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SLF vs HEI

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

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

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

SLF vs HEI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

SLF vs HEI - Historical Returns

Returns include dividend reinvestment.

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

SLF vs HEI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

SLF vs HEI Drawdown Comparison

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

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

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

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

Correlation

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

0.95
-101

Dividend Comparison (2000 - 2026)

SLF vs HEI dividend yield comparison.

YearSLFHEI
20260.92%0.04%
20254.03%0.07%
20244.00%0.09%
20234.98%0.11%
20224.59%0.12%
20213.32%0.12%
20203.69%0.12%
20193.47%0.12%
20184.71%0.14%
20173.17%0.08%
20163.98%0.22%
20154.64%0.28%
20143.99%0.73%
20134.08%0.83%
20125.43%7.84%
20117.78%0.18%
20104.78%0.21%
20095.01%0.27%
20086.22%0.26%
20072.36%0.15%
20062.63%0.21%
20052.35%0.19%
20042.56%0.22%
20032.72%0.27%
20022.40%0.47%
20012.59%0.30%
20000.75%0.26%

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