COMP <GO>
HEI vs FERG // ALTMAN Z-SCORE & DEBT/EQUITY
Heico Corporation (NYSE) VS. Ferguson Enterprises Inc. (NYSE) • 15-METRIC TALLY: HEI 7
— FERG 7
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: HEI
LAST: $326.35 (+5.00%) • MKT CAP: $45.61B
balance-sheet
8.53
LAST: $240.45 (+4.21%) • MKT CAP: $46.52B
balance-sheet
5.66
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HEI VS. FERG)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HEI | FERG | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 39.80% | 30.70% | +9.10 | HEI | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 13.60% | 22.20% | -8.60 | FERG | /roic <GO> |
| EV/EBITDA & P/E Valuation | 43.5x | 13.2x | +30.30 | FERG | /valuation <GO> |
| Free Cash Flow Yield | 1.89% | 1.13% | +0.76 | HEI | /fcf-yield <GO> |
| Operating Margin | 22.70% | 8.50% | +14.20 | HEI | /operating-margins <GO> |
| Net Profit Margin | 15.40% | 6.00% | +9.40 | HEI | /net-margins <GO> |
| Revenue Growth (YoY) | 16.30% | 3.80% | +12.50 | HEI | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.07% | 1.05% | -0.98 | FERG | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 8.53 | 5.66 | +2.87 | HEI | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 7/9 | +2.00 | HEI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 63.7 | 68.4 | -4.70 | FERG | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.96 | 1.00 | -0.04 | FERG | /macro-sensitivity <GO> |
| Forward P/E Multiple | 55.5x | 23.3x | +32.20 | FERG | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $45.61B | $46.52B | -$905.9M | FERG | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HEI REV | FERG REV | HEI GROSS % | FERG GROSS % | HEI FCF | FERG FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $4.49B | $30.76B | 39.8% | 30.7% | $861.4M | $523.7M |
| FY 2024 | $3.86B | $29.64B | 38.9% | 30.5% | $614.1M | $539.4M |
| FY 2023 | $2.97B | $29.73B | — | — | $315.2M | $1.38B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HEI // BETA 0.96
FERG // BETA 1.00