Is Heico Stock a Good Investment?

Heico Investment Advice

HEI

To provide specific investment advice or recommendations on Heico stock, we recommend investors consider the following general factors when evaluating Heico. This will help you to make an informed decision on whether to include Heico in one of your diversified portfolios:

Examine Heico's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
Research Heico's leadership team and their track record. Good management can help Heico navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
Consider the overall health of the Aerospace & Defense space and any emerging trends that could impact Heico's business and its evolving consumer preferences.
Compare Heico's performance and market position to its competitors. Analyze how Heico is positioned in terms of product offerings, innovation, and market share.
Check if Heico pays a dividend and its dividend yield and payout ratio.
Review what financial analysts are saying about Heico's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.

It's important to note that investing in Heico stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Heico is a good investment.

Sell

Buy

Strong Hold

Macroaxis provides investment recommendation on Heico to complement and cross-verify current analyst consensus on Heico. Our trade recommendations engine determines the entity's potential to grow exclusively from the perspective of an investor's current risk tolerance and investing horizon. To make sure Heico is not overpriced, please check out all Heico fundamentals, including its shares owned by insiders, revenue, total debt, as well as the relationship between the price to earning and net income . Given that Heico has a price to earning of 81.97 X, we strongly advise you to confirm Heico market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your regular risk tolerance and investing horizon.

Market Performance	Good	Details
Volatility	Very steady	Details
Hype Condition	Low key	Details
Current Valuation	Overvalued	Details
Odds Of Distress	Very Low	Details
Economic Sensitivity	Almost mirrors the market	Details
Investor Sentiment	Impartial	Details
Analyst Consensus	Buy	Details
Financial Strenth (F Score)	Strong	Details
Financial Leverage	Not Rated	Details
Reporting Quality (M-Score)	Unlikely Manipulator	Details

Examine Heico Stock

Researching Heico's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 23.0% of the company shares are held by company insiders. The company last dividend was issued on the 1st of July 2024. Heico had 125:100 split on the 28th of June 2018.

To determine if Heico is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Heico's research are outlined below:

	Heico has a strong financial position based on the latest SEC filings
	About 70.0% of the company shares are owned by institutional investors
	Latest headline from fool.com: Warren Buffett Didnt Buy Many Stocks in Q3. Only the Smartest Investors Know This One.

Heico uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Heico. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Heico's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.

	26th of February 2024 Upcoming Quarterly Report	View
	27th of May 2024 Next Financial Report	View
	31st of January 2024 Next Fiscal Quarter End	View
	16th of December 2024 Next Fiscal Year End	View
	31st of October 2023 Last Quarter Report	View
	31st of October 2023 Last Financial Announcement	View

Earnings surprises can significantly impact Heico's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Heico's investors have experienced.

Reported	Fiscal Date	Estimated EPS	Reported EPS	Surprise
2010-05-25	2010-04-30	0.09	0.1	0.01	11
2010-02-24	2010-01-31	0.08	0.09	0.01	12
2009-05-27	2009-04-30	0.09	0.08	-0.01	11
2007-02-28	2007-01-31	0.07	0.06	-0.01	14
2006-12-20	2006-10-31	0.06	0.07	0.01	16
2006-08-30	2006-07-31	0.06	0.07	0.01	16
2006-06-01	2006-04-30	0.05	0.06	0.01	20
2005-05-31	2005-04-30	0.04	0.05	0.01	25

Know Heico's Top Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Heico is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Heico backward and forwards among themselves. Heico's institutional investor refers to the entity that pools money to purchase Heico's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.

		Shares
Federated Hermes Inc	2024-09-30	551.2 K
Ubs Asset Mgmt Americas Inc	2024-09-30	493.8 K
Charles Schwab Investment Management Inc	2024-09-30	471.7 K
Eulav Asset Management	2024-09-30	402.2 K
Td Asset Management Inc	2024-09-30	386.3 K
Amvescap Plc.	2024-06-30	382.7 K
Fred Alger Management, Llc	2024-09-30	364.1 K
Two Sigma Advisers, Llc	2024-06-30	349.8 K
Fisher Asset Management, Llc	2024-09-30	347.2 K
Blackrock Inc	2024-06-30	4.8 M
Capital World Investors	2024-09-30	3.9 M

Note, although Heico's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Heico's market capitalization trends

The company currently falls under 'Large-Cap' category with a total capitalization of 33.36 B.

Market Cap

15.58 Billion

Heico's profitablity analysis

	Last Reported	Projected for Next Year
Return On Tangible Assets	0.14	0.11
Return On Capital Employed	0.11	0.14
Return On Assets	0.05	0.06
Return On Equity	0.12	0.10

The company has Net Profit Margin of 0.13 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of 0.22 %, which entails that for every 100 dollars of revenue, it generated $0.22 of operating income.

Determining Heico's profitability involves analyzing its financial statements and using various financial metrics to determine if Heico is a good buy. For example, gross profit margin measures Heico's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Heico's profitability and make more informed investment decisions.

Evaluate Heico's management efficiency

Heico has Return on Asset of 0.0786 % which means that on every $100 spent on assets, it made $0.0786 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1444 %, implying that it generated $0.1444 on every 100 dollars invested. Heico's management efficiency ratios could be used to measure how well Heico manages its routine affairs as well as how well it operates its assets and liabilities. As of now, Heico's Return On Capital Employed is decreasing as compared to previous years. The Heico's current Return On Assets is estimated to increase to 0.06, while Return On Tangible Assets are projected to decrease to 0.11. As of now, Heico's Other Current Assets are increasing as compared to previous years. The Heico's current Total Current Assets is estimated to increase to about 2.2 B, while Net Tangible Assets are forecasted to increase to (1.3 B).

