NOC vs TDG vs HWM
161 measures in 16 categories, one definition each, computed from filings and market data.
NOC62.9
Northrop Grumman Corporation
Industrials · Aerospace & Defense
$519.86 +4.07%$73.9B mkt cap
Score DNA
TDG59.1
TransDigm Group Incorporated
Industrials · Aerospace & Defense
$1,139.34 +0.44%$63.0B mkt cap
Score DNA
HWM73.2
Howmet Aerospace Inc.
Industrials · Aerospace & Defense
$220.90 +0.55%$88.1B mkt cap
Score DNA
Price, rebased to 100 three years ago
NOC TDG HWM · weekly adjusted closesSmart money 8Valuation 16Profitability (TTM) 12Returns on capital 11Growth 17Margin history & stability 7Liquidity (latest quarter) 7Leverage & solvency (latest quarter) 13Efficiency 11Cash flow & earnings quality 7Dividends & buybacks 9Scores & forensic checks 15Per share 7Size (TTM) 8Price performance 9Technicals 4
● marks the highest or lowest value where that direction is plainly stronger (margins, returns, coverage, leverage); multiples and yields are left unmarked. Bars show each stock's percentile within its own industry. n/a: the measure does not apply to lenders and insurers.
Smart money
8 measures| Measure | NOC | TDG | HWM |
|---|---|---|---|
| Insider open-market buys, 180d | 0 | 0 | 0 |
| Insider $ bought, 180d | — | — | — |
| Congress purchases, 180d | 1 | 33 | 0 |
| Last Congress purchase | 2026-05-08 | 2026-07-28 | — |
| 13F net change in holders | −75 | +35 | +137 |
| ETFs adding shares, 30d | 946 | 886 | 1,252 |
| ETFs trimming, 30d | 654 | 834 | 991 |
| Net ETF funds, 30d | +292 | +52 | +261 |
Valuation
16 measures| Measure | NOC | TDG | HWM |
|---|---|---|---|
| P/E (TTM) | 16.4x
5th
|
29.6x
38th
|
47.1x
72nd
|
| PEG (P/E ÷ 3-yr EPS CAGR) | 14.81
100th
|
1.30
38th
|
0.87
21st
|
| Price / sales | 1.7x
24th
|
6.3x
65th
|
9.7x
80th
|
| Price / book | 4.1x
55th
|
— | 15.4x
89th
|
| Price / tangible book | 163.0x
100th
|
— | — |
| Price / free cash flow | 20.3x
29th
|
32.7x
51st
|
56.1x
89th
|
| Price / operating cash flow | 14.5x
23rd
|
28.7x
49th
|
39.7x
79th
|
| Enterprise value | $87.8B
87th
|
$93.7B
91st
|
$92.0B
89th
|
| EV / sales | 2.0x
24th
|
9.4x
80th
|
10.1x
84th
|
| EV / EBITDA | 11.8x
14th
|
18.5x
38th
|
33.4x
81st
|
| EV / EBIT | 14.8x
3rd
|
20.2x
33rd
|
37.6x
79th
|
| EV / free cash flow | 24.1x
29th
|
48.6x
71st
|
58.6x
89th
|
| Earnings yield | 6.1%
96th
|
3.4%
73rd
|
2.1%
49th
|
| FCF yield | 4.9%
82nd
|
3.1%
67th
|
1.8%
44th
|
| Operating cash flow yield | 6.9%
84th
|
3.5%
65th
|
2.5%
44th
|
| Graham number (per share) | $298.69
100th
|
— | $38.64
47th
|
Profitability (TTM)
12 measures| Measure | NOC | TDG | HWM |
|---|---|---|---|
| Gross margin | 20.1%
31st
|
59.6%
94th
|
35.2%
