Sterling Infrastructure (STRL) vs Transdigm Group (TDG)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Sterling Infrastructure (STRL) has outperformed Transdigm Group (TDG) over the past year, gaining 41.3% versus a loss of 14.7%. Over five years, STRL leads with a +2144.2% price change compared with +71.4% for TDG. Transdigm Group is the larger company by market cap ($60.21 billion vs $15.86 billion), about 3.8 times the size, while Sterling Infrastructure is growing revenue faster (+17.7% vs +11.2%).
On valuation, Sterling Infrastructure trades at a lower forward P/E (20.4x vs 22.5x for Transdigm Group). Transdigm Group converts more of its revenue into profit, with a net margin of 23.5% versus 11.7%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | STRL | TDG |
|---|---|---|
| Share price | $518.41 | $1,089.30 |
| Market cap | $15.86B | $60.21B |
| 1-day change | -2.94% | -0.63% |
| YTD return | +69.29% | -17.57% |
| 1-year return | +41.26% | -14.65% |
| 5-year return | +2144.20% | +71.42% |
| P/E ratio (TTM) | 37.35 | 33.04 |
| Forward P/E | 20.40 | 22.54 |
| EPS (TTM) | $13.88 | $32.97 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $2.49B | $8.83B |
| Revenue growth (YoY) | +17.69% | +11.22% |
| Net income (latest FY) | $290.15M | $2.07B |
| Gross margin | 22.98% | 60.14% |
| Operating margin | 16.30% | 47.16% |
| Net margin | 11.65% | 23.49% |
| 52-week high | $1,005.68 | $1,463.03 |
| 52-week low | $281.58 | $1,071.25 |
| Distance from 52-week high | -48.45% | -25.54% |
| Analyst consensus | strong_buy | buy |
| Avg. price target upside | +63.08% | +35.46% |
| Average volume | 651.73K | 395.56K |
| Shares outstanding | 30.59M | 55.28M |
| Employees | 6,200 | 16,500 |
| Sector | Industrials | Industrials |
| Industry | Military/Government/Technical | Military/Government/Technical |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- Transdigm Group is about 3.8 times larger than Sterling Infrastructure by market value ($60.21B vs $15.86B).
- STRL has outperformed TDG by 55.9 percentage points over the past year.
- Transdigm Group is more profitable, keeping 23.5 cents of every revenue dollar as net income versus 11.7 cents for Sterling Infrastructure.
- Sterling Infrastructure grew revenue faster in its latest fiscal year (+17.69% vs +11.22%).
About Sterling Infrastructure
STRL stock →Sterling Infrastructure, Inc. engages in the provision of e-infrastructure, transportation, and building solutions in the United States.
Industrials · Military/Government/Technical · 6,200 employees
About Transdigm Group
TDG stock →TransDigm Group Incorporated designs, produces, and supplies aircraft components in the United States and internationally. The Power & Control segment offers mechanical/electro-mechanical actuators and controls, ignition systems and engine technology, specialized pumps and valves, power conditioning devices, specialized AC/DC electric motors and generators, batteries and chargers, databus and power controls, sensor products, switches and relay panels, hoists, winches and lifting devices, cargo loading and handling systems, delivery systems, and electronic components.
Industrials · Military/Government/Technical · 16,500 employees
STRL vs TDG FAQ
Which is bigger, Sterling Infrastructure or Transdigm Group?
Transdigm Group (TDG) is larger, with a market capitalization of $60.21B compared with $15.86B for Sterling Infrastructure (STRL).
Which stock has performed better over the past year, STRL or TDG?
STRL returned +41.26% over the past 12 months, compared with -14.65% for TDG (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, STRL or TDG?
TDG has the lower trailing P/E at 33.0, versus 37.3 for STRL. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Are Sterling Infrastructure and Transdigm Group in the same industry?
Yes. Both are classified in the Military/Government/Technical industry within the Industrials sector.