HEI vs. TDG
Compare and contrast key facts about HEICO Corporation (HEI) and TransDigm Group Incorporated (TDG).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HEI or TDG.
Correlation
The correlation between HEI and TDG is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
HEI vs. TDG - Performance Comparison
Key characteristics
HEI:
1.26
TDG:
1.56
HEI:
1.68
TDG:
2.05
HEI:
1.23
TDG:
1.27
HEI:
1.96
TDG:
2.99
HEI:
8.57
TDG:
7.26
HEI:
3.43%
TDG:
5.04%
HEI:
23.43%
TDG:
23.50%
HEI:
-73.03%
TDG:
-62.64%
HEI:
-14.81%
TDG:
-10.03%
Fundamentals
HEI:
$31.20B
TDG:
$71.65B
HEI:
$3.66
TDG:
$25.61
HEI:
70.98
TDG:
49.76
HEI:
3.83
TDG:
3.89
HEI:
$2.84B
TDG:
$7.94B
HEI:
$1.16B
TDG:
$4.58B
HEI:
$743.21M
TDG:
$3.87B
Returns By Period
The year-to-date returns for both stocks are quite close, with HEI having a 33.02% return and TDG slightly lower at 32.55%. Over the past 10 years, HEI has underperformed TDG with an annualized return of 23.13%, while TDG has yielded a comparatively higher 25.45% annualized return.
HEI
33.02%
-12.86%
5.01%
36.78%
15.47%
23.13%
TDG
32.55%
1.55%
0.84%
36.60%
20.69%
25.45%
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Risk-Adjusted Performance
HEI vs. TDG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for HEICO Corporation (HEI) and TransDigm Group Incorporated (TDG). 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. TDG - Dividend Comparison
HEI's dividend yield for the trailing twelve months is around 0.09%, less than TDG's 5.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HEI HEICO Corporation | 0.09% | 0.11% | 0.12% | 0.12% | 0.12% | 0.12% | 0.14% | 0.08% | 0.22% | 0.28% | 1.02% | 0.80% |
TDG TransDigm Group Incorporated | 5.91% | 3.46% | 2.94% | 0.00% | 0.00% | 11.16% | 0.00% | 8.01% | 9.64% | 0.00% | 12.73% | 13.66% |
Drawdowns
HEI vs. TDG - Drawdown Comparison
The maximum HEI drawdown since its inception was -73.03%, which is greater than TDG's maximum drawdown of -62.64%. Use the drawdown chart below to compare losses from any high point for HEI and TDG. For additional features, visit the drawdowns tool.
Volatility
HEI vs. TDG - Volatility Comparison
HEICO Corporation (HEI) has a higher volatility of 10.38% compared to TransDigm Group Incorporated (TDG) at 7.90%. This indicates that HEI's price experiences larger fluctuations and is considered to be riskier than TDG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
HEI vs. TDG - Financials Comparison
This section allows you to compare key financial metrics between HEICO Corporation and TransDigm Group Incorporated. 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