NTRS vs HEI-A

Comparison between Northern Trust Corp (NTRS, Company) and Heico Corp - Class A (HEI-A, Company).

NTRS is from the Financial Services sector, while HEI-A is from the Industrials sector.

5-Year PerformanceHEI-A has outperformed NTRS, delivering a return of +12.9% compared to +10.3%

NTRS vs HEI-A - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NTRS(COMPANY)	HEI-A(COMPANY)
Market Cap	$31B	$31B
Max Drawdown	68.66%	49.74%
Sharpe Ratio	1.73	0.05
5Y Beta	1.03	0.82
Industry	Asset Management	Aerospace & Defense
P/E Ratio	16.66	35.65
Forward P/E	15.34	37.45
Dividend Yield	1.91%	0.11%
5Y Dividends CAGR	6.85%	8.45%
5Y EPS CAGR	11.13%	6.25%
Debt to Equity	0.00%	0.08%
Free Cash Flow Yield	7.79%	2.69%

Market Cap

NTRS

$31B

Winner

HEI-A

$31B

Max Drawdown

NTRS

68.66%

Winner

HEI-A

49.74%

Sharpe Ratio

Winner

NTRS

1.73

HEI-A

0.05

5Y Beta

NTRS

1.03

Winner

HEI-A

0.82

Industry

NTRS

Asset Management

HEI-A

Aerospace & Defense

P/E Ratio

Winner

NTRS

16.66

HEI-A

35.65

Forward P/E

Winner

NTRS

15.34

HEI-A

37.45

Dividend Yield

Winner

NTRS

1.91%

HEI-A

0.11%

5Y Dividends CAGR

NTRS

6.85%

Winner

HEI-A

8.45%

5Y EPS CAGR

Winner

NTRS

11.13%

HEI-A

6.25%

Debt to Equity

Winner

NTRS

0.00%

HEI-A

0.08%

Free Cash Flow Yield

Winner

NTRS

7.79%

HEI-A

2.69%

NTRS vs HEI-A - Historical Returns

Returns include dividend reinvestment.

Period	NTRS	HEI-A
1 month	+4.38%	+1.14%
3 months	+15.31%	-14.43%
6 months	+33.57%	-5.68%
1 year	+58.54%	+2.22%
5 years(CAGR)	+10.32%	+12.89%
10 years(CAGR)	+11.74%	+23.41%
Max(CAGR)	+7.02%	+24.03%

Winner

NTRS

+4.38%

HEI-A

+1.14%

Winner

NTRS

+15.31%

HEI-A

-14.43%

Winner

NTRS

+33.57%

HEI-A

-5.68%

Winner

NTRS

+58.54%

HEI-A

+2.22%

5Y(CAGR)

NTRS

+10.32%

Winner

HEI-A

+12.89%

10Y(CAGR)

NTRS

+11.74%

Winner

HEI-A

+23.41%

Max(CAGR)

NTRS

+7.02%

Winner

HEI-A

+24.03%

NTRS vs HEI-A - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	NTRS	HEI-A
2026	+19.84%	-12.94%
2025	+36.23%	+35.93%
2024	+24.92%	+31.65%
2023	-2.39%	+20.11%
2022	-24.51%	-6.78%
2021	+32.55%	+12.70%
2020	-10.25%	+23.76%
2019	+29.86%	+48.30%
2018	-14.31%	+25.84%
2017	+13.41%	+45.71%
2016	+28.77%	+43.05%
2015	+8.83%	N/A
2014	+12.92%	N/A
2013	+22.10%	N/A
2012	+26.63%	N/A
2011	-27.24%	N/A
2010	+7.82%	N/A
2009	+0.61%	N/A
2008	-28.41%	N/A
2007	+26.89%	N/A
2006	+18.00%	N/A
2005	+11.22%	N/A
2004	+7.00%	N/A
2003	+29.21%	N/A
2002	-40.27%	N/A
2001	-24.00%	N/A
2000	+62.85%	N/A
1999	+9.29%	N/A

NTRS vs HEI-A Drawdown Comparison

The maximum drawdown for NTRS was -67.67%, occurring on Mar 11, 2003. Recovery took 1913 trading sessions.

The maximum drawdown for HEI-A was -49.70%, occurring on Mar 18, 2020. Recovery took 302 trading sessions.

The current NTRS drawdown is -3.37%. The current HEI-A drawdown is -18.93%.

Rank	NTRS	HEI-A
#1	-67.67% Dec 7, 2000 - Jul 22, 2008	-49.70% Aug 29, 2019 - Nov 9, 2020
#2	-60.45% Sep 11, 2008 - May 18, 2015	-27.11% Jan 15, 2026 - Apr 29, 2026
#3	-50.00% Jan 14, 2022 - Jun 23, 2025	-25.90% Nov 9, 2021 - Feb 15, 2023
#4	-42.75% Dec 12, 2019 - Mar 26, 2021	-24.91% Sep 14, 2018 - Feb 15, 2019
#5	-30.01% Jul 16, 2015 - Nov 9, 2016	-18.84% Jun 8, 2021 - Nov 9, 2021
#6	-29.98% Jul 24, 2018 - Dec 6, 2019	-17.89% Nov 22, 2024 - Mar 25, 2025
#7	-21.14% Mar 22, 2000 - Jul 14, 2000	-17.71% Jan 12, 2016 - Apr 14, 2016
#8	-18.83% Sep 12, 2000 - Dec 7, 2000	-14.99% Jan 8, 2021 - Apr 15, 2021
#9	-13.51% Feb 1, 2000 - Mar 16, 2000	-14.47% May 22, 2023 - Jul 25, 2023
#10	-13.12% Aug 27, 2021 - Oct 15, 2021	-13.62% Mar 25, 2025 - May 15, 2025
#11	-12.37% Feb 9, 2026 - Apr 13, 2026	-12.63% Jan 29, 2018 - Feb 28, 2018
#12	-12.34% Dec 30, 1999 - Jan 13, 2000	-12.46% Jul 25, 2023 - Dec 4, 2023
#13	-12.18% Jul 5, 2017 - Dec 4, 2017	-10.02% Aug 4, 2025 - Jan 5, 2026
#14	-10.61% Jun 1, 2021 - Aug 27, 2021	-9.73% Dec 13, 2023 - Feb 7, 2024
#15	-10.45% Jan 22, 2018 - Feb 26, 2018	-8.80% Nov 16, 2020 - Dec 4, 2020

Correlation

Correlation between NTRS and HEI-A is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (1999 - 2026)

NTRS vs HEI-A dividend yield comparison.

Year	NTRS	HEI-A
2026	0.48%	0.05%
2025	2.27%	0.09%
2024	2.93%	0.11%
2023	3.56%	0.14%
2022	3.28%	0.15%
2021	2.34%	0.13%
2020	3.01%	0.14%
2019	2.45%	0.08%
2018	2.32%	0.18%
2017	1.60%	0.10%
2016	1.66%	0.25%
2015	1.96%	0.00%
2014	1.93%	0.00%
2013	1.99%	0.00%
2012	2.35%	0.00%
2011	2.82%	0.00%
2010	2.02%	0.00%
2009	2.14%	0.00%
2008	2.15%	0.00%
2007	1.34%	0.00%
2006	1.55%	0.00%
2005	1.66%	0.00%
2004	1.61%	0.00%
2003	1.51%	0.00%
2002	1.94%	0.00%
2001	1.05%	0.00%
2000	0.69%	0.00%
1999	0.13%	0.00%