HEICO Corporation vs LOCKHEED MARTIN CORPORATION, two Aerospace & Defense stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where HEI and LMT diverge most: on debt / equity, HEI reads 0.00 and LMT reads 2.34; on dividend yield, HEI reads 0.1% and LMT reads 2.3%. The rest of the comparable metrics sit closer together. What HEI's price implies is a somewhat stretched bet versus history (whole-company basis). What LMT's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | HEI | LMT |
|---|---|---|
| Price | $356.34 | $582.90 |
| Market cap | $50.3B | $134.7B |
| Sector | Aerospace & Defense | Aerospace & Defense |
| Stage | Growth | Mature |
| Implied growth (priced in) | — | -3.6% |
| P/E | 63.8 | 21.5 |
| P/B | 10.35 | 15.36 |
| P/S | 10.24 | 1.75 |
| EV/EBITDA | 36.9 | 16.6 |
| Revenue growth | +18.7% | +7.2% |
| Gross margin | — | 12.2% |
| Operating margin | 25.5% | 12.4% |
| Net margin | 16.1% | 8.2% |
| Return on equity | 16.3% | 71.7% |
| Return on assets | 8.2% | 10.1% |
| Return on invested capital | 18.7% | 26.3% |
| FCF yield | 1.8% | 6.5% |
| Dividend yield | 0.1% | 2.3% |
| Debt / equity | 0.00 | 2.34 |
| Current ratio | 2.92 | 1.19 |
| Altman Z (solvency) | 7.44 | 3.31 |
| Piotroski F (quality) | 8 / 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.