NSC vs TDG

Comparison between Norfolk Southern Corp (NSC, Company) and Transdigm Group Incorporated (TDG, Company).

Both NSC and TDG are from the Industrials sector.

5-Year PerformanceTDG has outperformed NSC, delivering a return of +19.2% compared to +3.6%

NSC vs TDG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NSC(COMPANY)	TDG(COMPANY)
Market Cap	$71B	$72B
Max Drawdown	63.40%	62.64%
Sharpe Ratio	1.76	-0.22
5Y Beta	0.72	0.79
Industry	Railroads	Aerospace & Defense
P/E Ratio	26.68	36.76
Forward P/E	25.97	30.77
PEG Ratio	4.64	3.12
Dividend Yield	1.73%	6.27%
5Y Dividends CAGR	6.95%	38.39%
5Y EPS CAGR	5.43%	18.45%
Debt to Equity	0.00%	-334.06%
Free Cash Flow Yield	2.27%	2.58%
P/S Ratio	5.85	7.26
P/B Ratio	4.43	9.55

Market Cap

NSC

$71B

Winner

TDG

$72B

Max Drawdown

NSC

63.40%

Winner

TDG

62.64%

Sharpe Ratio

Winner

NSC

1.76

TDG

-0.22

5Y Beta

Winner

NSC

0.72

TDG

0.79

Industry

NSC

Railroads

TDG

Aerospace & Defense

P/E Ratio

Winner

NSC

26.68

TDG

36.76

Forward P/E

Winner

NSC

25.97

TDG

30.77

PEG Ratio

NSC

4.64

Winner

TDG

3.12

Dividend Yield

NSC

1.73%

Winner

TDG

6.27%

5Y Dividends CAGR

NSC

6.95%

Winner

TDG

38.39%

5Y EPS CAGR

NSC

5.43%

Winner

TDG

18.45%

Debt to Equity

NSC

0.00%

Winner

TDG

-334.06%

Free Cash Flow Yield

NSC

2.27%

Winner

TDG

2.58%

P/S Ratio

Winner

NSC

5.85

TDG

7.26

P/B Ratio

Winner

NSC

4.43

TDG

9.55

NSC vs TDG - Historical Returns

Returns include dividend reinvestment.

Period	NSC	TDG
1 month	+6.55%	-0.39%
3 months	+2.50%	-6.54%
6 months	+10.73%	-5.42%
1 year	+41.83%	-6.22%
5 years(CAGR)	+3.62%	+19.16%
10 years(CAGR)	+15.79%	+23.99%
Max(CAGR)	+12.47%	+27.67%

Winner

NSC

+6.55%

TDG

-0.39%

Winner

NSC

+2.50%

TDG

-6.54%

Winner

NSC

+10.73%

TDG

-5.42%

Winner

NSC

+41.83%

TDG

-6.22%

5Y(CAGR)

NSC

+3.62%

Winner

TDG

+19.16%

10Y(CAGR)

NSC

+15.79%

Winner

TDG

+23.99%

Max(CAGR)

NSC

+12.47%

Winner

TDG

+27.67%

NSC vs TDG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	NSC	TDG
2026	+9.35%	-10.56%
2025	+25.69%	+13.35%
2024	+1.80%	+34.79%
2023	-2.17%	+67.57%
2022	-14.04%	+0.91%
2021	+29.53%	+8.27%
2020	+23.04%	+9.06%
2019	+32.39%	+84.51%
2018	+3.74%	+23.61%
2017	+38.20%	+18.86%
2016	+35.91%	+18.30%
2015	-20.47%	+15.52%
2014	+22.74%	+41.39%
2013	+50.68%	+32.88%
2012	-13.84%	+59.13%
2011	+17.09%	+29.74%
2010	+22.45%	+45.77%
2009	+10.40%	+66.41%
2008	-2.82%	-25.63%
2007	+4.37%	+77.76%
2006	+17.34%	+10.00%
2005	+27.85%	N/A
2004	+53.30%	N/A
2003	+17.17%	N/A
2002	+8.92%	N/A
2001	+35.70%	N/A
2000	-30.60%	N/A
1999	-16.27%	N/A

NSC vs TDG Drawdown Comparison

The maximum drawdown for NSC was -62.87%, occurring on Mar 9, 2009. Recovery took 669 trading sessions.

The maximum drawdown for TDG was -62.64%, occurring on Mar 18, 2020. Recovery took 341 trading sessions.

The current NSC drawdown is -2.51%. The current TDG drawdown is -19.86%.

Rank	NSC	TDG
#1	-62.87% Jul 30, 2008 - Mar 25, 2011	-62.64% Jan 23, 2020 - Jun 1, 2021
#2	-49.94% Nov 16, 1999 - May 17, 2001	-51.70% Nov 26, 2007 - Oct 14, 2009
#3	-44.42% Jan 29, 2020 - Aug 24, 2020	-25.28% Jul 30, 2025 - Mar 30, 2026
#4	-41.69% Nov 26, 2014 - Jan 6, 2017	-25.01% Nov 9, 2021 - Jan 11, 2023
#5	-39.87% May 18, 2001 - Feb 28, 2002	-23.35% Aug 17, 2015 - May 10, 2016
#6	-35.65% Dec 31, 2021 - Jul 18, 2025	-22.99% Nov 8, 2016 - Jun 8, 2017
#7	-32.57% Mar 7, 2002 - Jun 23, 2004	-21.41% Jul 6, 2011 - Nov 3, 2011
#8	-28.82% May 10, 2006 - May 16, 2007	-16.90% Jul 31, 2018 - Jan 29, 2019
#9	-25.97% Jan 12, 2012 - Mar 15, 2013	-16.34% Jun 2, 2006 - Dec 12, 2006
#10	-24.77% Sep 18, 2018 - Mar 28, 2019	-15.54% Jul 17, 2007 - Sep 25, 2007
#11	-23.97% Jun 1, 2007 - Apr 16, 2008	-14.30% Jun 23, 2021 - Nov 9, 2021
#12	-21.59% Jul 7, 2011 - Jan 9, 2012	-14.09% Apr 22, 2010 - Aug 10, 2010
#13	-21.54% Mar 23, 2005 - Sep 20, 2005	-12.74% Oct 14, 2024 - Apr 30, 2025
#14	-18.82% Jul 16, 2019 - Jan 16, 2020	-12.61% Apr 16, 2007 - Jun 15, 2007
#15	-17.25% May 10, 2021 - Oct 28, 2021	-11.86% Oct 14, 2009 - Dec 2, 2009

Correlation

Correlation between NSC and TDG is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90

-101

Dividend Comparison (1999 - 2026)

NSC vs TDG dividend yield comparison.

Year	NSC	TDG
2026	0.87%	0.00%
2025	1.87%	6.77%
2024	2.30%	5.92%
2023	2.28%	3.46%
2022	2.01%	2.94%
2021	1.40%	0.00%
2020	1.58%	0.00%
2019	1.85%	11.16%
2018	2.03%	0.00%
2017	1.68%	8.01%
2016	2.18%	9.64%
2015	2.79%	0.00%
2014	2.03%	12.73%
2013	2.20%	13.66%
2012	3.14%	9.42%
2011	2.28%	0.00%
2010	2.23%	0.00%
2009	2.59%	16.11%
2008	2.59%	0.00%
2007	1.90%	0.00%
2006	1.35%	0.00%
2005	1.07%	0.00%
2004	0.99%	0.00%
2003	1.27%	0.00%
2002	1.30%	0.00%
2001	1.31%	0.00%
2000	6.01%	0.00%
1999	0.98%	0.00%