GEV vs. TDG: GE Vernova vs. TransDigm Stock Comparison

November 11, 2026

How do GE Vernova (GEV) 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

GE Vernova (GEV) and TransDigm (TDG) both fall under the Capital Goods industry group, but GEV is classified in Electrical Equipment while TDG is classified in Aerospace & Defense.

TransDigm (TDG) carries decades of public-market history since March 15, 2006, while GE Vernova (GEV) listed on March 27, 2024 — long-window comparisons have far more historical data on the TDG side.

Company profile comparison for GE Vernova (GEV) and TransDigm (TDG)
Profile Item	GEV	TDG
Name	GE Vernova Inc.	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	Heavy Electrical Equipment	Aerospace & Defense
Market Capitalization	204.89 billion USD	66.17 billion USD
Currency	USD	USD
Exchange	NYSE	NYSE
Listing Date	March 27, 2024	March 15, 2006
Security Type	Common Stock	Common Stock

Price Performance

Cumulative Growth

GEV

TDG

GSPC

GE Vernova (GEV) vs. TransDigm (TDG), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for GE Vernova (GEV) and TransDigm (TDG). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for GE Vernova (GEV) and TransDigm (TDG). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for GE Vernova (GEV) and TransDigm (TDG)
Metric	GEV	TDG
Total Return (1Y)	44.63%	-3.42%
Total Return (3Y, Annualized)	--	14.26%
Total Return (5Y, Annualized)	--	16.86%

Risk Profile

Drawdown History

GEV

TDG

GSPC

GE Vernova (GEV) vs. TransDigm (TDG), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for GE Vernova (GEV) and TransDigm (TDG). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for GE Vernova (GEV) and TransDigm (TDG)
Metric	GEV	TDG
Volatility (1Y, Annualized)	55.54%	28.03%
Beta (5Y)	1.12	0.94
Max Drawdown (5Y)	-38.29%	-29.05%
Avg. Volume (3M)	2.65M	369.72K

Risk-Adjusted Performance

Risk-Return Positioning

GEV and TDG are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for GE Vernova (GEV) and TransDigm (TDG)
Metric	GEV	TDG
Sharpe Ratio (1Y)	0.73	-0.27
Sortino Ratio (1Y)	1.08	-0.38

Profitability

ROE (TTM)

Capital efficiency shows on one side only: GE Vernova (GEV) earns 93.04% on shareholders’ equity, ranked against its industry; TransDigm (TDG) has no ROE this period.

GEV

Capital Goods industry group

93.04%

GEV: 93.04%
Max: 40.55%
Q3: 19.29%
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: --

GE Vernova (GEV) vs. TransDigm (TDG): TDG does not report ROE, so it has no value marker; GEV is benchmarked against the Capital Goods industry group.

Net Margin (TTM)

For every dollar of sales, both GE Vernova (GEV) at 23.54% and TransDigm (TDG) at 21.28% retain more as net profit than most peers, landing in the top net margin quartile of their industries.

GEV

Capital Goods industry group

23.54%

Max: 27.47%
GEV: 23.54%
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%

GE Vernova (GEV) vs. TransDigm (TDG): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

TransDigm (TDG) at 46.01% turns sales into operating profit above its industry’s benchmark range, while GE Vernova (GEV) at 12.77% operates around its industry’s norm.

GEV

Capital Goods industry group

12.77%

Max: 36.60%
Q3: 18.33%
GEV: 12.77%
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%

GE Vernova (GEV) vs. TransDigm (TDG): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for GE Vernova (GEV) and TransDigm (TDG)
Metric	GEV	TDG
ROE (TTM)	93.04%	--
ROA (TTM)	3.22%	11.82%
Net Margin (TTM)	23.54%	21.28%
Operating Margin (TTM)	12.77%	46.01%
Gross Margin (TTM)	21.79%	59.82%

Growth

Revenue Growth

Both GE Vernova (GEV) at 8.97% and TransDigm (TDG) at 11.22% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

GE Vernova (GEV) vs. TransDigm (TDG): A comparison of their Revenue Growth across different time periods.

