Ducommun vs TransDigm
DCO and TDG side by side, both in aircraft and parts. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How DCO and TDG compare
TransDigm is the larger company, worth 26 times as much as Ducommun ($63.4B against $2.4B).
TransDigm grew revenue faster over the last twelve months (16.6% versus 9.2% for Ducommun).
TransDigm keeps more of each dollar of sales as profit, with a net margin of 21.3% compared with −2.4% at Ducommun.
TransDigm scores higher on the StockData Score (14 against 4 for Ducommun), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | DCO | TDG |
|---|---|---|
| Size and price | ||
| Market cap | $2.4B | $63.4B |
| Share price | $160.28 | $1146.81 |
| Change, 1 year | 71.6% | −12.9% |
| Change, 5 years | 199% | 72.4% |
| Beta (5Y) | 0.88 | 1.03 |
| Employees | 2,130 | 17K |
| StockData Score | ||
| Total score | 4 | 14 (better) |
| Valuation score | 0 | 4 (better) |
| Growth score | 1 | 5 (better) |
| Performance score | 0 | 4 (better) |
| Health score | 3 (better) | 1 |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | – | 32.1× |
| P/S | 2.8× (better) | 6.3× |
| P/B | 3.5× | – |
| EV/EBITDA | 138× | 18.6× (better) |
| P/FCF | – | 32.9× |
| PEG | – | 0.95 |
| FCF yield | −1.0% | 3.0% (better) |
| Fair value | – | $1439.70 |
| Margin of safety | – | 20.3% |
| Growth | ||
| Revenue growth (TTM) | 9.2% | 16.6% (better) |
| Revenue growth, 5Y average | 5.6% | 11.6% (better) |
| Net income growth (TTM) | −170% | 10.2% (better) |
| EPS growth (TTM) | −176% | 10.1% (better) |
| EPS growth, 5Y average | – | 29.1% |
| Profitability | ||
| Gross margin | 27.4% | 59.6% (better) |
| Operating margin | −1.7% | 46.0% (better) |
| Net margin | −2.4% | 21.3% (better) |
| FCF margin | −2.8% | 19.3% (better) |
| Return on equity | −3.0% | – |
| Return on invested capital | −1.2% | 19.5% (better) |
| Financial health | ||
| Debt / equity | 0.40 | – |
| Net debt / EBITDA | 12.37 | 5.97 (better) |
| Current ratio | 3.36 (better) | 3.02 |
| Altman Z-score | 4.34 (better) | 1.74 |
| Piotroski F-score | 5 | 6 (better) |
| Dividends and buybacks | ||
| Dividend yield | – | 0.00% |
| Payout ratio | – | 249% |
| Buyback yield | – | 2.9% |
| Shareholder yield | 0.00% | 2.9% (better) |
| Ownership | ||
| Held by institutions | 97.1% | 95.1% |
| Held by insiders | 9.9% | 1.2% |
| Insider net buying, 12 months | −$9.0M (better) | −$484M |
| Superinvestors holding | – | 3 |
| Short interest, % of float | 5.9% | 2.2% |
Go deeper
- DCO stock overview
- DCO income statement
- DCO valuation and score
- TDG stock overview
- TDG income statement
- TDG valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.