HEI vs HWM vs FTAI Stock Comparison

Heico, Howmet Aerospace and FTAI Aviation Prices as of Oct 29, 2026 Peers: Industry group
HEI Heico Corp
$326.41 +6.3% 1M +5.1% 1Y
Market cap
$44.88B
P/E
52.9x
Revenue (TTM)
$5.18B
Div. yield
0.00%
Commercial Aerospace Industrials
1 win
HWM Howmet Aerospace Inc.
$205.71 -10.9% 1M +1.1% 1Y
Market cap
$80.00B
P/E
39.0x
Revenue (TTM)
$9.73B
Div. yield
0.00%
Commercial Aerospace Industrials
6 wins
FTAI FTAI Aviation Ltd.
$196.01 +16.0% 1M +12.6% 1Y
Market cap
$19.02B
P/E
37.1x
Revenue (TTM)
$3.42B
Div. yield
–
Commercial Aerospace Industrials
5 wins

Head to Head

12 decided of 12

Howmet Aerospace leads on 6 of the 12 questions below (Howmet Aerospace 6, FTAI Aviation 5, Heico 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionHEIHWMFTAILeader
Larger companyMarket capitalisation $44.88B $80.00B $19.02B HWM
Cheaper on earningsLower P/E, profitable companies only 52.9x 39.0x 37.1x FTAI
Cheaper on forward earningsLower price / next fiscal year consensus EPS 53.7x 39.6x 34.3x FTAI
Faster revenue growthRevenue growth, trailing twelve months +20.7% +22.0% +46.0% FTAI
More profitableNet margin, trailing twelve months 16.4% 21.1% — HWM
Better return on capitalReturn on invested capital 13.5% 21.5% — HWM
Less leveragedLower net debt / EBITDA 1.6x 1.4x — HWM
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% HWM
Better 1-year returnPrice return, last 12 months +5.1% +1.1% +12.6% FTAI
Better 5-year returnAnnualised price return, 5 years +18.6%/yr +47.3%/yr +49.7%/yr FTAI
Less volatileAnnualised volatility, 1 year 32.7% 35.5% 66.0% HEI
Higher overall scoreMean of the five percentile scores vs peers 65/100 73/100 57/100 HWM

Percentile Scorecard

HEIHWMFTAI

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisHEIHWMFTAI
Valuation 32 #68 of 100 40 #60 of 100 22 #78 of 100
Growth 79 #21 of 96 90 #11 of 96 85 #15 of 96
Profitability 93 #8 of 95 99 #2 of 95 100 #1 of 95
Financial Health 58 #45 of 105 47 #56 of 105 18 #86 of 105
Shareholder Returns 66 #23 of 65 88 #9 of 65 58 #28 of 65
Overall 65 73 57
  • HEI ranked among 107 companies in Aerospace and Defense
  • HWM ranked among 107 companies in Aerospace and Defense
  • FTAI ranked among 107 companies in Aerospace and Defense

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodHEIHWMFTAISPY
1 month +6.3%-10.9%+16.0% +0.7%
3 months -7.9%-25.8%-0.8% +3.7%
6 months +20.9%-15.4%-21.5% +7.1%
Year to date +0.9%+0.3%-0.4% +12.8%
1 year +5.1%+1.1%+12.6% +11.9%
3 years +108.1%+371.8%+431.5% +85.2%
3 years, per year +27.7%+67.8%+74.6% +22.8%
5 years +134.2%+592.9%+650.7% +67.6%
5 years, per year +18.6%+47.3%+49.7% +10.9%
10 years +845.6%—+1,537.5% +262.0%
10 years, per year +25.2%—+32.3% +13.7%

Risk

MeasureHEIHWMFTAISPY
Volatility, 1Y 32.7%35.5%66.0% 12.7%
Downside volatility, 1Y 31.4%36.5%58.7% 12.6%
Beta vs S&P 500, 1Y 1.131.092.41 1.00
Return / volatility, 1Y 0.160.030.19 0.94
Max drawdown, 5Y -27.1%-36.5%-52.1% -25.4%
From 52-week high -12.9%-29.7%-36.8% -1.2%
52-week high $374.67$292.71$310.04 $779.14
52-week low $260.99$185.88$152.80 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleHEIHWMFTAI
P/E now vs peer median 53.8xmedian 26.9x 39.9xmedian 26.9x 39.2xmedian 26.9x
P/S now vs peer median 8.8xmedian 3.0x 8.4xmedian 3.0x 5.9xmedian 3.0x
EV/EBITDA now vs peer median 32.8xmedian 15.0x 28.2xmedian 15.0x —median 15.0x
P/FCF now vs peer median 44.3xmedian 27.2x 42.4xmedian 27.2x -19.5xmedian 27.2x
P/B now vs peer median 9.1xmedian 2.5x 14.2xmedian 2.5x 46.4xmedian 2.5x
PEG now vs peer median 1.93median 0.93 0.81median 0.93 0.66median 0.93

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsHEIHWMFTAI
Revenue $5.18B $9.73B $3.42B
Gross profit $2.09B $3.56B –
Operating income $1.24B $2.73B –
Net income $912.35M $2.05B –
Free cash flow $1.03B $1.93B –
R&D – $38.00M –
EPS (diluted) $6.00 $5.13 $4.93
Cash & equivalents $240.96M $507.00M $385.62M
Total debt $2.54B $4.83B –
Shares (diluted) 141.27M 400.00M 104.04M
Enterprise value $43.95B $75.76B $19.02B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricHEIHWMFTAI
P/E 53.8x 39.9x 39.2x
P/FCF 44.3x 42.4x -19.5x
P/Operating cash flow 41.0x 34.1x –
P/S 8.8x 8.4x 5.9x
P/B 9.1x 14.2x 46.4x
P/Tangible book 14.0x 16.7x 47.8x
EV/EBITDA 32.8x 28.2x –
EV/EBIT 38.5x 31.6x –
EV/Revenue 9.3x 8.9x 5.9x
EV/FCF 46.5x 44.7x –
EV/Operating cash flow 43.1x 35.9x –
PEG (3Y EPS CAGR) 1.93 0.81 0.66

Growth

14 metrics
MetricHEIHWMFTAI
Revenue growth (1Y) 20.7% 22.0% 46.0%
Revenue CAGR (3Y) 25.1% 14.9% 44.6%
Gross profit growth (1Y) 23.4% 33.7% –
Gross profit CAGR (3Y) 26.7% 26.3% –
Operating income growth (1Y) 29.8% 36.4% –
Operating income CAGR (3Y) 28.8% 35.5% –
Net income growth (1Y) 31.5% 41.6% –
Net income CAGR (3Y) 27.4% 47.5% –
EPS growth (1Y) 31.8% 43.6% 13.3%
EPS CAGR (3Y) 27.9% 49.5% 59.5%
Operating cash flow growth (1Y) 31.6% 40.3% –
Operating cash flow CAGR (3Y) 35.7% 38.8% –
Free cash flow growth (1Y) 31.7% 50.9% –
Free cash flow CAGR (3Y) 36.8% 41.0% –

Profitability

14 metrics
MetricHEIHWMFTAI
Gross margin 40.4% 36.6% –
EBITDA margin 28.2% 31.4% –
Operating margin 24.0% 28.1% –
Pretax margin 21.6% 25.8% –
Net margin 16.4% 21.1% –
FCF margin 19.9% 19.8% –
Operating cash flow margin 21.5% 24.7% –
Return on equity 18.5% 35.7% 126.4%
Return on assets 9.3% 15.5% 11.4%
Return on invested capital 13.5% 21.5% –
Return on capital employed 14.2% 24.7% –
Asset turnover 0.5x 0.7x 0.7x
Cash conversion (OCF / net income) 1.2x 1.2x –
Stock comp / revenue 1.0% 1.0% –

