HEICO (HEI): Digging Into Valuation After Sustained Long-Term Shareholder Gains

Simply Wall St.

Oct 20

HEICO (HEI) has been on the radar for investors watching the capital goods sector, especially given its returns over the past three and five years. Although there is no immediate headline event, the ...

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Although there is no immediate headline event, the ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/capital-goods/nyse-hei/heico/news/heico-hei-digging-into-valuation-after-sustained-long-term-s\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>HEICO (HEI): Digging Into Valuation After Sustained Long-Term Shareholder Gains</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHEICO (HEI): Digging Into Valuation After Sustained Long-Term Shareholder Gains\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-20 04:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/capital-goods/nyse-hei/heico/news/heico-hei-digging-into-valuation-after-sustained-long-term-s><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>HEICO (HEI) has been on the radar for investors watching the capital goods sector, especially given its returns over the past three and five years. Although there is no immediate headline event, the ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/capital-goods/nyse-hei/heico/news/heico-hei-digging-into-valuation-after-sustained-long-term-s\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4559","symbol_name":"巴菲特持仓","start_time":0,"source_url":"https://simplywall.st/stocks/us/capital-goods/nyse-hei/heico/news/heico-hei-digging-into-valuation-after-sustained-long-term-s","article_id":"2576100194","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/3021000-choice1-main-header/1585186644732"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/capital-goods/nyse-hei/heico/news/heico-hei-digging-into-valuation-after-sustained-long-term-s","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2576100194","pubTimestamp":1760905020,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"HEICO (HEI) has been on the radar for investors watching the capital goods sector, especially given its returns over the past three and five years. Although there is no immediate headline event, the recent data offers insight into its longer-term performance.\nSee our latest analysis for HEICO.\nHEICO’s share price has held relatively steady in recent weeks after a strong year-to-date climb of 29.43%. Its one-year total shareholder return of 17.77% continues to reflect long-term growth...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4559":"巴菲特持仓","BK4187":"航天航空与国防","HEI":"海科航空","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC"},"translate_title":"HEICO(HEI)：在股东持续长期收益后挖掘估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"HEI":1},"content_text":"HEICO (HEI) has been on the radar for investors watching the capital goods sector, especially given its returns over the past three and five years. Although there is no immediate headline event, the recent data offers insight into its longer-term performance. See our latest analysis for HEICO. HEICO’s share price has held relatively steady in recent weeks after a strong year-to-date climb of 29.43%. Its one-year total shareholder return of 17.77% continues to reflect long-term growth momentum. This performance suggests that investors are still optimistic about HEICO’s business fundamentals, even as the pace of gains cools following a substantial multi-year run. If you’re curious about where else growth and insider conviction are showing up in the market, it’s a great time to discover fast growing stocks with high insider ownership This raises a key question for investors: Is HEICO offering hidden value at current levels, or are expectations for future growth already fully reflected in the stock price, leaving little room for upside? AdvertisementMost Popular Narrative: 13% Undervalued HEICO’s last close of $306.99 is well below the narrative’s fair value estimate of $353. This narrative draws on ambitious long-term projections and a future profit multiple higher than industry averages, setting the stage for aggressive growth assumptions.  The worldwide trend of aging commercial and military aircraft fleets, combined with increasing pressure for cost-effective maintenance solutions, strongly favors HEICO's business model. As airlines and governments seek alternatives to expensive OEM parts, HEICO's FAA-approved PMA parts and repairs continue to gain market share and drive margin expansion, as reflected in rising operating and EBITA margins.  Read the complete narrative. Want to know what powers this valuation jump? Huge profit margin improvements, intense aftermarket demand, and a bold future earnings forecast anchor this narrative. See which pivotal numbers the analysts are betting on by diving into the full story now. Result: Fair Value of $353 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, intensifying competition from OEMs and increasing regulatory scrutiny could limit HEICO’s future growth and present challenges to the current valuation narrative. Find out about the key risks to this HEICO narrative. Another View: What Do Market Multiples Suggest? Looking through the lens of price-to-earnings, HEICO trades at 66.6x, which is almost double the Aerospace & Defense industry average of 37.5x and far above its own fair ratio of 29.4x. This premium indicates the stock may be priced for perfection, raising the stakes on future performance. Could this valuation leave little margin for error? See what the numbers say about this price — find out in our valuation breakdown. NYSE:HEI PE Ratio as at Oct 2025 Build Your Own HEICO Narrative If you have a different perspective or want to verify the analysis with your own research, it’s quick and simple to build your own narrative in just a few minutes. Do it your way A great starting point for your HEICO research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision. Looking for More Smart Investment Ideas? Unlock opportunities you might otherwise miss. Simply Wall St’s screeners put the latest strategies and unique market angles right at your fingertips. These fresh ideas could change your portfolio for the better, so act now.  Supercharge your portfolio’s yield and tap into reliable passive income by checking out these 18 dividend stocks with yields > 3% offering robust returns and standout stability. Ride the wave of medical innovation with these 33 healthcare AI stocks harnessing AI breakthroughs in diagnostics, patient care, and the future of healthcare. Seize the potential of disruptive digital assets and emerging technologies within these 79 cryptocurrency and blockchain stocks to get ahead in the rapidly growing world of blockchain finance.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if HEICO might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}