Verdict: Side-by-side breakdown using the Bull Rankings model. PL scored 27.4, TDG scored 74.9 — TDG leads.
Compare another set
PL
Planet Labs PBC
Aerospace & Defense · Quality-Growth
27.4
$17.18 · $6.3B
fundamentals as of
Score gap
47.5
TDG leads
TDG
TransDigm Group Incorporated
Aerospace & Defense · Quality-Growth
74.9
$1,107.99 · $61.2B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
Fastest growthPL+44.1%
Highest qualityTDG82 / 100
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
PL
stronger →← stronger
TDG
24
Qualityreturns · margins · balance sheet
82
95
Growthrevenue & earnings expansion
83
9
Valuevaluation vs sector peers
62
TDG is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
PL
TDG
$25mC-
FCF
$1.9bC+
+44.1%A
Rev
+16.6%B+
0.88C+
D/E
Negative equity
16.5xD
P/S
—
—
PEG
3.05D
—
P/E
33.6xC+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
PL
TDG
1780% above
Price vs fair valuelower is cheaper
54% above
>60%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~22%/yr
-96%
1-yr DCF upside
-45%
-95%
5-yr DCF upside
-35%
-93%
10-yr DCF upside
-17%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
PL
Why this score
Diluting shareholders
TDG
Why this score
Durable high returns
The companies
PLPlanet Labs PBC
Aerospace & Defense · $17.18 · beta 2.17
Why now
Aerospace & Defense · market cap $6.3b. Down 67% from 52-week high of $51.76 — deep drawdown territory. Revenue growing +44% — in hypergrowth territory. 11 sell-side analysts rate this a Buy with a mean 1-yr target of $31.91 (implying +86% upside).
Moat
Turnaround / out-of-favor name — GAAP-unprofitable for now, so the durability case is forward-looking: it rests on a recovery (margin normalization, a cyclical upturn or restructuring) or an un-monetized asset (IP / network effects / first-mover position) rather than on current reported results.
Risk
Currently unprofitable (margin -95.1%) — path to GAAP profitability is the core thesis risk. Down 67% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 2.17 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
TDGTransDigm Group Incorporated
Aerospace & Defense · $1,107.99 · beta 0.94
Why now
Aerospace & Defense · market cap $61.2b. Down 24% from 52-week high of $1463.03 — deep drawdown territory. Revenue growing +17%, comfortably above the S&P median. 20 sell-side analysts rate this a Buy with a mean 1-yr target of $1,448 (implying +31% upside).
Moat
Net margin 21% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. $61.2b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Trailing P/E 34x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where PL and TDG diverge
On the headline score the gap is 47.5 points in favor of TDG. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
QualityPL 24.3 · TDG 82.0TDG +57.7
ValuePL 9.0 · TDG 61.8TDG +52.8
GrowthPL 95.1 · TDG 82.9PL +12.2
Pillars run 0–100. Value is judged against each company's own sector, so a Value score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.
Common questions
Is TDG or PL the better stock?
TDG scores higher: TDG 74.9, PL 27.4 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do TDG and PL differ most?
The widest gap is quality, where TDG leads by 58 points on the 0–100 pillar scale. Neither name sweeps: they trade the lead across the three pillars, so the comparison is a trade-off rather than one being better on every measure.
How are TDG and PL scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.