Heico Stock Performance
| HEI Stock | USD 305.98 2.76 0.91% |
The company retains a Market Volatility (i.e., Beta) of 0.79, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Heico's returns are expected to increase less than the market. However, during the bear market, the loss of holding Heico is expected to be smaller as well. At this point, Heico has a negative expected return of -0.12%. Please make sure to check out Heico's jensen alpha, kurtosis, price action indicator, as well as the relationship between the maximum drawdown and rate of daily change , to decide if Heico performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Heico has generated negative risk-adjusted returns adding no value to investors with long positions. Despite latest weak performance, the Stock's technical and fundamental indicators remain strong and the recent confusion on Wall Street may also be a sign of long-lasting gains for the firm traders. ...more
| Begin Period Cash Flow | 171 M | |
| Total Cashflows From Investing Activities | -293.2 M |
Heico Relative Risk vs. Return Landscape
If you would invest 33,216 in Heico on August 26, 2025 and sell it today you would lose (2,618) from holding Heico or give up 7.88% of portfolio value over 90 days. Heico is generating negative expected returns assuming volatility of 1.3117% on return distribution over 90 days investment horizon. In other words, 11% of stocks are less volatile than Heico, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Heico Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Heico's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Heico, and traders can use it to determine the average amount a Heico's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0912
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | HEI |
Estimated Market Risk
| 1.31 actual daily | 11 89% of assets are more volatile |
Expected Return
| -0.12 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.09 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Heico is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Heico by adding Heico to a well-diversified portfolio.
Heico Fundamentals Growth
Heico Stock prices reflect investors' perceptions of the future prospects and financial health of Heico, and Heico fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Heico Stock performance.
| Return On Equity | 0.16 | |||
| Return On Asset | 0.076 | |||
| Profit Margin | 0.15 % | |||
| Operating Margin | 0.23 % | |||
| Current Valuation | 38.87 B | |||
| Shares Outstanding | 55.05 M | |||
| Price To Earning | 81.97 X | |||
| Price To Book | 10.19 X | |||
| Price To Sales | 9.84 X | |||
| Revenue | 3.86 B | |||
| EBITDA | 1 B | |||
| Cash And Equivalents | 162.1 M | |||
| Cash Per Share | 0.98 X | |||
| Total Debt | 2.25 B | |||
| Debt To Equity | 0.09 % | |||
| Book Value Per Share | 29.75 X | |||
| Cash Flow From Operations | 672.37 M | |||
| Earnings Per Share | 4.58 X | |||
| Total Asset | 7.59 B | |||
| Retained Earnings | 3.06 B | |||
| Current Asset | 584.22 M | |||
| Current Liabilities | 214.42 M | |||
About Heico Performance
By evaluating Heico's fundamental ratios, stakeholders can gain valuable insights into Heico's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Heico has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Heico has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
HEICO Corporation, through its subsidiaries, designs, manufactures, and sells aerospace, defense, and electronic related products and services in the United States and internationally. HEICO Corporation was incorporated in 1957 and is headquartered in Hollywood, Florida. Heico Corp operates under Aerospace Defense classification in the United States and is traded on New York Stock Exchange. It employs 5600 people.Things to note about Heico performance evaluation
Checking the ongoing alerts about Heico for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Heico help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Heico generated a negative expected return over the last 90 days | |
| About 73.0% of the company shares are owned by institutional investors |
- Analyzing Heico's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Heico's stock is overvalued or undervalued compared to its peers.
- Examining Heico's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Heico's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Heico's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Heico's stock. These opinions can provide insight into Heico's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Heico Stock analysis
When running Heico's price analysis, check to measure Heico's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Heico is operating at the current time. Most of Heico's value examination focuses on studying past and present price action to predict the probability of Heico's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Heico's price. Additionally, you may evaluate how the addition of Heico to your portfolios can decrease your overall portfolio volatility.
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