	Last Reported	Projected for Next Year
Book Value Per Share	23.34	24.51
Tangible Book Value Per Share	(9.00)	(8.55)
Enterprise Value Over EBITDA	28.61	30.04
Price Book Value Ratio	6.22	6.53
Enterprise Value Multiple	28.61	30.04
Price Fair Value	6.22	6.53
Enterprise Value	15.3 B	16.1 B

Heico benefits from a proactive management team that anticipates market trends. Our analysis delves into how this proactive stance influences financial metrics and stock valuation.

Dividend Yield

0.0008

Forward Dividend Yield

0.0008

Forward Dividend Rate

0.22

Beta

1.237

Basic technical analysis of Heico Stock

As of the 24th of November, Heico retains the Market Risk Adjusted Performance of 0.192, downside deviation of 1.46, and Risk Adjusted Performance of 0.112. Heico technical analysis makes it possible for you to employ historical prices and volume momentum with the intention to determine a pattern that calculates the direction of the firm's future prices.

Heico's insider trading activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Heico insiders, such as employees or executives, is commonly permitted as long as it does not rely on Heico's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Heico insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

		Alan Schriesheim over a month ago Disposition of 1000 shares by Alan Schriesheim of Heico subject to Rule 16b-3
		Steven Walker over three months ago Disposition of 4899 shares by Steven Walker of Heico at 127. subject to Rule 16b-3
		Julie Neitzel over six months ago Disposition of 250 shares by Julie Neitzel of Heico at 133.6123 subject to Rule 16b-3
		Steven Walker over six months ago Heico exotic insider transaction detected
		Steven Walker over six months ago Acquisition by Steven Walker of 9766 shares of Heico subject to Rule 16b-3
		Steven Walker over a year ago Heico exotic insider transaction detected
		Steven Walker over a year ago Heico exotic insider transaction detected

Heico's Outstanding Corporate Bonds

Heico issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Heico uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Heico bonds can be classified according to their maturity, which is the date when Heico has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

	Boeing Co 2196 Corp Bond US097023DG73	View
	HSBC Holdings PLC Corp Bond US404280DR76	View

View All Heico Corporate Bonds

Understand Heico's technical and predictive indicators

Using predictive indicators to make investment decisions involves analyzing Heico's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.

	Risk Adjusted Performance	0.112
	Market Risk Adjusted Performance	0.192
	Mean Deviation	1.09
	Semi Deviation	1.23
	Downside Deviation	1.46
	Coefficient Of Variation	714.13
	Standard Deviation	1.43
	Variance	2.05
	Information Ratio	0.0488
	Jensen Alpha	0.0642
	Total Risk Alpha	(0.04)
	Sortino Ratio	0.0479
	Treynor Ratio	0.182
	Maximum Drawdown	6.49
	Value At Risk	(2.16)
	Potential Upside	2.49
	Downside Variance	2.13
	Semi Variance	1.52
	Expected Short fall	(1.13)
	Skewness	(0.07)
	Kurtosis	0.4363

	Risk Adjusted Performance	0.112
	Market Risk Adjusted Performance	0.192
	Mean Deviation	1.09
	Semi Deviation	1.23
	Downside Deviation	1.46
	Coefficient Of Variation	714.13
	Standard Deviation	1.43
	Variance	2.05
	Information Ratio	0.0488
	Jensen Alpha	0.0642
	Total Risk Alpha	(0.04)
	Sortino Ratio	0.0479
	Treynor Ratio	0.182
	Maximum Drawdown	6.49
	Value At Risk	(2.16)
	Potential Upside	2.49
	Downside Variance	2.13
	Semi Variance	1.52
	Expected Short fall	(1.13)
	Skewness	(0.07)
	Kurtosis	0.4363

Consider Heico's intraday indicators

Heico intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Heico stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

	Accumulation Distribution	0.0166
	Daily Balance Of Power	0.3553
	Rate Of Daily Change	1.01
	Day Median Price	280.47
	Day Typical Price	279.99
	Market Facilitation Index	4.7
	Price Action Indicator	(0.62)
	Period Momentum Indicator	1.67
	Relative Strength Index	18.4

Heico Corporate Filings

13A	13th of November 2024 An amended filing to the original Schedule 13G	View Verify
F4	31st of October 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities	View Verify
10Q	28th of August 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations	View Verify
8K	26th of August 2024 Report filed with the SEC to announce major events that shareholders should know about	View Verify

Heico time-series forecasting models is one of many Heico's stock analysis techniques aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Heico's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Heico Stock media impact

Far too much social signal, news, headlines, and media speculation about Heico that are available to investors today. That information is available publicly through Heico media outlets and privately through word of mouth or via Heico internal channels. However, regardless of the origin, that massive amount of Heico data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.

A primary focus of Heico news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Heico relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Heico's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Heico alpha.

Heico Sentiment by Major News Outlets

Investor sentiment, mood or attitude towards Heico can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.

Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.

Heico Historical Investor Sentiment

Investor biases related to Heico's public news can be used to forecast risks associated with an investment in Heico. The trend in average sentiment can be used to explain how an investor holding Heico can time the market purely based on public headlines and social activities around Heico. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.

Heico's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Heico and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Heico news discussions. The higher the estimate score, the more favorable the investor's outlook on Heico.

Heico Corporate Directors

Alan Schriesheim	Independent Director	Profile
Thomas Culligan	Independent Director	Profile
Mark Hildebrandt	Independent Director	Profile
Julie Neitzel	Independent Director	Profile

When determining whether Heico offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Heico's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Heico Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Heico Stock: