HEICO Corporation (HEI) – A long term pick shows sign of recovery

The Flight Support Group’s net sales were $429.6mn in 1HFY21. The net sales decrease is principally organic and reflects lower demand for the majority of commercial aerospace products and services resulting from the significant decline in global commercial air travel attributable to the Pandemic.

Highlights

Valuation

– Enterprise Value
– CrispIdea Forecast
– Economic Value Added Analysis
– DCF Analysis
– P/E Analysis
– Peer Valuation.
– CrispIdea Forecast Relative to Consensus
– Consensus History and Surprise
– Consensus Momentum

Actual & Historical Performance

– Income Statement
– Balance Sheet
– Cash Flow
– 10 Year Historical Performance
– Ratio Analysis
– Du Pont Analysis
– ROIC & ROCE Analysis
– Segment Performance
– M&A Deals

Peer Performance

– Summary
– Profitability
– Growth
– Price Performance

Ownership

Stock Price Performance

Crispidea Coverage

No of Pages :33