BA vs. TDG: Boeing vs. TransDigm Stock Comparison
How do Boeing (BA) and TransDigm (TDG) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
Boeing (BA) and TransDigm (TDG) are both classified in the Aerospace & Defense sub-industry within the broader Aerospace & Defense industry, placing them in the closest GICS peer bucket.
| Profile Item | BA | TDG |
|---|---|---|
| Name | The Boeing Company | TransDigm Group Inc. |
| Country/Region | United States | United States |
| GICS Sector | Industrials | Industrials |
| GICS Industry Group | Capital Goods | Capital Goods |
| GICS Industry | Aerospace & Defense | Aerospace & Defense |
| GICS Sub-Industry | Aerospace & Defense | Aerospace & Defense |
| Market Capitalization | 137.41 billion USD | 66.17 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | January 2, 1962 | March 15, 2006 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | BA | TDG |
|---|---|---|
| Total Return (1Y) | -10.22% | -3.42% |
| Total Return (3Y, Annualized) | -3.32% | 14.26% |
| Total Return (5Y, Annualized) | -4.57% | 16.86% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | BA | TDG |
|---|---|---|
| Volatility (1Y, Annualized) | 35.25% | 28.03% |
| Beta (5Y) | 1.31 | 0.94 |
| Max Drawdown (5Y) | -50.29% | -29.05% |
| Avg. Volume (3M) | 7.77M | 369.72K |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | BA | TDG |
|---|---|---|
| Sharpe Ratio (1Y) | -0.41 | -0.27 |
| Sortino Ratio (1Y) | -0.60 | -0.38 |
Profitability
ROE (TTM)
Neither Boeing (BA) nor TransDigm (TDG) reports a ROE value for this period, so a direct comparison isn’t possible.
BA
Capital Goods industry group
--
- Max
- 40.55%
- Q3
- 19.29%
- Median
- 12.12%
- Q1
- 4.08%
- Min
- -17.12%
- BA
- --
TDG
Capital Goods industry group
--
- Max
- 40.55%
- Q3
- 19.29%
- Median
- 12.12%
- Q1
- 4.08%
- Min
- -17.12%
- TDG
- --
Net Margin (TTM)
TransDigm (TDG) at 21.28% retains a top-quartile share of revenue as profit, ahead of Boeing (BA) at 8.07%, which keeps about the industry-typical share.
BA
Capital Goods industry group
8.07%
- Max
- 27.47%
- Q3
- 12.10%
- BA
- 8.07%
- Median
- 6.30%
- Q1
- 1.40%
- Min
- -12.89%
TDG
Capital Goods industry group
21.28%
- Max
- 27.47%
- TDG
- 21.28%
- Q3
- 12.10%
- Median
- 6.30%
- Q1
- 1.40%
- Min
- -12.89%
Operating Margin (TTM)
TransDigm (TDG) at 46.01% runs an above-range operating margin, while Boeing (BA) at 0.30% sits in the bottom quartile — a wide gap in core operating efficiency before financing and tax.
BA
Capital Goods industry group
0.30%
- Max
- 36.60%
- Q3
- 18.33%
- Median
- 11.12%
- Q1
- 5.14%
- BA
- 0.30%
- Min
- -12.63%
TDG
Capital Goods industry group
46.01%
- TDG
- 46.01%
- Max
- 36.60%
- Q3
- 18.33%
- Median
- 11.12%
- Q1
- 5.14%
- Min
- -12.63%
Profitability Metrics
| Metric | BA | TDG |
|---|---|---|
| ROE (TTM) | -- | -- |
| ROA (TTM) | -0.11% | 11.82% |
| Net Margin (TTM) | 8.07% | 21.28% |
| Operating Margin (TTM) | 0.30% | 46.01% |
| Gross Margin (TTM) | 9.45% | 59.82% |
Growth
Revenue Growth
Boeing (BA) at 34.50% sits in the top revenue growth quartile, while TransDigm (TDG) at 11.22% is closer to the peer norm — faster top-line expansion for BA.
EPS Growth
Only one side can be read here: TransDigm (TDG) reports EPS growth of 25.21%, ranked against its industry; Boeing (BA) has no EPS growth figure this period.
Growth Metrics
| Metric | BA | TDG |
|---|---|---|
| Revenue Growth (YoY) | 34.50% | 11.22% |
| Revenue Growth (3Y CAGR) | 10.33% | 17.61% |
| EPS Growth (YoY) | -- | 25.21% |
| EPS Growth (3Y CAGR) | -- | 33.78% |
Financial Strength
Current Ratio (MRQ)
TransDigm (TDG) at 3.02 carries current ratio above its industry’s typical mid-range, while Boeing (BA) at 1.13 runs in the tighter-liquidity quartile — different working-capital profiles, both worth examining.
