No connection

Search Results

HEI-A vs MTZ

HEI-A
HEICO Corporation
NEUTRAL
Price
$205.52
Market Cap
$28.67B
Sector
Industrials
AI Confidence
85%
MTZ
MasTec, Inc.
NEUTRAL
Price
$370.55
Market Cap
$29.21B
Sector
Industrials
AI Confidence
85%

Valuation

P/E Ratio
HEI-A
40.62
MTZ
72.94
Forward P/E
HEI-A
47.68
MTZ
33.9
P/B Ratio
HEI-A
6.36
MTZ
8.85
P/S Ratio
HEI-A
6.19
MTZ
2.04
EV/EBITDA
HEI-A
24.88
MTZ
28.91

Profitability

Gross Margin
HEI-A
39.62%
MTZ
12.54%
Operating Margin
HEI-A
22.24%
MTZ
5.38%
Profit Margin
HEI-A
15.38%
MTZ
2.79%
ROE
HEI-A
16.57%
MTZ
13.35%
ROA
HEI-A
7.85%
MTZ
4.34%

Growth

Revenue Growth
HEI-A
14.4%
MTZ
15.8%
Earnings Growth
HEI-A
12.5%
MTZ
92.8%

Financial Health

Debt/Equity
HEI-A
0.5
MTZ
0.84
Current Ratio
HEI-A
3.06
MTZ
1.32
Quick Ratio
HEI-A
1.27
MTZ
1.21

Dividends

Dividend Yield
HEI-A
0.12%
MTZ
--
Payout Ratio
HEI-A
4.75%
MTZ
0.0%

AI Verdict

HEI-A NEUTRAL

HEI-A exhibits strong fundamental health with a Piotroski F-Score of 7/9 and a robust current ratio of 3.06, indicating a high-quality balance sheet. However, the stock is significantly overvalued relative to its Graham Number ($60.64) and growth-based intrinsic value ($130.29), trading at a steep premium with a P/E of 40.62. While long-term growth in the Aerospace & Defense sector remains a tailwind, the current technical trend is bearish (0/100) and the forward P/E is expanding, suggesting a potential valuation correction.

Strengths
Strong financial health (Piotroski F-Score 7/9)
Excellent liquidity with a Current Ratio of 3.06
Low leverage with a Debt/Equity ratio of 0.50
Risks
Severe valuation premium over intrinsic and Graham values
Bearish technical momentum (0/100 trend score, -16.6% 6-month return)
Forward P/E (47.68) is higher than trailing P/E, suggesting slowing earnings growth relative to price
MTZ NEUTRAL

MasTec (MTZ) presents a stark contrast between explosive growth and extreme valuation. While the Piotroski F-Score of 4/9 indicates stable financial health, the stock is trading at a massive premium, with a current price of $370.55 far exceeding both the Graham Number ($69.17) and the growth-based Intrinsic Value ($149.86). Despite strong analyst support and impressive YoY earnings growth of 92.8%, the combination of bearish insider selling, a weak technical trend (10/100), and razor-thin profit margins (2.79%) suggests significant downside risk if growth targets are missed.

Strengths
Exceptional YoY earnings growth of 92.80%
Strong revenue growth (15.80% YoY) indicating market share expansion
Strong analyst consensus with a 'strong_buy' rating from 18 analysts
Risks
Extreme valuation premium (P/E of 72.94 and P/B of 8.85)
Dangerously low profit margins (2.79%) leaving little room for error
Bearish insider sentiment with recent director sales

Compare Another Pair

HEI-A vs MTZ: Head-to-Head Comparison

This page compares HEICO Corporation (HEI-A) and MasTec, Inc. (MTZ) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

Home
Terminal
AI Chat
Markets
Profile