Verdict: Side-by-side breakdown using the Bull Rankings model. AXON scored 44.1, HEI-A scored 72.9 — HEI-A leads.
Compare another set
AXON
Axon Enterprise, Inc.
Aerospace & Defense · Quality-Growth
44.1
$422.89 · $34.4B
fundamentals as of
Score gap
28.8
HEI-A leads
HEI-A
HEICO Corporation
Aerospace & Defense · Quality-Growth
72.9
$223.05 · $31.2B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
CheapestHEI-A37.2x
Fastest growthAXON+33.5%
Strongest balance sheetHEI-A0.45
Highest qualityHEI-A83 / 100
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
AXON
stronger →← stronger
HEI-A
34
Qualityreturns · margins · balance sheet
83
96
Growthrevenue & earnings expansion
85
26
Valuevaluation vs sector peers
55
HEI-A is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
AXON
HEI-A
$133mC
FCF
$1.0bC+
+33.5%A
Rev
+16.3%B+
0.50B+
D/E
0.45B+
175.5xD
P/E
37.2xC
1.52C+
PEG
1.52C+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
AXON
HEI-A
1405% above
Price vs fair valuelower is cheaper
60% above
>60%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~24%/yr
-95%
1-yr DCF upside
-48%
-93%
5-yr DCF upside
-37%
-90%
10-yr DCF upside
-19%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
AXON
Why this score
Diluting shareholders
HEI-A
Why this score
Durable high returns
The companies
AXONAxon Enterprise, Inc.
Aerospace & Defense · $422.89 · beta 1.44
Why now
Aerospace & Defense · market cap $34.4b. Down 45% from 52-week high of $764.02 — deep drawdown territory. Revenue growing +33% — in hypergrowth territory. 19 sell-side analysts rate this a Buy with a mean 1-yr target of $704.11 (implying +66% upside).
Moat
Moat signals from the quantitative card are modest — profitability and capital efficiency are middle-of-pack. The thesis here depends on softer factors (switching costs, brand, distribution, regulatory protection) not captured by the quality-growth screen.
Risk
Trailing P/E 175.5x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Down 45% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.44 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
HEI-AHEICO Corporation
Aerospace & Defense · $223.05 · beta 1.09
Why now
Aerospace & Defense · market cap $31.2b. Down 20% from 52-week high of $279.66 — deep drawdown territory. Revenue growing +16%, comfortably above the S&P median.
Moat
Net margin 16% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 18% is above 15% — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 122% of net income — earnings translate cleanly into cash.
Risk
Trailing P/E 37x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where AXON and HEI-A diverge
On the headline score the gap is 28.8 points in favor of HEI-A. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
QualityAXON 33.8 · HEI-A 82.7HEI-A +48.9
ValueAXON 26.3 · HEI-A 54.8HEI-A +28.5
GrowthAXON 96.2 · HEI-A 85.3AXON +10.9
Pillars run 0–100. Value is judged against each company's own sector, so a Value score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.
Common questions
Is HEI-A or AXON the better stock?
HEI-A scores higher: HEI-A 72.9, AXON 44.1 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do HEI-A and AXON differ most?
The widest gap is quality, where HEI-A leads by 49 points on the 0–100 pillar scale. Neither name sweeps: they trade the lead across the three pillars, so the comparison is a trade-off rather than one being better on every measure.
How are HEI-A and AXON scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.