HEI vs. SYM: A Head-to-Head Stock Comparison

Updated on August 28, 2025

Here’s a clear look at HEI and SYM, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.

Company Profile

Symbol	HEI	SYM
Company Name	HEICO Corporation	Symbotic Inc.
Country	United States	United States
GICS Sector	Industrials	Industrials
GICS Industry	Aerospace & Defense	Machinery
Market Capitalization	38.34 billion USD	28.18 billion USD
Exchange	NYSE	NasdaqGM
Listing Date	March 17, 1980	March 9, 2021
Security Type	Common Stock	Common Stock

Historical Performance

This chart compares the performance of HEI and SYM by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period. Data is adjusted for dividends and splits.

HEI vs. SYM: Growth of a $10,000 investment over the past one year.

Historical Performance at a Glance

Symbol	HEI	SYM
5-Day Price Return	2.87%	8.72%
13-Week Price Return	15.52%	55.42%
26-Week Price Return	40.30%	95.06%
52-Week Price Return	28.74%	109.62%
Month-to-Date Return	-3.13%	-11.53%
Year-to-Date Return	33.15%	101.31%
10-Day Avg. Volume	0.53M	1.79M
3-Month Avg. Volume	0.47M	2.05M
3-Month Volatility	33.26%	89.22%
Beta	1.09	2.05

Profitability

Return on Equity (TTM)

HEI

16.14%

Aerospace & Defense Industry

Max: 43.89%
Q3: 22.42%
Median: 12.50%
Q1: 5.21%
Min: -6.24%

HEI’s Return on Equity of 16.14% is on par with the norm for the Aerospace & Defense industry, indicating its profitability relative to shareholder equity is typical for the sector.

SYM

-7.69%

Machinery Industry

Max: 34.68%
Q3: 19.06%
Median: 13.13%
Q1: 8.53%
Min: -4.87%

SYM has a negative Return on Equity of -7.69%. This indicates the company is generating a loss for its shareholders, which can be a result of unprofitability or negative shareholder equity and is often a sign of financial distress.

HEI vs. SYM: A comparison of their Return on Equity (TTM) against their respective Aerospace & Defense and Machinery industry benchmarks.

Net Profit Margin (TTM)

HEI

14.54%

Aerospace & Defense Industry

Max: 14.54%
Q3: 8.08%
Median: 6.17%
Q1: 2.49%
Min: -1.63%

A Net Profit Margin of 14.54% places HEI in the upper quartile for the Aerospace & Defense industry, signifying strong profitability and more effective cost management than most of its peers.

SYM

-0.71%

Machinery Industry

Max: 19.74%
Q3: 11.24%
Median: 8.13%
Q1: 5.38%
Min: -1.11%

SYM has a negative Net Profit Margin of -0.71%, indicating the company is operating at a net loss as its expenses exceeded its revenues.

HEI vs. SYM: A comparison of their Net Profit Margin (TTM) against their respective Aerospace & Defense and Machinery industry benchmarks.

Operating Profit Margin (TTM)

HEI

22.01%

Aerospace & Defense Industry

Max: 16.63%
Q3: 10.38%
Median: 8.29%
Q1: 6.21%
Min: 0.95%

HEI’s Operating Profit Margin of 22.01% is exceptionally high, placing it well above the typical range for the Aerospace & Defense industry. This demonstrates outstanding efficiency in managing its core operations, which can be a result of strong pricing power or superior cost control.

SYM

-5.20%

Machinery Industry

Max: 26.63%
Q3: 16.15%
Median: 11.27%
Q1: 7.72%
Min: -4.91%

SYM has a negative Operating Profit Margin of -5.20%. This signifies the company is unprofitable at the operational level, as its core business expenses exceed its revenue.

HEI vs. SYM: A comparison of their Operating Profit Margin (TTM) against their respective Aerospace & Defense and Machinery industry benchmarks.

