Northrop Grumman Corporation (NOC) vs TransDigm Group Incorporated (TDG)

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

A side-by-side comparison of Northrop Grumman Corporation and TransDigm Group Incorporated across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 29, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Compare

Total return — NOC vs TDG

growth of $100 · last 20y
NOC +702.6%TDG +5396.1%TDG compounded faster
Log scale — wide-divergence pair
101001k10kStart $10020102014201820222026$803$5,496
NOC TDG

NOC vs TDG: by the numbers

  • TDG is the larger company ($74.09B vs $71.02B market cap).
  • NOC trades at the lower earnings multiple (15.65 vs 41.34 P/E).
  • TDG converts more revenue to profit (21.29% vs 10.80% net margin).
  • TDG grew revenue faster over the past five years (14.19% vs 2.56% CAGR).
  • TDG pays the higher dividend yield (6.79% vs 1.98%).

Which is better, NOC or TDG?

Metric tally: NOC 6 · TDG 10

It depends on what you're optimizing for:

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

Metrics side by side

Valuation

MetricNOCTDG
P/E ratio15.6541.34
Forward P/E16.5928.20
P/S ratio1.688.11
P/B ratio4.16
PEG ratio7.411.63
EV / EBITDA13.9022.07
FCF yield4.64%2.40%

Profitability

MetricNOCTDG
Gross margin20.52%59.02%
Operating margin11.08%46.51%
Net margin10.80%21.29%
ROE26.74%-21.41%
ROIC9.21%15.22%

Dividends

MetricNOCTDG
Dividend yield1.98%6.79%
Payout ratio33.91%280.55%

Growth (annualized)

MetricNOCTDG
Revenue CAGR (5Y)2.56%14.19%
EPS CAGR (5Y)8.84%31.14%
FCF CAGR (5Y)-3.15%13.70%
Total return CAGR (5Y)7.75%18.78%

Frequently asked

Which is better, NOC or TDG?
It depends on your goal. value: NOC (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 NOC or TDG cheaper?
On trailing earnings, NOC is cheaper: NOC trades at a 15.65 P/E and TDG at 41.34.
Which has grown faster, NOC or TDG?
Over the past five years, TDG grew revenue faster — NOC at a 2.56% CAGR versus TDG at 14.19%.
Does NOC or TDG pay a bigger dividend?
NOC yields 1.98% and TDG yields 6.79% based on trailing dividends and the latest price.
Is NOC or TDG more profitable?
TDG runs the higher net margin — NOC at 10.80% versus TDG at 21.29%.
Which has been the better investment, NOC or TDG?
Over the past 10-year, TDG delivered the higher annualized total return — NOC at 10.68% versus TDG at 23.40%. 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 29, 2026.