GENERAL DYNAMICS CORPORATION vs TransDigm Group Incorporated, two Aerospace & Defense stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where GD and TDG diverge most: on altman z (solvency), GD reads 8.20 and TDG reads 1.54; on operating margin, GD reads 10.5% and TDG reads 46.3%. The rest of the comparable metrics sit closer together. On valuation, today's GD price has a different growth bar priced in than TDG (+8.4% implied for GD vs +8.3% for TDG); the higher figure is the steeper assumption to clear, not a better or worse stock. What GD's price implies is a bet that sits within the historical range (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 | GD | TDG |
|---|---|---|
| Price | $383.79 | $1253.91 |
| Market cap | $105.2B | $73.0B |
| Sector | Aerospace & Defense | Aerospace & Defense |
| Stage | Mature | Growth |
| Implied growth (priced in) | +8.4% | +8.3% |
| P/E | — | 39.1 |
| P/B | 4.03 | — |
| P/S | 1.96 | 7.68 |
| EV/EBITDA | 17.0 | 21.7 |
| Revenue growth | +9.4% | +13.3% |
| Gross margin | — | 59.4% |
| Operating margin | 10.5% | 46.3% |
| Net margin | 8.1% | 21.9% |
| Return on equity | 16.6% | — |
| Return on assets | 7.3% | 8.2% |
| Return on invested capital | 13.3% | 15.4% |
| FCF yield | 5.9% | 2.5% |
| Debt / equity | 0.31 | — |
| Current ratio | 1.38 | 3.52 |
| Altman Z (solvency) | 8.20 | 1.54 |
| Piotroski F (quality) | 7 / 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.