Pricing Log in Create free account

Heico Corporation (HEI) vs Transdigm Group Incorporated (TDG)

Heico Corporation and Transdigm Group Incorporated are both Aerospace & Defense companies. Transdigm Group Incorporated is the larger, with a market value of $65.7B against $38.5B — 1.7× the size. Transdigm Group Incorporated trades at the lower P/E: 36.1× against 53.7×. Heico Corporation grew revenue faster over the last twelve months: 20.7% against 16.7%. Transdigm Group Incorporated has the higher net margin (19.1% vs 16.4%) and the higher return on invested capital (14.3% vs 10.6%). Only Heico Corporation pays a dividend (0.08%). Across the 22 metrics below, Transdigm Group Incorporated leads on 13 and Heico Corporation on 9.

Valuation

Metric HEI TDG Aerospace & Defense median
P/E 53.72 36.15 28.48
P/S 8.81 6.83 2.95
P/B 9.08 n/m 2.68
Price to free cash flow 44.29 35.49 31.70
EV/EBITDA 32.78 19.55 16.85
EV/Sales 9.26 9.83 2.74
Earnings yield 1.86% 2.77% 0.89%
Free cash flow yield 2.26% 2.82% 0.00%

Profitability

Metric HEI TDG Aerospace & Defense median
Gross margin 40.40% 59.56% 26.41%
Operating margin 24.04% 46.04% 3.69%
Net margin 16.38% 19.09% 2.74%
Free cash flow margin 19.90% 19.25% 0.00%
Return on equity 18.35% (25.83%) 4.44%
Return on assets 9.18% 7.73% 1.90%
Return on invested capital 10.62% 14.27% 0.26%

Growth

Metric HEI TDG Aerospace & Defense median
Revenue growth (TTM) 20.69% 16.66% 18.03%
EPS growth (last fiscal year) 33.51% 25.21% 24.80%
Revenue growth, 5-year CAGR 20.21% 11.59% 9.73%
Net income growth, 5-year CAGR 17.07% 29.42% 0.00%

Health

Metric HEI TDG Aerospace & Defense median
Debt to equity 0.51 (3.34) 0.20
Current ratio 2.72 3.02 2.85
Net debt to EBITDA 1.61 5.85 1.29

Dividend

Metric HEI TDG Aerospace & Defense median
Dividend yield 0.08% 0.00% 0.91%
Payout ratio 0.04 0.00 0.30

Size

Metric HEI TDG Aerospace & Defense median
Market cap 38.54b 65.73b 1.78b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack