COMP <GO>
HEI vs BRK-A // RETURN ON INVESTED CAPITAL (ROIC)
Heico Corporation (NYSE) VS. Berkshire Hathaway Inc. (Class A) (NYSE) • 15-METRIC TALLY: HEI 4
— BRK-A 8
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: HEI
LAST: $326.35 (+5.00%) • MKT CAP: $45.61B
roic
13.60%
LAST: $817,500.00 (+0.68%) • MKT CAP: $1.20T
roic
11.47%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HEI VS. BRK-A)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HEI | BRK-A | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 39.80% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 13.60% | 11.47% | +2.13 | HEI | /roic <GO> |
| EV/EBITDA & P/E Valuation | 43.5x | 9.7x | +33.82 | BRK-A | /valuation <GO> |
| Free Cash Flow Yield | 1.89% | 2.09% | -0.20 | BRK-A | /fcf-yield <GO> |
| Operating Margin | 22.70% | 27.80% | -5.10 | BRK-A | /operating-margins <GO> |
| Net Profit Margin | 15.40% | 22.30% | -6.90 | BRK-A | /net-margins <GO> |
| Revenue Growth (YoY) | 16.30% | 3.93% | +12.37 | HEI | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.07% | 0.00% | +0.07 | HEI | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 8.53 | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 4/9 | +5.00 | HEI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 63.7 | 68.1 | -4.40 | BRK-A | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.96 | 1.13 | -0.17 | BRK-A | /macro-sensitivity <GO> |
| Forward P/E Multiple | 55.5x | 24.3x | +31.16 | BRK-A | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $45.61B | $1.20T | -$1.16T | BRK-A | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HEI REV | BRK-A REV | HEI GROSS % | BRK-A GROSS % | HEI FCF | BRK-A FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $4.49B | $247.24B | 39.8% | — | $861.4M | $25.04B |
| FY 2024 | $3.86B | $249.71B | 38.9% | — | $614.1M | $11.62B |
| FY 2023 | $2.97B | $254.91B | — | — | $315.2M | $37.73B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HEI // BETA 0.96
BRK-A // BETA 1.13