Verdict: Side-by-side breakdown using the Bull Rankings model. TDG scored 74.9, HEI-A scored 72.9 — TDG leads.
Compare another set
TDG
TransDigm Group Incorporated
Aerospace & Defense · Quality-Growth
74.9
$1,107.99 · $61.2B
fundamentals as of
Score gap
2.0
TDG leads
HEI-A
HEICO Corporation
Aerospace & Defense · Quality-Growth
72.9
$223.05 · $31.2B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
CheapestTDG33.6x
Fastest growthTDG+16.6%
Highest qualityHEI-A83 / 100
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
TDG
stronger →← stronger
HEI-A
82
Qualityreturns · margins · balance sheet
83
83
Growthrevenue & earnings expansion
85
62
Valuevaluation vs sector peers
55
HEI-A is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
TDG
HEI-A
$1.9bC+
FCF
$1.0bC+
+16.6%B+
Rev
+16.3%B+
Negative equity
D/E
0.45B+
33.6xC+
P/E
37.2xC
3.05D
PEG
1.52C+
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
TDG
HEI-A
54% above
Price vs fair valuelower is cheaper
60% above
~22%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~24%/yr
-45%
1-yr DCF upside
-48%
-35%
5-yr DCF upside
-37%
-17%
10-yr DCF upside
-19%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
TDG
Why this score
Durable high returns
HEI-A
Why this score
Durable high returns
The companies
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.
HEI-AHEICO Corporation
Aerospace & Defense · $223.05 · beta 1.09
Why now
Aerospace & Defense · market cap $31.2b. Down 20% from 52-week high of $279.66 — deep drawdown territory. Revenue growing +16%, comfortably above the S&P median.
Moat
Net margin 16% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 18% is above 15% — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 122% of net income — earnings translate cleanly into cash.
Risk
Trailing P/E 37x 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 TDG and HEI-A diverge
On the headline score the gap is 2.0 points in favor of TDG. The widest single difference is Value, where TDG leads by 7.0 points.
ValueTDG 61.8 · HEI-A 54.8TDG +7.0
GrowthTDG 82.9 · HEI-A 85.3level
QualityTDG 82.0 · HEI-A 82.7level
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 HEI-A the better stock?
TDG scores higher: TDG 74.9, HEI-A 72.9 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 HEI-A differ most?
The widest gap is value, where TDG leads by 7 points on the 0–100 pillar scale. The other two pillars are close enough to call level, so this is the one place they genuinely separate.
How are TDG and HEI-A 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.