Verdict: Side-by-side breakdown using the Bull Rankings model. TDG scored 74.9, HONA scored 72.0 — 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
2.9
TDG leads
HONA
Honeywell Aerospace Inc.
Aerospace & Defense · Quality-Growth
72
$157.94 · $50.1B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
CheapestTDG33.6x
Fastest growthTDG+16.6%
Highest qualityTDG82 / 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
HONA
82
Qualityreturns · margins · balance sheet
76
83
Growthrevenue & earnings expansion
84
62
Valuevaluation vs sector peers
62
TDG and HONA split the three pillars evenly.
Fundamentals, head-to-head
TDG
HONA
$1.9bC+
FCF
$2.5bB
+16.6%B+
Rev
+12.7%B+
Negative equity
D/E
Negative equity
33.6xC+
P/E
48.2xC
3.05D
PEG
0.98B+
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
HONA
54% above
Price vs fair valuelower is cheaper
8% above
~22%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~11%/yr
-45%
1-yr DCF upside
-19%
-35%
5-yr DCF upside
-7%
-17%
10-yr DCF upside
+13%
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
HONA
Why this score
Short track record
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.
HONAHoneywell Aerospace Inc.
Aerospace & Defense · $157.94
Why now
Aerospace & Defense · market cap $50.1b. Down 47% from 52-week high of $297.50 — deep drawdown territory. Revenue growing +13%, comfortably above the S&P median. PEG 0.98 — paying under fair value for the growth rate. 15 sell-side analysts rate this a Buy with a mean 1-yr target of $201.87 (implying +28% upside).
Moat
FCF converts 128% of net income — earnings translate cleanly into cash. $50.1b 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
Down 47% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Trailing P/E 48x 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 HONA diverge
On the headline score the gap is 2.9 points in favor of TDG. The widest single difference is Quality, where TDG leads by 6.0 points.
QualityTDG 82.0 · HONA 76.0TDG +6.0
GrowthTDG 82.9 · HONA 83.7level
ValueTDG 61.8 · HONA 61.5level
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 HONA the better stock?
TDG scores higher: TDG 74.9, HONA 72.0 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 HONA differ most?
The widest gap is quality, where TDG leads by 6 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 HONA 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.