05% | 16.56% | 6.67% | 9.06% | 16.16% | 47.54% | 28.51% | 53.04% |
LRCX Lam Research Corporation | 89.76% | 139.16% | -6.84% | 88.63% | -40.72% | 53.66% | 64.18% | 119.33% | -24.40% | 76.21% |
Correlation
The correlation between HEI and LRCX is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.33 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.31 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.39 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.37 |
Correlation (All Time) Calculated using the full available price history since Mar 17, 1992 | 0.26 |
The correlation between HEI and LRCX shifts across timeframes, from 0.26 (all time) to 0.39 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
HEI:
$45.63B
LRCX:
$409.71B
HEI:
$5.60
LRCX:
$5.29
HEI:
57.77
LRCX:
61.36
HEI:
2.60
LRCX:
4.64
HEI:
9.29
LRCX:
18.98
HEI:
8.46
LRCX:
38.71
HEI:
$4.91B
LRCX:
$21.68B
HEI:
$943.00M
LRCX:
$10.84B
HEI:
$1.12B
LRCX:
$6.10B
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Return for Risk
HEI vs. LRCX — Risk / Return Rank
HEI
LRCX
HEI vs. LRCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for HEICO Corporation (HEI) and Lam Research Corporation (LRCX). 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.
| HEI | LRCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -5.25 | ||
| Sortino ratioReturn per unit of downside risk | -4.00 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.60 | -0.53 |
| Calmar ratioReturn relative to maximum drawdown | 0.25 | 14.02 | -13.77 |
| Martin ratioReturn relative to average drawdown | 0.60 | 47.19 | -46.58 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HEI | LRCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.21 | 5.46 | -5.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.87 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 1.04 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.43 | +0.08 |
Drawdowns
HEI vs. LRCX - Drawdown Comparison
The maximum HEI drawdown since its inception was -75.50%, smaller than the maximum LRCX drawdown of -87.90%. Use the drawdown chart below to compare losses from any high point for HEI and LRCX.
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Drawdown Indicators
| HEI | LRCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -75.50% | -87.90% | +12.40% |
Max Drawdown (1Y)Largest decline over 1 year | -27.11% | -20.01% | -7.10% |
Max Drawdown (3Y)Largest decline over 3 years | -27.11% | -47.10% | +19.99% |
Max Drawdown (5Y)Largest decline over 5 years | -27.11% | -56.39% | +29.28% |
Max Drawdown (10Y)Largest decline over 10 years | -57.73% | -56.39% | -1.34% |
Current DrawdownCurrent decline from peak | -9.65% | -5.60% | -4.05% |
Average DrawdownAverage peak-to-trough decline | -19.96% | -28.18% | +8.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.14% | 5.93% | +5.21% |
Volatility
HEI vs. LRCX - Volatility Comparison
The current volatility for HEICO Corporation (HEI) is 13.61%, while Lam Research Corporation (LRCX) has a volatility of 18.51%. This indicates that HEI experiences smaller price fluctuations and is considered to be less risky than LRCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HEI | LRCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.61% | 18.51% | -4.90% |
Volatility (6M)Calculated over the trailing 6-month period | 27.21% | 42.13% | -14.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.79% | 51.52% | -18.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.59% | 46.25% | -18.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.61% | 44.76% | -14.15% |
Dividends
HEI vs. LRCX - Dividend Comparison
HEI's dividend yield for the trailing twelve months is around 0.07%, less than LRCX's 0.31% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
LRCX Lam Research Corporation | 0.31% | 0.57% | 1.19% | 0.95% | 1.53% | 0.78% | 1.04% | 1.54% | 2.79% | 1.01% | 1.28% | 1.36% |
Financials
HEI vs. LRCX - Financials Comparison
This section allows you to compare key financial metrics between HEICO Corporation and Lam Research 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
HEI vs. LRCX - 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%.
LRCX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Lam Research Corporation reported a gross profit of 2.91B and revenue of 5.84B. Therefore, the gross margin over that period was 49.8%.
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%.
LRCX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Lam Research Corporation reported an operating income of 2.05B and revenue of 5.84B, resulting in an operating margin of 35.0%.
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%.
LRCX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Lam Research Corporation reported a net income of 1.83B and revenue of 5.84B, resulting in a net margin of 31.3%.
Frequently Asked Questions
HEI and LRCX have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LRCX has higher volatility (18.51%) compared to HEI (13.61%). In terms of maximum drawdown, HEI dropped -75.50% vs LRCX's -87.90%.
LRCX currently has the higher Sharpe Ratio (5.46 vs 0.21), 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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