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HEI vs. VRT: HEICO vs. Vertiv Stock Comparison

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

Company profile comparison for HEICO (HEI) and Vertiv (VRT)
Profile ItemHEIVRT
NameHEICO CorporationVertiv Holdings Co Class A Common Stock
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 USD70.41 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateMarch 17, 1980August 2, 2018
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

HEI
VRT
GSPC
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HEICO (HEI) vs. Vertiv (VRT), 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 Vertiv (VRT). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for HEICO (HEI) and Vertiv (VRT)
MetricHEIVRT
Total Return (1Y)6.50%11.12%
Total Return (3Y, Annualized)28.48%71.14%
Total Return (5Y, Annualized)18.19%49.38%

Risk Profile

Drawdown History

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

Risk Metrics

Vertiv (VRT) carries a highly aggressive beta of 2.15, 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 Vertiv (VRT)
MetricHEIVRT
Volatility (1Y, Annualized)33.37%71.11%
Beta (5Y)1.062.15
Max Drawdown (5Y)-27.11%-69.52%
Avg. Volume (3M)480.74K5.90M

Risk-Adjusted Performance

Risk-Return Positioning

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HEI and VRT 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 Vertiv (VRT)
MetricHEIVRT
Sharpe Ratio (1Y)0.070.10
Sortino Ratio (1Y)0.100.14

Profitability

ROE (TTM)

Vertiv (VRT) at 46.57% clears its industry range for ROE, a sharper capital-efficiency signal than HEICO (HEI) at 17.73%, which is closer to a typical peer reading.

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%

VRT

Capital Goods industry group

46.57%

VRT
46.57%
Max
40.55%
Q3
19.29%
Median
12.12%
Q1
4.08%
Min
-17.12%
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HEICO (HEI) vs. Vertiv (VRT): 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 Vertiv (VRT) at 16.00% 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%

VRT

Capital Goods industry group

16.00%

Max
27.47%
VRT
16.00%
Q3
12.10%
Median
6.30%
Q1
1.40%
Min
-12.89%
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HEICO (HEI) vs. Vertiv (VRT): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

Both HEICO (HEI) at 25.14% and Vertiv (VRT) at 23.77% 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%

VRT

Capital Goods industry group

23.77%

Max
36.60%
VRT
23.77%
Q3
18.33%
Median
11.12%
Q1
5.14%
Min
-12.63%
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HEICO (HEI) vs. Vertiv (VRT): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for HEICO (HEI) and Vertiv (VRT)
MetricHEIVRT
ROE (TTM)17.73%46.57%
ROA (TTM)8.50%11.94%
Net Margin (TTM)16.38%16.00%
Operating Margin (TTM)25.14%23.77%
Gross Margin (TTM)40.40%38.12%

Growth

Revenue Growth

Vertiv (VRT) at 27.69% sits in the top revenue growth quartile, while HEICO (HEI) at 16.26% is closer to the peer norm — faster top-line expansion for VRT.

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HEICO (HEI) vs. Vertiv (VRT): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both companies show strong earnings momentum, but Vertiv (VRT) at 166.41% is the standout with EPS growth above its industry range; HEICO (HEI) at 33.52% also sits in the top quartile.

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HEICO (HEI) vs. Vertiv (VRT): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for HEICO (HEI) and Vertiv (VRT)
MetricHEIVRT
Revenue Growth (YoY)16.26%27.69%
Revenue Growth (3Y CAGR)26.64%21.59%
EPS Growth (YoY)33.52%166.41%
EPS Growth (3Y CAGR)24.32%340.11%

Financial Strength

Current Ratio (MRQ)

HEICO (HEI) at 2.72 keeps current ratio within its industry’s typical mid-range, while Vertiv (VRT) at 1.39 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for VRT.

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

VRT

Capital Goods industry group

1.39

Max
5.22
Q3
2.95
Median
2.08
Q1
1.43
VRT
1.39
Min
0.36
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HEICO (HEI) vs. Vertiv (VRT): A comparison of their current ratio against the Capital Goods industry group benchmark.

Debt / Equity (MRQ)

Both HEICO (HEI) at 0.45 and Vertiv (VRT) at 0.61 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

VRT

Capital Goods industry group

0.61

Max
2.33
Q3
1.12
VRT
0.61
Median
0.60
Q1
0.29
Min
0.00
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HEICO (HEI) vs. Vertiv (VRT): 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 Vertiv (VRT)
MetricHEIVRT
Current Ratio (MRQ)2.721.39
Debt / Equity (MRQ)0.450.61
Net Debt / EBITDA1.56-0.11

Dividends

Dividend Yield (TTM)

Both HEICO (HEI) at 0.08% and Vertiv (VRT) at 0.11% 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%

VRT

Capital Goods industry group

0.11%

Max
2.66%
Q3
1.14%
Median
0.24%
VRT
0.11%
Q1
0.00%
Min
0.00%
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HEICO (HEI) vs. Vertiv (VRT): A comparison of their dividend yield against the Capital Goods industry group benchmark.

Dividend Payout Ratio (TTM)

Both HEICO (HEI) at 4.17% and Vertiv (VRT) at 4.67% 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%

VRT

Capital Goods industry group

4.67%

Max
67.39%
Q3
28.02%
Median
6.86%
VRT
4.67%
Q1
0.00%
Min
0.00%
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HEICO (HEI) vs. Vertiv (VRT): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for HEICO (HEI) and Vertiv (VRT)
MetricHEIVRT
Dividend Yield (TTM)0.08%0.11%
Dividend Payout Ratio (TTM)4.17%4.67%

Valuation

P/E Ratio (TTM)

Vertiv (VRT) at 34.18 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

VRT

Capital Goods industry group

34.18

Max
59.38
Q3
35.92
VRT
34.18
Median
25.41
Q1
19.47
Min
3.03
Loading chart…
HEICO (HEI) vs. Vertiv (VRT): A comparison of their P/E ratio against the Capital Goods industry group benchmark.

P/S Ratio (TTM)

Both look expensive on sales: Vertiv (VRT) at 5.37 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

VRT

Capital Goods industry group

5.37

Max
7.54
VRT
5.37
Q3
3.76
Median
2.15
Q1
1.03
Min
0.03
Loading chart…
HEICO (HEI) vs. Vertiv (VRT): 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 Vertiv (VRT) at 12.80 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

VRT

Capital Goods industry group

12.80

VRT
12.80
Max
9.66
Q3
5.00
Median
3.12
Q1
1.81
Min
-1.08
Loading chart…
HEICO (HEI) vs. Vertiv (VRT): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for HEICO (HEI) and Vertiv (VRT)
MetricHEIVRT
P/E Ratio (TTM)55.4434.18
P/S Ratio (TTM)8.985.37
P/B Ratio (MRQ)9.4012.80
Free Cash Flow Yield (TTM)1.82%4.21%