SUNB vs. TDG: Sunbelt Rentals vs. TransDigm Stock Comparison

November 11, 2026

How do Sunbelt Rentals (SUNB) 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

Sunbelt Rentals (SUNB) and TransDigm (TDG) both fall under the Capital Goods industry group, but SUNB is classified in Trading Companies & Distributors while TDG is classified in Aerospace & Defense.

TransDigm (TDG) has been public since March 15, 2006, giving it decades of market history across multiple cycles, while Sunbelt Rentals (SUNB) listed only on March 2, 2026 and lacks comparable through-cycle data.

Company profile comparison for Sunbelt Rentals (SUNB) and TransDigm (TDG)
Profile Item	SUNB	TDG
Name	Sunbelt Rentals Holdings, Inc.	TransDigm Group Inc.
Country/Region	United States	United States
GICS Sector	Industrials	Industrials
GICS Industry Group	Capital Goods	Capital Goods
GICS Industry	Trading Companies & Distributors	Aerospace & Defense
GICS Sub-Industry	Trading Companies & Distributors	Aerospace & Defense
Market Capitalization	31.57 billion USD	66.17 billion USD
Currency	USD	USD
Exchange	NYSE	NYSE
Listing Date	March 2, 2026	March 15, 2006
Security Type	Common Stock	Common Stock

Price Performance

Cumulative Growth

SUNB

TDG

GSPC

Sunbelt Rentals (SUNB) 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

Loading price history…

Trailing total returns for Sunbelt Rentals (SUNB) and TransDigm (TDG). Returns over one year are annualized.

Calendar-Year Returns

Loading price history…

Calendar-year total returns for Sunbelt Rentals (SUNB) and TransDigm (TDG). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Sunbelt Rentals (SUNB) and TransDigm (TDG)
Metric	SUNB	TDG
Total Return (1Y)	--	-3.42%
Total Return (3Y, Annualized)	--	14.26%
Total Return (5Y, Annualized)	--	16.86%

Risk Profile

Drawdown History

SUNB

TDG

GSPC

Sunbelt Rentals (SUNB) 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

Loading price history…

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

Risk Metrics

Risk profile metrics for Sunbelt Rentals (SUNB) and TransDigm (TDG)
Metric	SUNB	TDG
Volatility (1Y, Annualized)	45.72%	28.03%
Beta (5Y)	1.10	0.94
Max Drawdown (5Y)	-22.53%	-29.05%
Avg. Volume (3M)	4.96M	369.72K

Risk-Adjusted Performance

Risk-Return Positioning

Both SUNB and TDG need 1-year volatility and 1-year return to plot risk-return positioning.

Risk-Adjusted Metrics

Risk-adjusted metrics for Sunbelt Rentals (SUNB) and TransDigm (TDG)
Metric	SUNB	TDG
Sharpe Ratio (1Y)	--	-0.27
Sortino Ratio (1Y)	--	-0.38

Profitability

ROE (TTM)

Capital efficiency shows on one side only: Sunbelt Rentals (SUNB) earns 18.37% on shareholders’ equity, ranked against its industry; TransDigm (TDG) has no ROE this period.

SUNB

Capital Goods industry group

18.37%

Max: 40.55%
Q3: 19.29%
SUNB: 18.37%
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: --

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

Net Margin (TTM)

For every dollar of sales, both Sunbelt Rentals (SUNB) at 12.12% and TransDigm (TDG) at 21.28% retain more as net profit than most peers, landing in the top net margin quartile of their industries.

SUNB

Capital Goods industry group

12.12%

Max: 27.47%
SUNB: 12.12%
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%

Sunbelt Rentals (SUNB) 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 Sunbelt Rentals (SUNB) at 22.38% also operates in the top quartile.

