TransDigm Group (TDG) Competitors

$1,259.15
+2.57 (+0.20%)
(As of 04/26/2024 08:53 PM ET)

TDG vs. NOC, GD, LHX, BA, HEI, LMT, TDY, TXT, LDOS, and RTX

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), HEICO (HEI), Lockheed Martin (LMT), Teledyne Technologies (TDY), Textron (TXT), Leidos (LDOS), and RTX (RTX). These companies are all part of the "aerospace" sector.

TransDigm Group vs.

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

TransDigm Group received 140 more outperform votes than Northrop Grumman when rated by MarketBeat users. Likewise, 68.55% of users gave TransDigm Group an outperform vote while only 62.39% of users gave Northrop Grumman an outperform vote.

CompanyUnderperformOutperform
Northrop GrummanOutperform Votes
647
62.39%
Underperform Votes
390
37.61%
TransDigm GroupOutperform Votes
787
68.55%
Underperform Votes
361
31.45%

83.4% of Northrop Grumman shares are held by institutional investors. Comparatively, 95.8% of TransDigm Group shares are held by institutional investors. 0.2% of Northrop Grumman shares are held by insiders. Comparatively, 5.0% of TransDigm Group shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

Northrop Grumman has a beta of 0.35, indicating that its stock price is 65% less volatile than the S&P 500. Comparatively, TransDigm Group has a beta of 1.42, indicating that its stock price is 42% more volatile than the S&P 500.

TransDigm Group has a net margin of 20.80% compared to TransDigm Group's net margin of 5.38%. TransDigm Group's return on equity of 24.09% beat Northrop Grumman's return on equity.

Company Net Margins Return on Equity Return on Assets
Northrop Grumman5.38% 24.09% 7.88%
TransDigm Group 20.80%-59.61%8.00%

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
Northrop Grumman$40.12B1.77$2.06B$14.3033.60
TransDigm Group$6.59B10.63$1.30B$23.5653.44

In the previous week, Northrop Grumman had 20 more articles in the media than TransDigm Group. MarketBeat recorded 43 mentions for Northrop Grumman and 23 mentions for TransDigm Group. Northrop Grumman's average media sentiment score of 0.90 beat TransDigm Group's score of 0.82 indicating that TransDigm Group is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Northrop Grumman
18 Very Positive mention(s)
3 Positive mention(s)
15 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
TransDigm Group
8 Very Positive mention(s)
3 Positive mention(s)
4 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Northrop Grumman presently has a consensus price target of $503.00, suggesting a potential upside of 4.69%. TransDigm Group has a consensus price target of $1,170.27, suggesting a potential downside of 7.06%. Given TransDigm Group's higher possible upside, equities research analysts plainly believe Northrop Grumman is more favorable than TransDigm Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Northrop Grumman
1 Sell rating(s)
7 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.25
TransDigm Group
0 Sell rating(s)
6 Hold rating(s)
10 Buy rating(s)
0 Strong Buy rating(s)
2.63

Summary

TransDigm Group beats Northrop Grumman on 13 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$70.02B$7.84B$16.08B$17.50B
Dividend YieldN/A2.11%1.41%3.54%
P/E Ratio53.4418.3119.8322.58
Price / Sales10.638.4420.7811.17
Price / Cash42.6323.2820.3417.84
Price / Book-35.135.474.464.87
Net Income$1.30B$82.25M$439.03M$964.49M
7 Day Performance6.02%2.11%2.37%1.90%
1 Month Performance2.24%0.14%-3.11%-3.71%
1 Year Performance64.59%24.75%17.06%93.11%

TransDigm Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
NOC
Northrop Grumman
3.5533 of 5 stars
$474.40
+0.7%
$497.23
+4.8%
+4.2%$70.31B$39.29B35.19101,000Earnings Report
Analyst Upgrade
GD
General Dynamics
4.3169 of 5 stars
$292.70
+0.5%
$283.80
-3.0%
+30.3%$80.31B$42.27B24.35111,600Earnings Report
Short Interest ↑
Analyst Revision
LHX
L3Harris Technologies
4.2367 of 5 stars
$207.62
-0.2%
$229.60
+10.6%
+9.9%$39.47B$19.42B32.2450,000Earnings Report
Gap Up
BA
Boeing
3.5247 of 5 stars
$169.17
-0.8%
$226.71
+34.0%
-19.1%$103.22B$77.79B-45.97171,000Analyst Downgrade
Analyst Revision
HEI
HEICO
1.5703 of 5 stars
$204.80
+2.7%
$204.50
-0.1%
+22.4%$28.34B$2.97B66.939,600
LMT
Lockheed Martin
4.3889 of 5 stars
$459.99
-0.3%
$486.78
+5.8%
-0.7%$110.62B$67.57B16.70122,000Earnings Report
TDY
Teledyne Technologies
4.2672 of 5 stars
$407.04
+0.7%
$515.67
+26.7%
-9.6%$19.29B$5.64B22.0014,900Earnings Report
Analyst Downgrade
TXT
Textron
3.5405 of 5 stars
$95.29
+1.6%
$93.63
-1.7%
+29.2%$18.33B$13.68B20.8535,000Earnings Report
Dividend Announcement
Analyst Downgrade
LDOS
Leidos
4.2728 of 5 stars
$128.77
+2.2%
$132.42
+2.8%
+39.8%$17.40B$15.44B90.6847,000Upcoming Earnings
Dividend Announcement
Analyst Downgrade
RTX
RTX
3.5416 of 5 stars
$101.34
-0.2%
$93.40
-7.8%
+1.5%$134.75B$68.92B45.24185,000Earnings Report

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This page (NYSE:TDG) was last updated on 4/29/2024 by MarketBeat.com Staff

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