Transdigm Group (TDG) Competitors

Transdigm Group (NYSE:TDG) and GE Aerospace (NYSE:GE) are both large-cap aerospace companies, but which is the superior business? We will contrast the two businesses based on the strength of their valuation, institutional ownership, analyst recommendations, dividends, media sentiment, profitability, risk and earnings.

Which has more volatility & risk, TDG or GE?

Transdigm Group has a beta of 1.04, indicating that its stock price is 4% more volatile than the S&P 500. Comparatively, GE Aerospace has a beta of 1.37, indicating that its stock price is 37% more volatile than the S&P 500.

Is TDG or GE more profitable?

Transdigm Group has a net margin of 21.09% compared to GE Aerospace's net margin of 17.63%. GE Aerospace's return on equity of 29.15% beat Transdigm Group's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Transdigm Group	21.09%	-38.71%	8.83%
GE Aerospace	17.63%	29.15%	4.51%

Which has better earnings and valuation, TDG or GE?

GE Aerospace has higher revenue and earnings than Transdigm Group. GE Aerospace is trading at a lower price-to-earnings ratio than Transdigm Group, indicating that it is currently the more affordable of the two stocks.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Transdigm Group	$7.94B	10.66	$1.71B	$29.62	50.87
GE Aerospace	$38.70B	6.82	$6.56B	$6.43	38.48

Do analysts rate TDG or GE?

Transdigm Group currently has a consensus price target of $1,532.47, indicating a potential upside of 1.70%. GE Aerospace has a consensus price target of $223.75, indicating a potential downside of 9.56%. Given Transdigm Group's higher possible upside, research analysts plainly believe Transdigm Group is more favorable than GE Aerospace.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Transdigm Group	0 Sell rating(s)	4 Hold rating(s)	11 Buy rating(s)	0 Strong Buy rating(s)	2.73
GE Aerospace	0 Sell rating(s)	1 Hold rating(s)	10 Buy rating(s)	0 Strong Buy rating(s)	2.91

Do insiders & institutionals hold more shares of TDG or GE?

95.8% of Transdigm Group shares are held by institutional investors. Comparatively, 74.8% of GE Aerospace shares are held by institutional investors. 4.1% of Transdigm Group shares are held by insiders. Comparatively, 0.2% of GE Aerospace 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.

Does the media prefer TDG or GE?

In the previous week, GE Aerospace had 45 more articles in the media than Transdigm Group. MarketBeat recorded 74 mentions for GE Aerospace and 29 mentions for Transdigm Group. GE Aerospace's average media sentiment score of 1.25 beat Transdigm Group's score of 0.97 indicating that GE Aerospace is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Transdigm Group	18 Very Positive mention(s)	2 Positive mention(s)	9 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
GE Aerospace	53 Very Positive mention(s)	7 Positive mention(s)	12 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

Summary

Transdigm Group beats GE Aerospace on 9 of the 16 factors compared between the two stocks.