Verdict: Side-by-side breakdown using the Bull Rankings model. HEI-A scored 72.9, LHX scored 47.0 — HEI-A leads.
Compare another set
HEI-A
HEICO Corporation
Aerospace & Defense · Quality-Growth
72.9
$223.05 · $31.2B
fundamentals as of
Score gap
25.9
HEI-A leads
LHX
L3Harris Technologies, Inc.
Aerospace & Defense · Quality-Growth
47
$236.97 · $44.1B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
CheapestLHX23.9x
Fastest growthHEI-A+16.3%
Strongest balance sheetHEI-A0.45
Highest qualityHEI-A83 / 100
Largest discount to fair valueLHX-45%
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)
HEI-A
stronger →← stronger
LHX
83
Qualityreturns · margins · balance sheet
61
85
Growthrevenue & earnings expansion
50
55
Valuevaluation vs sector peers
34
HEI-A is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
HEI-A
LHX
$1.0bC+
FCF
$2.8bB
+16.3%B+
Rev
+2.5%C
0.45B+
D/E
0.53B
37.2xC
P/E
23.9xB+
1.52C+
PEG
1.18B+
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
HEI-A
LHX
60% above
Price vs fair valuelower is cheaper
45% below
~24%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~-6%/yr
-48%
1-yr DCF upside
+65%
-37%
5-yr DCF upside
+80%
-19%
10-yr DCF upside
+107%
These two disagree on this pair: the Value pillar ranks cheapness against sector peers, while price-vs-fair-value is an absolute read. A name can be the better value in its sector and still the dearer one on cash flows.
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
HEI-A
Why this score
Durable high returns
LHX
No notable signals flagged.
The companies
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.
LHXL3Harris Technologies, Inc.
Aerospace & Defense · $236.97 · beta 0.51
Why now
Aerospace & Defense · market cap $44.1b. Down 38% from 52-week high of $379.23 — deep drawdown territory. 17 sell-side analysts rate this a Buy with a mean 1-yr target of $325.18 (implying +37% upside).
Moat
FCF converts 151% of net income — earnings translate cleanly into cash.
Risk
Down 38% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
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 HEI-A and LHX diverge
On the headline score the gap is 25.9 points in favor of HEI-A. The widest single difference is Growth, where HEI-A leads by 34.8 points.
GrowthHEI-A 85.3 · LHX 50.5HEI-A +34.8
QualityHEI-A 82.7 · LHX 60.5HEI-A +22.2
ValueHEI-A 54.8 · LHX 34.1HEI-A +20.7
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 LHX the better stock?
HEI-A scores higher: HEI-A 72.9, LHX 47.0 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 LHX differ most?
The widest gap is growth, where HEI-A leads by 35 points on the 0–100 pillar scale. HEI-A leads all three pillars, so the gap is broad rather than a single-measure difference.
How are HEI-A and LHX 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.