HEI-A vs SHG

Comparison between Heico Corp - Class A (HEI-A, Company) and Shinhan Financial Group Co. Ltd (SHG, Company).

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

5-Year PerformanceSHG has outperformed HEI-A, delivering a return of +16.5% compared to +12.9%

HEI-A vs SHG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HEI-A(COMPANY)	SHG(COMPANY)
Market Cap	$31B	$30B
Max Drawdown	49.74%	82.30%
Sharpe Ratio	0.05	1.79
5Y Beta	0.82	0.83
Industry	Aerospace & Defense	Banks - Regional
P/E Ratio	35.65	10.06
Forward P/E	37.45	4.08
Dividend Yield	0.11%	2.84%
5Y Dividends CAGR	8.45%	N/A
5Y EPS CAGR	6.25%	0.44%
Debt to Equity	0.08%	239.38%
Free Cash Flow Yield	2.69%	10.33%

Market Cap

Winner

HEI-A

$31B

SHG

$30B

Max Drawdown

Winner

HEI-A

49.74%

SHG

82.30%

Sharpe Ratio

HEI-A

0.05

Winner

SHG

1.79

5Y Beta

Winner

HEI-A

0.82

SHG

0.83

Industry

HEI-A

Aerospace & Defense

SHG

Banks - Regional

P/E Ratio

HEI-A

35.65

Winner

SHG

10.06

Forward P/E

HEI-A

37.45

Winner

SHG

4.08

Dividend Yield

HEI-A

0.11%

Winner

SHG

2.84%

5Y Dividends CAGR

HEI-A

8.45%

SHG

N/A

5Y EPS CAGR

Winner

HEI-A

6.25%

SHG

0.44%

Debt to Equity

Winner

HEI-A

0.08%

SHG

239.38%

Free Cash Flow Yield

HEI-A

2.69%

Winner

SHG

10.33%

HEI-A vs SHG - Historical Returns

Returns include dividend reinvestment.

Period	HEI-A	SHG
1 month	+1.14%	-5.84%
3 months	-14.43%	-10.46%
6 months	-5.68%	+24.22%
1 year	+2.22%	+68.21%
5 years(CAGR)	+12.89%	+16.53%
10 years(CAGR)	+23.41%	+9.28%
Max(CAGR)	+24.03%	+8.87%

Winner

HEI-A

+1.14%

SHG

-5.84%

HEI-A

-14.43%

Winner

SHG

-10.46%

HEI-A

-5.68%

Winner

SHG

+24.22%

HEI-A

+2.22%

Winner

SHG

+68.21%

5Y(CAGR)

HEI-A

+12.89%

Winner

SHG

+16.53%

10Y(CAGR)

Winner

HEI-A

+23.41%

SHG

+9.28%

Max(CAGR)

Winner

HEI-A

+24.03%

SHG

+8.87%

HEI-A vs SHG - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	HEI-A	SHG
2026	-12.94%	+18.88%
2025	+35.93%	+69.11%
2024	+31.65%	+15.84%
2023	+20.11%	+17.13%
2022	-6.78%	-6.24%
2021	+12.70%	+7.08%
2020	+23.76%	-20.53%
2019	+48.30%	+6.85%
2018	+25.84%	-24.17%
2017	+45.71%	+20.58%
2016	+43.05%	+18.27%
2015	N/A	-12.54%
2014	N/A	-5.79%
2013	N/A	+20.99%
2012	N/A	+5.40%
2011	N/A	-27.22%
2010	N/A	+23.61%
2009	N/A	+66.46%
2008	N/A	-56.99%
2007	N/A	+14.12%
2006	N/A	+24.67%
2005	N/A	+83.24%
2004	N/A	+45.79%
2003	N/A	+5.60%

HEI-A vs SHG 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 SHG was -82.01%, occurring on Mar 9, 2009. Recovery took 4525 trading sessions.

The current HEI-A drawdown is -18.93%. The current SHG drawdown is -10.46%.

Rank	HEI-A	SHG
#1	-49.70% Aug 29, 2019 - Nov 9, 2020	-82.01% Jul 12, 2007 - Jul 8, 2025
#2	-27.11% Jan 15, 2026 - Apr 29, 2026	-35.05% Apr 23, 2004 - Nov 3, 2004
#3	-25.90% Nov 9, 2021 - Feb 15, 2023	-23.50% May 8, 2006 - Dec 27, 2006
#4	-24.91% Sep 14, 2018 - Feb 15, 2019	-19.73% Mar 1, 2005 - Jul 27, 2005
#5	-18.84% Jun 8, 2021 - Nov 9, 2021	-18.03% Feb 20, 2026 - Mar 13, 2026
#6	-17.89% Nov 22, 2024 - Mar 25, 2025	-14.67% Feb 1, 2006 - Mar 31, 2006
#7	-17.71% Jan 12, 2016 - Apr 14, 2016	-14.08% Feb 17, 2004 - Apr 12, 2004
#8	-14.99% Jan 8, 2021 - Apr 15, 2021	-14.05% Nov 13, 2003 - Dec 31, 2003
#9	-14.47% May 22, 2023 - Jul 25, 2023	-13.47% Feb 22, 2007 - Jun 4, 2007
#10	-13.62% Mar 25, 2025 - May 15, 2025	-12.74% Sep 16, 2003 - Oct 10, 2003
#11	-12.63% Jan 29, 2018 - Feb 28, 2018	-11.56% Oct 10, 2003 - Nov 13, 2003
#12	-12.46% Jul 25, 2023 - Dec 4, 2023	-10.88% Jan 6, 2006 - Feb 1, 2006
#13	-10.02% Aug 4, 2025 - Jan 5, 2026	-10.64% Sep 29, 2005 - Nov 14, 2005
#14	-9.73% Dec 13, 2023 - Feb 7, 2024	-9.63% Nov 17, 2004 - Dec 27, 2004
#15	-8.80% Nov 16, 2020 - Dec 4, 2020	-8.57% Aug 1, 2005 - Sep 7, 2005

Correlation

Correlation between HEI-A and SHG is 0.54 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.54

-101

Dividend Comparison (2003 - 2026)

HEI-A vs SHG dividend yield comparison.

Year	HEI-A	SHG
2026	0.05%	0.00%
2025	0.09%	2.24%
2024	0.11%	5.96%
2023	0.14%	3.87%
2022	0.15%	5.54%
2021	0.13%	1.54%
2020	0.14%	0.00%
2019	0.08%	0.00%
2018	0.18%	0.00%
2017	0.10%	0.00%
2016	0.25%	3.35%
2015	0.00%	3.10%
2014	0.00%	2.14%
2013	0.00%	1.37%
2012	0.00%	3.41%
2011	0.00%	1.94%
2010	0.00%	1.47%
2009	0.00%	2.06%
2007	0.00%	1.61%
2006	0.00%	1.86%
2005	0.00%	2.03%
2004	0.00%	3.23%
2003	0.00%	3.27%