HEI vs PFH

Comparison between Heico Corp (HEI, Company) and Prudential Financial Inc (PFH, Company).

5-Year PerformanceHEI has outperformed PFH, delivering a return of +18.9% compared to -3.8%

HEI vs PFH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HEI(COMPANY)	PFH(COMPANY)
Market Cap	$45B	$45B
Max Drawdown	63.95%	38.69%
Sharpe Ratio	0.34	-0.20
5Y Beta	0.84	0.22
Industry	Aerospace & Defense	N/A
P/E Ratio	38.44	N/A
Forward P/E	56.50	N/A
PEG Ratio	1.23	0.00
Dividend Yield	0.07%	108.90%
5Y Dividends CAGR	8.45%	20.23%
5Y EPS CAGR	20.50%	N/A
Debt to Equity	0.07%	N/A
Free Cash Flow Yield	2.10%	N/A
P/S Ratio	9.28	N/A
P/B Ratio	9.55	N/A

Market Cap

HEI

$45B

Winner

PFH

$45B

Max Drawdown

HEI

63.95%

Winner

PFH

38.69%

Sharpe Ratio

Winner

HEI

0.34

PFH

-0.20

5Y Beta

HEI

0.84

Winner

PFH

0.22

Industry

HEI

Aerospace & Defense

PFH

N/A

P/E Ratio

HEI

38.44

PFH

N/A

Forward P/E

HEI

56.50

PFH

N/A

PEG Ratio

HEI

1.23

Winner

PFH

0.00

Dividend Yield

HEI

0.07%

Winner

PFH

108.90%

5Y Dividends CAGR

HEI

8.45%

Winner

PFH

20.23%

5Y EPS CAGR

HEI

20.50%

PFH

N/A

Debt to Equity

HEI

0.07%

PFH

N/A

Free Cash Flow Yield

HEI

2.10%

PFH

N/A

P/S Ratio

HEI

9.28

PFH

N/A

P/B Ratio

HEI

9.55

PFH

N/A

HEI vs PFH - Historical Returns

Returns include dividend reinvestment.

Period	HEI	PFH
1 month	+16.16%	-0.24%
3 months	+15.12%	-2.70%
6 months	+8.17%	-3.08%
1 year	+10.34%	+3.87%
5 years(CAGR)	+18.88%	-3.84%
10 years(CAGR)	+26.19%	N/A
Max(CAGR)	+19.12%	-2.75%

Winner

HEI

+16.16%

PFH

-0.24%

Winner

HEI

+15.12%

PFH

-2.70%

Winner

HEI

+8.17%

PFH

-3.08%

Winner

HEI

+10.34%

PFH

+3.87%

5Y(CAGR)

Winner

HEI

+18.88%

PFH

-3.84%

10Y(CAGR)

HEI

+26.19%

PFH

N/A

Max(CAGR)

Winner

HEI

+19.12%

PFH

-2.75%

HEI vs PFH - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HEI	PFH
2026	+1.92%	-3.36%
2025	+36.54%	-2.79%
2024	+33.81%	+0.53%
2023	+17.80%	+10.99%
2022	+7.26%	-26.38%
2021	+13.15%	+2.98%
2020	+10.69%	+3.64%
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 PFH Drawdown Comparison

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

The maximum drawdown for PFH was -28.59%, occurring on Nov 4, 2022. This drawdown has not yet recovered.

The current HEI drawdown is -6.29%. The current PFH drawdown is -19.83%.

Rank	HEI	PFH
#1	-63.74% Aug 24, 2001 - Oct 5, 2004	-28.59% Dec 22, 2021 - Nov 4, 2022
#2	-61.37% Dec 26, 2007 - Sep 20, 2010	-6.22% Dec 31, 2020 - Jun 17, 2021
#3	-57.72% Aug 29, 2019 - Jun 4, 2021	-2.37% Sep 14, 2020 - Dec 2, 2020
#4	-47.34% Dec 27, 1999 - Aug 23, 2001	-2.21% Sep 22, 2021 - Dec 2, 2021
#5	-32.38% Sep 24, 2013 - Jul 27, 2016	-1.45% Jul 6, 2021 - Aug 5, 2021
#6	-29.58% Nov 15, 2011 - Jan 2, 2013	-1.21% Sep 3, 2020 - Sep 10, 2020
#7	-28.37% Jul 8, 2011 - Oct 27, 2011	-0.95% Aug 6, 2021 - Aug 13, 2021
#8	-27.11% Jan 15, 2026 - Apr 29, 2026	-0.92% Sep 1, 2021 - Sep 22, 2021
#9	-23.46% Sep 14, 2018 - Feb 22, 2019	-0.73% Dec 2, 2021 - Dec 22, 2021
#10	-22.64% May 4, 2006 - Oct 5, 2006	-0.50% Aug 13, 2021 - Aug 27, 2021
#11	-21.26% Nov 22, 2024 - May 19, 2025	-0.31% Dec 9, 2020 - Dec 15, 2020
#12	-20.77% Dec 29, 2004 - Jun 28, 2005	-0.27% Jun 17, 2021 - Jun 23, 2021
#13	-18.84% Apr 4, 2022 - Jul 29, 2022	-0.23% Dec 23, 2020 - Dec 28, 2020
#14	-17.20% Nov 2, 1999 - Nov 22, 1999	-0.19% Dec 15, 2020 - Dec 21, 2020
#15	-16.93% Jun 8, 2021 - Nov 9, 2021	-0.15% Jun 23, 2021 - Jun 28, 2021

Correlation

Correlation between HEI and PFH is -0.45 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.45

-101

Dividend Comparison (2000 - 2026)

HEI vs PFH dividend yield comparison.

Year	HEI	PFH
2026	0.04%	3.14%
2025	0.07%	5.98%
2024	0.09%	5.57%
2023	0.11%	5.33%
2022	0.12%	5.65%
2021	0.12%	3.96%
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%