Canadian National Railway Company (CNI) vs TransDigm Group Incorporated (TDG)

A side-by-side comparison of Canadian National Railway Company and TransDigm Group Incorporated across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of August 12, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnCNI vs TDG

growth of $100 · dividends reinvested · last 10y
CNI +144.4% (+9.3%/yr)TDG +588.8% (+21.3%/yr)TDG compounded faster over this window
200400600800Start $10020182020202220242026$244$689
CNI TDG

CNI vs TDG: by the numbers

  • CNI is the larger company ($76.33B vs $69.98B market cap).
  • CNI trades at the lower trailing earnings multiple (22.60 vs 37.12 P/E), one valuation lens rather than an overall verdict.
  • CNI converts more revenue to profit (26.92% vs 21.28% net margin).
  • TDG grew revenue faster over the past five years (16.52% vs 2.73% CAGR).
  • TDG pays the higher dividend yield (7.36% vs 2.07%).

Metrics side by side

Valuation

MetricCNITDG
P/E ratio22.6037.12
Forward P/E15.3730.00
P/S ratio6.027.08
P/B ratio4.97N/A
EV / EBITDA14.9920.43
FCF yield3.32%2.60%

Profitability

MetricCNITDG
Gross margin44.43%59.57%
Operating margin37.54%46.19%
Net margin26.92%21.28%
ROE22.25%-21.41%
ROIC8.90%15.22%

Dividends

MetricCNITDG
Dividend yield2.07%7.36%
Payout ratio47.41%280.55%

Growth (annualized)

MetricCNITDG
Revenue CAGR (5Y)2.73%16.52%
EPS CAGR (5Y)6.99%31.14%
FCF CAGR (5Y)-0.98%13.70%
Total return CAGR (5Y)5.35%18.83%

Frequently asked

Which has the lower trailing P/E, CNI or TDG?
CNI has the lower trailing P/E: CNI trades at 22.60 and TDG at 37.12. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, CNI or TDG?
Over the past five years, TDG grew revenue faster — CNI at a 2.73% CAGR versus TDG at 16.52%.
Does CNI or TDG pay a bigger dividend?
CNI yields 2.07% and TDG yields 7.36% based on trailing dividends and the latest price.
Is CNI or TDG more profitable?
CNI runs the higher net margin — CNI at 26.92% versus TDG at 21.28%.
How have CNI and TDG total returns compared?
Over the past 10 years, CNI delivered 9.19% and TDG delivered 21.10% 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 August 12, 2026.