SARO
StandardAero, Inc.
Aerospace & Defense
Market Cap$8.78B
5Y Perf.-9.0%
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Stock Comparison
SARO vs TDG
Revenue, margins, valuation, and 5-year total return — side by side.
TDG
TransDigm Group Incorporated
Aerospace & Defense
Market Cap$69.67B
5Y Perf.-5.3%
SARO vs TDG — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | SARO | TDG |
|---|---|---|
| Industry | Aerospace & Defense | Aerospace & Defense |
| Market Cap | $8.78B | $69.67B |
| Revenue (TTM) | $6.06B | $9.11B |
| Net Income (TTM) | $277M | $1.97B |
| Gross Margin | 15.2% | 59.0% |
| Operating Margin | 9.1% | 46.5% |
| Forward P/E | 20.8x | 31.8x |
| Total Debt | $2.45B | $30.03B |
| Cash & Equiv. | $290M | $2.81B |
SARO vs TDG — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
SARO
TDG
| Stock | Oct 24 | May 26 | Return |
|---|---|---|---|
| StandardAero, Inc. (SARO) | 100 | 91.0 | -9.0% |
| TransDigm Group Inc… (TDG) | 100 | 94.7 | -5.3% |
Price return only. Dividends and distributions are not included.
Quick Verdict: SARO vs TDG
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: TDG leads in 4 of 7 categories, making it the strongest pick for profitability and margin quality and capital preservation and lower volatility. StandardAero, Inc. is the stronger pick specifically for growth and revenue expansion and valuation and capital efficiency. As sector peers, any of these can serve as alternatives in the same allocation.
SARO
StandardAero, Inc.
The Growth Play
SARO is the clearest fit if your priority is growth exposure.
- Rev growth 15.8%, EPS growth 20.9%, 3Y rev CAGR 13.5%
- 15.8% revenue growth vs TDG's 11.2%
- Lower P/E (20.8x vs 31.8x)
Best for: growth exposure
TDG
TransDigm Group Incorporated
The Income Pick
TDG carries the broadest edge in this set and is the clearest fit for income & stability and long-term compounding.
- Dividend streak 2 yrs, beta 0.79, yield 13.4%
- 6.0% 10Y total return vs SARO's -19.8%
- Lower volatility, beta 0.79, current ratio 3.21x
Best for: income & stability and long-term compounding
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | SARO | 15.8% revenue growth vs TDG's 11.2% |
| Value | SARO | Lower P/E (20.8x vs 31.8x) |
| Quality / Margins | TDG | 21.6% margin vs SARO's 4.6% |
| Stability / Safety | TDG | Beta 0.79 vs SARO's 1.27 |
| Dividends | TDG | 13.4% yield; 2-year raise streak; the other pay no meaningful dividend |
| Momentum (1Y) | SARO | -3.6% vs TDG's -4.9% |
| Efficiency (ROA) | TDG | 8.6% ROA vs SARO's 4.2%, ROIC 20.9% vs 8.7% |
SARO vs TDG — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
FY 2025
SARO vs TDG — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLTDGLAGGINGSARO
SAROStandardAero, Inc.
1leads
TDGTransDigm Group Incor…
3leads
6 Total Categories
CATEGORYLEADERvs SAROMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
TDG5/6
Valuation MetricsMultiples, price ratios, and targets
SARO4/5
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
TDG4/7
Total Returns1Y, 3Y, 5Y total returns with dividends
TDG5/6
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
—
—
Income & Cash Flow (Last 12 Months)
TDG leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
TDG is the larger business by revenue, generating $9.1B annually — 1.5x SARO's $6.1B. TDG is the more profitable business, keeping 21.6% of every revenue dollar as net income compared to SARO's 4.6%.
| Metric | SAROStandardAero, Inc. | TDGTransDigm Group I… |
|---|---|---|
| RevenueTrailing 12 months | $6.1B | $9.1B |
| EBITDAEarnings before interest/tax | $696M | $4.6B |
| Net IncomeAfter-tax profit | $277M | $2.0B |
| Free Cash FlowCash after capex | $155M | $1.9B |
| Gross MarginGross profit ÷ Revenue | +15.2% | +59.0% |
| Operating MarginEBIT ÷ Revenue | +9.1% | +46.5% |
| Net MarginNet income ÷ Revenue | +4.6% | +21.6% |
| FCF MarginFCF ÷ Revenue | +2.6% | +20.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | +13.5% | +13.9% |
| EPS Growth (YoY)Latest quarter vs prior year | +6.6% | -13.1% |
TDG leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
SARO leads this category, winning 4 of 5 comparable metrics.
