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HEI vs SLF

Comparison between Heico Corp (HEI, Company) and Sun Life Financial Inc (SLF, Company).

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

5-Year PerformanceHEI has outperformed SLF, delivering a return of +17.8% compared to +11.0%

HEI vs SLF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
HEI
$42B
SLF
$42B
Max Drawdown
Winner
HEI
63.95%
SLF
80.09%
Sharpe Ratio
HEI
0.41
Winner
SLF
0.87
5Y Beta
HEI
0.82
Winner
SLF
0.51
Industry
HEI
Aerospace & Defense
SLF
Insurance - Diversified
P/E Ratio
HEI
48.02
Winner
SLF
17.46
Forward P/E
HEI
51.81
Winner
SLF
12.84
PEG Ratio
Winner
HEI
2.73
SLF
7.35
Dividend Yield
HEI
0.08%
Winner
SLF
4.93%
5Y Dividends CAGR
HEI
8.45%
Winner
SLF
14.20%
5Y EPS CAGR
Winner
HEI
6.25%
SLF
-1.29%
Debt to Equity
Winner
HEI
0.08%
SLF
33.48%
Free Cash Flow Yield
HEI
2.00%
Winner
SLF
19.58%
P/S Ratio
HEI
9.08
Winner
SLF
1.16
P/B Ratio
HEI
9.06
Winner
SLF
2.32

HEI vs SLF - Historical Returns

Returns include dividend reinvestment.

1M
Winner
HEI
+12.09%
SLF
+3.69%
3M
HEI
-13.06%
Winner
SLF
+14.36%
6M
HEI
-0.68%
Winner
SLF
+25.30%
1Y
HEI
+12.80%
Winner
SLF
+20.78%
5Y(CAGR)
Winner
HEI
+17.81%
SLF
+11.00%
10Y(CAGR)
Winner
HEI
+24.92%
SLF
+12.55%
Max(CAGR)
Winner
HEI
+18.69%
SLF
+12.54%

HEI vs SLF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearHEISLF
2026-8.55%+17.49%
2025+36.54%+10.50%
2024+33.81%+20.82%
2023+17.80%+17.79%
2022+7.26%-13.00%
2021+13.15%+30.55%
2020+10.69%+0.83%
2019+50.39%+42.57%
2018+29.47%-16.04%
2017+51.47%+10.08%
2016+42.89%+31.50%
2015-6.45%-8.64%
2014+7.34%+8.41%
2013+28.24%+36.37%
2012+4.97%+46.51%
2011+40.48%-36.45%
2010+42.72%+5.55%
2009+11.59%+29.81%
2008-28.22%-55.92%
2007+41.31%+36.64%
2006+49.61%+5.41%
2005+19.09%+24.72%
2004+35.95%+35.43%
2003+68.47%+49.26%
2002-29.96%-16.04%
2001+8.15%-16.10%
2000-25.60%+186.37%
1999+26.43%N/A

HEI vs SLF Drawdown Comparison

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

The maximum drawdown for SLF was -78.55%, occurring on Mar 9, 2009. Recovery took 2274 trading sessions.

The current HEI drawdown is -15.92%. The current SLF drawdown is -0.22%.

RankHEISLF
#1-63.74%
Aug 24, 2001 - Oct 5, 2004
-78.55%
Oct 31, 2007 - Nov 10, 2016
#2-61.37%
Dec 26, 2007 - Sep 20, 2010
-50.82%
Feb 14, 2020 - Jan 20, 2021
#3-57.72%
Aug 29, 2019 - Jun 4, 2021
-42.49%
Dec 29, 2000 - Oct 16, 2003
#4-47.34%
Dec 27, 1999 - Aug 23, 2001
-30.75%
Feb 9, 2022 - Feb 9, 2024
#5-32.38%
Sep 24, 2013 - Jul 27, 2016
-24.79%
Jan 22, 2018 - Jul 1, 2019
#6-29.58%
Nov 15, 2011 - Jan 2, 2013
-18.09%
Feb 15, 2017 - Sep 26, 2017
#7-28.37%
Jul 8, 2011 - Oct 27, 2011
-16.46%
Sep 6, 2000 - Nov 3, 2000
#8-27.11%
Jan 15, 2026 - Apr 29, 2026
-14.91%
Jun 30, 2025 - Feb 4, 2026
#9-23.46%
Sep 14, 2018 - Feb 22, 2019
-14.35%
Mar 3, 2006 - Nov 15, 2006
#10-22.64%
May 4, 2006 - Oct 5, 2006
-13.92%
Dec 5, 2024 - May 9, 2025
#11-21.26%
Nov 22, 2024 - May 19, 2025
-13.65%
Mar 13, 2024 - Aug 26, 2024
#12-20.77%
Dec 29, 2004 - Jun 28, 2005
-11.44%
Feb 15, 2005 - Jun 24, 2005
#13-18.84%
Apr 4, 2022 - Jul 29, 2022
-10.77%
Apr 5, 2004 - Jun 8, 2004
#14-17.20%
Nov 2, 1999 - Nov 22, 1999
-10.76%
Nov 8, 2000 - Dec 6, 2000
#15-16.93%
Jun 8, 2021 - Nov 9, 2021
-10.08%
Feb 13, 2026 - Apr 15, 2026

Correlation

Correlation between HEI and SLF is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (2000 - 2026)

HEI vs SLF dividend yield comparison.

YearHEISLF
20260.04%0.92%
20250.07%4.03%
20240.09%4.00%
20230.11%4.98%
20220.12%4.59%
20210.12%3.32%
20200.12%3.69%
20190.12%3.47%
20180.14%4.71%
20170.08%3.17%
20160.22%3.98%
20150.28%4.64%
20140.73%3.99%
20130.83%4.08%
20127.84%5.43%
20110.18%7.78%
20100.21%4.78%
20090.27%5.01%
20080.26%6.22%
20070.15%2.36%
20060.21%2.63%
20050.19%2.35%
20040.22%2.56%
20030.27%2.72%
20020.47%2.40%
20010.30%2.59%
20000.26%0.75%

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