Home Compare SAF.PA vs TDG
Stock Comparison · Industry comparison · Aerospace & Defense

Safran vs TransDigm Group: Which Stock Looks Stronger in 2026?

Safran holds the cleaner structural position, with the lead spread across profitability and valuation. TransDigm still has the edge on stability, which keeps the comparison from looking entirely one-sided. Both sides have seen trend damage — neither carries a clear market edge right now. With both trends damaged, the structural comparison carries most of the weight here.

The comparison is based on similar long-term financial trajectories, not sector labels. Peer scores are normalised within each company's primary universe (SAF.PA: STOXX 600, TDG: Russell 1000).

Updated 2026-05-17

Profitability remains the main source of distance in the comparison. Safran SA leads by 19 points on the overall comparison score.

INDUSTRY COMPARISON

Both operate in: Aerospace & Defense

This comparison is based on industry proximity, not on functional trajectory similarity. SAF.PA and TDG share the same industry classification.

For a similarity-based comparison, see how Safran and TransDigm each position within their functional peer groups in AssetNext.

Peer-Relative Score
SAF.PA
Safran SA
67
Peer-Score
Signal qualitylow
Peer basis: STOXX 600
vs
TDG
TransDigm Group Incorporated
48
Peer-Score
Signal qualitylow
Peer basis: Russell 1000

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

Score differences across key dimensions.

Dimension spread: SAF.PA vs TDG Profitability 85 38 Stability 35 62 Valuation 83 49 Growth 47 47 SAF.PA TDG
Gap Ranking
#1 Profitability +47
#2 Valuation +34
#3 Stability +27
#4 Growth
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for SAF.PA and TDG Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer SAF.PATDG Relative valuation Structural strength

Safran SA and TransDigm Group Incorporated look relatively close on structure, but the price setup still leans toward Safran SA.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Entry today — historical context

Where SAF.PA and TDG each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY SAF.PA Elevated · below norm 0th 50th 100th 18 pct gap TDG Neutral · below norm 0th 50th 100th 83rd 65th
Today TDG sits in the upper-middle of its own 5-year history (65th percentile), while SAF.PA sits higher in its own history (83rd). Within each stock's own 5-year context, TDG is at a historically more favourable entry position than SAF.PA. This reflects entry timing, not which company is structurally stronger — peer-relative analysis is a separate question addressed above.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Profitability
On profitability, Safran SA ranks near the top of the group; TransDigm Group Incorporated sits in the weaker half.
Valuation
On valuation, the same pattern holds: both are strong, but Safran SA still leads clearly.
Profitability — Dominant Gap
SAF.PA
85
TDG
38
Gap+47in favour of SAF.PA

Capital efficiency adds support, with a 38-point ROIC advantage.

What keeps the gap from being one-sided

A meaningful counterforce remains in stability, which keeps the comparison from looking completely one-sided.

What this means for the comparison

The lead is built on both profitability and valuation — though stability still provides a counterweight.

Explore full peer positioning in AssetNext

Break down the SAF.PA vs TDG comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Other comparisons with conflicting dimension signals

Explore how SAF.PA and TDG each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.