TransDigm vs Textron
TDG and TXT side by side, both in aircraft and parts. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How TDG and TXT compare
TransDigm is the larger company, worth 4.3 times as much as Textron ($63.4B against $14.7B).
On earnings, Textron is cheaper: it trades at 15.4× trailing earnings, against 32.1× for TransDigm.
TransDigm grew revenue faster over the last twelve months (16.6% versus 8.5% for Textron).
TransDigm keeps more of each dollar of sales as profit, with a net margin of 21.3% compared with 6.3% at Textron.
Textron pays a dividend yielding 0.09%; TransDigm does not pay one.
Textron scores higher on the StockData Score (17 against 14 for TransDigm), 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 | TDG | TXT |
|---|---|---|
| Size and price | ||
| Market cap | $63.4B | $14.7B |
| Share price | $1146.81 | $85.70 |
| Change, 1 year | −12.9% | 7.1% |
| Change, 5 years | 72.4% | 10.7% |
| Beta (5Y) | 1.03 | 0.91 |
| Employees | 17K | 34K |
| StockData Score | ||
| Total score | 14 | 17 (better) |
| Valuation score | 4 | 5 (better) |
| Growth score | 5 (better) | 1 |
| Performance score | 4 (better) | 3 |
| Health score | 1 | 4 (better) |
| Dividend score | 0 | 4 (better) |
| Valuation | ||
| P/E | 32.1× | 15.4× (better) |
| P/S | 6.3× | 1.0× (better) |
| P/B | – | 1.8× |
| EV/EBITDA | 18.6× | – |
| P/FCF | 32.9× | 18.2× (better) |
| PEG | 0.95 (better) | 1.83 |
| FCF yield | 3.0% | 5.5% (better) |
| Fair value | $1439.70 | $114.00 |
| Margin of safety | 20.3% | 24.8% (better) |
| Growth | ||
| Revenue growth (TTM) | 16.6% (better) | 8.5% |
| Revenue growth, 5Y average | 11.6% (better) | 4.9% |
| Net income growth (TTM) | 10.2% | 17.7% (better) |
| EPS growth (TTM) | 10.1% | 22.2% (better) |
| EPS growth, 5Y average | 29.1% | – |
| Profitability | ||
| Gross margin | 59.6% | – |
| Operating margin | 46.0% | – |
| Net margin | 21.3% (better) | 6.3% |
| FCF margin | 19.3% (better) | 5.2% |
| Return on equity | – | 12.5% |
| Return on invested capital | 19.5% | – |
| Financial health | ||
| Debt / equity | – | 0.00 |
| Net debt / EBITDA | 5.97 | – |
| Current ratio | 3.02 | – |
| Altman Z-score | 1.74 | 2.20 (better) |
| Piotroski F-score | 6 | 7 (better) |
| Dividends and buybacks | ||
| Dividend yield | 0.00% | 0.09% (better) |
| Payout ratio | 249% | 1.7% |
| Years of dividend growth | – | 0 |
| Dividend growth, 5Y average | – | 0.00% |
| Buyback yield | 2.9% | 5.4% (better) |
| Shareholder yield | 2.9% | 5.5% (better) |
| Ownership | ||
| Held by institutions | 95.1% | 92.4% |
| Held by insiders | 1.2% | 0.77% |
| Insider net buying, 12 months | −$484M | −$29.2M (better) |
| Superinvestors holding | 3 | – |
| Short interest, % of float | 2.2% | 4.8% |
Go deeper
- TDG stock overview
- TDG income statement
- TDG valuation and score
- TXT stock overview
- TXT income statement
- TXT valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.