Seek Returns

HEI vs. SYM: HEICO vs. Symbotic Stock Comparison

How do HEICO (HEI) and Symbotic (SYM) 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 Symbotic (SYM) both fall under the Capital Goods industry group, but HEI is classified in Aerospace & Defense while SYM is classified in Machinery.

HEICO (HEI) has more than two decades of public-market history since March 17, 1980, whereas Symbotic (SYM) listed on March 9, 2021 and has a much shorter record to draw on.

Company profile comparison for HEICO (HEI) and Symbotic (SYM)
Profile ItemHEISYM
NameHEICO CorporationSymbotic Inc. Class A Common Stock
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 USD22.29 billion USD
CurrencyUSDUSD
ExchangeNYSENasdaq
Listing DateMarch 17, 1980March 9, 2021
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

HEI
SYM
GSPC
Loading price history…
HEICO (HEI) vs. Symbotic (SYM), 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

Loading price history…
Trailing total returns for HEICO (HEI) and Symbotic (SYM). Returns over one year are annualized.

Calendar-Year Returns

Loading price history…
Calendar-year total returns for HEICO (HEI) and Symbotic (SYM). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for HEICO (HEI) and Symbotic (SYM)
MetricHEISYM
Total Return (1Y)6.50%-44.66%
Total Return (3Y, Annualized)28.48%6.78%
Total Return (5Y, Annualized)18.19%30.90%

Risk Profile

Drawdown History

HEI
SYM
GSPC
Loading price history…
HEICO (HEI) vs. Symbotic (SYM), 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

Loading price history…
Distribution of monthly total returns for HEICO (HEI) and Symbotic (SYM). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Symbotic (SYM) carries a highly aggressive beta of 2.05, indicating much higher sensitivity to broad-market moves, whereas HEICO (HEI) is closer to market-like at 1.06 — a noticeable difference in market-sensitivity profile.

Risk profile metrics for HEICO (HEI) and Symbotic (SYM)
MetricHEISYM
Volatility (1Y, Annualized)33.37%78.15%
Beta (5Y)1.062.05
Max Drawdown (5Y)-27.11%-72.46%
Avg. Volume (3M)480.74K1.61M

Risk-Adjusted Performance

Risk-Return Positioning

Loading chart…
HEI and SYM 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 Symbotic (SYM)
MetricHEISYM
Sharpe Ratio (1Y)0.07-0.63
Sortino Ratio (1Y)0.10-0.93

Profitability

ROE (TTM)

Both HEICO (HEI) at 17.73% and Symbotic (SYM) at 4.39% 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%

SYM

Capital Goods industry group

4.39%

Max
40.55%
Q3
19.29%
Median
12.12%
SYM
4.39%
Q1
4.08%
Min
-17.12%
Loading chart…
HEICO (HEI) vs. Symbotic (SYM): A comparison of their ROE against the Capital Goods industry group benchmark.

Net Margin (TTM)

HEICO (HEI) at 16.38% keeps a top-quartile share of each sales dollar as profit, while Symbotic (SYM) at 0.31% keeps a bottom-quartile share.

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%

SYM

Capital Goods industry group

0.31%

Max
27.47%
Q3
12.10%
Median
6.30%
Q1
1.40%
SYM
0.31%
Min
-12.89%
Loading chart…
HEICO (HEI) vs. Symbotic (SYM): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

HEICO (HEI) at 25.14% carries a top-quartile operating margin, while Symbotic (SYM) at 4.59% operates in the bottom quartile.

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%

SYM

Capital Goods industry group

4.59%

Max
36.60%
Q3
18.33%
Median
11.12%
Q1
5.14%
SYM
4.59%
Min
-12.63%
Loading chart…
HEICO (HEI) vs. Symbotic (SYM): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for HEICO (HEI) and Symbotic (SYM)
MetricHEISYM
ROE (TTM)17.73%4.39%
ROA (TTM)8.50%0.32%
Net Margin (TTM)16.38%0.31%
Operating Margin (TTM)25.14%4.59%
Gross Margin (TTM)40.40%21.27%

Growth

Revenue Growth

Symbotic (SYM) at 25.65% sits in the top revenue growth quartile, while HEICO (HEI) at 16.26% is closer to the peer norm — faster top-line expansion for SYM.

Loading chart…
HEICO (HEI) vs. Symbotic (SYM): A comparison of their Revenue Growth across different time periods.

