HEI-A vs HAL

Comparison between Heico Corp - Class A (HEI-A, Company) and Halliburton Company (HAL, Company).

HEI-A is from the Industrials sector, while HAL is from the Energy sector.

5-Year PerformanceHEI-A has outperformed HAL, delivering a return of +13.8% compared to +12.6%

HEI-A vs HAL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HEI-A(COMPANY)	HAL(COMPANY)
Market Cap	$33B	$33B
Max Drawdown	49.74%	93.77%
Sharpe Ratio	0.26	1.79
5Y Beta	0.84	0.98
Industry	Aerospace & Defense	Oil & Gas Equipment & Services
P/E Ratio	28.44	29.25
Forward P/E	41.15	15.36
PEG Ratio	0.91	1.04
Dividend Yield	0.10%	1.68%
5Y Dividends CAGR	8.45%	36.40%
5Y EPS CAGR	20.50%	0.29%
Debt to Equity	0.07%	66.42%
Free Cash Flow Yield	2.83%	8.49%
P/S Ratio	6.88	1.49
P/B Ratio	7.08	3.07

Market Cap

HEI-A

$33B

Winner

HAL

$33B

Max Drawdown

Winner

HEI-A

49.74%

HAL

93.77%

Sharpe Ratio

HEI-A

0.26

Winner

HAL

1.79

5Y Beta

Winner

HEI-A

0.84

HAL

0.98

Industry

HEI-A

Aerospace & Defense

HAL

Oil & Gas Equipment & Services

P/E Ratio

Winner

HEI-A

28.44

HAL

29.25

Forward P/E

HEI-A

41.15

Winner

HAL

15.36

PEG Ratio

Winner

HEI-A

0.91

HAL

1.04

Dividend Yield

HEI-A

0.10%

Winner

HAL

1.68%

5Y Dividends CAGR

HEI-A

8.45%

Winner

HAL

36.40%

5Y EPS CAGR

Winner

HEI-A

20.50%

HAL

0.29%

Debt to Equity

Winner

HEI-A

0.07%

HAL

66.42%

Free Cash Flow Yield

HEI-A

2.83%

Winner

HAL

8.49%

P/S Ratio

HEI-A

6.88

Winner

HAL

1.49

P/B Ratio

HEI-A

7.08

Winner

HAL

3.07

HEI-A vs HAL - Historical Returns

Returns include dividend reinvestment.

Period	HEI-A	HAL
1 month	+13.74%	-4.71%
3 months	+10.73%	+14.05%
6 months	+2.04%	+39.52%
1 year	+4.08%	+84.23%
5 years(CAGR)	+13.76%	+12.63%
10 years(CAGR)	+24.90%	+0.82%
Max(CAGR)	+25.04%	+4.40%

Winner

HEI-A

+13.74%

HAL

-4.71%

HEI-A

+10.73%

Winner

HAL

+14.05%

HEI-A

+2.04%

Winner

HAL

+39.52%

HEI-A

+4.08%

Winner

HAL

+84.23%

5Y(CAGR)

Winner

HEI-A

+13.76%

HAL

+12.63%

10Y(CAGR)

Winner

HEI-A

+24.90%

HAL

+0.82%

Max(CAGR)

Winner

HEI-A

+25.04%

HAL

+4.40%

HEI-A vs HAL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HEI-A	HAL
2026	-3.94%	+34.90%
2025	+35.93%	+4.96%
2024	+31.65%	-23.11%
2023	+20.11%	-2.26%
2022	-6.78%	+66.37%
2021	+12.70%	+22.44%
2020	+23.76%	-21.87%
2019	+48.30%	-7.45%
2018	+25.84%	-45.44%
2017	+45.71%	-10.81%
2016	+43.05%	+59.60%
2015	N/A	-12.31%
2014	N/A	-20.44%
2013	N/A	+43.78%
2012	N/A	+2.71%
2011	N/A	-14.61%
2010	N/A	+32.20%
2009	N/A	+57.25%
2008	N/A	-52.44%
2007	N/A	+28.20%
2006	N/A	-4.12%
2005	N/A	+64.58%
2004	N/A	+53.10%
2003	N/A	+38.58%
2002	N/A	+57.19%
2001	N/A	-63.85%
2000	N/A	-4.27%
1999	N/A	+4.21%

HEI-A vs HAL Drawdown Comparison

The maximum drawdown for HEI-A was -49.70%, occurring on Mar 18, 2020. Recovery took 302 trading sessions.

