TDG vs NU

Comparison between Transdigm Group Incorporated (TDG, Company) and Nu Holdings Ltd Class A (NU, Company).

TDG is from the Industrials sector, while NU is from the Financial Services sector.

5-Year PerformanceTDG has outperformed NU, delivering a return of +19.3% compared to +6.9%

TDG vs NU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TDG(COMPANY)	NU(COMPANY)
Market Cap	$72B	$71B
Max Drawdown	62.64%	72.07%
Sharpe Ratio	-0.18	0.49
5Y Beta	0.74	1.31
Industry	Aerospace & Defense	Banks - Regional
P/E Ratio	36.16	22.31
Forward P/E	27.78	19.92
PEG Ratio	3.74	0.47
Dividend Yield	6.27%	N/A
5Y Dividends CAGR	38.39%	N/A
5Y EPS CAGR	16.86%	N/A
Debt to Equity	-335.40%	25.15%
Free Cash Flow Yield	2.68%	0.93%
P/S Ratio	6.93	9.21
P/B Ratio	9.55	5.50

Market Cap

Winner

TDG

$72B

$71B

Max Drawdown

Winner

TDG

62.64%

72.07%

Sharpe Ratio

TDG

-0.18

Winner

0.49

5Y Beta

Winner

TDG

0.74

1.31

Industry

TDG

Aerospace & Defense

Banks - Regional

P/E Ratio

TDG

36.16

Winner

22.31

Forward P/E

TDG

27.78

Winner

19.92

PEG Ratio

TDG

3.74

Winner

0.47

Dividend Yield

TDG

6.27%

N/A

5Y Dividends CAGR

TDG

38.39%

N/A

5Y EPS CAGR

TDG

16.86%

N/A

Debt to Equity

Winner

TDG

-335.40%

25.15%

Free Cash Flow Yield

Winner

TDG

2.68%

0.93%

P/S Ratio

Winner

TDG

6.93

9.21

P/B Ratio

TDG

9.55

Winner

5.50

TDG vs NU - Historical Returns

Returns include dividend reinvestment.

Period	TDG	NU
1 month	-6.24%	+0.43%
3 months	+2.33%	-2.49%
6 months	-1.82%	-18.85%
1 year	-3.72%	+15.55%
5 years(CAGR)	+19.26%	+6.94%
10 years(CAGR)	+21.77%	N/A
Max(CAGR)	+27.53%	+6.94%

TDG

-6.24%

Winner

+0.43%

Winner

TDG

+2.33%

-2.49%

Winner

TDG

-1.82%

-18.85%

TDG

-3.72%

Winner

+15.55%

5Y(CAGR)

Winner

TDG

+19.26%

+6.94%

10Y(CAGR)

TDG

+21.77%

N/A

Max(CAGR)

Winner

TDG

+27.53%

+6.94%

TDG vs NU - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	TDG	NU
2026	-7.10%	-17.04%
2025	+13.35%	+57.48%
2024	+34.79%	+27.43%
2023	+67.57%	+133.99%
2022	+0.91%	-59.22%
2021	+8.27%	-9.20%
2020	+9.06%	N/A
2019	+84.51%	N/A
2018	+23.61%	N/A
2017	+18.86%	N/A
2016	+18.30%	N/A
2015	+15.52%	N/A
2014	+41.39%	N/A
2013	+32.88%	N/A
2012	+59.13%	N/A
2011	+29.74%	N/A
2010	+45.77%	N/A
2009	+66.41%	N/A
2008	-25.63%	N/A
2007	+77.76%	N/A
2006	+10.00%	N/A

TDG vs NU Drawdown Comparison

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

The maximum drawdown for NU was -72.07%, occurring on Jun 16, 2022. Recovery took 570 trading sessions.

The current TDG drawdown is -16.76%. The current NU drawdown is -24.73%.

Rank	TDG	NU
#1	-62.64% Jan 23, 2020 - Jun 1, 2021	-72.07% Dec 10, 2021 - Mar 20, 2024
#2	-51.70% Nov 26, 2007 - Oct 14, 2009	-39.58% Nov 11, 2024 - Sep 15, 2025
#3	-25.28% Jul 30, 2025 - Mar 30, 2026	-38.17% Jan 28, 2026 - Jun 8, 2026
#4	-25.01% Nov 9, 2021 - Jan 11, 2023	-21.13% Jul 16, 2024 - Aug 15, 2024
#5	-23.35% Aug 17, 2015 - May 10, 2016	-14.45% Mar 22, 2024 - Jun 25, 2024
#6	-22.99% Nov 8, 2016 - Jun 8, 2017	-13.47% Sep 17, 2024 - Oct 28, 2024
#7	-21.41% Jul 6, 2011 - Nov 3, 2011	-10.14% Dec 4, 2025 - Jan 5, 2026
#8	-16.90% Jul 31, 2018 - Jan 29, 2019	-9.63% Sep 22, 2025 - Nov 11, 2025
#9	-16.34% Jun 2, 2006 - Dec 12, 2006	-8.84% Oct 30, 2024 - Nov 11, 2024
#10	-15.54% Jul 17, 2007 - Sep 25, 2007	-8.48% Aug 30, 2024 - Sep 17, 2024
#11	-14.30% Jun 23, 2021 - Nov 9, 2021	-7.69% Jan 5, 2026 - Jan 22, 2026
#12	-14.09% Apr 22, 2010 - Aug 10, 2010	-6.53% Nov 11, 2025 - Nov 25, 2025
#13	-12.74% Oct 14, 2024 - Apr 30, 2025	-4.41% Jun 27, 2024 - Jul 9, 2024
#14	-12.61% Apr 16, 2007 - Jun 15, 2007	-3.20% Aug 27, 2024 - Aug 30, 2024
#15	-11.86% Oct 14, 2009 - Dec 2, 2009	-1.66% Aug 19, 2024 - Aug 26, 2024