Honeywell International Inc vs TransDigm Group Incorporated, two Aerospace & Defense stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where HON and TDG diverge most: on altman z (solvency), HON reads 7.71 and TDG reads 1.58; on current ratio, HON reads 1.39 and TDG reads 3.52. The rest of the comparable metrics sit closer together. On valuation, today's HON price has a different growth bar priced in than TDG (+13.4% implied for HON vs +13.1% for TDG); the higher figure is the steeper assumption to clear, not a better or worse stock. What HON's price implies is a bet that sits within the historical range (segment-resolved 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 | HON | TDG |
|---|---|---|
| Price | $226.40 | $1291.90 |
| Market cap | $144.5B | $75.2B |
| Sector | Aerospace & Defense | Aerospace & Defense |
| Stage | Mature | Growth |
| Implied growth (priced in) | +13.4% | +13.1% |
| P/E | 35.3 | 40.3 |
| P/B | 9.85 | — |
| P/S | 3.84 | 7.91 |
| EV/EBITDA | 17.5 | 22.2 |
| Revenue growth | +6.2% | +13.3% |
| Gross margin | — | 59.4% |
| Operating margin | 23.3% | 46.3% |
| Net margin | 9.3% | 21.9% |
| Return on equity | 23.9% | — |
| Return on assets | 4.7% | 8.2% |
| Return on invested capital | 14.4% | 15.4% |
| FCF yield | 2.9% | 2.5% |
| Dividend yield | 2.0% | — |
| Debt / equity | 2.50 | — |
| Current ratio | 1.39 | 3.52 |
| Altman Z (solvency) | 7.71 | 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.