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.
CNI
Canadian National Railway Company
$126.19IndustrialsDelayed quote: Aug 12, 2026, 11:30 AM EDT
TDG
TransDigm Group Incorporated
$1,251.15IndustrialsDelayed quote: Aug 12, 2026, 11:29 AM EDT
Total return — CNI vs TDG
growth of $100 · dividends reinvested · last 10yCNI +144.4% (+9.3%/yr)TDG +588.8% (+21.3%/yr)TDG compounded faster over this window
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
| Metric | CNI | TDG |
|---|---|---|
| P/E ratio | 22.60 | 37.12 |
| Forward P/E | 15.37 | 30.00 |
| P/S ratio | 6.02 | 7.08 |
| P/B ratio | 4.97 | N/A |
| EV / EBITDA | 14.99 | 20.43 |
| FCF yield | 3.32% | 2.60% |
Profitability
| Metric | CNI | TDG |
|---|---|---|
| Gross margin | 44.43% | 59.57% |
| Operating margin | 37.54% | 46.19% |
| Net margin | 26.92% | 21.28% |
| ROE | 22.25% | -21.41% |
| ROIC | 8.90% | 15.22% |
Dividends
| Metric | CNI | TDG |
|---|---|---|
| Dividend yield | 2.07% | 7.36% |
| Payout ratio | 47.41% | 280.55% |
Growth (annualized)
| Metric | CNI | TDG |
|---|---|---|
| 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.
Go deeper
Dig into the metrics
Canadian National Railway P/E ratioTransDigm P/E ratioCanadian National Railway dividend yieldTransDigm dividend yieldCanadian National Railway ROETransDigm ROECanadian National Railway operating marginTransDigm operating marginCanadian National Railway revenue growthTransDigm revenue growthCanadian National Railway free cash flowTransDigm free cash flow
Canadian National Railway & TransDigm appear in these rankings
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.