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TransDigm Group vs United Therapeutics: Which Stock Looks Stronger in 2026?

The structural profiles are close, with United Therapeutics carrying a narrow edge on growth. TransDigm still has the edge on growth, which keeps the comparison from looking entirely one-sided. On the market side, United Therapeutics is in better shape — its trend is intact while TransDigm's trend has broken down. That puts structure and market broadly in agreement — United Therapeutics's lead looks more confirmed than conflicted.

The comparison is based on similar long-term financial trajectories, not sector labels. Both peer scores are relative to the Russell 1000 universe, making them directly comparable.

Updated 2026-05-17

Growth points more clearly toward TransDigm Group Incorporated, even if the broader score still leans toward United Therapeutics Corporation.

Trajectory Similarity
0.64
Moderately similar
Peer-set rank: #18
within TransDigm Group Incorporated's functional peer set

This comparison is anchored in long-term financial trajectory similarity within the selected peer universe.

A moderate similarity means the pair is structurally comparable, but not a near-twin trajectory match.

The match is driven mainly by revenue growth trajectory and operating margin level.

Similarity drivers
revenue growth trajectoryoperating margin level
How to read the score
0.85–1.00 · Very similar0.70–0.84 · Similar0.55–0.69 · Moderately similarbelow 0.55 · Loose match
Peer-Relative Score
TDG
TransDigm Group Incorporated
48
Peer-Score
Signal qualitylow
Peer basis: Russell 1000
vs
UTHR
United Therapeutics Corporation
53
Peer-Score
Signal qualitylow
Peer basis: Russell 1000

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

The clearest separation appears in growth.

Dimension spread: TDG vs UTHR Profitability 38 51 Stability 62 63 Valuation 49 81 Growth 47 6 TDG UTHR
Gap Ranking
#1 Growth +41
#2 Valuation +32
#3 Profitability +13
#4 Stability +1
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for TDG and UTHR Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer TDGUTHR Relative valuation Structural strength

TransDigm Group Incorporated looks stronger, but the price setup still looks more supportive for United Therapeutics Corporation.

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

Entry today — historical context

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

BASED ON 5-YEAR HISTORY TDG Neutral · below norm 0th 50th 100th 34 pct gap UTHR Elevated · above norm 0th 50th 100th 65th 99th
Today TDG sits in the upper-middle of its own 5-year history (65th percentile), while UTHR sits higher in its own history (99th). Within each stock's own 5-year context, TDG is at a historically more favourable entry position than UTHR. 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
Growth
TransDigm Group Incorporated sits higher in the group on growth, adding to the overall structural advantage.
Valuation
Both profiles are strong on valuation, but United Therapeutics Corporation leads clearly.
Growth — Dominant Gap
TDG
47
UTHR
6
Gap+41in favour of TDG

The current lead is backed by a stronger multi-year growth trajectory.

What keeps the gap from being one-sided

TransDigm Group Incorporated still carries lower volatility exposure — that difference is real enough to prevent the comparison from becoming one-sided.

What this means for the comparison

Growth is the clearest driver of the lead, with valuation adding further support — though growth still provides a real counterweight.

Explore full peer positioning in AssetNext

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

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Other comparisons with conflicting dimension signals

Explore how TDG and UTHR 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.