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HEI vs AMP

Comparison between Heico Corp (HEI, Company) and Ameriprise Financial Inc (AMP, Company).

HEI is from the Industrials sector, while AMP is from the Financial Services sector.

5-Year PerformanceHEI has outperformed AMP, delivering a return of +19.9% compared to +17.8%

HEI vs AMP - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
HEI
$49B
Winner
AMP
$49B
Max Drawdown
Winner
HEI
63.95%
AMP
81.52%
Sharpe Ratio
Winner
HEI
0.22
AMP
-0.08
5Y Beta
Winner
HEI
0.83
AMP
1.04
Industry
HEI
Aerospace & Defense
AMP
Asset Management
P/E Ratio
HEI
42.11
Winner
AMP
14.62
Forward P/E
HEI
49.51
Winner
AMP
12.00
PEG Ratio
HEI
1.35
Winner
AMP
0.93
Dividend Yield
HEI
0.07%
Winner
AMP
1.21%
5Y Dividends CAGR
Winner
HEI
16.83%
AMP
14.26%
5Y EPS CAGR
HEI
20.50%
Winner
AMP
22.71%
Debt to Equity
HEI
0.07%
Winner
AMP
0.00%
Free Cash Flow Yield
HEI
1.91%
Winner
AMP
14.42%
P/S Ratio
HEI
9.83
Winner
AMP
2.41
P/B Ratio
HEI
10.07
Winner
AMP
7.50

HEI vs AMP - Historical Returns

Returns include dividend reinvestment.

1M
HEI
+2.82%
Winner
AMP
+12.08%
3M
Winner
HEI
+23.36%
AMP
+15.01%
6M
HEI
-2.08%
Winner
AMP
+5.58%
1Y
Winner
HEI
+6.71%
AMP
+0.17%
5Y(CAGR)
Winner
HEI
+19.94%
AMP
+17.77%
10Y(CAGR)
Winner
HEI
+26.08%
AMP
+20.98%
Max(CAGR)
Winner
HEI
+19.11%
AMP
+15.84%

HEI vs AMP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearHEIAMP
2026+3.44%+7.71%
2025+36.54%-6.29%
2024+33.81%+42.40%
2023+17.80%+24.25%
2022+7.26%+4.08%
2021+13.15%+63.12%
2020+10.69%+17.92%
2019+50.39%+58.53%
2018+29.47%-37.00%
2017+51.47%+55.09%
2016+42.89%+9.97%
2015-6.45%-17.74%
2014+7.34%+18.42%
2013+28.24%+80.65%
2012+4.97%+24.93%
2011+40.48%-14.97%
2010+42.72%+46.61%
2009+11.59%+65.91%
2008-28.22%-57.16%
2007+41.31%+0.74%
2006+49.61%+30.70%
2005+19.09%+11.11%
2004+35.95%N/A
2003+68.47%N/A
2002-29.96%N/A
2001+8.15%N/A
2000-25.60%N/A
1999+26.43%N/A

HEI vs AMP Drawdown Comparison

The maximum drawdown for HEI was -63.74%, occurring on Apr 30, 2003. Recovery took 779 trading sessions.

The maximum drawdown for AMP was -81.14%, occurring on Nov 21, 2008. Recovery took 843 trading sessions.

The current HEI drawdown is -6.82%. The current AMP drawdown is -6.34%.

RankHEIAMP
#1-63.74%
Aug 24, 2001 - Oct 5, 2004
-81.14%
Oct 9, 2007 - Feb 11, 2011
#2-61.37%
Dec 26, 2007 - Sep 20, 2010
-53.88%
Feb 20, 2020 - Nov 9, 2020
#3-57.72%
Aug 29, 2019 - Jun 4, 2021
-45.02%
Jan 12, 2018 - Feb 4, 2020
#4-47.34%
Dec 27, 1999 - Aug 23, 2001
-43.27%
Feb 13, 2015 - Feb 21, 2017
#5-32.38%
Sep 24, 2013 - Jul 27, 2016
-41.83%
Feb 18, 2011 - Dec 7, 2012
#6-29.58%
Nov 15, 2011 - Jan 2, 2013
-31.53%
Jan 14, 2022 - Nov 10, 2022
#7-28.37%
Jul 8, 2011 - Oct 27, 2011
-26.39%
Jan 29, 2025 - Apr 4, 2025
#8-27.11%
Jan 15, 2026 - Jul 1, 2026
-20.80%
Feb 13, 2023 - Jul 20, 2023
#9-23.46%
Sep 14, 2018 - Feb 22, 2019
-17.82%
Jun 19, 2007 - Oct 9, 2007
#10-22.64%
May 4, 2006 - Oct 5, 2006
-17.24%
Apr 27, 2006 - Oct 20, 2006
#11-21.26%
Nov 22, 2024 - May 19, 2025
-14.40%
Sep 2, 2014 - Nov 4, 2014
#12-20.77%
Dec 29, 2004 - Jun 28, 2005
-14.20%
Sep 26, 2005 - Nov 9, 2005
#13-18.84%
Apr 4, 2022 - Jul 29, 2022
-13.61%
Jul 20, 2023 - Dec 1, 2023
#14-17.20%
Nov 2, 1999 - Nov 22, 1999
-13.32%
Feb 22, 2007 - May 31, 2007
#15-16.93%
Jun 8, 2021 - Nov 9, 2021
-12.37%
Jan 8, 2014 - Jun 3, 2014

Correlation

Correlation between HEI and AMP is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (2000 - 2026)

HEI vs AMP dividend yield comparison.

YearHEIAMP
20260.07%0.62%
20250.07%1.28%
20240.09%1.09%
20230.11%1.40%
20220.12%1.57%
20210.12%1.47%
20200.12%2.10%
20190.12%2.29%
20180.14%3.38%
20170.08%1.91%
20160.22%2.63%
20150.28%2.43%
20140.73%1.71%
20130.83%1.75%
20127.84%2.28%
20110.18%1.75%
20100.21%1.23%
20090.27%1.75%
20080.26%2.74%
20070.15%1.02%
20060.21%0.81%
20050.19%0.27%
20040.22%0.00%
20030.27%0.00%
20020.47%0.00%
20010.30%0.00%
20000.26%0.00%

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