Conagra Brands, Inc. (CAG) vs TransDigm Group Incorporated (TDG)

A side-by-side comparison of Conagra Brands, Inc. and TransDigm Group Incorporated across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of September 13, 2026. Differences are shown without an overall score or investment verdict.

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Different business models: CAG is classified in Consumer Defensive; TDG is classified in Industrials. Margin, capital intensity, and valuation differences should be interpreted in that sector context.

Total return — CAG vs TDG

growth of $100 · dividends reinvested · last 10y
CAG -39.3% (-4.9%/yr)TDG +544.5% (+20.5%/yr)TDG compounded faster over this window
Log scale — wide-divergence pair
101001kStart $10020182020202220242026$61$645
CAG TDG

CAG vs TDG: by the numbers

  • •TDG is the larger company ($62.43B vs $6.85B market cap).
  • •TDG is profitable (21.28% net margin) while CAG runs a net loss (-16.99%).
  • •TDG grew revenue faster over the past five years (16.52% vs -0.55% CAGR).
  • •CAG pays the higher dividend yield (8.38% vs 7.89%).

Metrics side by side

Valuation

MetricCAGTDG
P/E ratioN/A33.87
Forward P/E9.8927.18
P/S ratio0.616.24
P/B ratio1.08N/A
EV / EBITDAN/A18.74
FCF yield14.28%3.09%

Profitability

MetricCAGTDG
Gross margin23.92%59.57%
Operating margin-14.43%46.19%
Net margin-16.99%21.28%
ROE-30.14%N/A
ROIC-10.93%16.02%

Dividends

MetricCAGTDG
Dividend yield8.38%7.89%
Payout ratioN/A273.06%

Growth (annualized)

MetricCAGTDG
Revenue CAGR (5Y)-0.55%16.52%
EPS CAGR (5Y)N/A31.14%
FCF CAGR (5Y)0.35%16.26%
Total return CAGR (5Y)-10.65%17.98%

Frequently asked

Which has grown faster, CAG or TDG?
Over the past five years, TDG grew revenue faster — CAG at a -0.55% CAGR versus TDG at 16.52%.
Does CAG or TDG pay a bigger dividend?
CAG yields 8.38% and TDG yields 7.89% based on trailing dividends and the latest price.
Is CAG or TDG more profitable?
TDG runs the higher net margin — CAG at -16.99% versus TDG at 21.28%.
How have CAG and TDG total returns compared?
Over the past 10 years, CAG delivered -4.33% and TDG delivered 20.41% annualized total return. Past performance doesn't predict future results.

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified September 13, 2026.