TDG vs. NOC, GD, LHX, BA, LMT, HEI, LDOS, TDY, RTX, and SPR
Should you be buying TransDigm Group stock or one of its competitors? The main competitors of TransDigm Group include Northrop Grumman (NOC), General Dynamics (GD), L3Harris Technologies (LHX), Boeing (BA), Lockheed Martin (LMT), HEICO (HEI), Leidos (LDOS), Teledyne Technologies (TDY), RTX (RTX), and Spirit AeroSystems (SPR). These companies are all part of the "aerospace" sector.
TransDigm Group (NYSE:TDG) and Northrop Grumman (NYSE:NOC) are both large-cap aerospace companies, but which is the better investment? We will contrast the two companies based on the strength of their valuation, analyst recommendations, media sentiment, profitability, dividends, community ranking, earnings, risk and institutional ownership.
TransDigm Group has a beta of 1.39, meaning that its share price is 39% more volatile than the S&P 500. Comparatively, Northrop Grumman has a beta of 0.34, meaning that its share price is 66% less volatile than the S&P 500.
TransDigm Group has a net margin of 21.22% compared to Northrop Grumman's net margin of 5.38%. Northrop Grumman's return on equity of 24.09% beat TransDigm Group's return on equity.
95.8% of TransDigm Group shares are held by institutional investors. Comparatively, 83.4% of Northrop Grumman shares are held by institutional investors. 5.0% of TransDigm Group shares are held by company insiders. Comparatively, 0.2% of Northrop Grumman shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.
In the previous week, TransDigm Group had 2 more articles in the media than Northrop Grumman. MarketBeat recorded 23 mentions for TransDigm Group and 21 mentions for Northrop Grumman. TransDigm Group's average media sentiment score of 0.66 beat Northrop Grumman's score of 0.48 indicating that TransDigm Group is being referred to more favorably in the media.
Northrop Grumman has higher revenue and earnings than TransDigm Group. Northrop Grumman is trading at a lower price-to-earnings ratio than TransDigm Group, indicating that it is currently the more affordable of the two stocks.
TransDigm Group currently has a consensus target price of $1,327.44, suggesting a potential upside of 2.75%. Northrop Grumman has a consensus target price of $514.33, suggesting a potential upside of 9.38%. Given Northrop Grumman's higher probable upside, analysts plainly believe Northrop Grumman is more favorable than TransDigm Group.
TransDigm Group received 147 more outperform votes than Northrop Grumman when rated by MarketBeat users. Likewise, 68.51% of users gave TransDigm Group an outperform vote while only 62.33% of users gave Northrop Grumman an outperform vote.
Summary
TransDigm Group beats Northrop Grumman on 14 of the 18 factors compared between the two stocks.
This chart shows the number of new MarketBeat users adding TDG and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Skip ChartThis chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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