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HEI vs. URI: HEICO vs. United Rentals Stock Comparison

How do HEICO (HEI) and United Rentals (URI) 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 United Rentals (URI) both fall under the Capital Goods industry group, but HEI is classified in Aerospace & Defense while URI is classified in Trading Companies & Distributors.

Company profile comparison for HEICO (HEI) and United Rentals (URI)
Profile ItemHEIURI
NameHEICO CorporationUnited Rentals Inc.
Country/RegionUnited StatesUnited States
GICS SectorIndustrialsIndustrials
GICS Industry GroupCapital GoodsCapital Goods
GICS IndustryAerospace & DefenseTrading Companies & Distributors
GICS Sub-IndustryAerospace & DefenseTrading Companies & Distributors
Market Capitalization46.49 billion USD65.36 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateMarch 17, 1980December 18, 1997
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

HEI
URI
GSPC
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HEICO (HEI) vs. United Rentals (URI), 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 United Rentals (URI). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for HEICO (HEI) and United Rentals (URI). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for HEICO (HEI) and United Rentals (URI)
MetricHEIURI
Total Return (1Y)6.50%35.39%
Total Return (3Y, Annualized)28.48%38.68%
Total Return (5Y, Annualized)18.19%24.76%

Risk Profile

Drawdown History

HEI
URI
GSPC
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HEICO (HEI) vs. United Rentals (URI), 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 United Rentals (URI). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for HEICO (HEI) and United Rentals (URI)
MetricHEIURI
Volatility (1Y, Annualized)33.37%44.71%
Beta (5Y)1.061.81
Max Drawdown (5Y)-27.11%-39.76%
Avg. Volume (3M)480.74K496.78K

Risk-Adjusted Performance

Risk-Return Positioning

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HEI and URI 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 United Rentals (URI)
MetricHEIURI
Sharpe Ratio (1Y)0.070.70
Sortino Ratio (1Y)0.101.16

Profitability

ROE (TTM)

United Rentals (URI) at 30.56% sits in the top ROE quartile, while HEICO (HEI) at 17.73% is closer to the peer norm — stronger capital efficiency for URI.

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%

URI

Capital Goods industry group

30.56%

Max
40.55%
URI
30.56%
Q3
19.29%
Median
12.12%
Q1
4.08%
Min
-17.12%
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HEICO (HEI) vs. United Rentals (URI): 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 United Rentals (URI) at 16.33% 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%

URI

Capital Goods industry group

16.33%

Max
27.47%
URI
16.33%
Q3
12.10%
Median
6.30%
Q1
1.40%
Min
-12.89%
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HEICO (HEI) vs. United Rentals (URI): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

Both HEICO (HEI) at 25.14% and United Rentals (URI) at 29.21% 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%

URI

Capital Goods industry group

29.21%

Max
36.60%
URI
29.21%
Q3
18.33%
Median
11.12%
Q1
5.14%
Min
-12.63%
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HEICO (HEI) vs. United Rentals (URI): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for HEICO (HEI) and United Rentals (URI)
MetricHEIURI
ROE (TTM)17.73%30.56%
ROA (TTM)8.50%9.14%
Net Margin (TTM)16.38%16.33%
Operating Margin (TTM)25.14%29.21%
Gross Margin (TTM)40.40%39.19%

Growth

Revenue Growth

Both HEICO (HEI) at 16.26% and United Rentals (URI) at 4.91% 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. United Rentals (URI): 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 United Rentals (URI) at -0.21% is closer to the peer norm — faster per-share earnings growth for HEI.

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HEICO (HEI) vs. United Rentals (URI): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for HEICO (HEI) and United Rentals (URI)
MetricHEIURI
Revenue Growth (YoY)16.26%4.91%
Revenue Growth (3Y CAGR)26.64%11.41%
EPS Growth (YoY)33.52%-0.21%
EPS Growth (3Y CAGR)24.32%9.20%

Financial Strength

Current Ratio (MRQ)

HEICO (HEI) at 2.72 keeps current ratio within its industry’s typical mid-range, while United Rentals (URI) at 0.80 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for URI.

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

URI

Capital Goods industry group

0.80

Max
5.22
Q3
2.95
Median
2.08
Q1
1.43
URI
0.80
Min
0.36
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HEICO (HEI) vs. United Rentals (URI): A comparison of their current ratio against the Capital Goods industry group benchmark.

Debt / Equity (MRQ)

HEICO (HEI) at 0.45 carries an industry-typical debt-to-equity mix, while United Rentals (URI) at 1.64 uses more debt funding than most peers.

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

URI

Capital Goods industry group

1.64

Max
2.33
URI
1.64
Q3
1.12
Median
0.60
Q1
0.29
Min
0.00
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HEICO (HEI) vs. United Rentals (URI): 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 United Rentals (URI)
MetricHEIURI
Current Ratio (MRQ)2.720.80
Debt / Equity (MRQ)0.451.64
Net Debt / EBITDA1.563.12

Dividends

Dividend Yield (TTM)

Both HEICO (HEI) at 0.08% and United Rentals (URI) at 0.74% 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%

URI

Capital Goods industry group

0.74%

Max
2.66%
Q3
1.14%
URI
0.74%
Median
0.24%
Q1
0.00%
Min
0.00%
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HEICO (HEI) vs. United Rentals (URI): A comparison of their dividend yield against the Capital Goods industry group benchmark.

Dividend Payout Ratio (TTM)

Both HEICO (HEI) at 4.17% and United Rentals (URI) at 16.95% 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%

URI

Capital Goods industry group

16.95%

Max
67.39%
Q3
28.02%
URI
16.95%
Median
6.86%
Q1
0.00%
Min
0.00%
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HEICO (HEI) vs. United Rentals (URI): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for HEICO (HEI) and United Rentals (URI)
MetricHEIURI
Dividend Yield (TTM)0.08%0.74%
Dividend Payout Ratio (TTM)4.17%16.95%

Valuation

P/E Ratio (TTM)

United Rentals (URI) at 23.24 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

URI

Capital Goods industry group

23.24

Max
59.38
Q3
35.92
Median
25.41
URI
23.24
Q1
19.47
Min
3.03
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HEICO (HEI) vs. United Rentals (URI): A comparison of their P/E ratio against the Capital Goods industry group benchmark.

P/S Ratio (TTM)

United Rentals (URI) at 3.74 prices around its industry’s typical P/S ratio, while HEICO (HEI) at 8.98 clears its benchmark range — HEI looks notably rich on sales.

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

URI

Capital Goods industry group

3.74

Max
7.54
Q3
3.76
URI
3.74
Median
2.15
Q1
1.03
Min
0.03
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HEICO (HEI) vs. United Rentals (URI): 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 United Rentals (URI) at 6.75 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

URI

Capital Goods industry group

6.75

Max
9.66
URI
6.75
Q3
5.00
Median
3.12
Q1
1.81
Min
-1.08
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HEICO (HEI) vs. United Rentals (URI): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for HEICO (HEI) and United Rentals (URI)
MetricHEIURI
P/E Ratio (TTM)55.4423.24
P/S Ratio (TTM)8.983.74
P/B Ratio (MRQ)9.406.75
Free Cash Flow Yield (TTM)1.82%3.24%