HEICO CORPORATION vs NORTHROP GRUMMAN CORP /DE/, two Aerospace & Defense stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where HEI and NOC diverge most: on debt / equity, HEI reads 0.00 and NOC reads 0.89; on dividend yield, HEI reads 0.1% and NOC reads 1.7%. 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 NOC'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 | NOC |
|---|---|---|
| Price | $350.90 | $539.53 |
| Market cap | $49.5B | $76.9B |
| Sector | Aerospace & Defense | Aerospace & Defense |
| Stage | Growth | Mature |
| Implied growth (priced in) | — | +2.9% |
| P/E | 62.8 | 16.9 |
| P/B | 10.20 | 4.49 |
| P/S | 10.08 | 1.81 |
| EV/EBITDA | 36.3 | 14.0 |
| Revenue growth | +18.7% | +4.9% |
| Operating margin | 25.5% | 10.0% |
| Net margin | 16.1% | 10.8% |
| Return on equity | 16.3% | 26.7% |
| Return on assets | 8.2% | 9.2% |
| Return on invested capital | 18.7% | 13.0% |
| FCF yield | 1.9% | 4.3% |
| Dividend yield | 0.1% | 1.7% |
| Debt / equity | 0.00 | 0.89 |
| Current ratio | 2.92 | 1.15 |
| Altman Z (solvency) | 7.44 | 2.84 |
| Piotroski F (quality) | 8 / 9 | 4 / 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.