TDGTransDigm Group

Industrials

$1,105.50-12% 1Y

$1,105.50

$1.1K52 weeks$1.4K

Is the price fair?

Fair

Neither cheap nor expensive: nothing decisive, though modest expectations priced in.

1 good, 2 neutral

What the price assumes~+12% a year

Priced for ~12% a year FCF growth. The price demands less than its three-year revenue growth of 17% a year, expectations look modest.

Vs its own P/E rangemid-range for this companyderived

In its normal range: P/E 33.5 vs a 36.4 median over 41 quarters (−8% vs median).

Vs sector (EV/EBIT)19.8×

Sector median 21.2× across 246 covered peers. EV/EBIT counts debt as part of the price, so a cash-rich and a borrowed company can be compared on the same footing.

Unless marked, from derived, as of Jun 27, 2026.

Against the whole market›

Percentile against every name Ryufin tracks. Higher is better; the tick marks the middle of the market. Context, not one of the checks above.

P/E (valuation)behind 74% of the market

FCF yieldbehind 73% of the market

Where this answer is blind. The growth-implied estimate assumes a fixed discount rate; capital-heavy sectors look structurally rich on it.

What TDG's price assumes

TransDigm Group trades at 33.5× earnings against 33.5× for the median Aerospace & Defense name, cheaper than its own group.

33.5

Trailing P/E · Aerospace & Defense median 33.5 · cheaper than the typical name in its group

Price / sales: 6.11
Price / sales · today's price, trailing year to Jun 27, 2026
Free cash flow yield: 3.1%
Free cash flow yield · Aerospace & Defense median 3.1%
Growth the price implies: +12%
Growth the price implies · The price pays for +12% free cash flow growth a year for a decade; the business has delivered +22% a year over the last three.

Details›

EV / EBITtoday's price, trailing year to Jun 27, 2026: 19.8
EV / salestoday's price, trailing year to Jun 27, 2026: 9.10
Industrials median P/E434 names: 26.2
Aerospace & Defense median P/E59 names: 33.5
Free cash flow, trailing twelve months: $1.93B
Market capitalisation55.3 million shares, counted Jul 31, 2026: $61.1B
3-year revenue growth: +17%
3-year free cash flow growth: +22%

What the market has paid for these earnings: 41 quarters of its own multiple × $32.98 of trailing earnings per share
Method	Per share
Its own P/E history, lower quartile	$671.42
Its own P/E history, median	$1,201.78
Its own P/E history, upper quartile	$1,388.38
52-week range	$1,076.22 – $1,450.00
Today	$1,105.50

Multiples from SEC filings and end-of-day closes; implied growth from a reverse discounted cash flow. Group medians across the names Ryufin tracks.