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HEI vs. ROK: HEICO vs. Rockwell Automation Stock Comparison

How do HEICO (HEI) and Rockwell Automation (ROK) 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 Rockwell Automation (ROK) both fall under the Capital Goods industry group, but HEI is classified in Aerospace & Defense while ROK is classified in Electrical Equipment.

Company profile comparison for HEICO (HEI) and Rockwell Automation (ROK)
Profile ItemHEIROK
NameHEICO CorporationRockwell Automation Inc.
Country/RegionUnited StatesUnited States
GICS SectorIndustrialsIndustrials
GICS Industry GroupCapital GoodsCapital Goods
GICS IndustryAerospace & DefenseElectrical Equipment
GICS Sub-IndustryAerospace & DefenseElectrical Components & Equipment
Market Capitalization46.49 billion USD41.82 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateMarch 17, 1980December 31, 1981
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

HEI
ROK
GSPC
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HEICO (HEI) vs. Rockwell Automation (ROK), 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 Rockwell Automation (ROK). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for HEICO (HEI) and Rockwell Automation (ROK). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for HEICO (HEI) and Rockwell Automation (ROK)
MetricHEIROK
Total Return (1Y)6.50%6.19%
Total Return (3Y, Annualized)28.48%16.94%
Total Return (5Y, Annualized)18.19%4.86%

Risk Profile

Drawdown History

HEI
ROK
GSPC
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HEICO (HEI) vs. Rockwell Automation (ROK), 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 Rockwell Automation (ROK). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for HEICO (HEI) and Rockwell Automation (ROK)
MetricHEIROK
Volatility (1Y, Annualized)33.37%34.28%
Beta (5Y)1.061.54
Max Drawdown (5Y)-27.11%-45.09%
Avg. Volume (3M)480.74K799.28K

Risk-Adjusted Performance

Risk-Return Positioning

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HEI and ROK 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 Rockwell Automation (ROK)
MetricHEIROK
Sharpe Ratio (1Y)0.070.06
Sortino Ratio (1Y)0.100.07

Profitability

ROE (TTM)

Rockwell Automation (ROK) at 38.73% sits in the top ROE quartile, while HEICO (HEI) at 17.73% is closer to the peer norm — stronger capital efficiency for ROK.

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%

ROK

Capital Goods industry group

38.73%

Max
40.55%
ROK
38.73%
Q3
19.29%
Median
12.12%
Q1
4.08%
Min
-17.12%
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HEICO (HEI) vs. Rockwell Automation (ROK): 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 Rockwell Automation (ROK) at 15.68% 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%

ROK

Capital Goods industry group

15.68%

Max
27.47%
ROK
15.68%
Q3
12.10%
Median
6.30%
Q1
1.40%
Min
-12.89%
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HEICO (HEI) vs. Rockwell Automation (ROK): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

HEICO (HEI) at 25.14% operates in the top operating margin quartile, ahead of Rockwell Automation (ROK) at 14.75%, which runs around its industry’s norm.

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%

ROK

Capital Goods industry group

14.75%

Max
36.60%
Q3
18.33%
ROK
14.75%
Median
11.12%
Q1
5.14%
Min
-12.63%
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HEICO (HEI) vs. Rockwell Automation (ROK): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for HEICO (HEI) and Rockwell Automation (ROK)
MetricHEIROK
ROE (TTM)17.73%38.73%
ROA (TTM)8.50%9.32%
Net Margin (TTM)16.38%15.68%
Operating Margin (TTM)25.14%14.75%
Gross Margin (TTM)40.40%48.95%

Growth

Revenue Growth

Only one side can be read here: HEICO (HEI) reports revenue growth of 16.26%, ranked against its industry; Rockwell Automation (ROK) has no revenue growth figure this period.

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HEICO (HEI) vs. Rockwell Automation (ROK): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both HEICO (HEI) at 33.52% and Rockwell Automation (ROK) at 63.49% sit in the top peer quartile for EPS growth, so each is compounding per-share earnings faster than typical industry peers.

