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HEI

NEUTRAL
$266.12 Live
HEICO Corporation · NYSE
Target $354.11 (+33.1%)
$247.03 52W Range $361.69

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 28, 2026
Market cap
$37.13B
P/E
52.59
ROE
16.6%
Profit margin
15.4%
Debt/Equity
0.5
Dividend yield
0.09%

AI Analysis

AI-powered fundamental assessment

Confidence
85%
HEI demonstrates strong fundamental health with a Piotroski F-Score of 7/9 and exceptional liquidity (Current Ratio 3.06). However, the stock is severely overvalued by deterministic standards, trading significantly above its Graham Number ($60.64) and Intrinsic Value ($130.29). While the company maintains a stellar track record of earnings beats and steady growth, the current technical trend is bearish (0/100) and the PEG ratio of 2.46 indicates a steep premium. The disconnect between fundamental value and market price suggests a high-quality company at an unattractive entry point.

Key Strengths

Strong Piotroski F-Score (7/9) indicating robust financial health
Exceptional liquidity with a Current Ratio of 3.06
Consistent history of earnings beats over 25 quarters
Low Debt/Equity ratio (0.50) compared to industrial peers
Strong operating margins (22.24%) and consistent revenue growth

Key Risks

Extreme valuation premium (P/E of 52.59 and P/B of 8.24)
Bearish short-term technical trend (0/100 score)
High PEG ratio (2.46) suggesting price is outstripping growth
Negligible dividend yield (0.09%) providing no floor for investors
Significant gap between current price and intrinsic/Graham value
AI Fair Value Estimate
Based on comprehensive analysis
$195.0
-26.7% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
60
Strong
Value
20
Future
75
Past
90
Health
85
Dividend
30
AI Verdict
High-quality compounder trading at a massive premium
Key drivers: Fundamental health, Earnings consistency, Valuation disconnect
Confidence
90%
Value
20/100

Ref P/E 52.59, PEG 2.46, Graham $60.64

Positives
  • Forward P/E is slightly lower than trailing
Watchpoints
  • Price is >4x Graham Number
  • Price is >2x Intrinsic Value
  • High P/S and P/B ratios
Future
75/100

Ref Revenue Growth 14.40%, Earnings Growth 12.50%

Positives
  • Consistent 12-14% growth in revenue and earnings
  • Strong analyst target price of $354.11
Watchpoints
  • Growth rates may not justify the current P/E multiple
Past
90/100

Ref 25-quarter earnings track record

Positives
  • Long-term 5Y price appreciation of 90.5%
  • Consistent earnings surprise record
Watchpoints
  • Recent 6-month price decline of 15.8%
Health
85/100

Ref Piotroski F-Score, Debt/Equity

Positives
  • Piotroski F-Score 7/9
  • Low Debt/Equity (0.50)
  • High Current Ratio (3.06)
Watchpoints
  • Altman Z-Score not provided
Dividend
30/100

Ref Yield 0.09%, Payout 4.75%

Positives
  • Very low payout ratio (4.75%) allows for future increases
Watchpoints
  • Extremely low yield (0.09%)

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$266.12
Analyst Target
$354.11
Upside/Downside
+33.1%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for HEI and closest competitors.

Updated 2026-04-27
HEI
HEICO Corporation
Primary
5Y
+90.5%
3Y
+58.2%
1Y
+7.7%
6M
-15.8%
1M
-2.7%
1W
-8.9%
EME
EMCOR Group, Inc.
Peer
5Y
+632.5%
3Y
+447.9%
1Y
+117.5%
6M
+16.4%
1M
+13.8%
1W
+7.9%
SYM
Symbotic Inc.
Peer
5Y
+532.9%
3Y
+113.1%
1Y
+232.0%
6M
-7.6%
1M
+29.9%
1W
+19.3%
BE
Bloom Energy Corporation
Peer
5Y
+276.3%
3Y
+479.8%
1Y
+423.6%
6M
+321.9%
1M
+57.7%
1W
-3.1%
CPR
Copart, Inc.
Peer
5Y
+41.6%
3Y
+32.4%
1Y
-28.4%
6M
-35.6%
1M
-7.8%
1W
+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

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
52.59
Forward P/E
41.9
PEG Ratio
2.46
P/B Ratio
8.24
P/S Ratio
8.01
EV/Revenue
8.62
EV/EBITDA
31.56
Market Cap
$37.13B

