MLI vs. TDG: Mueller Industries vs. TransDigm Stock Comparison

November 11, 2026

How do Mueller Industries (MLI) 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

Mueller Industries (MLI) and TransDigm (TDG) both fall under the Capital Goods industry group, but MLI is classified in Machinery while TDG is classified in Aerospace & Defense.

Company profile comparison for Mueller Industries (MLI) and TransDigm (TDG)
Profile Item	MLI	TDG
Name	Mueller Industries, Inc.	TransDigm Group Inc.
Country/Region	United States	United States
GICS Sector	Industrials	Industrials
GICS Industry Group	Capital Goods	Capital Goods
GICS Industry	Machinery	Aerospace & Defense
GICS Sub-Industry	Industrial Machinery & Supplies & Components	Aerospace & Defense
Market Capitalization	11.54 billion USD	66.17 billion USD
Currency	USD	USD
Exchange	NYSE	NYSE
Listing Date	February 25, 1991	March 15, 2006
Security Type	Common Stock	Common Stock

Price Performance

Cumulative Growth

MLI

TDG

GSPC

Mueller Industries (MLI) 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 Mueller Industries (MLI) and TransDigm (TDG). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Mueller Industries (MLI) and TransDigm (TDG). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Mueller Industries (MLI) and TransDigm (TDG)
Metric	MLI	TDG
Total Return (1Y)	3.68%	-3.42%
Total Return (3Y, Annualized)	44.56%	14.26%
Total Return (5Y, Annualized)	32.39%	16.86%

Risk Profile

Drawdown History

MLI

TDG

GSPC

Mueller Industries (MLI) 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 Mueller Industries (MLI) and TransDigm (TDG). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Mueller Industries (MLI) and TransDigm (TDG)
Metric	MLI	TDG
Volatility (1Y, Annualized)	34.44%	28.03%
Beta (5Y)	1.01	0.94
Max Drawdown (5Y)	-27.79%	-29.05%
Avg. Volume (3M)	1.61M	369.72K

Risk-Adjusted Performance

Risk-Return Positioning

MLI 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 Mueller Industries (MLI) and TransDigm (TDG)
Metric	MLI	TDG
Sharpe Ratio (1Y)	-0.02	-0.27
Sortino Ratio (1Y)	-0.02	-0.38

Profitability

ROE (TTM)

Capital efficiency shows on one side only: Mueller Industries (MLI) earns 26.26% on shareholders’ equity, ranked against its industry; TransDigm (TDG) has no ROE this period.

MLI

Capital Goods industry group

26.26%

Max: 40.55%
MLI: 26.26%
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: --

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

Net Margin (TTM)

For every dollar of sales, both Mueller Industries (MLI) at 17.27% and TransDigm (TDG) at 21.28% retain more as net profit than most peers, landing in the top net margin quartile of their industries.

MLI

Capital Goods industry group

17.27%

Max: 27.47%
MLI: 17.27%
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%

Mueller Industries (MLI) vs. TransDigm (TDG): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

TransDigm (TDG) at 46.01% shows unusually strong operating efficiency — above its industry’s operating margin range — and Mueller Industries (MLI) at 19.53% also operates in the top quartile.

MLI

Capital Goods industry group

19.53%

Max: 36.60%
MLI: 19.53%
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%

Mueller Industries (MLI) vs. TransDigm (TDG): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for Mueller Industries (MLI) and TransDigm (TDG)
Metric	MLI	TDG
ROE (TTM)	26.26%	--
ROA (TTM)	16.23%	11.82%
Net Margin (TTM)	17.27%	21.28%
Operating Margin (TTM)	19.53%	46.01%
Gross Margin (TTM)	27.25%	59.82%

Growth

Revenue Growth

Both Mueller Industries (MLI) at 10.87% 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.

Mueller Industries (MLI) vs. TransDigm (TDG): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both Mueller Industries (MLI) at 29.19% 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.

Mueller Industries (MLI) vs. TransDigm (TDG): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Mueller Industries (MLI) and TransDigm (TDG)
Metric	MLI	TDG
Revenue Growth (YoY)	10.87%	11.22%
Revenue Growth (3Y CAGR)	1.62%	17.61%
EPS Growth (YoY)	29.19%	25.21%
EPS Growth (3Y CAGR)	5.63%	33.78%

Financial Strength

Current Ratio (MRQ)

Both Mueller Industries (MLI) at 4.39 and TransDigm (TDG) at 3.02 post current ratio above their industries’ typical mid-ranges — short-term liquidity appears comfortable, though unusually high readings can point to idle current assets.

MLI

Capital Goods industry group

4.39

Max: 5.22
MLI: 4.39
Q3: 2.95
Median: 2.08
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

Mueller Industries (MLI) 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: Mueller Industries (MLI) carries debt-to-equity ratio of 0.01 against its industry range, while TransDigm (TDG) reports no figure this period.

MLI

Capital Goods industry group

0.01

Max: 2.33
Q3: 1.12
Median: 0.60
Q1: 0.29
MLI: 0.01
Min: 0.00

TDG

Capital Goods industry group

Max: 2.33
Q3: 1.12
Median: 0.60
Q1: 0.29
Min: 0.00
TDG: --

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

Financial Strength Metrics

Financial strength metrics for Mueller Industries (MLI) and TransDigm (TDG)
Metric	MLI	TDG
Current Ratio (MRQ)	4.39	3.02
Debt / Equity (MRQ)	0.01	--
Net Debt / EBITDA	-1.31	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 Mueller Industries (MLI) reports a yield of 1.24%, ranking against industry peers normally.

MLI

Capital Goods industry group

1.24%

Max: 2.66%
MLI: 1.24%
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%

Mueller Industries (MLI) 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 Mueller Industries (MLI) reports a payout of 16.67%, ranking against industry peers normally.

MLI

Capital Goods industry group

16.67%

Max: 67.39%
Q3: 28.02%
MLI: 16.67%
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%

Mueller Industries (MLI) vs. TransDigm (TDG): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for Mueller Industries (MLI) and TransDigm (TDG)
Metric	MLI	TDG
Dividend Yield (TTM)	1.24%	0.00%
Dividend Payout Ratio (TTM)	16.67%	0.00%

Valuation

P/E Ratio (TTM)

Mueller Industries (MLI) at 13.58 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.

MLI

Capital Goods industry group

13.58

Max: 59.38
Q3: 35.92
Median: 25.41
Q1: 19.47
MLI: 13.58
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

Mueller Industries (MLI) vs. TransDigm (TDG): A comparison of their P/E ratio against the Capital Goods industry group benchmark.

P/S Ratio (TTM)

Mueller Industries (MLI) at 2.31 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.

MLI

Capital Goods industry group

2.31

Max: 7.54
Q3: 3.76
MLI: 2.31
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

Mueller Industries (MLI) 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 Mueller Industries (MLI) reports 0.33, ranking against industry peers normally.

MLI

Capital Goods industry group

0.33

Max: 9.66
Q3: 5.00
Median: 3.12
Q1: 1.81
MLI: 0.33
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

Mueller Industries (MLI) vs. TransDigm (TDG): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for Mueller Industries (MLI) and TransDigm (TDG)
Metric	MLI	TDG
P/E Ratio (TTM)	13.58	36.31
P/S Ratio (TTM)	2.31	6.61
P/B Ratio (MRQ)	0.33	-6.74
Free Cash Flow Yield (TTM)	4.65%	2.20%