EPS Growth

Only one side can be read here: HEICO (HEI) reports EPS growth of 33.52%, ranked against its industry; Symbotic (SYM) has no EPS growth figure this period.

Loading chart…
HEICO (HEI) vs. Symbotic (SYM): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for HEICO (HEI) and Symbotic (SYM)
MetricHEISYM
Revenue Growth (YoY)16.26%25.65%
Revenue Growth (3Y CAGR)26.64%55.87%
EPS Growth (YoY)33.52%--
EPS Growth (3Y CAGR)24.32%--

Financial Strength

Current Ratio (MRQ)

HEICO (HEI) at 2.72 keeps current ratio within its industry’s typical mid-range, while Symbotic (SYM) at 1.33 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for SYM.

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

SYM

Capital Goods industry group

1.33

Max
5.22
Q3
2.95
Median
2.08
Q1
1.43
SYM
1.33
Min
0.36
Loading chart…
HEICO (HEI) vs. Symbotic (SYM): A comparison of their current ratio against the Capital Goods industry group benchmark.

Debt / Equity (MRQ)

Symbotic (SYM) at 0.02 keeps leverage in the lower industry quartile, while HEICO (HEI) at 0.45 runs a more typical debt-to-equity mix.

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

SYM

Capital Goods industry group

0.02

Max
2.33
Q3
1.12
Median
0.60
Q1
0.29
SYM
0.02
Min
0.00
Loading chart…
HEICO (HEI) vs. Symbotic (SYM): 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 Symbotic (SYM)
MetricHEISYM
Current Ratio (MRQ)2.721.33
Debt / Equity (MRQ)0.450.02
Net Debt / EBITDA1.56-30.44

Dividends

Dividend Yield (TTM)

Symbotic (SYM) 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%

SYM

Capital Goods industry group

0.00%

Max
2.66%
Q3
1.14%
Median
0.24%
SYM
0.00%
Q1
0.00%
Min
0.00%
Loading chart…
HEICO (HEI) vs. Symbotic (SYM): A comparison of their dividend yield against the Capital Goods industry group benchmark.

Dividend Payout Ratio (TTM)

Symbotic (SYM) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile HEICO (HEI) reports a payout of 4.17%, ranking against industry peers normally.

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%

SYM

Capital Goods industry group

0.00%

Max
67.39%
Q3
28.02%
Median
6.86%
SYM
0.00%
Q1
0.00%
Min
0.00%
Loading chart…
HEICO (HEI) vs. Symbotic (SYM): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for HEICO (HEI) and Symbotic (SYM)
MetricHEISYM
Dividend Yield (TTM)0.08%0.00%
Dividend Payout Ratio (TTM)4.17%0.00%

Valuation

P/E Ratio (TTM)

Both look expensive on trailing earnings: HEICO (HEI) at 55.44 sits in the richer P/E ratio quartile, and Symbotic (SYM) at 460.25 is richer still, above its industry range.

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

SYM

Capital Goods industry group

460.25

SYM
460.25
Max
59.38
Q3
35.92
Median
25.41
Q1
19.47
Min
3.03
Loading chart…
HEICO (HEI) vs. Symbotic (SYM): A comparison of their P/E ratio against the Capital Goods industry group benchmark.

P/S Ratio (TTM)

Investors are paying well above the peer range per dollar of sales for both HEICO (HEI) at 8.98 and Symbotic (SYM) at 8.42 — each P/S ratio clears its industry’s benchmark 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

SYM

Capital Goods industry group

8.42

SYM
8.42
Max
7.54
Q3
3.76
Median
2.15
Q1
1.03
Min
0.03
Loading chart…
HEICO (HEI) vs. Symbotic (SYM): A comparison of their P/S ratio against the Capital Goods industry group benchmark.

P/B Ratio (MRQ)

Both HEICO (HEI) at 9.40 and Symbotic (SYM) at 6.70 carry a premium to book value versus peers, sitting in the upper P/B ratio quartile of their industries.

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

SYM

Capital Goods industry group

6.70

Max
9.66
SYM
6.70
Q3
5.00
Median
3.12
Q1
1.81
Min
-1.08
Loading chart…
HEICO (HEI) vs. Symbotic (SYM): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for HEICO (HEI) and Symbotic (SYM)
MetricHEISYM
P/E Ratio (TTM)55.44460.25
P/S Ratio (TTM)8.988.42
P/B Ratio (MRQ)9.406.70
Free Cash Flow Yield (TTM)1.82%2.46%