On the filings, HEICO (HEI) is the stronger stock right now — higher on our blended fundamentals-plus-verdict read, and we currently rate it HOLD.
Elite sole-source aerospace compounder firing on all cylinders, but at its multiple on a deliberately debt-soaked, negative-equity balance sheet — own it, don't chase it.
Elite aerospace-aftermarket compounder firing on all cylinders — but at ~its multiple, the price already pays for the quality.
| Metric | TDG | HEI |
|---|---|---|
| Fundamentals score | 71 | 82 |
| Revenue growth (YoY) | +11.2% | +16.3% |
| Net income growth (YoY) | +21.0% | +34.3% |
| Net margin | 23.5% | 15.4% |
| Return on equity | — | 16.0% |
| ROIC (est.) | — | 18.6% |
| Liabilities / Equity | -3.36 | 0.85 |
| Piotroski F-score | 6 / 9 | 6 / 9 |
Bold green = the stronger figure. All rows derive from SEC XBRL filings — no market-price data on this page.
AI-generated analysis, produced by our proprietary engine from SEC filing data.
Investment recommendation produced by TENK/calls (tenkcalls.com), Luxembourg. Completed Jun 21, 2026, 11:29 AM ET. Ratings & methodology: definitions · All recommendations to date: track record · Conflicts: disclosures. Not investment advice.
AI-generated analysis, produced by our proprietary engine from SEC filing data.
Investment recommendation produced by TENK/calls (tenkcalls.com), Luxembourg. Completed Jun 21, 2026, 12:17 PM ET. Ratings & methodology: definitions · All recommendations to date: track record · Conflicts: disclosures. Not investment advice.
Research and education only — not financial advice. TENKis not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities TENK rates; see Disclosures. Past performance does not guarantee future results. Do your own research.