72nd
|
| EBITDA margin | 17.4%
74th
|
50.5%
100th
|
30.2%
92nd
|
| Operating margin | 10.2%
57th
|
46.2%
100th
|
28.3%
98th
|
| EBIT margin | 13.8%
77th
|
46.3%
100th
|
26.9%
94th
|
| Net margin | 10.5%
77th
|
21.3%
100th
|
20.5%
98th
|
| NOPAT margin | 8.7%
64th
|
35.9%
100th
|
23.2%
98th
|
| FCF margin | 8.5%
66th
|
19.3%
96th
|
17.2%
92nd
|
| Operating cash flow margin | 11.8%
64th
|
22.0%
96th
|
24.4%
98th
|
| R&D / revenue | 0.0%
0th
|
0.0%
0th
|
0.4%
37th
|
| SG&A / revenue | 9.0%
34th
|
10.9%
40th
|
5.0%
15th
|
| Stock comp / revenue | 0.3%
17th
|
1.5%
67th
|
1.0%
63rd
|
| Effective tax rate | 14.5%
18th
|
22.2%
82nd
|
18.0%
36th
|
Returns on capital
11 measures| Measure | NOC | TDG | HWM |
|---|---|---|---|
| ROE (on average equity) | 27.0%
84th
|
— | 34.7%
90th
|
| ROA | 9.0%
80th
|
8.6%
75th
|
15.4%
100th
|
| ROIC | 11.7%
64th
|
17.2%
85th
|
21.9%
91st
|
| ROCE | 15.8%
87th
|
19.2%
91st
|
22.4%
100th
|
| Return on tangible assets | 11.8%
80th
|
18.7%
95th
|
20.2%
100th
|
| Cash ROIC (OCF / invested capital) | 15.9%
72nd
|
10.5%
52nd
|
22.9%
83rd
|
| Gross profitability (GP / assets) | 16.9%
56th
|
22.3%
80th
|
23.7%
82nd
|
| ROIC, 3-yr average | 10.1%
67th
|
11.6%
85th
|
15.3%
95th
|
| ROIC, 5-yr average | 14.5%
85th
|
— | 12.7%
80th
|
| ROE, 5-yr average | 27.6%
93rd
|
— | 21.5%
88th
|
| Incremental ROIC | 30.4%
54th
|
57.1%
68th
|
54.9%
64th
|
Growth
17 measures| Measure | NOC | TDG | HWM |
|---|---|---|---|
| Revenue growth (TTM YoY) | 5.9%
8th
|
16.6%
41st
|
18.1%
45th
|
| Revenue growth (QoQ) | 10.1%
47th
|
7.7%
42nd
|
10.1%
49th
|
| Revenue CAGR, 3 yr | 4.2%
13th
|
17.0%
65th
|
13.7%
50th
|
| Revenue CAGR, 5 yr | 2.7%
9th
|
16.4%
65th
|
13.8%
58th
|
| Gross profit CAGR, 3 yr | 3.9%
21st
|
17.9%
62nd
|
29.1%
79th
|
| Operating income CAGR, 3 yr | 6.0%
26th
|
19.5%
44th
|
31.9%
76th
|
| Net income growth (TTM YoY) | 14.0%
25th
|
10.2%
19th
|
33.9%
53rd
|
| Net income CAGR, 3 yr | -1.1%
17th
|
22.8%
53rd
|
52.1%
90th
|
| EPS growth (TTM YoY) | 15.2%
25th
|
11.5%
22nd
|
35.6%
53rd
|
| EPS CAGR, 3 yr | 1.1%
20th
|
22.7%
57th
|
53.9%
90th
|
| EPS CAGR, 5 yr | 2.3%
27th
|
31.4%
77th
|
47.0%
88th
|
| FCF growth (TTM YoY) | 178.7%
84th
|
1.1%
26th
|
54.2%
58th
|
| FCF CAGR, 3 yr | 17.2%
36th
|
22.4%
55th
|
39.4%
86th
|
| Operating cash flow CAGR, 3 yr | 10.1%
21st
|
22.8%
48th
|
42.2%
90th
|
| Book value CAGR, 3 yr | 7.3%
43rd
|
— | 16.4%
66th
|
| Dividend CAGR, 3 yr | 5.2%
76th
|
6.3%
83rd
|
10.5%
90th
|
| Sustainable growth rate | 18.9%
76th
|
— | 31.1%
84th
|
Margin history & stability
7 measures| Measure | NOC | TDG | HWM |
|---|---|---|---|
| Gross margin, 3-yr average | 18.7%
24th
|
59.4%
96th
