HEI
NEUTRALAt a glance
Key valuation, profitability, growth, and risk metrics.
AI Analysis
AI-powered fundamental assessment
Key Strengths
Key Risks
Performance Snowflake
Multi-dimensional analysis across 5 key categories
Ref P/E 52.59, PEG 2.46, Graham $60.64
- Forward P/E is slightly lower than trailing
- Price is >4x Graham Number
- Price is >2x Intrinsic Value
- High P/S and P/B ratios
Ref Revenue Growth 14.40%, Earnings Growth 12.50%
- Consistent 12-14% growth in revenue and earnings
- Strong analyst target price of $354.11
- Growth rates may not justify the current P/E multiple
Ref 25-quarter earnings track record
- Long-term 5Y price appreciation of 90.5%
- Consistent earnings surprise record
- Recent 6-month price decline of 15.8%
Ref Piotroski F-Score, Debt/Equity
- Piotroski F-Score 7/9
- Low Debt/Equity (0.50)
- High Current Ratio (3.06)
- Altman Z-Score not provided
Ref Yield 0.09%, Payout 4.75%
- Very low payout ratio (4.75%) allows for future increases
- Extremely low yield (0.09%)
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for HEI and closest competitors.
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
HEI
HEICO Corporation
Primary
|
+90.5% | +58.2% | +7.7% | -15.8% | -2.7% | -8.9% |
|
EME
EMCOR Group, Inc.
Peer
|
+632.5% | +447.9% | +117.5% | +16.4% | +13.8% | +7.9% |
|
SYM
Symbotic Inc.
Peer
|
+532.9% | +113.1% | +232.0% | -7.6% | +29.9% | +19.3% |
|
BE
Bloom Energy Corporation
Peer
|
+276.3% | +479.8% | +423.6% | +321.9% | +57.7% | -3.1% |
|
CPRT
Copart, Inc.
Peer
|
+41.6% | +32.4% | -28.4% | -35.6% | -7.8% | +1.4% |
Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.
Historical Performance Trends
Long-term financial metrics and growth patterns
Revenue & Net Income
Profit & Operating Margins
Return on Equity (ROE)
Quarterly Revenue Growth
Valuation Metrics
Key valuation ratios and pricing indicators
Profitability
Profit margins and return metrics
Growth
Revenue and earnings growth rates
Financial Health
Balance sheet strength and liquidity metrics
Financial Statement Flow
Interactive flow visualization showing how money moves through the company Q1 2026
Quarterly Earnings History
EPS performance vs analyst estimates
Industrials Sector Comparison
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
HEI
HEICO Corporation
|
NEUTRAL | $37.13B | 52.59 | 16.6% | 15.4% | $266.12 | |
|
EME
EMCOR Group, Inc.
|
NEUTRAL | $38.74B | 30.87 | 38.5% | 7.5% | $869.9 | Compare |
|
SYM
Symbotic Inc.
|
NEUTRAL | $39.23B | - | -9.0% | -0.5% | $65.13 | Compare |
|
BE
Bloom Energy Corporation
|
BEARISH | $34.27B | 2069.86 | 2.9% | 0.8% | $144.89 | Compare |
|
CPRT
Copart, Inc.
|
BULLISH | $40.28B | 25.84 | 18.5% | 33.4% | $41.08 | Compare |
Recent Insider Trading
Insider buy and sell transactions from the last 6 months
| Date | Insider | Position | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2025-10-31 | MENDELSON ERIC A | Chief Executive Officer | Option Exercise | 80,000 | $3,597,104 |
| 2025-10-31 | MENDELSON VICTOR H | Chief Executive Officer | Option Exercise | 80,000 | $3,597,104 |
SEC Filings
Recent regulatory filings from the SEC EDGAR database
Wall Street Analysts
Professional analyst ratings and price targets
Past News Coverage
Recent headlines mentioning HEI from our newsroom.