HWM vs TDG
Howmet Aerospace and TransDigm Group, both Industrials
Howmet Aerospace is the larger company at $111B against $74B. On trailing earnings TDG is the cheaper of the two at a P/E of 36.6 against 58.0, a gap that is only a bargain if the two are growing at similar rates. Over the past year HWM returned +48% against -8.0% for TDG. Ryufin's sector-relative Smart Score puts HWM ahead, 9/10 against 8/10.
| Figure | HWM | TDG |
|---|---|---|
| Last close | $269 | $1207 |
| Market cap | $111B | $74B |
| Trailing P/Elower is cheaper for the same earnings, not automatically better | 58.0 | 36.6 |
| Dividend yield | 0.2% | n/a |
| 1-year return | +48% | -8.0% |
| 5-year return | +733% | +126% |
| Ryufin Smart Scoresector-relative, 1–10 | 9/10 | 8/10 |
Figures from SEC filings and end-of-day closes. Highlighting marks the higher or lower number, which is not the same as the better investment, a low P/E can be a warning and a high one can be deserved.
Howmet Aerospace
Revenue of $2.5B in Q2 2026, net income $534M. Its largest reported line is Aerospace Commercial, 56% of the disclosed total.
TransDigm Group
Revenue of $2.7B in Q3 2026, net income $539M. Its largest reported line is Airframe, 51% of the disclosed total.
Open these two in the interactive comparison to add more names, change the period or read the correlation.