HEI vs JPM-P-L

Comparison between Heico Corp (HEI, Company) and JPMorgan Chase & Company (JPM-P-L, Company).

5-Year PerformanceHEI has outperformed JPM-P-L, delivering a return of +22.5% compared to -1.9%

HEI vs JPM-P-L - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HEI(COMPANY)	JPM-P-L(COMPANY)
Market Cap	$51B	$51B
Max Drawdown	63.95%	32.32%
Sharpe Ratio	0.50	-0.70
5Y Beta	0.82	0.21
Industry	Aerospace & Defense	N/A
P/E Ratio	43.94	0.86
Forward P/E	51.28	N/A
PEG Ratio	1.41	0.09
Dividend Yield	0.07%	N/A
5Y Dividends CAGR	16.83%	34.83%
5Y EPS CAGR	20.50%	15.42%
Debt to Equity	0.07%	18.69%
Free Cash Flow Yield	1.84%	N/A
P/S Ratio	10.23	N/A
P/B Ratio	10.44	N/A

Market Cap

Winner

HEI

$51B

JPM-P-L

$51B

Max Drawdown

HEI

63.95%

Winner

JPM-P-L

32.32%

Sharpe Ratio

Winner

HEI

0.50

JPM-P-L

-0.70

5Y Beta

HEI

0.82

Winner

JPM-P-L

0.21

Industry

HEI

Aerospace & Defense

JPM-P-L

N/A

P/E Ratio

HEI

43.94

Winner

JPM-P-L

0.86

Forward P/E

HEI

51.28

JPM-P-L

N/A

PEG Ratio

HEI

1.41

Winner

JPM-P-L

0.09

Dividend Yield

HEI

0.07%

JPM-P-L

N/A

5Y Dividends CAGR

HEI

16.83%

Winner

JPM-P-L

34.83%

5Y EPS CAGR

Winner

HEI

20.50%

JPM-P-L

15.42%

Debt to Equity

Winner

HEI

0.07%

JPM-P-L

18.69%

Free Cash Flow Yield

HEI

1.84%

JPM-P-L

N/A

P/S Ratio

HEI

10.23

JPM-P-L

N/A

P/B Ratio

HEI

10.44

JPM-P-L

N/A

HEI vs JPM-P-L - Historical Returns

Returns include dividend reinvestment.

Period	HEI	JPM-P-L
1 month	-0.55%	-1.47%
3 months	+22.62%	-3.63%
6 months	+11.25%	-4.35%
1 year	+14.85%	-1.37%
5 years(CAGR)	+22.49%	-1.88%
10 years(CAGR)	+26.17%	N/A
Max(CAGR)	+19.37%	-0.47%

Winner

HEI

-0.55%

JPM-P-L

-1.47%

Winner

HEI

+22.62%

JPM-P-L

-3.63%

Winner

HEI

+11.25%

JPM-P-L

-4.35%

Winner

HEI

+14.85%

JPM-P-L

-1.37%

5Y(CAGR)

Winner

HEI

+22.49%

JPM-P-L

-1.88%

10Y(CAGR)

HEI

+26.17%

JPM-P-L

N/A

Max(CAGR)

Winner

HEI

+19.37%

JPM-P-L

-0.47%

HEI vs JPM-P-L - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HEI	JPM-P-L
2026	+10.40%	-4.04%
2025	+36.54%	-0.62%
2024	+33.81%	+5.56%
2023	+17.80%	+15.50%
2022	+7.26%	-23.38%
2021	+13.15%	+6.90%
2020	+10.69%	N/A
2019	+50.39%	N/A
2018	+29.47%	N/A
2017	+51.47%	N/A
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 JPM-P-L Drawdown Comparison

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

The maximum drawdown for JPM-P-L was -27.73%, occurring on May 9, 2022. Recovery took 716 trading sessions.

The current HEI drawdown is -1.19%. The current JPM-P-L drawdown is -12.19%.

Rank	HEI	JPM-P-L
#1	-63.74% Aug 24, 2001 - Oct 5, 2004	-27.73% Nov 5, 2021 - Sep 13, 2024
#2	-61.37% Dec 26, 2007 - Sep 20, 2010	-15.14% Sep 26, 2024 - May 21, 2025
#3	-57.72% Aug 29, 2019 - Jun 4, 2021	-2.62% Sep 22, 2021 - Nov 4, 2021
#4	-47.34% Dec 27, 1999 - Aug 23, 2001	-2.16% Jul 7, 2021 - Sep 16, 2021
#5	-32.38% Sep 24, 2013 - Jul 27, 2016	-0.72% Jun 10, 2021 - Jun 23, 2021
#6	-29.58% Nov 15, 2011 - Jan 2, 2013	-0.69% May 28, 2021 - Jun 9, 2021
#7	-28.37% Jul 8, 2011 - Oct 27, 2011	-0.49% Sep 16, 2021 - Sep 22, 2021
#8	-27.11% Jan 15, 2026 - Jul 1, 2026	-0.44% May 17, 2021 - May 21, 2021
#9	-23.46% Sep 14, 2018 - Feb 22, 2019	-0.39% Sep 19, 2024 - Sep 26, 2024
#10	-22.64% May 4, 2006 - Oct 5, 2006	-0.04% Sep 17, 2024 - Sep 19, 2024
#11	-21.26% Nov 22, 2024 - May 19, 2025	N/A
#12	-20.77% Dec 29, 2004 - Jun 28, 2005	N/A
#13	-18.84% Apr 4, 2022 - Jul 29, 2022	N/A
#14	-17.20% Nov 2, 1999 - Nov 22, 1999	N/A
#15	-16.93% Jun 8, 2021 - Nov 9, 2021	N/A

Correlation

Correlation between HEI and JPM-P-L is 0.35 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.35

-101

Dividend Comparison (2000 - 2026)

HEI vs JPM-P-L dividend yield comparison.

Year	HEI	JPM-P-L
2026	0.07%	4.77%
2025	0.07%	5.89%
2024	0.09%	5.55%
2023	0.11%	5.54%
2022	0.12%	6.14%
2021	0.12%	2.35%
2020	0.12%	0.00%
2019	0.12%	0.00%
2018	0.14%	0.00%
2017	0.08%	0.00%
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%