COMP <GO>
HEI vs UNP // ALTMAN Z-SCORE & DEBT/EQUITY
Heico Corporation (NYSE) VS. Union Pacific Corporation (NYSE) • 15-METRIC TALLY: HEI 4
— UNP 11
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: HEI
LAST: $321.36 (-1.53%) • MKT CAP: $45.61B
balance-sheet
8.53
LAST: $304.00 (+0.69%) • MKT CAP: $179.42B
balance-sheet
4.31
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HEI VS. UNP)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HEI | UNP | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 39.80% | 41.00% | -1.20 | UNP | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 13.60% | 20.10% | -6.50 | UNP | /roic <GO> |
| EV/EBITDA & P/E Valuation | 43.5x | 15.3x | +28.20 | UNP | /valuation <GO> |
| Free Cash Flow Yield | 1.89% | 3.06% | -1.17 | UNP | /fcf-yield <GO> |
| Operating Margin | 22.70% | 40.20% | -17.50 | UNP | /operating-margins <GO> |
| Net Profit Margin | 15.40% | 29.10% | -13.70 | UNP | /net-margins <GO> |
| Revenue Growth (YoY) | 16.30% | 1.10% | +15.20 | HEI | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.07% | 1.80% | -1.73 | UNP | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 8.53 | 4.31 | +4.22 | HEI | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 6/9 | +3.00 | HEI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.80% | 7.00% | -0.20 | HEI | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 60.6 | 70.0 | -9.42 | UNP | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.96 | 1.03 | -0.07 | UNP | /macro-sensitivity <GO> |
| Forward P/E Multiple | 55.5x | 23.3x | +32.20 | UNP | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $45.61B | $179.42B | -$133.81B | UNP | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HEI REV | UNP REV | HEI GROSS % | UNP GROSS % | HEI FCF | UNP FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $4.49B | $24.51B | 39.8% | 44.0% | $861.4M | $5.50B |
| FY 2024 | $3.86B | $24.25B | 38.9% | 44.0% | $614.1M | $5.89B |
| FY 2023 | $2.97B | $24.12B | 44.0% | 44.0% | $315.2M | $7.29B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HEI // BETA 0.96
UNP // BETA 1.03