Emerson Electric Co. (EMR) vs TransDigm Group Incorporated (TDG)

TDG leads on 10 of 16 compared metrics, though EMR is the cheaper stock.

A side-by-side comparison of Emerson Electric Co. and TransDigm Group Incorporated across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 20, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Compare

Total return — EMR vs TDG

growth of $100 · last 20y
EMR +252.8%TDG +5411.7%TDG compounded faster
Log scale — wide-divergence pair
101001k10kStart $10020102014201820222026$353$5,512
EMR TDG

EMR vs TDG: by the numbers

  • EMR is the larger company ($84.38B vs $74.30B market cap).
  • EMR trades at the lower earnings multiple (34.79 vs 41.46 P/E).
  • TDG converts more revenue to profit (21.29% vs 13.35% net margin).
  • TDG grew revenue faster over the past five years (14.19% vs 1.43% CAGR).
  • TDG pays the higher dividend yield (6.78% vs 1.46%).

Which is better, EMR or TDG?

Metric tally: EMR 6 · TDG 10

It depends on what you're optimizing for:

ValueEMR(lower P/E)
GrowthTDG(faster 5Y revenue CAGR)
IncomeTDG(higher dividend yield)
QualityTDG(higher ROIC)

Metrics side by side

Valuation

MetricEMRTDG
P/E ratio34.7941.46
Forward P/E20.9728.28
P/S ratio4.638.14
P/B ratio4.18
PEG ratio1.781.47
EV / EBITDA18.8922.04
FCF yield3.67%2.39%

Profitability

MetricEMRTDG
Gross margin52.66%59.02%
Operating margin19.96%46.51%
Net margin13.35%21.29%
ROE12.04%-21.41%
ROIC7.26%15.22%

Dividends

MetricEMRTDG
Dividend yield1.46%6.78%
Payout ratio53.87%280.55%

Growth (annualized)

MetricEMRTDG
Revenue CAGR (5Y)1.43%14.19%
EPS CAGR (5Y)4.54%31.14%
FCF CAGR (5Y)-0.23%13.70%
Total return CAGR (5Y)12.55%19.52%

Frequently asked

Which is better, EMR or TDG?
It depends on your goal. value: EMR (lower P/E); growth: TDG (faster 5Y revenue CAGR); income: TDG (higher dividend yield); quality: TDG (higher ROIC). Across all compared metrics, TDG leads 10 to 6.
Is EMR or TDG cheaper?
On trailing earnings, EMR is cheaper: EMR trades at a 34.79 P/E and TDG at 41.46.
Which has grown faster, EMR or TDG?
Over the past five years, TDG grew revenue faster — EMR at a 1.43% CAGR versus TDG at 14.19%.
Does EMR or TDG pay a bigger dividend?
EMR yields 1.46% and TDG yields 6.78% based on trailing dividends and the latest price.
Is EMR or TDG more profitable?
TDG runs the higher net margin — EMR at 13.35% versus TDG at 21.29%.
Which has been the better investment, EMR or TDG?
Over the past 10-year, TDG delivered the higher annualized total return — EMR at 13.93% versus TDG at 23.35%. 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 June 20, 2026.