Valuation Metrics
At 31.6x trailing earnings, SARO trades at a 18% valuation discount to TDG's 38.5x P/E. On an enterprise value basis, TDG's 21.4x EV/EBITDA is more attractive than SARO's 27.0x.
| Metric | SAROStandardAero, Inc. | TDGTransDigm Group I… |
|---|---|---|
| Market CapShares × price | $8.8B | $69.7B |
| Enterprise ValueMkt cap + debt − cash | $10.9B | $96.9B |
| Trailing P/EPrice ÷ TTM EPS | 31.64x | 38.46x |
| Forward P/EPrice ÷ next-FY EPS est. | 20.79x | 31.79x |
| PEG RatioP/E ÷ EPS growth rate | — | 1.24x |
| EV / EBITDAEnterprise value multiple | 27.01x | 21.38x |
| Price / SalesMarket cap ÷ Revenue | 1.45x | 7.89x |
| Price / BookPrice ÷ Book value/share | 3.29x | — |
| Price / FCFMarket cap ÷ FCF | 37.49x | 38.36x |
SARO leads this category, winning 4 of 5 comparable metrics.
Profitability & Efficiency
TDG leads this category, winning 4 of 7 comparable metrics.
Profitability & Efficiency
On the Piotroski fundamental quality scale (0–9), SARO scores 8/9 vs TDG's 6/9, reflecting strong financial health.
| Metric | SAROStandardAero, Inc. | TDGTransDigm Group I… |
|---|---|---|
| ROE (TTM)Return on equity | +10.4% | — |
| ROA (TTM)Return on assets | +4.2% | +8.6% |
| ROICReturn on invested capital | +8.7% | +20.9% |
| ROCEReturn on capital employed | +10.8% | +20.8% |
| Piotroski ScoreFundamental quality 0–9 | 8 | 6 |
| Debt / EquityFinancial leverage | 0.92x | — |
| Net DebtTotal debt minus cash | $2.2B | $27.2B |
| Cash & Equiv.Liquid assets | $290M | $2.8B |
| Total DebtShort + long-term debt | $2.4B | $30.0B |
| Interest CoverageEBIT ÷ Interest expense | 2.31x | 2.55x |
TDG leads this category, winning 4 of 7 comparable metrics.
Total Returns (Dividends Reinvested)
TDG leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in TDG five years ago would be worth $24,241 today (with dividends reinvested), compared to $8,018 for SARO. Over the past 12 months, SARO leads with a -3.6% total return vs TDG's -4.9%. The 3-year compound annual growth rate (CAGR) favors TDG at 22.9% vs SARO's -7.1% — a key indicator of consistent wealth creation.
| Metric | SAROStandardAero, Inc. | TDGTransDigm Group I… |
|---|---|---|
| YTD ReturnYear-to-date | -11.4% | -9.2% |
| 1-Year ReturnPast 12 months | -3.6% | -4.9% |
| 3-Year ReturnCumulative with dividends | -19.8% | +85.6% |
| 5-Year ReturnCumulative with dividends | -19.8% | +142.4% |
| 10-Year ReturnCumulative with dividends | -19.8% | +596.5% |
| CAGR (3Y)Annualised 3-year return | -7.1% | +22.9% |
TDG leads this category, winning 5 of 6 comparable metrics.
Risk & Volatility
Evenly matched — SARO and TDG each lead in 1 of 2 comparable metrics.
Risk & Volatility
TDG is the less volatile stock with a 0.79 beta — it tends to amplify market swings less than SARO's 1.27 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | SAROStandardAero, Inc. | TDGTransDigm Group I… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.27x | 0.79x |
| 52-Week HighHighest price in past year | $34.48 | $1623.83 |
| 52-Week LowLowest price in past year | $23.83 | $1123.61 |
| % of 52W HighCurrent price vs 52-week peak | +76.2% | +76.0% |
| RSI (14)Momentum oscillator 0–100 | 44.3 | 49.7 |
| Avg Volume (50D)Average daily shares traded | 4.0M | 371K |
Evenly matched — SARO and TDG each lead in 1 of 2 comparable metrics.
