TransDigm Group Incorporated (TDG) vs United Rentals, Inc. (URI)
A side-by-side comparison of TransDigm Group Incorporated and United Rentals, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of September 13, 2026. Differences are shown without an overall score or investment verdict.
TDG
TransDigm Group Incorporated
$1,116.20IndustrialsDelayed quote: Sep 25, 2026, 4:00 PM EDT
URI
United Rentals, Inc.
$1,047.06IndustrialsDelayed quote: Sep 25, 2026, 4:00 PM EDT
Total return — TDG vs URI
growth of $100 · dividends reinvested · last 10yTDG +538.5% (+20.4%/yr)URI +1238.1% (+29.6%/yr)URI compounded faster over this window
TDG URI
TDG vs URI: by the numbers
- •URI is the larger company ($65.17B vs $62.43B market cap).
- •URI trades at the lower trailing earnings multiple (25.35 vs 33.87 P/E), one valuation lens rather than an overall verdict.
- •TDG converts more revenue to profit (21.28% vs 15.67% net margin).
- •TDG grew revenue faster over the past five years (16.52% vs 13.83% CAGR).
- •TDG pays the higher dividend yield (7.89% vs 0.75%).
Metrics side by side
Valuation
| Metric | TDG | URI |
|---|---|---|
| P/E ratio | 33.87 | 25.35 |
| Forward P/E | 27.18 | 21.18 |
| P/S ratio | 6.24 | 3.87 |
| P/B ratio | N/A | 7.07 |
| EV / EBITDA | 18.74 | 12.00 |
| FCF yield | 3.09% | 0.97% |
Profitability
| Metric | TDG | URI |
|---|---|---|
| Gross margin | 59.57% | 37.07% |
| Operating margin | 46.19% | 24.79% |
| Net margin | 21.28% | 15.67% |
| ROE | N/A | 28.60% |
| ROIC | 16.02% | 11.11% |
Dividends
| Metric | TDG | URI |
|---|---|---|
| Dividend yield | 7.89% | 0.75% |
| Payout ratio | 273.06% | 18.64% |
Growth (annualized)
| Metric | TDG | URI |
|---|---|---|
| Revenue CAGR (5Y) | 16.52% | 13.83% |
| EPS CAGR (5Y) | 31.14% | 25.88% |
| FCF CAGR (5Y) | 16.26% | -11.55% |
| Total return CAGR (5Y) | 17.98% | 25.59% |
Frequently asked
- Which has the lower trailing P/E, TDG or URI?
- URI has the lower trailing P/E: TDG trades at 33.87 and URI at 25.35. P/E is one valuation measure and does not by itself establish which business is cheaper.
- Which has grown faster, TDG or URI?
- Over the past five years, TDG grew revenue faster — TDG at a 16.52% CAGR versus URI at 13.83%.
- Does TDG or URI pay a bigger dividend?
- TDG yields 7.89% and URI yields 0.75% based on trailing dividends and the latest price.
- Is TDG or URI more profitable?
- TDG runs the higher net margin — TDG at 21.28% versus URI at 15.67%.
- How have TDG and URI total returns compared?
- Over the past 10 years, TDG delivered 20.41% and URI delivered 29.94% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
TransDigm P/E ratioUnited Rentals P/E ratioTransDigm dividend yieldUnited Rentals dividend yieldTransDigm ROEUnited Rentals ROETransDigm operating marginUnited Rentals operating marginTransDigm revenue growthUnited Rentals revenue growthTransDigm free cash flowUnited Rentals free cash flow
TransDigm & United Rentals 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 September 13, 2026.