Profitability at a Glance

Symbol	HEI	SYM
Return on Equity (TTM)	16.14%	-7.69%
Return on Assets (TTM)	7.76%	-0.88%
Net Profit Margin (TTM)	14.54%	-0.71%
Operating Profit Margin (TTM)	22.01%	-5.20%
Gross Profit Margin (TTM)	39.35%	16.30%

Financial Strength

Current Ratio (MRQ)

HEI

3.43

Aerospace & Defense Industry

Max: 3.09
Q3: 1.98
Median: 1.23
Q1: 1.03
Min: 0.02

HEI’s Current Ratio of 3.43 is exceptionally high, placing it well outside the typical range for the Aerospace & Defense industry. This indicates a very strong liquidity position, though such a high ratio may also suggest that the company is not using its assets efficiently to generate profits.

SYM

1.08

Machinery Industry

Max: 3.83
Q3: 2.32
Median: 1.72
Q1: 1.28
Min: 0.78

SYM’s Current Ratio of 1.08 falls into the lower quartile for the Machinery industry. This indicates a tighter liquidity situation and a more constrained capacity to handle short-term debt than many of its competitors.

HEI vs. SYM: A comparison of their Current Ratio (MRQ) against their respective Aerospace & Defense and Machinery industry benchmarks.

Debt-to-Equity Ratio (MRQ)

HEI

0.57

Aerospace & Defense Industry

Max: 1.70
Q3: 1.04
Median: 0.68
Q1: 0.41
Min: 0.00

HEI’s Debt-to-Equity Ratio of 0.57 is typical for the Aerospace & Defense industry, indicating its use of leverage is in line with the sector norm. This suggests a balanced approach to its capital structure.

SYM

0.00

Machinery Industry

Max: 1.49
Q3: 0.75
Median: 0.44
Q1: 0.26
Min: 0.00

Falling into the lower quartile for the Machinery industry, SYM’s Debt-to-Equity Ratio of 0.00 points to a conservative financing strategy. This results in lower financial risk but potentially limits strategic investments compared to more leveraged competitors.

HEI vs. SYM: A comparison of their Debt-to-Equity Ratio (MRQ) against their respective Aerospace & Defense and Machinery industry benchmarks.

Interest Coverage Ratio (TTM)

HEI

5.54

Aerospace & Defense Industry

Max: 36.57
Q3: 19.90
Median: 7.04
Q1: 2.40
Min: -7.63

HEI’s Interest Coverage Ratio of 5.54 is positioned comfortably within the norm for the Aerospace & Defense industry, indicating a standard and healthy capacity to cover its interest payments.

SYM

Machinery Industry

Max: 67.55
Q3: 33.79
Median: 13.87
Q1: 7.97
Min: -1.43

Interest Coverage Ratio data for SYM is currently unavailable.

HEI vs. SYM: A comparison of their Interest Coverage Ratio (TTM) against their respective Aerospace & Defense and Machinery industry benchmarks.

Financial Strength at a Glance

Symbol	HEI	SYM
Current Ratio (MRQ)	3.43	1.08
Quick Ratio (MRQ)	1.44	0.90
Debt-to-Equity Ratio (MRQ)	0.57	0.00
Interest Coverage Ratio (TTM)	5.54	--

Growth

Revenue Growth

HEI vs. SYM: A side-by-side comparison of their Revenue Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

EPS Growth

HEI vs. SYM: A side-by-side comparison of their EPS Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

Dividend

Dividend Yield (TTM)

HEI

0.08%

Aerospace & Defense Industry

Max: 2.03%
Q3: 1.22%
Median: 0.43%
Q1: 0.00%
Min: 0.00%

HEI’s Dividend Yield of 0.08% is consistent with its peers in the Aerospace & Defense industry, providing a dividend return that is standard for its sector.

SYM

0.00%

Machinery Industry

Max: 5.32%
Q3: 2.84%
Median: 1.87%
Q1: 1.09%
Min: 0.00%

SYM currently does not pay a dividend, resulting in a yield of 0%. This is a common strategy for growth-focused companies that prioritize reinvesting earnings, though it may be less typical in mature, income-oriented sectors.

HEI vs. SYM: A comparison of their Dividend Yield (TTM) against their respective Aerospace & Defense and Machinery industry benchmarks.

