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TransDigm Group (TDG) Competitors

$1,343.23
+21.38 (+1.62%)
(As of 05/31/2024 ET)

TDG vs. HON, LMT, BA, 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), Lockheed Martin (LMT), Boeing (BA), 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 investment? We will contrast the two companies based on the strength of their analyst recommendations, media sentiment, earnings, institutional ownership, profitability, community ranking, valuation, dividends and risk.

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 hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

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$36.90B3.57$5.66B$8.6323.43
TransDigm Group$6.59B11.41$1.30B$25.2153.28

In the previous week, TransDigm Group had 10 more articles in the media than Honeywell International. MarketBeat recorded 21 mentions for TransDigm Group and 11 mentions for Honeywell International. TransDigm Group's average media sentiment score of 0.89 beat Honeywell International's score of 0.63 indicating that Honeywell International is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Honeywell International
6 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
TransDigm Group
6 Very Positive mention(s)
4 Positive mention(s)
9 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Honeywell International received 385 more outperform votes than TransDigm Group when rated by MarketBeat users. Likewise, 75.61% of users gave Honeywell International an outperform vote while only 68.56% of users gave TransDigm Group an outperform vote.

CompanyUnderperformOutperform
Honeywell InternationalOutperform Votes
1181
75.61%
Underperform Votes
381
24.39%
TransDigm GroupOutperform Votes
796
68.56%
Underperform Votes
365
31.44%

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 presently has a consensus price target of $215.71, suggesting a potential upside of 6.69%. TransDigm Group has a consensus price target of $1,363.38, suggesting a potential upside of 1.50%. Given TransDigm Group's higher probable upside, equities research analysts plainly 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)
2 Buy rating(s)
0 Strong Buy rating(s)
2.17
TransDigm Group
0 Sell rating(s)
6 Hold rating(s)
12 Buy rating(s)
0 Strong Buy rating(s)
2.67

Honeywell International has a beta of 1.02, suggesting that its stock price is 2% more volatile than the S&P 500. Comparatively, TransDigm Group has a beta of 1.39, suggesting that its stock price is 39% more volatile than the S&P 500.

Summary

TransDigm Group beats Honeywell International on 10 of the 18 factors compared between the two stocks.

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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$73.97B$7.91B$16.73B$17.73B
Dividend YieldN/A2.22%1.40%3.56%
P/E Ratio53.2817.1617.9524.23
Price / Sales11.418.5420.3110.23
Price / Cash44.7523.4121.6118.99
Price / Book-24.875.534.655.91
Net Income$1.30B$82.25M$447.18M$976.46M
7 Day Performance-0.52%-1.55%-0.28%0.57%
1 Month Performance7.47%-1.23%2.43%4.71%
1 Year Performance72.60%21.87%21.24%23.99%

TransDigm Group Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
HON
Honeywell International
1.7844 of 5 stars
$199.18
-0.3%
$215.71
+8.3%
+5.5%$130.04B$36.66B23.0895,000
LMT
Lockheed Martin
3.8933 of 5 stars
$458.48
-1.9%
$485.40
+5.9%
+5.9%$110.01B$69.64B16.78122,000
BA
Boeing
3.1577 of 5 stars
$175.12
+0.3%
$221.24
+26.3%
-13.6%$107.14B$77.79B-49.33171,000Short Interest ↓
GD
General Dynamics
4.3779 of 5 stars
$297.40
-0.7%
$300.63
+1.1%
+46.8%$82.20B$42.27B24.26111,600Positive News
NOC
Northrop Grumman
4.6313 of 5 stars
$455.50
-2.3%
$514.33
+12.9%
+3.5%$69.03B$39.29B31.85101,000Short Interest ↓
Analyst Revision
HEI
HEICO
3.5377 of 5 stars
$211.99
-2.4%
$210.30
-0.8%
+43.6%$30.07B$2.97B69.289,600Earnings Report
Analyst Forecast
Analyst Revision
News Coverage
TDY
Teledyne Technologies
3.9816 of 5 stars
$394.95
-1.9%
$470.83
+19.2%
+2.2%$19.07B$5.64B21.3614,900Positive News
TXT
Textron
3.8032 of 5 stars
$87.47
-1.3%
$99.29
+13.5%
+41.6%$16.90B$13.68B18.6935,000
CW
Curtiss-Wright
3.5098 of 5 stars
$277.73
-1.1%
$302.50
+8.9%
+78.9%$10.75B$2.85B28.608,600Insider Selling
Short Interest ↓
HII
Huntington Ingalls Industries
3.7845 of 5 stars
$252.75
-1.3%
$278.00
+10.0%
+25.7%$10.10B$11.45B14.2544,000Short Interest ↑
Analyst Revision

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This page (NYSE:TDG) was last updated on 6/1/2024 by MarketBeat.com Staff

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