HEI vs BKR

Comparison between Heico Corp (HEI, Company) and Baker Hughes Co - Class A (BKR, Company).

HEI is from the Industrials sector, while BKR is from the Energy sector.

5-Year PerformanceBKR has outperformed HEI, delivering a return of +23.8% compared to +19.7%

HEI vs BKR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HEI(COMPANY)	BKR(COMPANY)
Market Cap	$47B	$47B
Max Drawdown	63.95%	75.39%
Sharpe Ratio	0.34	1.27
5Y Beta	0.83	1.02
Industry	Aerospace & Defense	Oil & Gas Equipment & Services
P/E Ratio	40.38	N/A
Forward P/E	57.47	22.68
PEG Ratio	1.29	N/A
Dividend Yield	0.07%	1.50%
5Y Dividends CAGR	8.45%	9.82%
5Y EPS CAGR	20.50%	N/A
Debt to Equity	0.07%	3.90%
Free Cash Flow Yield	2.00%	7.65%

Market Cap

HEI

$47B

Winner

BKR

$47B

Max Drawdown

Winner

HEI

63.95%

BKR

75.39%

Sharpe Ratio

HEI

0.34

Winner

BKR

1.27

5Y Beta

Winner

HEI

0.83

BKR

1.02

Industry

HEI

Aerospace & Defense

BKR

Oil & Gas Equipment & Services

P/E Ratio

HEI

40.38

BKR

N/A

Forward P/E

HEI

57.47

Winner

BKR

22.68

PEG Ratio

HEI

1.29

BKR

N/A

Dividend Yield

HEI

0.07%

Winner

BKR

1.50%

5Y Dividends CAGR

HEI

8.45%

Winner

BKR

9.82%

5Y EPS CAGR

HEI

20.50%

BKR

N/A

Debt to Equity

Winner

HEI

0.07%

BKR

3.90%

Free Cash Flow Yield

HEI

2.00%

Winner

BKR

7.65%

HEI vs BKR - Historical Returns

Returns include dividend reinvestment.

Period	HEI	BKR
1 month	+14.83%	-11.77%
3 months	+16.91%	+1.96%
6 months	+9.23%	+32.30%
1 year	+8.44%	+52.48%
5 years(CAGR)	+19.70%	+23.75%
10 years(CAGR)	+26.22%	+8.03%
Max(CAGR)	+19.14%	+8.03%

Winner

HEI

+14.83%

BKR

-11.77%

Winner

HEI

+16.91%

BKR

+1.96%

HEI

+9.23%

Winner

BKR

+32.30%

HEI

+8.44%

Winner

BKR

+52.48%

5Y(CAGR)

HEI

+19.70%

Winner

BKR

+23.75%

10Y(CAGR)

Winner

HEI

+26.22%

BKR

+8.03%

Max(CAGR)

Winner

HEI

+19.14%

BKR

+8.03%

HEI vs BKR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HEI	BKR
2026	+2.40%	+24.81%
2025	+36.54%	+11.95%
2024	+33.81%	+23.99%
2023	+17.80%	+21.79%
2022	+7.26%	+20.97%
2021	+13.15%	+18.01%
2020	+10.69%	-15.06%
2019	+50.39%	+25.57%
2018	+29.47%	-31.69%
2017	+51.47%	-14.16%
2016	+42.89%	N/A
2015	-6.45%	N/A
2014	+7.34%	N/A
2013	+28.24%	N/A
2012	+4.97%	N/A
2011	+40.48%	N/A
2010	+42.72%	N/A
2009	+11.59%	N/A
2008	-28.22%	N/A
2007	+41.31%	N/A
2006	+49.61%	N/A
2005	+19.09%	N/A
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 BKR Drawdown Comparison

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

The maximum drawdown for BKR was -73.51%, occurring on Mar 23, 2020. Recovery took 1173 trading sessions.

The current HEI drawdown is -5.85%. The current BKR drawdown is -15.88%.

Rank	HEI	BKR
#1	-63.74% Aug 24, 2001 - Oct 5, 2004	-73.51% Jul 7, 2017 - Mar 4, 2022
#2	-61.37% Dec 26, 2007 - Sep 20, 2010	-46.54% Mar 25, 2022 - Jul 26, 2024
#3	-57.72% Aug 29, 2019 - Jun 4, 2021	-28.00% Feb 5, 2025 - Sep 23, 2025
#4	-47.34% Dec 27, 1999 - Aug 23, 2001	-16.86% Feb 27, 2026 - Apr 24, 2026
#5	-32.38% Sep 24, 2013 - Jul 27, 2016	-15.88% Apr 30, 2026 - Jun 18, 2026
#6	-29.58% Nov 15, 2011 - Jan 2, 2013	-14.43% Jul 31, 2024 - Nov 5, 2024
#7	-28.37% Jul 8, 2011 - Oct 27, 2011	-12.13% Dec 4, 2025 - Jan 15, 2026
#8	-27.11% Jan 15, 2026 - Apr 29, 2026	-12.03% Sep 29, 2025 - Dec 3, 2025
#9	-23.46% Sep 14, 2018 - Feb 22, 2019	-11.32% Nov 21, 2024 - Jan 14, 2025
#10	-22.64% May 4, 2006 - Oct 5, 2006	-10.60% Mar 11, 2022 - Mar 24, 2022
#11	-21.26% Nov 22, 2024 - May 19, 2025	-8.44% Jan 21, 2025 - Feb 3, 2025
#12	-20.77% Dec 29, 2004 - Jun 28, 2005	-3.06% Feb 4, 2026 - Feb 9, 2026
#13	-18.84% Apr 4, 2022 - Jul 29, 2022	-2.84% Mar 8, 2022 - Mar 10, 2022
#14	-17.20% Nov 2, 1999 - Nov 22, 1999	-2.81% Nov 11, 2024 - Nov 20, 2024
#15	-16.93% Jun 8, 2021 - Nov 9, 2021	-2.12% Feb 12, 2026 - Feb 18, 2026

Correlation

Correlation between HEI and BKR is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82

-101

Dividend Comparison (2000 - 2026)

HEI vs BKR dividend yield comparison.

Year	HEI	BKR
2026	0.04%	0.79%
2025	0.07%	2.02%
2024	0.09%	2.05%
2023	0.11%	2.28%
2022	0.12%	2.47%
2021	0.12%	2.99%
2020	0.12%	3.45%
2019	0.12%	2.81%
2018	0.14%	3.35%
2017	0.08%	56.42%
2016	0.22%	0.00%
2015	0.28%	0.00%
2014	0.73%	0.00%
2013	0.83%	0.00%
2012	7.84%	0.00%
2011	0.18%	0.00%
2010	0.21%	0.00%
2009	0.27%	0.00%
2008	0.26%	0.00%
2007	0.15%	0.00%
2006	0.21%	0.00%
2005	0.19%	0.00%
2004	0.22%	0.00%
2003	0.27%	0.00%
2002	0.47%	0.00%
2001	0.30%	0.00%
2000	0.26%	0.00%