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates SARO as "Hold" and TDG as "Buy". Consensus price targets imply 40.9% upside for SARO (target: $37) vs 31.1% for TDG (target: $1618). TDG is the only dividend payer here at 13.41% yield — a key consideration for income-focused portfolios.
| Metric | SAROStandardAero, Inc. | TDGTransDigm Group I… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $37.00 | $1617.88 |
| # AnalystsCovering analysts | 5 | 39 |
| Dividend YieldAnnual dividend ÷ price | — | +13.4% |
| Dividend StreakConsecutive years of raises | — | 2 |
| Dividend / ShareAnnual DPS | — | $165.45 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +0.7% |
Insufficient data to determine a leader in this category.
Key Takeaway
TDG leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). SARO leads in 1 (Valuation Metrics). 1 tied.
Best OverallTransDigm Group Incorporated (TDG)Leads 3 of 6 categories
Loading custom metrics...
SARO vs TDG: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is SARO or TDG a better buy right now?
For growth investors, StandardAero, Inc.
(SARO) is the stronger pick with 15. 8% revenue growth year-over-year, versus 11. 2% for TransDigm Group Incorporated (TDG). StandardAero, Inc. (SARO) offers the better valuation at 31. 6x trailing P/E (20. 8x forward), making it the more compelling value choice. Analysts rate TransDigm Group Incorporated (TDG) a "Buy" — based on 39 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — SARO or TDG?
On trailing P/E, StandardAero, Inc.
(SARO) is the cheapest at 31. 6x versus TransDigm Group Incorporated at 38. 5x. On forward P/E, StandardAero, Inc. is actually cheaper at 20. 8x.
03Which is the better long-term investment — SARO or TDG?
Over the past 5 years, TransDigm Group Incorporated (TDG) delivered a total return of +142.
4%, compared to -19. 8% for StandardAero, Inc. (SARO). Over 10 years, the gap is even starker: TDG returned +596. 5% versus SARO's -19. 8%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — SARO or TDG?
By beta (market sensitivity over 5 years), TransDigm Group Incorporated (TDG) is the lower-risk stock at 0.
79β versus StandardAero, Inc. 's 1. 27β — meaning SARO is approximately 61% more volatile than TDG relative to the S&P 500.
05Which is growing faster — SARO or TDG?
By revenue growth (latest reported year), StandardAero, Inc.
(SARO) is pulling ahead at 15. 8% versus 11. 2% for TransDigm Group Incorporated (TDG). On earnings-per-share growth, the picture is similar: StandardAero, Inc. grew EPS 20. 9% year-over-year, compared to 25. 2% for TransDigm Group Incorporated. Over a 3-year CAGR, TDG leads at 17. 6% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — SARO or TDG?
TransDigm Group Incorporated (TDG) is the more profitable company, earning 23.
5% net margin versus 4. 6% for StandardAero, Inc. — meaning it keeps 23. 5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: TDG leads at 47. 2% versus 9. 1% for SARO. At the gross margin level — before operating expenses — TDG leads at 60. 1%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is SARO or TDG more undervalued right now?
On forward earnings alone, StandardAero, Inc.
(SARO) trades at 20. 8x forward P/E versus 31. 8x for TransDigm Group Incorporated — 11. 0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for SARO: 40. 9% to $37. 00.
08Which pays a better dividend — SARO or TDG?
In this comparison, TDG (13.
4% yield) pays a dividend. SARO does not pay a meaningful dividend and should not be held primarily for income.
09Is SARO or TDG better for a retirement portfolio?
For long-horizon retirement investors, TransDigm Group Incorporated (TDG) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
79), 13. 4% yield, +596. 5% 10Y return). Both have compounded well over 10 years (TDG: +596. 5%, SARO: -19. 8%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between SARO and TDG?
Both stocks operate in the Industrials sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: SARO is a small-cap high-growth stock; TDG is a mid-cap income-oriented stock. TDG pays a dividend while SARO does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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Revenue Growth>
%
(SARO: 13.5% · TDG: 13.9%)Net Margin>
%
(SARO: 4.6% · TDG: 21.6%)P/E Ratio<
x
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