EPS Growth

GE Vernova (GEV) at 217.03% clears its industry range for EPS growth, a much stronger earnings trajectory than TransDigm (TDG) at 25.21%, which is closer to a typical peer reading.

GE Vernova (GEV) vs. TransDigm (TDG): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for GE Vernova (GEV) and TransDigm (TDG)
Metric	GEV	TDG
Revenue Growth (YoY)	8.97%	11.22%
Revenue Growth (3Y CAGR)	8.68%	17.61%
EPS Growth (YoY)	217.03%	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 GE Vernova (GEV) at 0.83 runs in the tighter-liquidity quartile — different working-capital profiles, both worth examining.

GEV

Capital Goods industry group

0.83

Max: 5.22
Q3: 2.95
Median: 2.08
Q1: 1.43
GEV: 0.83
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

GE Vernova (GEV) vs. TransDigm (TDG): A comparison of their current ratio against the Capital Goods industry group benchmark.

Debt / Equity (MRQ)

Only one side’s leverage can be read here: GE Vernova (GEV) carries debt-to-equity ratio of 0.30 against its industry range, while TransDigm (TDG) reports no figure this period.

GEV

Capital Goods industry group

0.30

Max: 2.33
Q3: 1.12
Median: 0.60
GEV: 0.30
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: --

GE Vernova (GEV) vs. TransDigm (TDG): TDG does not report debt-to-equity ratio, so it has no value marker; GEV is benchmarked against the Capital Goods industry group.

Financial Strength Metrics

Financial strength metrics for GE Vernova (GEV) and TransDigm (TDG)
Metric	GEV	TDG
Current Ratio (MRQ)	0.83	3.02
Debt / Equity (MRQ)	0.30	--
Net Debt / EBITDA	-2.50	6.03

Dividends

Dividend Yield (TTM)

TransDigm (TDG) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile GE Vernova (GEV) reports a yield of 0.26%, ranking against industry peers normally.

GEV

Capital Goods industry group

0.26%

Max: 2.66%
Q3: 1.14%
GEV: 0.26%
Median: 0.24%
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%

GE Vernova (GEV) vs. TransDigm (TDG): A comparison of their dividend yield against the Capital Goods industry group benchmark.

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 GE Vernova (GEV) reports a payout of 4.59%, ranking against industry peers normally.

GEV

Capital Goods industry group

4.59%

Max: 67.39%
Q3: 28.02%
Median: 6.86%
GEV: 4.59%
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%

GE Vernova (GEV) vs. TransDigm (TDG): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for GE Vernova (GEV) and TransDigm (TDG)
Metric	GEV	TDG
Dividend Yield (TTM)	0.26%	0.00%
Dividend Payout Ratio (TTM)	4.59%	0.00%

Valuation

P/E Ratio (TTM)

GE Vernova (GEV) at 20.32 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.

GEV

Capital Goods industry group

20.32

Max: 59.38
Q3: 35.92
Median: 25.41
GEV: 20.32
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

GE Vernova (GEV) vs. TransDigm (TDG): A comparison of their P/E ratio against the Capital Goods industry group benchmark.

P/S Ratio (TTM)

Both GE Vernova (GEV) at 4.65 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.

GEV

Capital Goods industry group

4.65

Max: 7.54
GEV: 4.65
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

GE Vernova (GEV) vs. TransDigm (TDG): A comparison of their P/S ratio against the Capital Goods industry group benchmark.

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 GE Vernova (GEV) reports 18.00, ranking against industry peers normally.

GEV

Capital Goods industry group

18.00

GEV: 18.00
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

GE Vernova (GEV) vs. TransDigm (TDG): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for GE Vernova (GEV) and TransDigm (TDG)
Metric	GEV	TDG
P/E Ratio (TTM)	20.32	36.31
P/S Ratio (TTM)	4.65	6.61
P/B Ratio (MRQ)	18.00	-6.74
Free Cash Flow Yield (TTM)	10.79%	2.20%