Análisis Argos
HEI
HEICara
HEICO Corporation · Industrials
US$ 362.09
precio al 2026-07-04
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
50/100
LA RESPUESTA
El mercado le pide crezca 50.2% al año — más de lo que ha demostrado (13.5%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Las ganancias crecieron 34% el último año.
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
VALOR1/6FUTURO4/6PASADO4/6SALUD4/6DIVIDENDO1/6
El Iris de calidad
VALOR1/6FUTURO4/6PASADO4/6SALUD4/6DIVIDENDO1/6
ValorCotiza por encima de su valor justo
FuturoIngresos creciendo con fuerza
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoEl dividendo aún duerme
Score Argos50de 100Cara
Ingresos16%
US$ 4.5 B
Margen operativo5%
22.7%
Flujo de caja libre41%
US$ 0.9 B
Deuda neta
US$ 2 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 50.4B
P/E73.1x
EV/EBITDA43.1x
FCF yield1.7%
ROIC13.5%
Margen operativo22.7%
Crecim. ingresos+16.3%/año
Piotroski F6/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

zacks.com · 26 jun
Heico (HEI) Down 0.8% Since Last Earnings Report: Can It Rebound?
Heico (HEI) reported earnings 30 days ago. What's next for the stock?
zacks.com · 24 jun
Is Heico (HEI) Stock Outpacing Its Aerospace Peers This Year?
Here is how Heico Corporation (HEI) and Rolls-Royce Holdings PLC (RYCEY) have performed compared to their sector so far this year.
zacks.com · 24 jun
Heico Corporation (HEI) Just Overtook the 20-Day Moving Average
From a technical perspective, Heico Corporation (HEI) is looking like an interesting pick, as it just reached a key level of support. HEI recently overtook the 20-day moving average, and this suggests a short-term bullish trend.
zacks.com · 24 jun
Zacks Industry Outlook HEICO, Axon and AAR
HEICO, Axon and AAR have been highlighted in this Industry Outlook article.
zacks.com · 23 jun
3 Aerospace-Defense Equipment Stocks Poised for Aviation Growth
Aerospace-Defense Equipment stocks like HEI, AXON and AIR stand to gain from strategic acquisitions and long-term growth in global air travel.
seekingalpha.com · 22 jun
HEICO: Ebitda To Continue Compounding At A Healthy Pace
I maintain a buy rating on HEICO Corporation as fundamentals strengthen, despite a premium valuation. FSG segment delivers 21% sales growth and margin expansion, driven by resilient global aviation aftermarket demand. ETG segment accelerates with 34% sales growth and margin gains, supported by robust aerospace and defense end markets.
globenewswire.com · 16 jun
HEI Civil Advances Safety Leadership with Dual CSP Certifications for Joosten and Hemric
Dual Achievement Reflects the Company's Deep Commitment to Safety Leadership and Professional Excellence Dual Achievement Reflects the Company's Deep Commitment to Safety Leadership and Professional Excellence
accessnewswire.com · 15 jun
HEICO Corporation Increases Cash Dividend By 8%
MIAMI, FL AND HOLLYWOOD, FL / ACCESS Newswire / June 15, 2026 / HEICO Corporation (NYSE:HEI.A)(NYSE:HEI) today announced that its Board of Directors declared a $.13 per share semiannual cash dividend, an 8% increase from the prior semiannual cash dividend of $.12 per share, payable on all shares of its Common Stock and Class A Common Stock. The dividend marks HEICO's 96th consecutive semiannual cash dividend since 1979.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.