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HEI vs VTR

Comparison between Heico Corp (HEI, Company) and Ventas Inc (VTR, Company).

HEI is from the Industrials sector, while VTR is from the Real Estate sector.

5-Year PerformanceHEI has outperformed VTR, delivering a return of +17.8% compared to +11.3%

HEI vs VTR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
HEI
$43B
VTR
$43B
Max Drawdown
Winner
HEI
63.95%
VTR
79.54%
Sharpe Ratio
HEI
0.36
Winner
VTR
1.44
5Y Beta
HEI
0.83
Winner
VTR
0.19
Industry
HEI
Aerospace & Defense
VTR
Reit - Healthcare Facilities
P/E Ratio
Winner
HEI
49.24
VTR
152.11
Forward P/E
Winner
HEI
56.50
VTR
135.14
PEG Ratio
HEI
2.88
Winner
VTR
2.21
Dividend Yield
HEI
0.07%
Winner
VTR
2.48%
5Y Dividends CAGR
Winner
HEI
8.45%
VTR
-1.21%
5Y EPS CAGR
Winner
HEI
6.25%
VTR
-12.40%
Debt to Equity
HEI
0.08%
Winner
VTR
0.00%
Free Cash Flow Yield
HEI
1.95%
Winner
VTR
4.02%
P/S Ratio
HEI
9.32
Winner
VTR
7.00
P/B Ratio
HEI
9.59
Winner
VTR
3.26

HEI vs VTR - Historical Returns

Returns include dividend reinvestment.

1M
Winner
HEI
+19.51%
VTR
-5.49%
3M
Winner
HEI
+7.84%
VTR
-2.85%
6M
Winner
HEI
+6.20%
VTR
+3.03%
1Y
HEI
+10.14%
Winner
VTR
+33.11%
5Y(CAGR)
Winner
HEI
+17.81%
VTR
+11.33%
10Y(CAGR)
Winner
HEI
+25.53%
VTR
+6.41%
Max(CAGR)
Winner
HEI
+19.09%
VTR
+17.69%

HEI vs VTR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearHEIVTR
2026+0.69%+6.74%
2025+36.54%+37.23%
2024+33.81%+20.45%
2023+17.80%+14.27%
2022+7.26%-9.97%
2021+13.15%+12.72%
2020+10.69%-7.55%
2019+50.39%+6.46%
2018+29.47%+3.84%
2017+51.47%+1.31%
2016+42.89%+15.51%
2015-6.45%-7.59%
2014+7.34%+31.98%
2013+28.24%-8.26%
2012+4.97%+21.30%
2011+40.48%+7.02%
2010+42.72%+26.54%
2009+11.59%+46.10%
2008-28.22%-20.28%
2007+41.31%+13.16%
2006+49.61%+34.99%
2005+19.09%+24.19%
2004+35.95%+29.52%
2003+68.47%+106.66%
2002-29.96%+4.13%
2001+8.15%+118.55%
2000-25.60%+66.92%
1999+26.43%-19.28%

HEI vs VTR Drawdown Comparison

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

The maximum drawdown for VTR was -76.93%, occurring on Mar 18, 2020. Recovery took 1232 trading sessions.

The current HEI drawdown is -7.43%. The current VTR drawdown is -9.22%.

RankHEIVTR
#1-63.74%
Aug 24, 2001 - Oct 5, 2004
-76.93%
Oct 4, 2019 - Aug 28, 2024
#2-61.37%
Dec 26, 2007 - Sep 20, 2010
-64.16%
Sep 19, 2008 - Mar 16, 2010
#3-57.72%
Aug 29, 2019 - Jun 4, 2021
-45.78%
Nov 1, 1999 - Aug 1, 2000
#4-47.34%
Dec 27, 1999 - Aug 23, 2001
-33.09%
Aug 1, 2016 - Jun 14, 2019
#5-32.38%
Sep 24, 2013 - Jul 27, 2016
-32.37%
Feb 7, 2007 - Dec 6, 2007
#6-29.58%
Nov 15, 2011 - Jan 2, 2013
-31.13%
May 21, 2013 - Jan 12, 2015
#7-28.37%
Jul 8, 2011 - Oct 27, 2011
-28.37%
Jan 29, 2015 - May 10, 2016
#8-27.11%
Jan 15, 2026 - Apr 29, 2026
-26.13%
Oct 1, 2002 - May 5, 2003
#9-23.46%
Sep 14, 2018 - Feb 22, 2019
-23.74%
Apr 2, 2004 - Aug 31, 2004
#10-22.64%
May 4, 2006 - Oct 5, 2006
-21.52%
Apr 28, 2011 - Oct 28, 2011
#11-21.26%
Nov 22, 2024 - May 19, 2025
-19.49%
Apr 25, 2008 - Sep 18, 2008
#12-20.77%
Dec 29, 2004 - Jun 28, 2005
-17.32%
Aug 21, 2001 - Oct 5, 2001
#13-18.84%
Apr 4, 2022 - Jul 29, 2022
-15.30%
Aug 1, 2000 - Sep 8, 2000
#14-17.20%
Nov 2, 1999 - Nov 22, 1999
-14.22%
Nov 15, 2004 - May 31, 2005
#15-16.93%
Jun 8, 2021 - Nov 9, 2021
-14.04%
Dec 10, 2007 - Mar 20, 2008

Correlation

Correlation between HEI and VTR is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83
-101

Dividend Comparison (2000 - 2026)

HEI vs VTR dividend yield comparison.

YearHEIVTR
20260.04%0.63%
20250.07%2.48%
20240.09%3.06%
20230.11%3.61%
20220.12%4.00%
20210.12%3.52%
20200.12%4.37%
20190.12%5.49%
20180.14%5.40%
20170.08%5.19%
20160.22%4.74%
20150.28%20.47%
20140.73%4.14%
20130.83%4.77%
20127.84%3.83%
20110.18%4.17%
20100.21%4.08%
20090.27%4.69%
20080.26%6.11%
20070.15%4.20%
20060.21%3.73%
20050.19%4.50%
20040.22%4.74%
20030.27%4.86%
20020.47%8.30%
20010.30%9.91%
20000.26%16.18%

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