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GE Aerospace (GE) vs Transdigm Group Incorporated (TDG)

GE Aerospace and Transdigm Group Incorporated are both Aerospace & Defense companies. GE Aerospace is the larger, with a market value of $325.2B against $65.7B — 4.9× the size. GE Aerospace trades at the lower P/E: 36.0× against 36.1×. GE Aerospace grew revenue faster over the last twelve months: 19.6% against 16.7%. Transdigm Group Incorporated has the higher net margin (19.1% vs 17.3%) and the lower return on invested capital (14.3% vs 27.4%). Only GE Aerospace pays a dividend (0.56%). Across the 22 metrics below, Transdigm Group Incorporated leads on 12 and GE Aerospace on 10.

Valuation

Metric GE TDG Aerospace & Defense median
P/E 35.97 36.15 28.48
P/S 6.18 6.83 2.95
P/B 18.31 n/m 2.68
Price to free cash flow 49.64 35.49 31.70
EV/EBITDA 24.57 19.55 16.85
EV/Sales 6.38 9.83 2.74
Earnings yield 2.78% 2.77% 0.89%
Free cash flow yield 2.01% 2.82% 0.00%

Profitability

Metric GE TDG Aerospace & Defense median
Gross margin 35.22% 59.56% 26.41%
Operating margin 23.56% 46.04% 3.69%
Net margin 17.31% 19.09% 2.74%
Free cash flow margin 15.68% 19.25% 0.00%
Return on equity 49.51% (25.83%) 4.44%
Return on assets 7.13% 7.73% 1.90%
Return on invested capital 27.35% 14.27% 0.26%

Growth

Metric GE TDG Aerospace & Defense median
Revenue growth (TTM) 19.62% 16.66% 18.03%
EPS growth (last fiscal year) 35.89% 25.21% 24.80%
Revenue growth, 5-year CAGR (9.57%) 11.59% 9.73%
Net income growth, 5-year CAGR 10.72% 29.42% 0.00%

Health

Metric GE TDG Aerospace & Defense median
Debt to equity 1.09 (3.34) 0.20
Current ratio 0.98 3.02 2.85
Net debt to EBITDA 0.65 5.85 1.29

Dividend

Metric GE TDG Aerospace & Defense median
Dividend yield 0.56% 0.00% 0.91%
Payout ratio 0.20 0.00 0.30

Size

Metric GE TDG Aerospace & Defense median
Market cap 325.23b 65.73b 1.78b

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