Profitability

Profit margins and return metrics

Profit Margin 15.38%
Operating Margin 22.24%
Gross Margin 39.62%
ROE 16.57%
ROA 7.85%

Growth

Revenue and earnings growth rates

Revenue Growth +14.4%
Earnings Growth +12.5%
Q/Q Revenue Growth +14.4%
Q/Q Earnings Growth +13.2%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
0.5
Low debt
Current Ratio
3.06
Strong
Quick Ratio
1.27
Good
Cash/Share
$1.87

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q1 2026

Revenue
$1.2B
Gross Margin
38.6%
Op. Margin
22.1%
Net Margin
16.1%
Total Assets
$9.0B
Liabilities
$4.0B
Equity
$4.5B
Debt/Equity
0.89x
Operating CF
$0.2B
CapEx
$-0.0B
Free Cash Flow
$0.2B
FCF Yield
92%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-05-27
$N/A
2026-02-25
$1.35
+4.7% surprise
2025-12-18
$1.33
+9.3% surprise
2025-08-25
$1.26
+10.8% surprise

Industrials Sector Comparison

Comparing HEI against 469 companies in the Industrials sector (39 bullish, 174 neutral, 256 bearish)
P/E Ratio
52.59
This Stock
vs
98.24
Sector Avg
-46.5% (Discount)
Return on Equity (ROE)
16.57%
This Stock
vs
-19.38%
Sector Avg
-185.5% (Below Avg)
Profit Margin
15.38%
This Stock
vs
6.65%
Sector Avg
+131.2% (Superior)
Debt to Equity
0.5
This Stock
vs
2.63
Sector Avg
-81.1% (Less Debt)
Revenue Growth
14.4%
This Stock
vs
71.29%
Sector Avg
-79.8% (Slower)
Current Ratio
3.06
This Stock
vs
3.09
Sector Avg
-1.0% (Weaker)

Similar Companies

Peer comparison within the same industry

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

MENDELSON ERIC A
Chief Executive Officer
Option Exercise
2025-10-31
80,000 shares · $3,597,104
MENDELSON VICTOR H
Chief Executive Officer
Option Exercise
2025-10-31
80,000 shares · $3,597,104
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

8-K
8-K
2026-03-17
10-Q
10-Q
2026-02-27

HEI filed its quarterly 10-Q report on February 27, 2026. Due to the absence of provided excerpts, specific financial highlights and risk factors are unavailable for summary.

8-K
8-K
2026-02-25

HEI filed an 8-K likely announcing its periodic financial results.

DEF 14A
DEF 14A
2026-01-30

HEI filed a definitive proxy statement on January 30, 2026, providing shareholders with necessary information to vote on matters at the company's annual meeting.

10-K
10-K
2025-12-22

HEI filed its annual 10-K report on December 22, 2025, which includes detailed sections on its business operations, executive leadership, and risk factors. The filing provides management's discussion and analysis of the company's financial condition and results of operations.

8-K
8-K
2025-12-22
8-K
8-K
2025-12-18
8-K
8-K
2025-09-29
10-Q
10-Q
2025-08-27

HEI filed its quarterly 10-Q report on August 27, 2025. Due to the absence of provided excerpts, specific financial highlights and risk factors cannot be detailed at this time.

8-K
8-K
2025-08-25

HEI filed a current report on August 25, 2025, likely announcing its quarterly financial results.

8-K
8-K
2025-08-08
10-Q
10-Q
2025-05-29
8-K
8-K
2025-05-27
8-K
8-K
2025-04-22
8-K
8-K
2025-03-18
Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
BUY
19 analysts
Citigroup
2026-04-02
Maintains
Buy Buy
Wells Fargo
2026-04-01
init
Equal-Weight
Citigroup
2026-01-13
Maintains
Buy Buy
Truist Securities
2025-12-23
Maintains
Buy Buy
Deutsche Bank
2025-12-22
Maintains
Buy Buy
Stifel
2025-12-22
Maintains
Buy Buy
RBC Capital
2025-12-22
Maintains
Outperform Outperform
UBS
2025-12-22
Maintains
Neutral Neutral
Citigroup
2025-12-12
init
Buy

Past News Coverage

Recent headlines mentioning HEI from our newsroom.

Newest → oldest
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