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HEICO (HEI) vs. Rockwell Automation (ROK): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for HEICO (HEI) and Rockwell Automation (ROK)
MetricHEIROK
Revenue Growth (YoY)16.26%--
Revenue Growth (3Y CAGR)26.64%--
EPS Growth (YoY)33.52%63.49%
EPS Growth (3Y CAGR)24.32%1.62%

Financial Strength

Current Ratio (MRQ)

Both HEICO (HEI) at 2.72 and Rockwell Automation (ROK) at 2.11 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

ROK

Capital Goods industry group

2.11

Max
5.22
Q3
2.95
ROK
2.11
Median
2.08
Q1
1.43
Min
0.36
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HEICO (HEI) vs. Rockwell Automation (ROK): A comparison of their current ratio against the Capital Goods industry group benchmark.

Debt / Equity (MRQ)

Both HEICO (HEI) at 0.45 and Rockwell Automation (ROK) at 1.00 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

ROK

Capital Goods industry group

1.00

Max
2.33
Q3
1.12
ROK
1.00
Median
0.60
Q1
0.29
Min
0.00
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HEICO (HEI) vs. Rockwell Automation (ROK): 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 Rockwell Automation (ROK)
MetricHEIROK
Current Ratio (MRQ)2.722.11
Debt / Equity (MRQ)0.451.00
Net Debt / EBITDA1.561.58

Dividends

Dividend Yield (TTM)

Rockwell Automation (ROK) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile HEICO (HEI) reports a yield of 0.08%, ranking against industry peers normally.

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%

ROK

Capital Goods industry group

0.00%

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

Dividend Payout Ratio (TTM)

HEICO (HEI) at 4.17% pays out a band-typical share of earnings, while Rockwell Automation (ROK) at 51.03% distributes more than its industry norm — less retained, thinner cover.

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%

ROK

Capital Goods industry group

51.03%

Max
67.39%
ROK
51.03%
Q3
28.02%
Median
6.86%
Q1
0.00%
Min
0.00%
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HEICO (HEI) vs. Rockwell Automation (ROK): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for HEICO (HEI) and Rockwell Automation (ROK)
MetricHEIROK
Dividend Yield (TTM)0.08%0.00%
Dividend Payout Ratio (TTM)4.17%51.03%

Valuation

P/E Ratio (TTM)

Rockwell Automation (ROK) at 29.97 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

ROK

Capital Goods industry group

29.97

Max
59.38
Q3
35.92
ROK
29.97
Median
25.41
Q1
19.47
Min
3.03
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HEICO (HEI) vs. Rockwell Automation (ROK): A comparison of their P/E ratio against the Capital Goods industry group benchmark.

P/S Ratio (TTM)

Both look expensive on sales: Rockwell Automation (ROK) at 4.65 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

ROK

Capital Goods industry group

4.65

Max
7.54
ROK
4.65
Q3
3.76
Median
2.15
Q1
1.03
Min
0.03
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HEICO (HEI) vs. Rockwell Automation (ROK): A comparison of their P/S ratio against the Capital Goods industry group benchmark.

P/B Ratio (MRQ)

Both look rich against book: HEICO (HEI) at 9.40 sits in the upper P/B ratio quartile, and Rockwell Automation (ROK) at 11.76 prices even higher, above its industry range.

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

ROK

Capital Goods industry group

11.76

ROK
11.76
Max
9.66
Q3
5.00
Median
3.12
Q1
1.81
Min
-1.08
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HEICO (HEI) vs. Rockwell Automation (ROK): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for HEICO (HEI) and Rockwell Automation (ROK)
MetricHEIROK
P/E Ratio (TTM)55.4429.97
P/S Ratio (TTM)8.984.65
P/B Ratio (MRQ)9.4011.76
Free Cash Flow Yield (TTM)1.82%-1.13%