PFH vs HEI

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

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

PFH vs HEI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

PFH

$45B

HEI

$45B

Max Drawdown

Winner

PFH

38.69%

HEI

63.95%

Sharpe Ratio

PFH

-0.20

Winner

HEI

0.34

5Y Beta

Winner

PFH

0.22

HEI

0.84

Industry

PFH

N/A

HEI

Aerospace & Defense

P/E Ratio

PFH

N/A

HEI

38.44

Forward P/E

PFH

N/A

HEI

56.50

PEG Ratio

Winner

PFH

0.00

HEI

1.23

Dividend Yield

Winner

PFH

108.90%

HEI

0.07%

5Y Dividends CAGR

Winner

PFH

20.23%

HEI

8.45%

5Y EPS CAGR

PFH

N/A

HEI

20.50%

Debt to Equity

PFH

N/A

HEI

0.07%

Free Cash Flow Yield

PFH

N/A

HEI

2.10%

P/S Ratio

PFH

N/A

HEI

9.28

P/B Ratio

PFH

N/A

HEI

9.55

PFH vs HEI - Historical Returns

Returns include dividend reinvestment.

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

PFH

-0.24%

Winner

HEI

+16.16%

PFH

-2.70%

Winner

HEI

+15.12%

PFH

-3.08%

Winner

HEI

+8.17%

PFH

+3.87%

Winner

HEI

+10.34%

5Y(CAGR)

PFH

-3.84%

Winner

HEI

+18.88%

10Y(CAGR)

PFH

N/A

HEI

+26.19%

Max(CAGR)

PFH

-2.75%

Winner

HEI

+19.12%

PFH vs HEI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PFH	HEI
2026	-3.36%	+1.92%
2025	-2.79%	+36.54%
2024	+0.53%	+33.81%
2023	+10.99%	+17.80%
2022	-26.38%	+7.26%
2021	+2.98%	+13.15%
2020	+3.64%	+10.69%
2019	N/A	+50.39%
2018	N/A	+29.47%
2017	N/A	+51.47%
2016	N/A	+42.89%
2015	N/A	-6.45%
2014	N/A	+7.34%
2013	N/A	+28.24%
2012	N/A	+4.97%
2011	N/A	+40.48%
2010	N/A	+42.72%
2009	N/A	+11.59%
2008	N/A	-28.22%
2007	N/A	+41.31%
2006	N/A	+49.61%
2005	N/A	+19.09%
2004	N/A	+35.95%
2003	N/A	+68.47%
2002	N/A	-29.96%
2001	N/A	+8.15%
2000	N/A	-25.60%
1999	N/A	+26.43%

PFH vs HEI Drawdown Comparison

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

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

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

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

Correlation

Correlation between PFH and HEI 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)

PFH vs HEI dividend yield comparison.

Year	PFH	HEI
2026	3.14%	0.04%
2025	5.98%	0.07%
2024	5.57%	0.09%
2023	5.33%	0.11%
2022	5.65%	0.12%
2021	3.96%	0.12%
2020	0.00%	0.12%
2019	0.00%	0.12%
2018	0.00%	0.14%
2017	0.00%	0.08%
2016	0.00%	0.22%
2015	0.00%	0.28%
2014	0.00%	0.73%
2013	0.00%	0.83%
2012	0.00%	7.84%
2011	0.00%	0.18%
2010	0.00%	0.21%
2009	0.00%	0.27%
2008	0.00%	0.26%
2007	0.00%	0.15%
2006	0.00%	0.21%
2005	0.00%	0.19%
2004	0.00%	0.22%
2003	0.00%	0.27%
2002	0.00%	0.47%
2001	0.00%	0.30%
2000	0.00%	0.26%