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HEI vs. IR: HEICO vs. Ingersoll Rand Stock Comparison

How do HEICO (HEI) and Ingersoll Rand (IR) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

HEICO (HEI) and Ingersoll Rand (IR) both fall under the Capital Goods industry group, but HEI is classified in Aerospace & Defense while IR is classified in Machinery.

Company profile comparison for HEICO (HEI) and Ingersoll Rand (IR)
Profile ItemHEIIR
NameHEICO CorporationIngersoll Rand Inc.
Country/RegionUnited StatesUnited States
GICS SectorIndustrialsIndustrials
GICS Industry GroupCapital GoodsCapital Goods
GICS IndustryAerospace & DefenseMachinery
GICS Sub-IndustryAerospace & DefenseIndustrial Machinery & Supplies & Components
Market Capitalization46.49 billion USD31.87 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateMarch 17, 1980May 12, 2017
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

HEI
IR
GSPC
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HEICO (HEI) vs. Ingersoll Rand (IR), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for HEICO (HEI) and Ingersoll Rand (IR). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for HEICO (HEI) and Ingersoll Rand (IR). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for HEICO (HEI) and Ingersoll Rand (IR)
MetricHEIIR
Total Return (1Y)6.50%12.39%
Total Return (3Y, Annualized)28.48%9.19%
Total Return (5Y, Annualized)18.19%8.02%

Risk Profile

Drawdown History

HEI
IR
GSPC
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HEICO (HEI) vs. Ingersoll Rand (IR), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for HEICO (HEI) and Ingersoll Rand (IR). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for HEICO (HEI) and Ingersoll Rand (IR)
MetricHEIIR
Volatility (1Y, Annualized)33.37%34.08%
Beta (5Y)1.061.12
Max Drawdown (5Y)-27.11%-36.62%
Avg. Volume (3M)480.74K4.27M

Risk-Adjusted Performance

Risk-Return Positioning

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HEI and IR are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for HEICO (HEI) and Ingersoll Rand (IR)
MetricHEIIR
Sharpe Ratio (1Y)0.070.24
Sortino Ratio (1Y)0.100.37

Profitability

ROE (TTM)

Both HEICO (HEI) at 17.73% and Ingersoll Rand (IR) at 13.41% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.

HEI

Capital Goods industry group

17.73%

Max
40.55%
Q3
19.29%
HEI
17.73%
Median
12.12%
Q1
4.08%
Min
-17.12%

IR

Capital Goods industry group

13.41%

Max
40.55%
Q3
19.29%
IR
13.41%
Median
12.12%
Q1
4.08%
Min
-17.12%
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HEICO (HEI) vs. Ingersoll Rand (IR): A comparison of their ROE against the Capital Goods industry group benchmark.

Net Margin (TTM)

For every dollar of sales, both HEICO (HEI) at 16.38% and Ingersoll Rand (IR) at 17.20% retain more as net profit than most peers, landing in the top net margin quartile of their industries.

HEI

Capital Goods industry group

16.38%

Max
27.47%
HEI
16.38%
Q3
12.10%
Median
6.30%
Q1
1.40%
Min
-12.89%

IR

Capital Goods industry group

17.20%

Max
27.47%
IR
17.20%
Q3
12.10%
Median
6.30%
Q1
1.40%
Min
-12.89%
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HEICO (HEI) vs. Ingersoll Rand (IR): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

Both HEICO (HEI) at 25.14% and Ingersoll Rand (IR) at 18.79% convert sales into operating profit at a top-quartile rate, pointing to tighter cost discipline before financing and tax.

HEI

Capital Goods industry group

25.14%

Max
36.60%
HEI
25.14%
Q3
18.33%
Median
11.12%
Q1
5.14%
Min
-12.63%

IR

Capital Goods industry group

18.79%

Max
36.60%
IR
18.79%
Q3
18.33%
Median
11.12%
Q1
5.14%
Min
-12.63%
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HEICO (HEI) vs. Ingersoll Rand (IR): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for HEICO (HEI) and Ingersoll Rand (IR)
MetricHEIIR
ROE (TTM)17.73%13.41%
ROA (TTM)8.50%4.98%
Net Margin (TTM)16.38%17.20%
Operating Margin (TTM)25.14%18.79%
Gross Margin (TTM)40.40%42.57%

Growth

Revenue Growth

Both HEICO (HEI) at 16.26% and Ingersoll Rand (IR) at 5.75% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

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HEICO (HEI) vs. Ingersoll Rand (IR): A comparison of their Revenue Growth across different time periods.

EPS Growth

HEICO (HEI) at 33.52% sits in the top EPS growth quartile, while Ingersoll Rand (IR) at -29.61% is in the bottom quartile, showing a clear gap in earnings momentum.

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HEICO (HEI) vs. Ingersoll Rand (IR): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for HEICO (HEI) and Ingersoll Rand (IR)
MetricHEIIR
Revenue Growth (YoY)16.26%5.75%
Revenue Growth (3Y CAGR)26.64%8.95%
EPS Growth (YoY)33.52%-29.61%
EPS Growth (3Y CAGR)24.32%-0.46%

Financial Strength

Current Ratio (MRQ)

Both HEICO (HEI) at 2.72 and Ingersoll Rand (IR) at 1.69 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.

