EMR vs. TDG: Emerson Electric vs. TransDigm Stock Comparison
How do Emerson Electric (EMR) 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
Emerson Electric (EMR) and TransDigm (TDG) both fall under the Capital Goods industry group, but EMR is classified in Electrical Equipment while TDG is classified in Aerospace & Defense.
| Profile Item | EMR | TDG |
|---|---|---|
| Name | Emerson Electric Co. | TransDigm Group Inc. |
| Country/Region | United States | United States |
| GICS Sector | Industrials | Industrials |
| GICS Industry Group | Capital Goods | Capital Goods |
| GICS Industry | Electrical Equipment | Aerospace & Defense |
| GICS Sub-Industry | Electrical Components & Equipment | Aerospace & Defense |
| Market Capitalization | 90.56 billion USD | 66.17 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | June 1, 1972 | March 15, 2006 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | EMR | TDG |
|---|---|---|
| Total Return (1Y) | 34.39% | -3.42% |
| Total Return (3Y, Annualized) | 28.46% | 14.26% |
| Total Return (5Y, Annualized) | 14.17% | 16.86% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | EMR | TDG |
|---|---|---|
| Volatility (1Y, Annualized) | 32.47% | 28.03% |
| Beta (5Y) | 1.20 | 0.94 |
| Max Drawdown (5Y) | -29.61% | -29.05% |
| Avg. Volume (3M) | 2.61M | 369.72K |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | EMR | TDG |
|---|---|---|
| Sharpe Ratio (1Y) | 0.93 | -0.27 |
| Sortino Ratio (1Y) | 1.37 | -0.38 |
Profitability
ROE (TTM)
Capital efficiency shows on one side only: Emerson Electric (EMR) earns 13.12% on shareholders’ equity, ranked against its industry; TransDigm (TDG) has no ROE this period.
EMR
Capital Goods industry group
13.12%
- Max
- 40.55%
- Q3
- 19.29%
- EMR
- 13.12%
- Median
- 12.12%
- Q1
- 4.08%
- Min
- -17.12%
TDG
Capital Goods industry group
--
- Max
- 40.55%
- Q3
- 19.29%
- Median
- 12.12%
- Q1
- 4.08%
- Min
- -17.12%
- TDG
- --
Net Margin (TTM)
For every dollar of sales, both Emerson Electric (EMR) at 14.18% and TransDigm (TDG) at 21.28% retain more as net profit than most peers, landing in the top net margin quartile of their industries.
EMR
Capital Goods industry group
14.18%
- Max
- 27.47%
- EMR
- 14.18%
- Q3
- 12.10%
- 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% shows unusually strong operating efficiency — above its industry’s operating margin range — and Emerson Electric (EMR) at 25.90% also operates in the top quartile.
EMR
Capital Goods industry group
25.90%
- Max
- 36.60%
- EMR
- 25.90%
- Q3
- 18.33%
- Median
- 11.12%
- Q1
- 5.14%
- 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 | EMR | TDG |
|---|---|---|
| ROE (TTM) | 13.12% | -- |
| ROA (TTM) | 5.98% | 11.82% |
| Net Margin (TTM) | 14.18% | 21.28% |
| Operating Margin (TTM) | 25.90% | 46.01% |
| Gross Margin (TTM) | 53.36% | 59.82% |
Growth
Revenue Growth
Only one side can be read here: TransDigm (TDG) reports revenue growth of 11.22%, ranked against its industry; Emerson Electric (EMR) has no revenue growth figure this period.
EPS Growth
Both Emerson Electric (EMR) at 18.56% and TransDigm (TDG) at 25.21% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.
Growth Metrics
| Metric | EMR | TDG |
|---|---|---|
| Revenue Growth (YoY) | -- | 11.22% |
| Revenue Growth (3Y CAGR) | -- | 17.61% |
| EPS Growth (YoY) | 18.56% | 25.21% |
| EPS Growth (3Y CAGR) | -40.62% | 33.78% |
Financial Strength
Current Ratio (MRQ)
TransDigm (TDG) at 3.02 carries current ratio above its industry’s typical mid-range, while Emerson Electric (EMR) at 0.94 runs in the tighter-liquidity quartile — different working-capital profiles, both worth examining.
EMR
Capital Goods industry group
0.94
- Max
- 5.22
- Q3
- 2.95
- Median
- 2.08
- Q1
- 1.43
- EMR
- 0.94
- 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: Emerson Electric (EMR) carries debt-to-equity ratio of 0.59 against its industry range, while TransDigm (TDG) reports no figure this period.
EMR
Capital Goods industry group
0.59
- Max
- 2.33
- Q3
- 1.12
- Median
- 0.60
- EMR
- 0.59
- 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 | EMR | TDG |
|---|---|---|
| Current Ratio (MRQ) | 0.94 | 3.02 |
| Debt / Equity (MRQ) | 0.59 | -- |
| Net Debt / EBITDA | 1.89 | 6.03 |
Dividends
Dividend Yield (TTM)
Neither Emerson Electric (EMR) nor TransDigm (TDG) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
EMR
Capital Goods industry group
0.00%
- Max
- 2.66%
- Q3
- 1.14%
- Median
- 0.24%
- EMR
- 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)
TransDigm (TDG) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Emerson Electric (EMR) reports a payout of 48.51%, ranking against industry peers normally.
EMR
Capital Goods industry group
48.51%
- Max
- 67.39%
- EMR
- 48.51%
- Q3
- 28.02%
- Median
- 6.86%
- 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 | EMR | TDG |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.00% |
| Dividend Payout Ratio (TTM) | 48.51% | 0.00% |
Valuation
P/E Ratio (TTM)
Emerson Electric (EMR) at 33.89 is near its industry’s usual P/E ratio, while TransDigm (TDG) at 36.31 sits in the richer quartile — TDG needs stronger growth or earnings quality to justify the premium.
EMR
Capital Goods industry group
33.89
- Max
- 59.38
- Q3
- 35.92
- EMR
- 33.89
- Median
- 25.41
- Q1
- 19.47
- 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)
Both Emerson Electric (EMR) at 4.77 and TransDigm (TDG) at 6.61 command a richer price per dollar of sales than most peers, sitting in the upper P/S ratio quartile of their industries.
EMR
Capital Goods industry group
4.77
- Max
- 7.54
- EMR
- 4.77
- Q3
- 3.76
- Median
- 2.15
- 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 Emerson Electric (EMR) reports 4.38, ranking against industry peers normally.
EMR
Capital Goods industry group
4.38
- Max
- 9.66
- Q3
- 5.00
- EMR
- 4.38
- 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 | EMR | TDG |
|---|---|---|
| P/E Ratio (TTM) | 33.89 | 36.31 |
| P/S Ratio (TTM) | 4.77 | 6.61 |
| P/B Ratio (MRQ) | 4.38 | -6.74 |
| Free Cash Flow Yield (TTM) | 3.85% | 2.20% |