HEI-A vs NTRS

Comparison between Heico Corp - Class A (HEI-A, Company) and Northern Trust Corp (NTRS, Company).

HEI-A is from the Industrials sector, while NTRS is from the Financial Services sector.

5-Year PerformanceHEI-A has outperformed NTRS, delivering a return of +12.9% compared to +10.3%

HEI-A vs NTRS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HEI-A(COMPANY)	NTRS(COMPANY)
Market Cap	$31B	$31B
Max Drawdown	49.74%	68.66%
Sharpe Ratio	0.05	1.73
5Y Beta	0.82	1.03
Industry	Aerospace & Defense	Asset Management
P/E Ratio	35.65	16.66
Forward P/E	37.45	15.34
Dividend Yield	0.11%	1.91%
5Y Dividends CAGR	8.45%	6.85%
5Y EPS CAGR	6.25%	11.13%
Debt to Equity	0.08%	0.00%
Free Cash Flow Yield	2.69%	7.79%

Market Cap

Winner

HEI-A

$31B

NTRS

$31B

Max Drawdown

Winner

HEI-A

49.74%

NTRS

68.66%

Sharpe Ratio

HEI-A

0.05

Winner

NTRS

1.73

5Y Beta

Winner

HEI-A

0.82

NTRS

1.03

Industry

HEI-A

Aerospace & Defense

NTRS

Asset Management

P/E Ratio

HEI-A

35.65

Winner

NTRS

16.66

Forward P/E

HEI-A

37.45

Winner

NTRS

15.34

Dividend Yield

HEI-A

0.11%

Winner

NTRS

1.91%

5Y Dividends CAGR

Winner

HEI-A

8.45%

NTRS

6.85%

5Y EPS CAGR

HEI-A

6.25%

Winner

NTRS

11.13%

Debt to Equity

HEI-A

0.08%

Winner

NTRS

0.00%

Free Cash Flow Yield

HEI-A

2.69%

Winner

NTRS

7.79%

HEI-A vs NTRS - Historical Returns

Returns include dividend reinvestment.

Period	HEI-A	NTRS
1 month	+1.14%	+4.38%
3 months	-14.43%	+15.31%
6 months	-5.68%	+33.57%
1 year	+2.22%	+58.54%
5 years(CAGR)	+12.89%	+10.32%
10 years(CAGR)	+23.41%	+11.74%
Max(CAGR)	+24.03%	+7.02%

HEI-A

+1.14%

Winner

NTRS

+4.38%

HEI-A

-14.43%

Winner

NTRS

+15.31%

HEI-A

-5.68%

Winner

NTRS

+33.57%

HEI-A

+2.22%

Winner

NTRS

+58.54%

5Y(CAGR)

Winner

HEI-A

+12.89%

NTRS

+10.32%

10Y(CAGR)

Winner

HEI-A

+23.41%

NTRS

+11.74%

Max(CAGR)

Winner

HEI-A

+24.03%

NTRS

+7.02%

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

Returns include dividend reinvestment.

Year	HEI-A	NTRS
2026	-12.94%	+19.84%
2025	+35.93%	+36.23%
2024	+31.65%	+24.92%
2023	+20.11%	-2.39%
2022	-6.78%	-24.51%
2021	+12.70%	+32.55%
2020	+23.76%	-10.25%
2019	+48.30%	+29.86%
2018	+25.84%	-14.31%
2017	+45.71%	+13.41%
2016	+43.05%	+28.77%
2015	N/A	+8.83%
2014	N/A	+12.92%
2013	N/A	+22.10%
2012	N/A	+26.63%
2011	N/A	-27.24%
2010	N/A	+7.82%
2009	N/A	+0.61%
2008	N/A	-28.41%
2007	N/A	+26.89%
2006	N/A	+18.00%
2005	N/A	+11.22%
2004	N/A	+7.00%
2003	N/A	+29.21%
2002	N/A	-40.27%
2001	N/A	-24.00%
2000	N/A	+62.85%
1999	N/A	+9.29%

HEI-A vs NTRS 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 NTRS was -67.67%, occurring on Mar 11, 2003. Recovery took 1913 trading sessions.

The current HEI-A drawdown is -18.93%. The current NTRS drawdown is -3.37%.

Rank	HEI-A	NTRS
#1	-49.70% Aug 29, 2019 - Nov 9, 2020	-67.67% Dec 7, 2000 - Jul 22, 2008
#2	-27.11% Jan 15, 2026 - Apr 29, 2026	-60.45% Sep 11, 2008 - May 18, 2015
#3	-25.90% Nov 9, 2021 - Feb 15, 2023	-50.00% Jan 14, 2022 - Jun 23, 2025
#4	-24.91% Sep 14, 2018 - Feb 15, 2019	-42.75% Dec 12, 2019 - Mar 26, 2021
#5	-18.84% Jun 8, 2021 - Nov 9, 2021	-30.01% Jul 16, 2015 - Nov 9, 2016
#6	-17.89% Nov 22, 2024 - Mar 25, 2025	-29.98% Jul 24, 2018 - Dec 6, 2019
#7	-17.71% Jan 12, 2016 - Apr 14, 2016	-21.14% Mar 22, 2000 - Jul 14, 2000
#8	-14.99% Jan 8, 2021 - Apr 15, 2021	-18.83% Sep 12, 2000 - Dec 7, 2000
#9	-14.47% May 22, 2023 - Jul 25, 2023	-13.51% Feb 1, 2000 - Mar 16, 2000
#10	-13.62% Mar 25, 2025 - May 15, 2025	-13.12% Aug 27, 2021 - Oct 15, 2021
#11	-12.63% Jan 29, 2018 - Feb 28, 2018	-12.37% Feb 9, 2026 - Apr 13, 2026
#12	-12.46% Jul 25, 2023 - Dec 4, 2023	-12.34% Dec 30, 1999 - Jan 13, 2000
#13	-10.02% Aug 4, 2025 - Jan 5, 2026	-12.18% Jul 5, 2017 - Dec 4, 2017
#14	-9.73% Dec 13, 2023 - Feb 7, 2024	-10.61% Jun 1, 2021 - Aug 27, 2021
#15	-8.80% Nov 16, 2020 - Dec 4, 2020	-10.45% Jan 22, 2018 - Feb 26, 2018

Correlation

Correlation between HEI-A and NTRS is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (1999 - 2026)

HEI-A vs NTRS dividend yield comparison.

Year	HEI-A	NTRS
2026	0.05%	0.48%
2025	0.09%	2.27%
2024	0.11%	2.93%
2023	0.14%	3.56%
2022	0.15%	3.28%
2021	0.13%	2.34%
2020	0.14%	3.01%
2019	0.08%	2.45%
2018	0.18%	2.32%
2017	0.10%	1.60%
2016	0.25%	1.66%
2015	0.00%	1.96%
2014	0.00%	1.93%
2013	0.00%	1.99%
2012	0.00%	2.35%
2011	0.00%	2.82%
2010	0.00%	2.02%
2009	0.00%	2.14%
2008	0.00%	2.15%
2007	0.00%	1.34%
2006	0.00%	1.55%
2005	0.00%	1.66%
2004	0.00%	1.61%
2003	0.00%	1.51%
2002	0.00%	1.94%
2001	0.00%	1.05%
2000	0.00%	0.69%
1999	0.00%	0.13%