Financial Health

11 metrics
MetricHEIHWMFTAI
Debt / assets 25.6% 36.4% –
Debt / equity 0.5x 0.8x –
Net debt / EBITDA 1.6x 1.4x –
Debt / FCF 2.5x 2.5x –
Liabilities / assets 49.4% 56.6% 91.0%
Equity / assets 50.6% 43.4% 9.0%
Interest coverage 9.4x – –
Current ratio 2.7x 1.9x 3.8x
Quick ratio 1.0x 0.7x –
Cash ratio 0.2x 0.2x –
Altman Z-score 7.31 8.71 –

Shareholder Returns

7 metrics
MetricHEIHWMFTAI
Dividend yield 0.1% 0.2% 0.9%
Net buyback yield 0.0% 1.6% –
Shareholder yield 0.1% 1.8% 0.9%
Payout ratio (earnings) 3.8% 9.9% –
Payout ratio (FCF) 3.4% 10.5% –
Dividend growth (1Y) 9.1% 23.8% –
Dividend CAGR (3Y) 8.4% 43.3% –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusHEIHWMFTAI
Forward P/E 53.7xFY2026 39.6xFY2026 34.3xFY2026
EPS, next fiscal year $6.08FY2026 $5.19FY2026 $5.71FY2026
EPS growth, next FY +24.1%FY2026 +37.7%FY2026 +24.1%FY2026
EPS growth, the year after +20.6% +31.2% +113.5%
Revenue, next fiscal year $5.68BFY2026 $10.37BFY2026 $4.09BFY2026
Revenue growth, next FY +26.6%FY2026 +25.7%FY2026 +63.0%FY2026
Revenue growth, the year after +10.4% +15.9% +49.3%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersHEIHWMFTAI
Held by institutions 78.3% 91.0% 96.0%
Institutions holding 773 1,601 678
Change in shares held, QoQ +7.4% +0.7% +2.6%
Institutions buying 371 908 395
Institutions selling 268 484 200
Buyers to sellers 1.38 1.88 1.98

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

HEIHWMFTAI
HEI 1.00 0.54 0.48
HWM 0.54 1.00 0.49
FTAI 0.48 0.49 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, HEI, HWM and FTAI?

Howmet Aerospace (HWM) is the largest by market capitalisation: Heico (HEI) $44.88B, Howmet Aerospace (HWM) $80.00B, FTAI Aviation (FTAI) $19.02B.

Which stock is cheaper, HEI, HWM and FTAI?

FTAI Aviation (FTAI) trades on the lowest price-to-earnings ratio (Heico (HEI) 52.9x, Howmet Aerospace (HWM) 39.0x, FTAI Aviation (FTAI) 37.1x). On next year's consensus earnings, FTAI Aviation (FTAI) is cheapest (Heico (HEI) 53.7x, Howmet Aerospace (HWM) 39.6x, FTAI Aviation (FTAI) 34.3x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

FTAI Aviation (FTAI) grew revenue fastest over the trailing twelve months: Heico (HEI) +20.7%, Howmet Aerospace (HWM) +22.0%, FTAI Aviation (FTAI) +46.0%.

Which company is more profitable?

Howmet Aerospace (HWM) has the highest net margin (Heico (HEI) 16.4%, Howmet Aerospace (HWM) 21.1%). On return on invested capital, Howmet Aerospace (HWM) leads (Heico (HEI) 13.5%, Howmet Aerospace (HWM) 21.5%).

Which stock has performed better?

Over the past year FTAI Aviation (FTAI) returned the most: Heico (HEI) +5.1%, Howmet Aerospace (HWM) +1.1%, FTAI Aviation (FTAI) +12.6%. Over five years, FTAI Aviation (FTAI) compounded fastest (Heico (HEI) +18.6%/yr, Howmet Aerospace (HWM) +47.3%/yr, FTAI Aviation (FTAI) +49.7%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Howmet Aerospace (HWM) has the highest dividend yield: Heico (HEI) 0.00%, Howmet Aerospace (HWM) 0.00%, FTAI Aviation (FTAI) 0.00%. FTAI Aviation (FTAI) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Heico (HEI) has been the steadiest (Heico (HEI) 32.7%, Howmet Aerospace (HWM) 35.5%, FTAI Aviation (FTAI) 66.0%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, HEI, HWM and FTAI?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Howmet Aerospace (HWM) leads on 6. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.