TransDigm Group Incorporated (TDG) vs United Rentals, Inc. (URI)
TDG leads on 8 of 15 compared metrics, though URI is the cheaper stock.
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 June 29, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).
TDG
TransDigm Group Incorporated
$1324.56Industrials
URI
United Rentals, Inc.
$1121.66Industrials
Total return — TDG vs URI
growth of $100 · last 20yTDG +5396.1%URI +3210.7%TDG compounded faster
TDG URI
TDG vs URI: by the numbers
- •TDG is the larger company ($74.09B vs $70.27B market cap).
- •URI trades at the lower earnings multiple (28.72 vs 41.34 P/E).
- •TDG converts more revenue to profit (21.29% vs 15.32% net margin).
- •TDG pays the higher dividend yield (6.79% vs 0.70%).
Which is better, TDG or URI?
Metric tally: TDG 8 · URI 7It depends on what you're optimizing for:
ValueURI(lower P/E)
IncomeTDG(higher dividend yield)
QualityTDG(higher ROIC)
Metrics side by side
Valuation
| Metric | TDG | URI |
|---|---|---|
| P/E ratio | 41.34 | 28.72● |
| Forward P/E | 28.20 | 23.88● |
| P/S ratio | 8.11 | 4.36● |
| P/B ratio | — | 7.95 |
| PEG ratio | 1.63 | 1.11● |
| EV / EBITDA | 22.07 | 13.25● |
| FCF yield | 2.40%● | 0.93% |
Profitability
| Metric | TDG | URI |
|---|---|---|
| Gross margin | 59.02%● | 36.25% |
| Operating margin | 46.51%● | 24.67% |
| Net margin | 21.29%● | 15.32% |
| ROE | -21.41% | 27.95%● |
| ROIC | 15.22%● | 10.75% |
Dividends
| Metric | TDG | URI |
|---|---|---|
| Dividend yield | 6.79%● | 0.70% |
| Payout ratio | 280.55% | 20.36% |
Growth (annualized)
| Metric | TDG | URI |
|---|---|---|
| Revenue CAGR (5Y) | 14.19% | 14.10% |
| EPS CAGR (5Y) | 31.14%● | 25.88% |
| FCF CAGR (5Y) | 13.70%● | -15.74% |
| Total return CAGR (5Y) | 18.78% | 30.02%● |
Frequently asked
- Which is better, TDG or URI?
- It depends on your goal. value: URI (lower P/E); income: TDG (higher dividend yield); quality: TDG (higher ROIC). Across all compared metrics, TDG leads 8 to 7.
- Is TDG or URI cheaper?
- On trailing earnings, URI is cheaper: TDG trades at a 41.34 P/E and URI at 28.72.
- Which has grown faster, TDG or URI?
- Over the past five years, TDG grew revenue faster — TDG at a 14.19% CAGR versus URI at 14.10%.
- Does TDG or URI pay a bigger dividend?
- TDG yields 6.79% and URI yields 0.70% based on trailing dividends and the latest price.
- Is TDG or URI more profitable?
- TDG runs the higher net margin — TDG at 21.29% versus URI at 15.32%.
- Which has been the better investment, TDG or URI?
- Over the past 10-year, URI delivered the higher annualized total return — TDG at 23.40% versus URI at 33.17%. 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 June 29, 2026.