Heico Corporation (HEI.A) vs Honeywell Aerospace inc. (HONA)

Heico Corporation and Honeywell Aerospace inc. are both Aerospace & Defense companies. Honeywell Aerospace inc. is the larger, with a market value of $50.7B against $38.7B — 1.3× the size. Across the 3 metrics below, Heico Corporation leads on 2 and Honeywell Aerospace inc. on 1.

Valuation

Metric HEI.A HONA Aerospace & Defense median
P/E 39.33 — 32.30
P/S 6.45 — 3.38
P/B 6.65 n/m 2.87
Price to free cash flow 32.42 — 31.68
EV/EBITDA 24.42 n/m 18.91
EV/Sales 6.90 n/m 3.33
Earnings yield 2.54% — 0.95%
Free cash flow yield 3.08% — (0.02%)

Profitability

Metric HEI.A HONA Aerospace & Defense median
Gross margin 40.40% — 25.48%
Operating margin 24.04% — 2.45%
Net margin 16.38% — 1.96%
Free cash flow margin 19.90% — 0.00%
Return on equity 18.35% — 4.20%
Return on assets 9.18% — 1.29%
Return on invested capital 10.62% 0.00% 0.25%

Growth

Metric HEI.A HONA Aerospace & Defense median
Revenue growth (TTM) 20.69% — 18.08%
EPS growth (last fiscal year) 33.51% — 24.80%
Revenue growth, 5-year CAGR 20.21% — 9.73%
Net income growth, 5-year CAGR 17.07% — 0.00%

Health

Metric HEI.A HONA Aerospace & Defense median
Debt to equity 0.51 (2.82) 0.20
Current ratio 2.72 1.53 2.85
Net debt to EBITDA 1.61 — 1.32

Dividend

Metric HEI.A HONA Aerospace & Defense median
Dividend yield — — 1.00%
Payout ratio — — 0.32

Size

Metric HEI.A HONA Aerospace & Defense median
Market cap 38.73b 50.74b 2.17b

Compare with another peer

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