SUNB

Capital Goods industry group

22.38%

Max: 36.60%
SUNB: 22.38%
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%

Sunbelt Rentals (SUNB) vs. TransDigm (TDG): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for Sunbelt Rentals (SUNB) and TransDigm (TDG)
Metric	SUNB	TDG
ROE (TTM)	18.37%	--
ROA (TTM)	6.71%	11.82%
Net Margin (TTM)	12.12%	21.28%
Operating Margin (TTM)	22.38%	46.01%
Gross Margin (TTM)	38.78%	59.82%

Growth

Revenue Growth

Both Sunbelt Rentals (SUNB) at 3.36% 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.

Sunbelt Rentals (SUNB) vs. TransDigm (TDG): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both Sunbelt Rentals (SUNB) at -8.91% 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.

Sunbelt Rentals (SUNB) vs. TransDigm (TDG): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Sunbelt Rentals (SUNB) and TransDigm (TDG)
Metric	SUNB	TDG
Revenue Growth (YoY)	3.36%	11.22%
Revenue Growth (3Y CAGR)	4.88%	17.61%
EPS Growth (YoY)	-8.91%	25.21%
EPS Growth (3Y CAGR)	-4.89%	33.78%

Financial Strength

Current Ratio (MRQ)

TransDigm (TDG) at 3.02 carries current ratio above its industry’s typical mid-range, while Sunbelt Rentals (SUNB) at 0.95 runs in the tighter-liquidity quartile — different working-capital profiles, both worth examining.

SUNB

Capital Goods industry group

0.95

Max: 5.22
Q3: 2.95
Median: 2.08
Q1: 1.43
SUNB: 0.95
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

Sunbelt Rentals (SUNB) 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: Sunbelt Rentals (SUNB) carries debt-to-equity ratio of 1.53 against its industry range, while TransDigm (TDG) reports no figure this period.

SUNB

Capital Goods industry group

1.53

Max: 2.33
SUNB: 1.53
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: --

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

Financial Strength Metrics

Financial strength metrics for Sunbelt Rentals (SUNB) and TransDigm (TDG)
Metric	SUNB	TDG
Current Ratio (MRQ)	0.95	3.02
Debt / Equity (MRQ)	1.53	--
Net Debt / EBITDA	3.93	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 Sunbelt Rentals (SUNB) reports a yield of 1.87%, ranking against industry peers normally.

SUNB

Capital Goods industry group

1.87%

Max: 2.66%
SUNB: 1.87%
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%

Sunbelt Rentals (SUNB) 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 Sunbelt Rentals (SUNB) reports a payout of 22.63%, ranking against industry peers normally.

SUNB

Capital Goods industry group

22.63%

Max: 67.39%
Q3: 28.02%
SUNB: 22.63%
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%

Sunbelt Rentals (SUNB) vs. TransDigm (TDG): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for Sunbelt Rentals (SUNB) and TransDigm (TDG)
Metric	SUNB	TDG
Dividend Yield (TTM)	1.87%	0.00%
Dividend Payout Ratio (TTM)	22.63%	0.00%

Valuation

P/E Ratio (TTM)

Sunbelt Rentals (SUNB) at 23.28 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.

SUNB

Capital Goods industry group

23.28

Max: 59.38
Q3: 35.92
Median: 25.41
SUNB: 23.28
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

Sunbelt Rentals (SUNB) vs. TransDigm (TDG): A comparison of their P/E ratio against the Capital Goods industry group benchmark.

P/S Ratio (TTM)

Sunbelt Rentals (SUNB) at 2.75 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.

SUNB

Capital Goods industry group

2.75

Max: 7.54
Q3: 3.76
SUNB: 2.75
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

Sunbelt Rentals (SUNB) 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 Sunbelt Rentals (SUNB) reports 4.24, ranking against industry peers normally.

SUNB

Capital Goods industry group

4.24

Max: 9.66
Q3: 5.00
SUNB: 4.24
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

Sunbelt Rentals (SUNB) vs. TransDigm (TDG): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for Sunbelt Rentals (SUNB) and TransDigm (TDG)
Metric	SUNB	TDG
P/E Ratio (TTM)	23.28	36.31
P/S Ratio (TTM)	2.75	6.61
P/B Ratio (MRQ)	4.24	-6.74
Free Cash Flow Yield (TTM)	5.47%	2.20%