Embraer S.A. (EMBJ) vs Heico (HEI)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 7, 2026.
Summary
Embraer S.A. (EMBJ) has outperformed Heico (HEI) over the past year, gaining 24.4% versus a loss of 6.7%. Over five years, EMBJ leads with a +281.4% price change compared with +111.2% for HEI. Heico is the larger company by market cap ($41.34 billion vs $12.78 billion), about 3.2 times the size, while Embraer S.A. is growing revenue faster (+18.5% vs +16.3%).
On valuation, Embraer S.A. trades at a lower forward P/E (17.9x vs 41.0x for Heico). Embraer S.A. offers the higher dividend yield (1.00% vs 0.08%). Heico converts more of its revenue into profit, with a net margin of 15.4% versus 4.6%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | EMBJ | HEI |
|---|---|---|
| Share price | $71.81 | $295.78 |
| Market cap | $12.78B | $41.34B |
| 1-day change | -4.51% | -2.47% |
| YTD return | +11.56% | -8.59% |
| 1-year return | +24.39% | -6.69% |
| 5-year return | +281.36% | +111.24% |
| P/E ratio (TTM) | 30.43 | 49.30 |
| Forward P/E | 17.88 | 41.02 |
| EPS (TTM) | $2.36 | $6.00 |
| Dividend yield | 1.00% | 0.08% |
| Annual dividend | $0.716 | $0.25 |
| Revenue (latest FY) | $7.58B | $4.49B |
| Revenue growth (YoY) | +18.50% | +16.26% |
| Net income (latest FY) | $351.90M | $690.38M |
| Gross margin | 17.53% | 39.83% |
| Operating margin | 8.02% | 22.72% |
| Net margin | 4.64% | 15.39% |
| 52-week high | $80.75 | $376.86 |
| 52-week low | $53.56 | $256.11 |
| Distance from 52-week high | -11.07% | -21.51% |
| Analyst consensus | strong_buy | buy |
| Avg. price target upside | +29.41% | +32.77% |
| Average volume | 1.21M | 470.37K |
| Shares outstanding | 177.96M | 55.24M |
| Employees | 21,122 | 11,100 |
| Sector | Industrials | Industrials |
| Industry | Aerospace | Aerospace |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- Heico is about 3.2 times larger than Embraer S.A. by market value ($41.34B vs $12.78B).
- EMBJ has outperformed HEI by 31.1 percentage points over the past year.
- Heico trades at a higher earnings multiple (49.3x vs 30.4x trailing P/E).
- Heico is more profitable, keeping 15.4 cents of every revenue dollar as net income versus 4.6 cents for Embraer S.A..
About Embraer S.A.
EMBJ stock →Embraer S.A., together with its subsidiaries, engages in the design, development, manufacture, and sale of aircraft and systems worldwide. The company operates through Commercial Aviation; Defense & Security; Executive Aviation; Services & Support; and Other segments.
Industrials · Aerospace · 21,122 employees
About Heico
HEI stock →HEICO Corporation provides aerospace, defense, and electronic related products and services in the United States and internationally. Its Flight Support Group segment offers jet engine and aircraft component replacement parts; thermal insulation blankets and parts; renewable/reusable insulation systems; and specialty components and assemblies.
Industrials · Aerospace · 11,100 employees
EMBJ vs HEI FAQ
Which is bigger, Embraer S.A. or Heico?
Heico (HEI) is larger, with a market capitalization of $41.34B compared with $12.78B for Embraer S.A. (EMBJ).
Which stock has performed better over the past year, EMBJ or HEI?
EMBJ returned +24.39% over the past 12 months, compared with -6.69% for HEI (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, EMBJ or HEI?
EMBJ has the lower trailing P/E at 30.4, versus 49.3 for HEI. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Embraer S.A. or Heico?
Embraer S.A. has the higher yield at 1.00%, compared with 0.08% for Heico.
Are Embraer S.A. and Heico in the same industry?
Yes. Both are classified in the Aerospace industry within the Industrials sector.