THE BOEING COMPANY vs HEICO CORPORATION, two Aerospace & Defense stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where BA and HEI diverge most: on net margin, BA reads -7.6% and HEI reads 16.4%; on return on equity, BA reads -117.3% and HEI reads 16.9%. The rest of the comparable metrics sit closer together. What BA's price implies is a somewhat stretched bet versus history (whole-company basis). What HEI's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | BA | HEI |
|---|---|---|
| Price | $190.45 | $298.32 |
| Market cap | $150.6B | $42.1B |
| Sector | Aerospace & Defense | Aerospace & Defense |
| Stage | Growth | Growth |
| P/E | 68.5 | 49.7 |
| P/B | 24.62 | 8.39 |
| P/S | 1.60 | 8.14 |
| EV/EBITDA | 28.5 | 30.4 |
| Revenue growth | +27.4% | +20.5% |
| Gross margin | 9.8% | — |
| Operating margin | 0.6% | 25.1% |
| Net margin | -7.6% | 16.4% |
| Return on equity | -117.3% | 16.9% |
| Return on assets | -4.3% | 8.5% |
| Return on invested capital | 6.5% | 13.1% |
| FCF yield | -0.1% | 2.4% |
| Dividend yield | 4.3% | 0.1% |
| Debt / equity | 8.20 | 0.51 |
| Current ratio | 1.14 | 2.72 |
| Altman Z (solvency) | 1.38 | 7.33 |
| Piotroski F (quality) | 5 / 9 | 7 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.