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TransDigm Group (TDG) Competitors

$1,310.00
-24.65 (-1.85%)
(As of 06/7/2024 ET)

TDG vs. HON, BA, LMT, GD, NOC, HEI, TDY, TXT, CW, and HII

Should you be buying TransDigm Group stock or one of its competitors? The main competitors of TransDigm Group include Honeywell International (HON), Boeing (BA), Lockheed Martin (LMT), General Dynamics (GD), Northrop Grumman (NOC), HEICO (HEI), Teledyne Technologies (TDY), Textron (TXT), Curtiss-Wright (CW), and Huntington Ingalls Industries (HII). These companies are all part of the "aerospace & defense" industry.

TransDigm Group vs.

Honeywell International (NASDAQ:HON) and TransDigm Group (NYSE:TDG) are both large-cap multi-sector conglomerates companies, but which is the better business? We will compare the two businesses based on the strength of their risk, analyst recommendations, community ranking, dividends, media sentiment, institutional ownership, profitability, valuation and earnings.

75.9% of Honeywell International shares are held by institutional investors. Comparatively, 95.8% of TransDigm Group shares are held by institutional investors. 0.4% of Honeywell International shares are held by insiders. Comparatively, 5.0% of TransDigm Group shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Honeywell International has a beta of 1.03, indicating that its stock price is 3% more volatile than the S&P 500. Comparatively, TransDigm Group has a beta of 1.39, indicating that its stock price is 39% more volatile than the S&P 500.

Honeywell International presently has a consensus target price of $220.38, indicating a potential upside of 5.55%. TransDigm Group has a consensus target price of $1,371.19, indicating a potential upside of 4.69%. Given TransDigm Group's higher probable upside, equities analysts clearly believe Honeywell International is more favorable than TransDigm Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Honeywell International
1 Sell rating(s)
3 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.29
TransDigm Group
0 Sell rating(s)
6 Hold rating(s)
12 Buy rating(s)
0 Strong Buy rating(s)
2.67

In the previous week, Honeywell International had 9 more articles in the media than TransDigm Group. MarketBeat recorded 23 mentions for Honeywell International and 14 mentions for TransDigm Group. Honeywell International's average media sentiment score of 1.17 beat TransDigm Group's score of 0.59 indicating that TransDigm Group is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Honeywell International
8 Very Positive mention(s)
2 Positive mention(s)
8 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
TransDigm Group
10 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Honeywell International has higher revenue and earnings than TransDigm Group. Honeywell International 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
Honeywell International$36.66B3.71$5.66B$8.6324.19
TransDigm Group$6.59B11.13$1.30B$25.2151.96

TransDigm Group has a net margin of 21.22% compared to TransDigm Group's net margin of 15.52%. TransDigm Group's return on equity of 35.88% beat Honeywell International's return on equity.

Company Net Margins Return on Equity Return on Assets
Honeywell International15.52% 35.88% 9.89%
TransDigm Group 21.22%-63.35%8.44%

Honeywell International received 386 more outperform votes than TransDigm Group when rated by MarketBeat users. Likewise, 75.58% of users gave Honeywell International an outperform vote while only 68.50% of users gave TransDigm Group an outperform vote.

CompanyUnderperformOutperform
Honeywell InternationalOutperform Votes
1182
75.58%
Underperform Votes
382
24.42%
TransDigm GroupOutperform Votes
796
68.50%
Underperform Votes
366
31.50%

Summary

TransDigm Group beats Honeywell International on 10 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$73.30B$7.83B$17.42B$17.65B
Dividend YieldN/A2.29%1.39%3.54%
P/E Ratio51.9619.4120.6325.56
Price / Sales11.138.0420.0414.06
Price / Cash46.1223.1921.7519.71
Price / Book-36.555.164.524.99
Net Income$1.30B$81.96M$441.59M$975.33M
7 Day Performance-2.49%-2.38%-2.80%-1.87%
1 Month Performance-0.05%-7.50%-3.51%-0.76%
1 Year Performance62.35%13.49%16.63%8.57%

TransDigm Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
HON
Honeywell International
1.8897 of 5 stars
$207.23
+2.4%
$220.38
+6.3%
+5.2%$134.95B$36.66B24.0195,000Analyst Forecast
BA
Boeing
3.2332 of 5 stars
$188.63
+2.2%
$220.89
+17.1%
-10.2%$115.80B$77.79B-53.14171,000Analyst Forecast
LMT
Lockheed Martin
3.2693 of 5 stars
$468.72
+0.2%
$485.40
+3.6%
+1.8%$112.46B$67.57B17.15122,000
GD
General Dynamics
3.9054 of 5 stars
$297.32
-0.3%
$300.63
+1.1%
+39.7%$81.57B$42.27B24.25111,600Dividend Announcement
Analyst Revision
Positive News
NOC
Northrop Grumman
4.2668 of 5 stars
$448.33
-0.2%
$514.33
+14.7%
-2.9%$66.35B$39.29B31.35101,000
HEI
HEICO
3.2992 of 5 stars
$228.45
+2.7%
$226.00
-1.1%
+36.1%$31.61B$2.97B71.849,600Analyst Upgrade
TDY
Teledyne Technologies
3.8225 of 5 stars
$395.40
+0.5%
$470.83
+19.1%
-2.2%$18.73B$5.64B21.3814,900Positive News
TXT
Textron
4.0204 of 5 stars
$87.02
-0.3%
$99.29
+14.1%
+30.2%$16.59B$13.68B18.5935,000Analyst Revision
Positive News
CW
Curtiss-Wright
4.207 of 5 stars
$277.10
-1.6%
$302.50
+9.2%
+59.3%$10.61B$2.85B28.548,600Insider Selling
HII
Huntington Ingalls Industries
4.129 of 5 stars
$250.54
+0.1%
$278.00
+11.0%
+16.2%$9.88B$11.45B14.1244,000Positive News

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This page (NYSE:TDG) was last updated on 6/8/2024 by MarketBeat.com Staff

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