BA
Capital Goods industry group
1.13
- Max
- 5.22
- Q3
- 2.95
- Median
- 2.08
- Q1
- 1.43
- BA
- 1.13
- Min
- 0.36
TDG
Capital Goods industry group
3.02
- Max
- 5.22
- TDG
- 3.02
- Q3
- 2.95
- Median
- 2.08
- Q1
- 1.43
- Min
- 0.36
Debt / Equity (MRQ)
Only one side’s leverage can be read here: Boeing (BA) carries debt-to-equity ratio of 7.39 against its industry range, while TransDigm (TDG) reports no figure this period.
BA
Capital Goods industry group
7.39
- BA
- 7.39
- Max
- 2.33
- Q3
- 1.12
- Median
- 0.60
- Q1
- 0.29
- Min
- 0.00
TDG
Capital Goods industry group
--
- Max
- 2.33
- Q3
- 1.12
- Median
- 0.60
- Q1
- 0.29
- Min
- 0.00
- TDG
- --
Financial Strength Metrics
| Metric | BA | TDG |
|---|---|---|
| Current Ratio (MRQ) | 1.13 | 3.02 |
| Debt / Equity (MRQ) | 7.39 | -- |
| Net Debt / EBITDA | 13.81 | 6.03 |
Dividends
Dividend Yield (TTM)
Neither Boeing (BA) nor TransDigm (TDG) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
BA
Capital Goods industry group
0.00%
- Max
- 2.66%
- Q3
- 1.14%
- Median
- 0.24%
- BA
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
TDG
Capital Goods industry group
0.00%
- Max
- 2.66%
- Q3
- 1.14%
- Median
- 0.24%
- TDG
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Neither Boeing (BA) nor TransDigm (TDG) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
BA
Capital Goods industry group
0.00%
- Max
- 67.39%
- Q3
- 28.02%
- Median
- 6.86%
- BA
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
TDG
Capital Goods industry group
0.00%
- Max
- 67.39%
- Q3
- 28.02%
- Median
- 6.86%
- TDG
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | BA | TDG |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.00% |
| Dividend Payout Ratio (TTM) | 0.00% | 0.00% |
Valuation
P/E Ratio (TTM)
Boeing (BA) at 17.89 sits in the cheaper P/E ratio quartile, while TransDigm (TDG) at 36.31 sits in the richer quartile — a clear split in what investors pay for each dollar of trailing earnings.
BA
Capital Goods industry group
17.89
- Max
- 59.38
- Q3
- 35.92
- Median
- 25.41
- Q1
- 19.47
- BA
- 17.89
- Min
- 3.03
TDG
Capital Goods industry group
36.31
- Max
- 59.38
- TDG
- 36.31
- Q3
- 35.92
- Median
- 25.41
- Q1
- 19.47
- Min
- 3.03
P/S Ratio (TTM)
Boeing (BA) at 1.45 is priced about in line with its industry on P/S ratio, while TransDigm (TDG) at 6.61 sits in the pricier quartile — TDG costs more per dollar of sales.
BA
Capital Goods industry group
1.45
- Max
- 7.54
- Q3
- 3.76
- Median
- 2.15
- BA
- 1.45
- Q1
- 1.03
- Min
- 0.03
TDG
Capital Goods industry group
6.61
- Max
- 7.54
- TDG
- 6.61
- Q3
- 3.76
- Median
- 2.15
- Q1
- 1.03
- Min
- 0.03
P/B Ratio (MRQ)
TransDigm (TDG) reports a negative P/B ratio of -6.74, meaning negative book equity — the multiple itself is not meaningful for valuation. Meanwhile Boeing (BA) reports 20.99, ranking against industry peers normally.
BA
Capital Goods industry group
20.99
- BA
- 20.99
- Max
- 9.66
- Q3
- 5.00
- Median
- 3.12
- Q1
- 1.81
- Min
- -1.08
TDG
Capital Goods industry group
-6.74
- Max
- 9.66
- Q3
- 5.00
- Median
- 3.12
- Q1
- 1.81
- Min
- -1.08
- TDG
- -6.74
Valuation Metrics
| Metric | BA | TDG |
|---|---|---|
| P/E Ratio (TTM) | 17.89 | 36.31 |
| P/S Ratio (TTM) | 1.45 | 6.61 |
| P/B Ratio (MRQ) | 20.99 | -6.74 |
| Free Cash Flow Yield (TTM) | 3.44% | 2.20% |