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TransDigm Group (TDG) Competitors

$1,291.95
+5.63 (+0.44%)
(As of 05/17/2024 ET)

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 vs.

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.

Company Net Margins Return on Equity Return on Assets
TransDigm Group21.22% -63.35% 8.44%
Northrop Grumman 5.38%24.09%7.88%

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.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
TransDigm Group
12 Very Positive mention(s)
1 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Northrop Grumman
6 Very Positive mention(s)
0 Positive mention(s)
13 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
TransDigm Group$6.59B10.98$1.30B$25.2151.25
Northrop Grumman$39.29B1.77$2.06B$14.3032.88

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.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
TransDigm Group
0 Sell rating(s)
6 Hold rating(s)
12 Buy rating(s)
0 Strong Buy rating(s)
2.67
Northrop Grumman
1 Sell rating(s)
6 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.27

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.

CompanyUnderperformOutperform
TransDigm GroupOutperform Votes
794
68.51%
Underperform Votes
365
31.49%
Northrop GrummanOutperform Votes
647
62.33%
Underperform Votes
391
37.67%

Summary

TransDigm Group beats Northrop Grumman on 14 of the 18 factors compared between the two stocks.

New MarketBeat Followers Over Time

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.
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Media Sentiment Over Time

This 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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TDG vs. The Competition

MetricTransDigm GroupAircraft parts & equipment IndustryAerospace SectorNYSE Exchange
Market Cap$72.29B$8.06B$16.97B$18.13B
Dividend YieldN/A2.15%1.37%3.44%
P/E Ratio51.2518.5319.0622.66
Price / Sales10.989.3320.7910.60
Price / Cash43.7424.3321.3619.24
Price / Book-23.936.054.586.00
Net Income$1.30B$82.25M$435.21M$966.17M
7 Day Performance-1.41%0.47%0.30%1.85%
1 Month Performance8.83%4.13%5.28%6.59%
1 Year Performance57.07%23.19%20.08%23.69%

TransDigm Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
NOC
Northrop Grumman
4.0151 of 5 stars
$474.32
-0.5%
$514.33
+8.4%
+6.0%$70.19B$39.29B33.17101,000Dividend Increase
GD
General Dynamics
4.3755 of 5 stars
$294.17
+0.2%
$300.53
+2.2%
+41.8%$80.53B$43.12B23.99111,600Insider Selling
Short Interest ↑
Analyst Revision
LHX
L3Harris Technologies
4.5116 of 5 stars
$221.13
+0.2%
$231.80
+4.8%
+20.3%$41.94B$19.42B35.9050,000Short Interest ↓
BA
Boeing
2.8835 of 5 stars
$180.73
+1.3%
$222.41
+23.1%
-10.8%$110.95B$77.79B-50.91171,000Analyst Forecast
Analyst Revision
LMT
Lockheed Martin
4.5945 of 5 stars
$467.18
-0.7%
$485.40
+3.9%
+2.3%$112.09B$69.64B17.09122,000Short Interest ↓
Analyst Revision
HEI
HEICO
1.2975 of 5 stars
$209.97
+0.0%
$206.00
-1.9%
+20.6%$29.05B$2.97B68.629,600Short Interest ↑
LDOS
Leidos
4.2436 of 5 stars
$146.59
+0.3%
$145.67
-0.6%
+88.4%$19.82B$15.44B63.1947,000Short Interest ↑
TDY
Teledyne Technologies
4.2445 of 5 stars
$396.00
+1.3%
$470.83
+18.9%
-2.7%$18.76B$5.64B21.4214,900Analyst Revision
RTX
RTX
3.9535 of 5 stars
$105.70
-0.1%
$96.93
-8.3%
+8.4%$140.52B$68.92B41.45185,000Analyst Forecast
Insider Selling
Options Volume
SPR
Spirit AeroSystems
2.6283 of 5 stars
$30.62
+1.1%
$32.83
+7.2%
+21.1%$3.55B$6.05B-3.5220,655News Coverage

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This page (NYSE:TDG) was last updated on 5/19/2024 by MarketBeat.com Staff

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