EMBRAER S.A. vs HEICO CORPORATION, two Aerospace & Defense stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where EMBJ and HEI diverge most: on net margin, EMBJ reads 4.7% and HEI reads 16.1%; on operating margin, EMBJ reads 8.0% and HEI reads 25.5%. The rest of the comparable metrics sit closer together. 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 | EMBJ | HEI |
|---|---|---|
| Price | $66.10 | $350.90 |
| Market cap | $48.4B | $49.5B |
| Sector | Aerospace & Defense | Aerospace & Defense |
| Stage | Growth | Growth |
| P/E | 137.7 | 62.8 |
| P/B | 12.70 | 10.20 |
| P/S | 6.39 | 10.08 |
| EV/EBITDA | 76.5 | 36.3 |
| Revenue growth | +16.0% | +18.7% |
| Gross margin | 17.5% | — |
| Operating margin | 8.0% | 25.5% |
| Net margin | 4.7% | 16.1% |
| Return on equity | 9.4% | 16.3% |
| Return on assets | 2.8% | 8.2% |
| Return on invested capital | 12.6% | 18.7% |
| FCF yield | 1.4% | 1.9% |
| Dividend yield | — | 0.1% |
| Debt / equity | 0.00 | 0.00 |
| Current ratio | 1.50 | 2.92 |
| Altman Z (solvency) | 4.15 | 7.44 |
| Piotroski F (quality) | 6 / 9 | 8 / 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.