Canadian National Railway Company (CNI) vs TransDigm Group Incorporated (TDG)
TDG leads on 9 of 16 compared metrics, though CNI is the cheaper stock.
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 June 28, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).
CNI
Canadian National Railway Company
$120.56Industrials
TDG
TransDigm Group Incorporated
$1324.56Industrials
Total return — CNI vs TDG
growth of $100 · last 20yCNI +418.8%TDG +5396.1%TDG compounded faster
Log scale — wide-divergence pair
CNI TDG
CNI vs TDG: by the numbers
- •TDG is the larger company ($74.09B vs $73.13B market cap).
- •CNI trades at the lower earnings multiple (21.88 vs 41.34 P/E).
- •CNI converts more revenue to profit (27.22% vs 21.29% net margin).
- •TDG grew revenue faster over the past five years (14.19% vs 3.41% CAGR).
- •TDG pays the higher dividend yield (6.79% vs 2.17%).
Which is better, CNI or TDG?
Metric tally: CNI 7 · TDG 9It depends on what you're optimizing for:
ValueCNI(lower P/E)
GrowthTDG(faster 5Y revenue CAGR)
IncomeTDG(higher dividend yield)
QualityTDG(higher ROIC)
Metrics side by side
Valuation
| Metric | CNI | TDG |
|---|---|---|
| P/E ratio | 21.88● | 41.34 |
| Forward P/E | 13.78● | 28.20 |
| P/S ratio | 5.88● | 8.11 |
| P/B ratio | 4.77 | — |
| PEG ratio | 2.29 | 1.63● |
| EV / EBITDA | 14.61● | 22.07 |
| FCF yield | 3.51%● | 2.40% |
Profitability
| Metric | CNI | TDG |
|---|---|---|
| Gross margin | 44.21% | 59.02%● |
| Operating margin | 37.76% | 46.51%● |
| Net margin | 27.22%● | 21.29% |
| ROE | 22.07%● | -21.41% |
| ROIC | 8.90% | 15.22%● |
Dividends
| Metric | CNI | TDG |
|---|---|---|
| Dividend yield | 2.17% | 6.79%● |
| Payout ratio | 47.56% | 280.55% |
Growth (annualized)
| Metric | CNI | TDG |
|---|---|---|
| Revenue CAGR (5Y) | 3.41% | 14.19%● |
| EPS CAGR (5Y) | 6.99% | 31.14%● |
| FCF CAGR (5Y) | 0.73% | 13.70%● |
| Total return CAGR (5Y) | 4.67% | 18.78%● |
Frequently asked
- Which is better, CNI or TDG?
- It depends on your goal. value: CNI (lower P/E); growth: TDG (faster 5Y revenue CAGR); income: TDG (higher dividend yield); quality: TDG (higher ROIC). Across all compared metrics, TDG leads 9 to 7.
- Is CNI or TDG cheaper?
- On trailing earnings, CNI is cheaper: CNI trades at a 21.88 P/E and TDG at 41.34.
- Which has grown faster, CNI or TDG?
- Over the past five years, TDG grew revenue faster — CNI at a 3.41% CAGR versus TDG at 14.19%.
- Does CNI or TDG pay a bigger dividend?
- CNI yields 2.17% and TDG yields 6.79% based on trailing dividends and the latest price.
- Is CNI or TDG more profitable?
- CNI runs the higher net margin — CNI at 27.22% versus TDG at 21.29%.
- Which has been the better investment, CNI or TDG?
- Over the past 10-year, TDG delivered the higher annualized total return — CNI at 9.87% versus TDG at 23.40%. 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 June 28, 2026.