HEI

Capital Goods industry group

2.72

Max
5.22
Q3
2.95
HEI
2.72
Median
2.08
Q1
1.43
Min
0.36

IR

Capital Goods industry group

1.69

Max
5.22
Q3
2.95
Median
2.08
IR
1.69
Q1
1.43
Min
0.36
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HEICO (HEI) vs. Ingersoll Rand (IR): A comparison of their current ratio against the Capital Goods industry group benchmark.

Debt / Equity (MRQ)

Both HEICO (HEI) at 0.45 and Ingersoll Rand (IR) at 0.46 fund their balance sheets with roughly industry-typical debt-to-equity mixes.

HEI

Capital Goods industry group

0.45

Max
2.33
Q3
1.12
Median
0.60
HEI
0.45
Q1
0.29
Min
0.00

IR

Capital Goods industry group

0.46

Max
2.33
Q3
1.12
Median
0.60
IR
0.46
Q1
0.29
Min
0.00
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HEICO (HEI) vs. Ingersoll Rand (IR): A comparison of their debt-to-equity ratio against the Capital Goods industry group benchmark.

Financial Strength Metrics

Financial strength metrics for HEICO (HEI) and Ingersoll Rand (IR)
MetricHEIIR
Current Ratio (MRQ)2.721.69
Debt / Equity (MRQ)0.450.46
Net Debt / EBITDA1.561.76

Dividends

Dividend Yield (TTM)

Both HEICO (HEI) at 0.08% and Ingersoll Rand (IR) at 0.10% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

HEI

Capital Goods industry group

0.08%

Max
2.66%
Q3
1.14%
Median
0.24%
HEI
0.08%
Q1
0.00%
Min
0.00%

IR

Capital Goods industry group

0.10%

Max
2.66%
Q3
1.14%
Median
0.24%
IR
0.10%
Q1
0.00%
Min
0.00%
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HEICO (HEI) vs. Ingersoll Rand (IR): A comparison of their dividend yield against the Capital Goods industry group benchmark.

Dividend Payout Ratio (TTM)

Both HEICO (HEI) at 4.17% and Ingersoll Rand (IR) at 2.27% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

HEI

Capital Goods industry group

4.17%

Max
67.39%
Q3
28.02%
Median
6.86%
HEI
4.17%
Q1
0.00%
Min
0.00%

IR

Capital Goods industry group

2.27%

Max
67.39%
Q3
28.02%
Median
6.86%
IR
2.27%
Q1
0.00%
Min
0.00%
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HEICO (HEI) vs. Ingersoll Rand (IR): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for HEICO (HEI) and Ingersoll Rand (IR)
MetricHEIIR
Dividend Yield (TTM)0.08%0.10%
Dividend Payout Ratio (TTM)4.17%2.27%

Valuation

P/E Ratio (TTM)

Ingersoll Rand (IR) at 23.51 is near its industry’s usual P/E ratio, while HEICO (HEI) at 55.44 sits in the richer quartile — HEI needs stronger growth or earnings quality to justify the premium.

HEI

Capital Goods industry group

55.44

Max
59.38
HEI
55.44
Q3
35.92
Median
25.41
Q1
19.47
Min
3.03

IR

Capital Goods industry group

23.51

Max
59.38
Q3
35.92
Median
25.41
IR
23.51
Q1
19.47
Min
3.03
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HEICO (HEI) vs. Ingersoll Rand (IR): A comparison of their P/E ratio against the Capital Goods industry group benchmark.

P/S Ratio (TTM)

Both look expensive on sales: Ingersoll Rand (IR) at 3.96 sits in the upper P/S ratio quartile, and HEICO (HEI) at 8.98 prices even higher, above its industry range.

HEI

Capital Goods industry group

8.98

HEI
8.98
Max
7.54
Q3
3.76
Median
2.15
Q1
1.03
Min
0.03

IR

Capital Goods industry group

3.96

Max
7.54
IR
3.96
Q3
3.76
Median
2.15
Q1
1.03
Min
0.03
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HEICO (HEI) vs. Ingersoll Rand (IR): A comparison of their P/S ratio against the Capital Goods industry group benchmark.

P/B Ratio (MRQ)

Ingersoll Rand (IR) at 3.03 is valued about in line with its industry on P/B ratio, while HEICO (HEI) at 9.40 carries an above-peer premium to book — HEI is pricier on assets.

HEI

Capital Goods industry group

9.40

Max
9.66
HEI
9.40
Q3
5.00
Median
3.12
Q1
1.81
Min
-1.08

IR

Capital Goods industry group

3.03

Max
9.66
Q3
5.00
Median
3.12
IR
3.03
Q1
1.81
Min
-1.08
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HEICO (HEI) vs. Ingersoll Rand (IR): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for HEICO (HEI) and Ingersoll Rand (IR)
MetricHEIIR
P/E Ratio (TTM)55.4423.51
P/S Ratio (TTM)8.983.96
P/B Ratio (MRQ)9.403.03
Free Cash Flow Yield (TTM)1.82%3.19%