Added to YB: 2025-06-23
Pitch date: 2025-06-19
HEI [neutral]
HEICO Corporation
-0.96%
current return
Author Info
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Company Info
HEICO Corporation provides aerospace, defense, and electronic related products and services in the United States and internationally.
Market Cap
$36.7B
Pitch Price
$313.50
Price Target
255.40 (-18%)
Dividend
0.08%
EV/EBITDA
32.88
P/E
66.35
EV/Sales
9.18
Sector
Aerospace and Defense
Category
value
HEICO Corporation: A Deep Dive into a Quality Aerospace Leader
HEI (overvalued): Quality aerospace aftermarket provider with strong moats in FAA-approved PMA parts (30-50% savings vs OEMs). 15% annual growth (5% organic + 10% M&A), 12% ROIC (16.5% adjusted), and 38.9% margins. Risks: supply chain, digital maintenance disruption. Currently overvalued at $311 vs $255.4 bull case target (22% growth).
Read full article (17 min)