The maximum drawdown for HAL was -92.99%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The current HEI-A drawdown is -10.55%. The current HAL drawdown is -32.89%.

Rank	HEI-A	HAL
#1	-49.70% Aug 29, 2019 - Nov 9, 2020	-92.99% Jul 23, 2014 - Mar 18, 2020
#2	-27.11% Jan 15, 2026 - Apr 29, 2026	-82.79% Sep 6, 2000 - Jul 22, 2005
#3	-25.90% Nov 9, 2021 - Feb 15, 2023	-74.98% Jul 1, 2008 - Jul 5, 2011
#4	-24.91% Sep 14, 2018 - Feb 15, 2019	-52.90% Jul 25, 2011 - Nov 14, 2013
#5	-18.84% Jun 8, 2021 - Nov 9, 2021	-35.95% Apr 21, 2006 - Oct 12, 2007
#6	-17.89% Nov 22, 2024 - Mar 25, 2025	-23.49% Oct 15, 2007 - Apr 7, 2008
#7	-17.71% Jan 12, 2016 - Apr 14, 2016	-23.41% Nov 17, 1999 - Mar 7, 2000
#8	-14.99% Jan 8, 2021 - Apr 15, 2021	-20.61% Sep 29, 2005 - Jan 11, 2006
#9	-14.47% May 22, 2023 - Jul 25, 2023	-18.94% May 15, 2000 - Aug 9, 2000
#10	-13.62% Mar 25, 2025 - May 15, 2025	-18.67% Mar 7, 2000 - Apr 27, 2000
#11	-12.63% Jan 29, 2018 - Feb 28, 2018	-18.14% Jan 30, 2006 - Apr 18, 2006
#12	-12.46% Jul 25, 2023 - Dec 4, 2023	-14.07% Nov 14, 2013 - Feb 24, 2014
#13	-10.02% Aug 4, 2025 - Jan 5, 2026	-8.23% Nov 1, 1999 - Nov 9, 1999
#14	-9.73% Dec 13, 2023 - Feb 7, 2024	-7.32% Aug 11, 2005 - Aug 30, 2005
#15	-8.80% Nov 16, 2020 - Dec 4, 2020	-6.38% Apr 22, 2008 - May 8, 2008

Correlation

Correlation between HEI-A and HAL is -0.15 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.15

-101

Dividend Comparison (1999 - 2026)

HEI-A vs HAL dividend yield comparison.

Year	HEI-A	HAL
2026	0.05%	0.86%
2025	0.09%	2.41%
2024	0.11%	2.50%
2023	0.14%	1.77%
2022	0.15%	1.22%
2021	0.13%	0.79%
2020	0.14%	1.67%
2019	0.08%	2.94%
2018	0.18%	2.71%
2017	0.10%	1.47%
2016	0.25%	1.33%
2015	0.00%	2.12%
2014	0.00%	1.60%
2013	0.00%	1.03%
2012	0.00%	1.04%
2011	0.00%	1.04%
2010	0.00%	0.88%
2009	0.00%	1.20%
2008	0.00%	1.98%
2007	0.00%	0.91%
2006	0.00%	0.97%
2005	0.00%	0.81%
2004	0.00%	1.27%
2003	0.00%	1.92%
2002	0.00%	2.67%
2001	0.00%	3.82%
2000	0.00%	1.38%
1999	0.00%	0.31%