Added to YB: 2026-08-21
Pitch date: 2026-08-19
HEI [neutral]
HEICO Corporation
-2.36%
current return
Author Info
No bio for this author
Company Info
HEICO Corporation provides aerospace, defense, and electronic related products and services in the United States and internationally.
Market Cap
$42.4B
Pitch Price
$359.06
Price Target
N/A
Dividend
0.07%
EV/EBITDA
32.08
P/E
64.90
EV/Sales
9.25
Sector
Aerospace and Defense
Category
growth
Newton's Cannonball and the Case for a 65 P/E - HEICO Corporation
HEI (holding update): Argues elite compounders that escape competitive 'gravity' warrant hyperbolic (not exponential) DCF discounting, justifying 65x P/E. HEICO FY25: sales $4.49B (+16%), net income $690.4M (+34%), 22.7% op margin, 28.9% tangible ROIC. Regulatory PMA moat, 35yr Mendelson allocation record, spawner model. Hyperbolic DCF ~35% higher PV. Stock ~23% CAGR since Aug 2022.
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