HEIHEICO Corporation

$297.52-3.2% 1Y

Is the price fair?

Fair

Neither cheap nor expensive: modest expectations priced in, but rich vs its sector.

1 good, 1 to watch, 1 neutral
What the price assumes~+13% a year

Priced for ~13% a year FCF growth. The price demands less than its three-year revenue growth of 25% a year, expectations look modest.

Vs its own P/E rangemid-range for this companyderived

In its normal range: P/E 49.5 vs a 58.3 median over 41 quarters (−15% vs median).

Vs sector (EV/EBIT)30.4×

Sector median 21.2× across 246 covered peers. EV/EBIT counts debt as part of the price, so a cash-rich and a borrowed company can be compared on the same footing.

Unless marked, from derived, as of Jul 31, 2026.

Against the whole market›

Percentile against every name Ryufin tracks. Higher is better; the tick marks the middle of the market. Context, not one of the checks above.

P/E (valuation)behind 87% of the market
FCF yieldbehind 76% of the market

Where this answer is blind. The growth-implied estimate assumes a fixed discount rate; capital-heavy sectors look structurally rich on it.

What HEI's price assumes

HEICO Corporation trades at 49.5× earnings against 33.5× for the median Aerospace & Defense name, more expensive than its own group.

49.5

Trailing P/E · Aerospace & Defense median 33.5 · 1.48× the median: the market pays up for this one

Price / sales
6.88

Price / sales · today's price, trailing year to Jul 31, 2026

Free cash flow yield
2.9%

Free cash flow yield · Aerospace & Defense median 3.1%

Growth the price implies
+13%

Growth the price implies · The price pays for +13% free cash flow growth a year for a decade; the business has delivered +37% a year over the last three.

Details›
Price / booktoday's price, trailing year to Jul 31, 2026
7.20
EV / EBITtoday's price, trailing year to Jul 31, 2026
30.4
EV / salestoday's price, trailing year to Jul 31, 2026
7.32
Industrials median P/E434 names
26.2
Aerospace & Defense median P/E59 names
33.5
Free cash flow, trailing twelve months
$1.03B
Market capitalisation119.7 million shares, counted Aug 25, 2026
$35.6B
3-year revenue growth
+25%
3-year free cash flow growth
+37%
What the market has paid for these earnings: 41 quarters of its own multiple × $6.01 of trailing earnings per share
MethodPer share
Its own P/E history, lower quartile$252.73
Its own P/E history, median$350.34
Its own P/E history, upper quartile$380.87
52-week range$260.99 – $374.75
Today$297.52

Multiples from SEC filings and end-of-day closes; implied growth from a reverse discounted cash flow. Group medians across the names Ryufin tracks.

What is it worth?

Today's price against what its own multiples, its cash flow and your growth assumption say it is worth.

Against its own past

Its multiples now against their own history, and how much of the price move came from earnings rather than the multiple.