TransDigm Group Incorporated (TDG) vs VICI Properties Inc. (VICI)
A side-by-side comparison of TransDigm Group Incorporated and VICI Properties Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of July 28, 2026. Differences are shown without an overall score or investment verdict.
Different business models: TDG is classified in Industrials; VICI is classified in Real Estate. Margin, capital intensity, and valuation differences should be interpreted in that sector context.
TDG
TransDigm Group Incorporated
$1,307.97IndustrialsDelayed quote: Jul 28, 2026, 4:00 PM EDT
VICI
VICI Properties Inc.
$27.10Real EstateDelayed quote: Jul 28, 2026, 4:02 PM EDT
Total return — TDG vs VICI
growth of $100 · dividends reinvested · last 9yTDG +550.3%VICI +127.4%TDG compounded faster
TDG VICI
TDG vs VICI: by the numbers
- •TDG is the larger company ($73.16B vs $28.97B market cap).
- •VICI trades at the lower trailing earnings multiple (9.16 vs 40.15 P/E), one valuation lens rather than an overall verdict.
- •VICI converts more revenue to profit (76.69% vs 21.29% net margin).
- •VICI grew revenue faster over the past five years (24.66% vs 14.19% CAGR).
- •TDG pays the higher dividend yield (7.00% vs 6.73%).
Metrics side by side
Valuation
| Metric | TDG | VICI |
|---|---|---|
| P/E ratio | 40.15 | 9.16 |
| Forward P/E | 32.13 | 9.08 |
| P/S ratio | 7.88 | 7.06 |
| P/B ratio | N/A | 1.01 |
| PEG ratio | 1.63 | 5.52 |
| EV / EBITDA | 21.60 | 11.46 |
| FCF yield | 2.47% | N/A |
Profitability
| Metric | TDG | VICI |
|---|---|---|
| Gross margin | 59.02% | 99.22% |
| Operating margin | 46.51% | 98.67% |
| Net margin | 21.29% | 76.69% |
| ROE | -21.41% | 11.01% |
| ROIC | 15.22% | 8.77% |
Dividends
| Metric | TDG | VICI |
|---|---|---|
| Dividend yield | 7.00% | 6.73% |
| Payout ratio | 280.55% | 68.97% |
Growth (annualized)
| Metric | TDG | VICI |
|---|---|---|
| Revenue CAGR (5Y) | 14.19% | 24.66% |
| EPS CAGR (5Y) | 31.14% | 8.20% |
| FCF CAGR (5Y) | 13.70% | N/A |
| Total return CAGR (5Y) | 18.99% | 2.02% |
Frequently asked
- Which has the lower trailing P/E, TDG or VICI?
- VICI has the lower trailing P/E: TDG trades at 40.15 and VICI at 9.16. P/E is one valuation measure and does not by itself establish which business is cheaper.
- Which has grown faster, TDG or VICI?
- Over the past five years, VICI grew revenue faster — TDG at a 14.19% CAGR versus VICI at 24.66%.
- Does TDG or VICI pay a bigger dividend?
- TDG yields 7.00% and VICI yields 6.73% based on trailing dividends and the latest price.
- Is TDG or VICI more profitable?
- VICI runs the higher net margin — TDG at 21.29% versus VICI at 76.69%.
- How have TDG and VICI total returns compared?
- Over the past 5 years, TDG delivered 22.11% and VICI delivered 2.02% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
TransDigm P/E ratioVICI Properties P/E ratioTransDigm dividend yieldVICI Properties dividend yieldTransDigm ROEVICI Properties ROETransDigm operating marginVICI Properties operating marginTransDigm revenue growthVICI Properties revenue growthTransDigm free cash flowVICI Properties free cash flow
TransDigm & VICI Properties 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 July 28, 2026.