AAR vs Heico
AIR and HEI side by side, both in aircraft and parts. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How AIR and HEI compare
AAR grew revenue faster over the last twelve months (22.0% versus 20.7% for Heico).
Heico keeps more of each dollar of sales as profit, with a net margin of 16.4% compared with 5.5% at AAR.
AAR scores higher on the StockData Score (17 against 14 for Heico), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | AIR | HEI |
|---|---|---|
| Size and price | ||
| Market cap | $4.0B | – |
| Share price | $100.26 | $321.36 |
| Change, 1 year | 18.2% | 3.5% |
| Change, 5 years | 155% | 121% |
| Beta (5Y) | 1.08 | 0.87 |
| Employees | 7,100 | 11K |
| StockData Score | ||
| Total score | 17 (better) | 14 |
| Valuation score | 5 (better) | 0 |
| Growth score | 5 | 5 |
| Performance score | 4 | 6 (better) |
| Health score | 3 | 3 |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | 20.5× | – |
| P/S | 1.2× | – |
| P/B | 2.3× | – |
| EV/EBITDA | 12.0× | – |
| P/FCF | 25.2× | – |
| PEG | 0.84 | – |
| FCF yield | 4.0% | – |
| Fair value | $153.18 | – |
| Margin of safety | 34.5% | – |
| Growth | ||
| Revenue growth (TTM) | 22.0% (better) | 20.7% |
| Revenue growth, 5Y average | 14.9% | 20.2% (better) |
| Net income growth (TTM) | 569% (better) | 32.1% |
| EPS growth (TTM) | 552% (better) | 31.5% |
| EPS growth, 5Y average | 37.2% (better) | 16.4% |
| Profitability | ||
| Gross margin | 19.1% | 40.4% (better) |
| Operating margin | – | 24.0% |
| Net margin | 5.5% | 16.4% (better) |
| FCF margin | 4.6% | 19.9% (better) |
| Return on equity | 12.9% | 18.7% (better) |
| Return on invested capital | – | 15.0% |
| Financial health | ||
| Debt / equity | 0.50 (better) | 0.51 |
| Net debt / EBITDA | 1.93 | 1.57 (better) |
| Interest coverage | – | 9.4× |
| Current ratio | 2.83 (better) | 2.72 |
| Altman Z-score | 3.36 | – |
| Piotroski F-score | 6 | 7 (better) |
| Dividends and buybacks | ||
| Payout ratio | – | 4.1% |
| Years of dividend growth | – | 10 |
| Dividend growth, 5Y average | – | 7.5% |
| Shareholder yield | 0.00% | – |
| Ownership | ||
| Held by institutions | 101% | 81.0% |
| Held by insiders | 2.7% | 6.2% |
| Insider net buying, 12 months | −$26.7M | $529K (better) |
| Short interest, % of float | 5.0% | – |
Go deeper
- AIR stock overview
- AIR income statement
- AIR valuation and score
- HEI stock overview
- HEI income statement
- HEI valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.