MAS vs. TDG: Masco vs. TransDigm Stock Comparison
How do Masco (MAS) 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
Masco (MAS) and TransDigm (TDG) both fall under the Capital Goods industry group, but MAS is classified in Building Products while TDG is classified in Aerospace & Defense.
| Profile Item | MAS | TDG |
|---|---|---|
| Name | Masco Corporation | TransDigm Group Inc. |
| Country/Region | United States | United States |
| GICS Sector | Industrials | Industrials |
| GICS Industry Group | Capital Goods | Capital Goods |
| GICS Industry | Building Products | Aerospace & Defense |
| GICS Sub-Industry | Building Products | Aerospace & Defense |
| Market Capitalization | 15.85 billion USD | 66.17 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | March 17, 1980 | March 15, 2006 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | MAS | TDG |
|---|---|---|
| Total Return (1Y) | 40.92% | -3.42% |
| Total Return (3Y, Annualized) | 17.66% | 14.26% |
| Total Return (5Y, Annualized) | 7.57% | 16.86% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | MAS | TDG |
|---|---|---|
| Volatility (1Y, Annualized) | 36.68% | 28.03% |
| Beta (5Y) | 1.19 | 0.94 |
| Max Drawdown (5Y) | -37.95% | -29.05% |
| Avg. Volume (3M) | 2.20M | 369.72K |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | MAS | TDG |
|---|---|---|
| Sharpe Ratio (1Y) | 1.00 | -0.27 |
| Sortino Ratio (1Y) | 1.60 | -0.38 |
Profitability
ROE (TTM)
Neither Masco (MAS) nor TransDigm (TDG) reports a ROE value for this period, so a direct comparison isn’t possible.
MAS
Capital Goods industry group
--
- Max
- 40.55%
- Q3
- 19.29%
- Median
- 12.12%
- Q1
- 4.08%
- Min
- -17.12%
- MAS
- --
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 Masco (MAS) at 12.08%, which keeps about the industry-typical share.
MAS
Capital Goods industry group
12.08%
- Max
- 27.47%
- Q3
- 12.10%
- MAS
- 12.08%
- 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% turns sales into operating profit above its industry’s benchmark range, while Masco (MAS) at 17.24% operates around its industry’s norm.
MAS
Capital Goods industry group
17.24%
- Max
- 36.60%
- Q3
- 18.33%
- MAS
- 17.24%
- 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 | MAS | TDG |
|---|---|---|
| ROE (TTM) | -- | -- |
| ROA (TTM) | 15.25% | 11.82% |
| Net Margin (TTM) | 12.08% | 21.28% |
| Operating Margin (TTM) | 17.24% | 46.01% |
| Gross Margin (TTM) | 36.61% | 59.82% |
Growth
Revenue Growth
TransDigm (TDG) at 11.22% is around its peer norm for revenue growth, while Masco (MAS) at -3.40% drops into the bottom quartile, signaling weaker demand or pricing momentum.
EPS Growth
Both Masco (MAS) at 2.66% 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 | MAS | TDG |
|---|---|---|
| Revenue Growth (YoY) | -3.40% | 11.22% |
| Revenue Growth (3Y CAGR) | -4.49% | 17.61% |
| EPS Growth (YoY) | 2.66% | 25.21% |
| EPS Growth (3Y CAGR) | 2.07% | 33.78% |
Financial Strength
Current Ratio (MRQ)
Masco (MAS) at 1.83 keeps current ratio within its industry’s typical mid-range, while TransDigm (TDG) at 3.02 sits above its industry’s typical mid-range — comfortable liquidity, though possibly with more idle current assets relative to peers.
MAS
Capital Goods industry group
1.83
- Max
- 5.22
- Q3
- 2.95
- Median
- 2.08
- MAS
- 1.83
- Q1
- 1.43
- 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)
Neither Masco (MAS) nor TransDigm (TDG) reports a debt-to-equity ratio value for this period, so a direct comparison isn’t possible.
MAS
Capital Goods industry group
--
- Max
- 2.33
- Q3
- 1.12
- Median
- 0.60
- Q1
- 0.29
- Min
- 0.00
- MAS
- --
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 | MAS | TDG |
|---|---|---|
| Current Ratio (MRQ) | 1.83 | 3.02 |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | 1.98 | 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 Masco (MAS) reports a yield of 1.52%, ranking against industry peers normally.
MAS
Capital Goods industry group
1.52%
- Max
- 2.66%
- MAS
- 1.52%
- Q3
- 1.14%
- 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%
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 Masco (MAS) reports a payout of 27.55%, ranking against industry peers normally.
MAS
Capital Goods industry group
27.55%
- Max
- 67.39%
- Q3
- 28.02%
- MAS
- 27.55%
- 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 | MAS | TDG |
|---|---|---|
| Dividend Yield (TTM) | 1.52% | 0.00% |
| Dividend Payout Ratio (TTM) | 27.55% | 0.00% |
Valuation
P/E Ratio (TTM)
Masco (MAS) at 17.84 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.
MAS
Capital Goods industry group
17.84
- Max
- 59.38
- Q3
- 35.92
- Median
- 25.41
- Q1
- 19.47
- MAS
- 17.84
- 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)
Masco (MAS) at 2.07 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.
MAS
Capital Goods industry group
2.07
- Max
- 7.54
- Q3
- 3.76
- Median
- 2.15
- MAS
- 2.07
- 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)
Both Masco (MAS) at -35.38 and TransDigm (TDG) at -6.74 report negative P/B ratio values, meaning both companies have negative book equity — neither multiple is meaningful for valuation.
MAS
Capital Goods industry group
-35.38
- Max
- 9.66
- Q3
- 5.00
- Median
- 3.12
- Q1
- 1.81
- Min
- -1.08
- MAS
- -35.38
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 | MAS | TDG |
|---|---|---|
| P/E Ratio (TTM) | 17.84 | 36.31 |
| P/S Ratio (TTM) | 2.07 | 6.61 |
| P/B Ratio (MRQ) | -35.38 | -6.74 |
| Free Cash Flow Yield (TTM) | 5.15% | 2.20% |