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).

Compare

Total return — TDG vs URI

growth of $100 · last 20y
TDG +5396.1%URI +3210.7%TDG compounded faster
02k4k6kStart $10020102014201820222026$5,496$3,311
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 7

It depends on what you're optimizing for:

ValueURI(lower P/E)
IncomeTDG(higher dividend yield)
QualityTDG(higher ROIC)

Metrics side by side

Valuation

MetricTDGURI
P/E ratio41.3428.72
Forward P/E28.2023.88
P/S ratio8.114.36
P/B ratio7.95
PEG ratio1.631.11
EV / EBITDA22.0713.25
FCF yield2.40%0.93%

Profitability

MetricTDGURI
Gross margin59.02%36.25%
Operating margin46.51%24.67%
Net margin21.29%15.32%
ROE-21.41%27.95%
ROIC15.22%10.75%

Dividends

MetricTDGURI
Dividend yield6.79%0.70%
Payout ratio280.55%20.36%

Growth (annualized)

MetricTDGURI
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.

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.