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 August 13, 2026. Differences are shown without an overall score or investment verdict.
TDG
TransDigm Group Incorporated
$1,243.18IndustrialsDelayed quote: Aug 13, 2026, 3:00 PM EDT
URI
United Rentals, Inc.
$1,125.95IndustrialsDelayed quote: Aug 13, 2026, 3:00 PM EDT
Total return — TDG vs URI
growth of $100 · dividends reinvested · last 10yTDG +595.5% (+21.4%/yr)URI +1376.4% (+30.9%/yr)URI compounded faster over this window
TDG URI
TDG vs URI: by the numbers
- •URI is the larger company ($70.08B vs $69.54B market cap).
- •URI trades at the lower trailing earnings multiple (27.34 vs 37.48 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 (7.28% vs 0.67%).
Metrics side by side
Valuation
| Metric | TDG | URI |
|---|---|---|
| P/E ratio | 37.48 | 27.34 |
| Forward P/E | 30.29 | 22.99 |
| P/S ratio | 7.15 | 4.27 |
| P/B ratio | N/A | 7.79 |
| EV / EBITDA | 20.57 | 13.00 |
| FCF yield | 2.69% | 0.88% |
Profitability
| Metric | TDG | URI |
|---|---|---|
| Gross margin | 59.57% | 37.07% |
| Operating margin | 46.19% | 24.79% |
| Net margin | 21.28% | 15.67% |
| ROE | -21.41% | 28.60% |
| ROIC | 15.22% | 10.75% |
Dividends
| Metric | TDG | URI |
|---|---|---|
| Dividend yield | 7.28% | 0.67% |
| Payout ratio | 280.55% | 19.43% |
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) | 19.32% | 26.56% |
Frequently asked
- Which has the lower trailing P/E, TDG or URI?
- URI has the lower trailing P/E: TDG trades at 37.48 and URI at 27.34. 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 7.28% and URI yields 0.67% 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 21.41% and URI delivered 31.08% 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 August 13, 2026.