Dividend Payout Ratio (TTM)

HEI

10.02%

Aerospace & Defense Industry

Max: 83.87%
Q3: 49.90%
Median: 16.48%
Q1: 0.00%
Min: 0.00%

HEI’s Dividend Payout Ratio of 10.02% is within the typical range for the Aerospace & Defense industry, suggesting a balanced approach between shareholder payouts and company reinvestment.

SYM

0.00%

Machinery Industry

Max: 202.17%
Q3: 98.65%
Median: 55.54%
Q1: 29.03%
Min: 0.00%

SYM has a Dividend Payout Ratio of 0%, indicating it does not currently pay a dividend. This is a common strategy for growth-oriented companies that reinvest all profits back into the business.

HEI vs. SYM: A comparison of their Dividend Payout Ratio (TTM) against their respective Aerospace & Defense and Machinery industry benchmarks.

Dividend at a Glance

Symbol	HEI	SYM
Dividend Yield (TTM)	0.08%	0.00%
Dividend Payout Ratio (TTM)	10.02%	0.00%

Valuation

Price-to-Earnings Ratio (TTM)

HEI

61.85

Aerospace & Defense Industry

Max: 65.97
Q3: 54.11
Median: 34.53
Q1: 23.66
Min: 0.00

A P/E Ratio of 61.85 places HEI in the upper quartile for the Aerospace & Defense industry. This high valuation relative to peers suggests the market holds elevated expectations for the company’s future growth.

SYM

Machinery Industry

Max: 53.66
Q3: 31.29
Median: 22.00
Q1: 16.18
Min: 7.00

P/E Ratio data for SYM is currently unavailable.

HEI vs. SYM: A comparison of their Price-to-Earnings Ratio (TTM) against their respective Aerospace & Defense and Machinery industry benchmarks.

Price-to-Sales Ratio (TTM)

HEI

8.99

Aerospace & Defense Industry

Max: 8.07
Q3: 4.49
Median: 2.42
Q1: 1.39
Min: 0.00

With a P/S Ratio of 8.99, HEI trades at a valuation that eclipses even the highest in the Aerospace & Defense industry. This implies the market has priced in exceptionally optimistic scenarios for future revenue growth, posing considerable valuation risk.

SYM

11.92

Machinery Industry

Max: 5.04
Q3: 2.72
Median: 1.67
Q1: 1.04
Min: 0.24

With a P/S Ratio of 11.92, SYM trades at a valuation that eclipses even the highest in the Machinery industry. This implies the market has priced in exceptionally optimistic scenarios for future revenue growth, posing considerable valuation risk.

HEI vs. SYM: A comparison of their Price-to-Sales Ratio (TTM) against their respective Aerospace & Defense and Machinery industry benchmarks.

Price-to-Book Ratio (MRQ)

HEI

7.73

Aerospace & Defense Industry

Max: 13.67
Q3: 7.92
Median: 4.65
Q1: 2.68
Min: 0.82

HEI’s P/B Ratio of 7.73 is within the conventional range for the Aerospace & Defense industry. This shows a balanced market view, where the stock’s price is neither at a significant premium nor a discount to the book value of its peers.

SYM

108.69

Machinery Industry

Max: 7.23
Q3: 3.90
Median: 2.52
Q1: 1.47
Min: 0.49

At 108.69, SYM’s P/B Ratio is at an extreme premium to the Machinery industry. This signifies that the market’s valuation is heavily reliant on future potential rather than its current net asset value, which can be a high-risk proposition.

HEI vs. SYM: A comparison of their Price-to-Book Ratio (MRQ) against their respective Aerospace & Defense and Machinery industry benchmarks.

Valuation at a Glance

Symbol	HEI	SYM
Price-to-Earnings Ratio (TTM)	61.85	--
Price-to-Sales Ratio (TTM)	8.99	11.92
Price-to-Book Ratio (MRQ)	7.73	108.69
Price-to-Free Cash Flow Ratio (TTM)	48.78	54.72