--- title: "HEICO (HEI) Draws Fresh Growth Calls As Fair Value Leaves Little Room To Spare" type: "News" locale: "en" url: "https://longbridge.com/en/news/295990076.md" description: "Analysts highlight HEICO (HEI) as an attractive growth stock, citing expected earnings outperformance and positive estimate revisions. The stock has shown strong momentum with significant shareholder returns over the past year and three years. While a narrative fair value of $386.10 suggests it is slightly undervalued at $374.67, its P/E ratio of 66.3x indicates a premium compared to industry peers. Key risks include potential OEM pushback on parts and acquisition performance." datetime: "2026-08-15T03:39:31.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/295990076.md) - [en](https://longbridge.com/en/news/295990076.md) - [zh-HK](https://longbridge.com/zh-HK/news/295990076.md) --- # HEICO (HEI) Draws Fresh Growth Calls As Fair Value Leaves Little Room To Spare HEICO (HEI) is back in focus after analysts highlighted the stock as an attractive growth pick, citing expectations for its earnings per share to outperform the industry and recent positive estimate revisions. See our latest analysis for HEICO. Over the past year HEICO has seen building momentum, with a 1 year total shareholder return of 21.77% and a 3 year total shareholder return of 128.57%, while the latest share price of $374.67 sits within a strong 90 day share price return of 29.72%. If HEICO’s recent strength has you thinking about where else growth stories might emerge, this is a good moment to check out 20 top founder-led companies HEICO’s business has clear growth credentials and the stock’s recent surge reflects that confidence. The real tension now is simpler: after this run, are you paying up too much for that quality or not enough? ## Most Popular Narrative: 3% Undervalued At a last close of $374.67 versus a narrative fair value of $386.10, the HEICO story assumes a small upside and leans heavily on growth continuing at a healthy clip. > _Accelerating acquisition activity in highly fragmented aerospace and specialty electronics markets is expanding HEICO's product offering and customer base, supplementing strong organic growth with immediately accretive earnings and creating compounding effects on overall earnings and net margins._ _Read the complete narrative._ Want to understand why a premium multiple is central to this HEICO view? The narrative leans on sustained revenue expansion, thicker margins and a long runway of earnings growth. Curious which assumptions really carry that fair value. **Result: Fair Value of $386.10 (UNDERVALUED)** Have a read of the narrative in full and understand what's behind the forecasts. However, HEICO’s story can change quickly if OEMs push back harder on PMA parts or if future acquisitions fail to deliver the expected earnings lift. Find out about the key risks to this HEICO narrative. ## Another View On HEICO’s Valuation The HEICO narrative fair value points to a small upside, yet the current P/E of 66.3x tells a very different story. It is well above the US Aerospace & Defense industry at 39.9x, peers at 39.5x, and a fair ratio of 31.5x. That gap suggests investors are paying a large premium. The question is whether you think the story is strong enough to keep that premium in place. For a closer look at how this premium compares with what the numbers imply over time, it is worth reviewing the valuation breakdown in more detail. See what the numbers say about this price — find out in our valuation breakdown. NYSE:HEI P/E Ratio as at Aug 2026 ## Next Steps With HEICO, there are clearly both positives and areas of concern in the story so far, so it makes sense to move quickly and weigh the trade off for yourself. To get a balanced view of what stands out on each side, take a close look at the 2 key rewards and 1 important warning sign ## Looking for more investment ideas beyond HEICO? If HEICO has sharpened your focus on quality, do not stop here. Use the Simply Wall Street Screener to spot other opportunities before they move away from you. - Target potential mispriced opportunities by scanning companies that pass strict quality filters through the 50 high quality undervalued stocks. - Strengthen your income potential by reviewing stocks highlighted in the 10 dividend fortresses. - Prioritise resilience by checking companies with robust finances using the solid balance sheet and fundamentals stocks screener (50 results). _This article by Simply Wall St is general in nature. **We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.** It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned._ ### Valuation is complex, but we're here to simplify it. Discover if HEICO might be undervalued or overvalued with our detailed analysis, featuring **fair value estimates, potential risks, dividends, insider trades, and its financial condition.** Access Free Analysis ### Related Stocks - [HEI.A.US](https://longbridge.com/en/quote/HEI.A.US.md) - [HEI.US](https://longbridge.com/en/quote/HEI.US.md) ## Related News & Research - [Venturi Wealth Management LLC Cuts Holdings in Heico Corporation $HEI](https://longbridge.com/en/news/295782581.md) - [3,600 Shares in Heico Corporation $HEI Bought by SBI Okasan Asset Management Co.Ltd.](https://longbridge.com/en/news/295916070.md) - [Will HEICO's (HEI) Resilient Aftermarket Growth Amid Supply Strains Change Its Investment Narrative?](https://longbridge.com/en/news/295232389.md) - [A Once-in-a-Decade Opportunity: 1 Super Growth Stock Down 74% to Buy Right Now and Hold for a Decade](https://longbridge.com/en/news/295966517.md) - [Do Fastenal’s (FAST) Mixed Reactions to Solid Revenue Hint at Limits of Its Digital Strategy?](https://longbridge.com/en/news/295686937.md)