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HEI vs STT

Comparison between Heico Corp (HEI, Company) and State Street Corp (STT, Company).

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

5-Year PerformanceHEI has outperformed STT, delivering a return of +18.9% compared to +18.2%

HEI vs STT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
HEI
$45B
Winner
STT
$45B
Max Drawdown
Winner
HEI
63.95%
STT
82.56%
Sharpe Ratio
HEI
0.34
Winner
STT
2.27
5Y Beta
Winner
HEI
0.84
STT
1.04
Industry
HEI
Aerospace & Defense
STT
Asset Management
P/E Ratio
HEI
38.44
Winner
STT
14.83
Forward P/E
HEI
56.50
Winner
STT
13.76
PEG Ratio
Winner
HEI
1.23
STT
1.31
Dividend Yield
HEI
0.07%
Winner
STT
1.99%
5Y Dividends CAGR
HEI
8.45%
Winner
STT
14.20%
5Y EPS CAGR
Winner
HEI
20.50%
STT
10.73%
Debt to Equity
HEI
0.07%
Winner
STT
0.00%
Free Cash Flow Yield
Winner
HEI
2.10%
STT
-8.35%
P/S Ratio
HEI
9.28
Winner
STT
3.14
P/B Ratio
HEI
9.55
Winner
STT
1.87

HEI vs STT - Historical Returns

Returns include dividend reinvestment.

1M
Winner
HEI
+16.16%
STT
+12.06%
3M
HEI
+15.12%
Winner
STT
+43.41%
6M
HEI
+8.17%
Winner
STT
+36.48%
1Y
HEI
+10.34%
Winner
STT
+80.76%
5Y(CAGR)
Winner
HEI
+18.88%
STT
+18.18%
10Y(CAGR)
Winner
HEI
+26.19%
STT
+14.77%
Max(CAGR)
Winner
HEI
+19.12%
STT
+7.85%

HEI vs STT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearHEISTT
2026+1.92%+33.58%
2025+36.54%+34.77%
2024+33.81%+29.69%
2023+17.80%+2.42%
2022+7.26%-15.02%
2021+13.15%+32.02%
2020+10.69%-6.79%
2019+50.39%+27.59%
2018+29.47%-33.36%
2017+51.47%+25.36%
2016+42.89%+22.05%
2015-6.45%-13.71%
2014+7.34%+9.04%
2013+28.24%+54.30%
2012+4.97%+14.88%
2011+40.48%-13.83%
2010+42.72%+4.33%
2009+11.59%+6.04%
2008-28.22%-49.21%
2007+41.31%+20.72%
2006+49.61%+19.89%
2005+19.09%+15.49%
2004+35.95%-3.35%
2003+68.47%+29.77%
2002-29.96%-24.32%
2001+8.15%-12.89%
2000-25.60%+79.16%
1999+26.43%-2.78%

HEI vs STT Drawdown Comparison

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

The maximum drawdown for STT was -82.23%, occurring on Jan 20, 2009. Recovery took 1742 trading sessions.

The current HEI drawdown is -6.29%.

RankHEISTT
#1-63.74%
Aug 24, 2001 - Oct 5, 2004
-82.23%
Jan 3, 2008 - Dec 3, 2014
#2-61.37%
Dec 26, 2007 - Sep 20, 2010
-59.60%
Jan 24, 2018 - Jan 7, 2022
#3-57.72%
Aug 29, 2019 - Jun 4, 2021
-51.72%
Nov 9, 2000 - Feb 22, 2006
#4-47.34%
Dec 27, 1999 - Aug 23, 2001
-41.42%
Jan 14, 2022 - Nov 6, 2024
#5-32.38%
Sep 24, 2013 - Jul 27, 2016
-36.14%
Jul 22, 2015 - Nov 15, 2016
#6-29.58%
Nov 15, 2011 - Jan 2, 2013
-25.68%
Jan 30, 2025 - Jun 24, 2025
#7-28.37%
Jul 8, 2011 - Oct 27, 2011
-24.72%
Feb 8, 2000 - Mar 16, 2000
#8-27.11%
Jan 15, 2026 - Apr 29, 2026
-18.74%
Oct 2, 2000 - Nov 9, 2000
#9-23.46%
Sep 14, 2018 - Feb 22, 2019
-17.88%
Apr 3, 2000 - May 8, 2000
#10-22.64%
May 4, 2006 - Oct 5, 2006
-17.46%
Aug 8, 2007 - Oct 16, 2007
#11-21.26%
Nov 22, 2024 - May 19, 2025
-17.04%
May 8, 2006 - Dec 14, 2006
#12-20.77%
Dec 29, 2004 - Jun 28, 2005
-16.18%
May 23, 2000 - Sep 6, 2000
#13-18.84%
Apr 4, 2022 - Jul 29, 2022
-15.76%
Nov 16, 1999 - Jan 14, 2000
#14-17.20%
Nov 2, 1999 - Nov 22, 1999
-13.57%
Jan 17, 2007 - Jul 17, 2007
#15-16.93%
Jun 8, 2021 - Nov 9, 2021
-11.79%
Jan 15, 2026 - Apr 8, 2026

Correlation

Correlation between HEI and STT is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88
-101

Dividend Comparison (1999 - 2026)

HEI vs STT dividend yield comparison.

YearHEISTT
20260.04%0.98%
20250.07%2.42%
20240.09%2.18%
20230.11%3.41%
20220.12%3.09%
20210.12%2.34%
20200.12%2.86%
20190.12%2.50%
20180.14%2.82%
20170.08%1.64%
20160.22%1.85%
20150.28%1.99%
20140.73%1.48%
20130.83%1.42%
20127.84%2.04%
20110.18%1.79%
20100.21%0.09%
20090.27%0.09%
20080.26%2.42%
20070.15%1.08%
20060.21%1.19%
20050.19%1.30%
20040.22%1.30%
20030.27%1.08%
20020.47%1.23%
20010.30%0.78%
20000.26%0.56%
19990.00%0.22%

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