THE BOEING COMPANY vs TransDigm Group Incorporated, two Aerospace & Defense stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
TransDigm sells proprietary aerospace components, the kind with no second supplier, and it keeps 21.91 cents of every revenue dollar as profit. It trades at 41.34 times earnings, a $77.1B cap, and converts cash at a 2.4% yield. Boeing, at $171.3B, makes the airplanes those parts sometimes go into, and right now it makes them at a loss. Free cash flow runs slightly negative at -0.61%, the dividend holds at 3.78%, and the whole valuation leans on a recovery in progress. TransDigm has already found the margin that Boeing keeps promising. The buyer here chooses between a component maker printing profit and an airframer trying to stop bleeding.
Comparison updated 2026-07-11.
| Metric | BA | TDG |
|---|---|---|
| Price | $222.22 | $1291.90 |
| Market cap | $175.1B | $75.2B |
| Sector | Aerospace & Defense | Aerospace & Defense |
| Stage | Growth | Growth |
| Implied growth (priced in) | — | +13.1% |
| P/E | 87.8 | 40.3 |
| P/B | 29.25 | — |
| P/S | 1.90 | 7.91 |
| EV/EBITDA | 34.0 | 22.2 |
| Revenue growth | +34.1% | +13.3% |
| Gross margin | 11.5% | 59.4% |
| Operating margin | 2.0% | 46.3% |
| Net margin | -8.0% | 21.9% |
| Return on equity | -122.6% | — |
| Return on assets | -4.5% | 8.2% |
| Return on invested capital | 6.0% | 15.4% |
| FCF yield | -0.6% | 2.5% |
| Dividend yield | 3.7% | — |
| Debt / equity | 8.32 | — |
| Current ratio | 1.18 | 3.52 |
| Altman Z (solvency) | 1.51 | 1.58 |
| Piotroski F (quality) | 3 / 9 | 7 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.