Heico vs GE Aerospace: Which Stock Could Rally?

HEI: Heico logo
HEI
Heico

Heico surged 5.8% during the past Day. You may be tempted to buy more, or may want to reduce your exposure. But there is an entirely different perspective you might be missing. Is there a better alternative? Turns out, its peer GE Aerospace gives you more. GE Aerospace (GE) stock offers superior revenue growth across key periods, better profitability, and relatively lower valuation vs Heico (HEI) stock, suggesting you may be better off investing in GE

  • GE’s quarterly revenue growth was 23.8%, vs. HEI’s 15.7%.
  • In addition, its Last 12 Months revenue growth came in at 17.7%, ahead of HEI’s 13.5%.
  • GE’s 3-year average margin is stronger: 22.6% vs. HEI’s 21.8%.

These differences become even clearer when you look at the financials side by side. The table highlights how HEI’s fundamentals stack up against those of GE on growth, margins, momentum, and valuation multiples.

Valuation & Performance Overview

  HEI GE Preferred
     
Valuation      
P/EBIT Ratio 47.4 36.1 GE
     
Revenue Growth      
Last Quarter 15.7% 23.8% GE
Last 12 Months 13.5% 17.7% GE
Last 3 Year Average 27.3% 15.7% HEI
     
Operating Margins      
Last 12 Months 22.3% 20.5% HEI
Last 3 Year Average 21.8% 22.6% GE
     
Momentum      
Last 3 Year Return 119.3% 535.0% HEI

Note: For “Last 3 Year Return” metric, preferred stock is one with higher returns unless the returns are too high (>300%) which creates risk of sell off.
See more revenue details: HEI Revenue Comparison | GE Revenue Comparison
See more margin details: HEI Operating Income Comparison | GE Operating Income Comparison

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See detailed fundamentals on Buy or Sell GE Stock and Buy or Sell HEI Stock. Below we compare market return and related metrics across years.

Historical Market Performance

  2020 2021 2022 2023 2024 2025 Total [1] Avg Best
Returns
HEI Return 16% 9% 7% 17% 33% 30% 172%    
GE Return -3% 10% -11% 94% 65% 82% 452%   <===
S&P 500 Return 16% 27% -19% 24% 23% 16% 112%  
Monthly Win Rates [3]
HEI Win Rate 58% 50% 42% 42% 75% 50%   53%  
GE Win Rate 50% 42% 50% 83% 75% 83%   64%  
S&P 500 Win Rate 58% 75% 42% 67% 75% 73%   65% <===
Max Drawdowns [4]
HEI Max Drawdown -46% -12% -11% -1% -5% -8%   -14%  
GE Max Drawdown -51% -3% -35% 0% -3% 0%   -15%  
S&P 500 Max Drawdown -31% -1% -25% -1% -2% -15%   -12% <===

[1] Cumulative total returns since the beginning of 2020
[2] 2025 data is for the year up to 12/19/2025 (YTD)
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year

No matter how good the numbers, stock investment is never a smooth ride. There is a risk you must factor in. Read GE Dip Buyer Analyses and HEI Dip Buyer Analyses to see how these stocks have fallen and recovered in the past.

Still not sure about HEI or GE? Consider portfolio approach.

The Best Investors Think In Portfolios

Individual stocks are unpredictable. A smart portfolio keeps you invested, limits downside shocks, and provides upside exposure

The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 – the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.