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.
Where BA and TDG diverge most: on net margin, BA reads -7.6% and TDG reads 21.9%; on return on assets, BA reads -4.3% and TDG reads 8.2%. The rest of the comparable metrics sit closer together. What BA's price implies is a somewhat stretched bet versus history (whole-company basis). What TDG's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | BA | TDG |
|---|---|---|
| Price | $216.20 | $1253.91 |
| Market cap | $170.9B | $73.0B |
| Sector | Aerospace & Defense | Aerospace & Defense |
| Stage | Growth | Growth |
| Implied growth (priced in) | — | +8.3% |
| P/E | 77.8 | 39.1 |
| P/B | 27.95 | — |
| P/S | 1.82 | 7.68 |
| EV/EBITDA | 31.5 | 21.7 |
| Revenue growth | +27.4% | +13.3% |
| Gross margin | 9.8% | 59.4% |
| Operating margin | 0.6% | 46.3% |
| Net margin | -7.6% | 21.9% |
| Return on equity | -117.3% | — |
| Return on assets | -4.3% | 8.2% |
| Return on invested capital | 6.5% | 15.4% |
| FCF yield | -0.1% | 2.5% |
| Dividend yield | 3.8% | — |
| Debt / equity | 8.20 | — |
| Current ratio | 1.14 | 3.52 |
| Altman Z (solvency) | 1.46 | 1.54 |
| Piotroski F (quality) | 5 / 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.