|
29.9%
63rd
|
| Operating margin, 3-yr average | 9.1%
52nd
|
45.8%
100th
|
24.4%
93rd
|
| Net margin, 3-yr average | 8.6%
70th
|
21.9%
100th
|
17.3%
98th
|
| FCF margin, 3-yr average | 6.1%
52nd
|
21.6%
100th
|
14.7%
91st
|
| Revenue stability (0-1) | 0.84
40th
|
0.99
98th
|
0.98
96th
|
| Earnings stability (0-1) | 0.14
12th
|
0.98
98th
|
0.93
92nd
|
| Margin stability (0-1) | 0.92
66th
|
0.92
68th
|
0.81
34th
|
Liquidity (latest quarter)
7 measures| Measure | NOC | TDG | HWM |
|---|---|---|---|
| Cash & short-term investments | $2.3B
89th
|
$2.8B
91st
|
$563.0M
65th
|
| Net cash (− = net debt) | −$14.0B
7th
|
−$30.7B
0th
|
−$3.9B
15th
|
| Working capital | $2.2B
87th
|
$5.2B
96th
|
$1.9B
80th
|
| Current ratio | 1.17
7th
|
3.02
64th
|
1.82
29th
|
| Quick ratio | 1.06
22nd
|
2.01
62nd
|
0.87
9th
|
| Cash ratio (cash + ST investments / current liabilities) | 0.17
16th
|
1.08
67th
|
0.24
40th
|
| Defensive interval (days) | 1,083 days
61st
|
1,344 days
76th
|
1,050 days
56th
|
Leverage & solvency (latest quarter)
13 measures| Measure | NOC | TDG | HWM |
|---|---|---|---|
| Total debt | $16.3B
91st
|
$33.5B
96th
|
$4.5B
85th
|
| Debt / equity | 0.91
74th
|
— | 0.79
66th
|
| Net debt / equity | 0.78
83rd
|
— | 0.69
74th
|
| Debt / assets | 32.1%
67th
|
125.2%
100th
|
34.0%
75th
|
| Debt / capital | 47.7%
74th
|
— | 44.0%
66th
|
| Debt / EBITDA | 2.19
45th
|
6.63
98th
|
1.64
31st
|
| Net debt / EBITDA | 1.88
50th
|
6.08
98th
|
1.43
36th
|
| Interest coverage (EBIT / interest) | 9.0x
69th
|
2.4x
29th
|
14.6x
83rd
|
| Cash interest coverage | 7.7x
60th
|
1.2x
27th
|
13.2x
81st
|
| Debt payback (years of OCF) | 3.2 yrs
54th
|
15.2 yrs
95th
|
2.0 yrs
31st
|
| Liabilities / assets | 64.8%
76th
|
136.3%
100th
|
56.7%
60th
|
| IS credit model rating | A- | B- | AA |
| Implied credit spread (bps) | 175
47th
|
900
93rd
|
80
13th
|
Efficiency
11 measures| Measure | NOC | TDG | HWM |
|---|---|---|---|
| Asset turnover | 0.86
71st
|
0.40
27th
|
0.75
62nd
|
| Fixed asset turnover | 3.52
35th
|
5.75
56th
|
3.24
31st
|
| Inventory turnover | 23.1
88th
|
1.7
6th
|
2.9
32nd
|
| Receivables turnover | 7.4
63rd
|
5.4
30th
|
9.5
72nd
|
| Days sales outstanding | 50 days
38th
|
67 days
71st
|
39 days
29th
|
| Days inventory outstanding | 16 days
12th
|
211 days
94th
|
127 days
68th
|
| Days payables outstanding | 29 days
22nd
|
34 days
42nd
|
66 days
82nd
|
| Cash conversion cycle (days) | 36 days
24th
|
243 days
95th
|
99 days
49th
|
| Capex / revenue | 3.3%
47th
|
2.7%
32nd
|
7.1%
75th
|
| Capex / depreciation | 0.94
39th
|
0.65
30th
|
2.15
80th
|
| Operating expense ratio | 9.4%
21st
|
14.6%
42nd
|
9.4%
19th
|
Cash flow & earnings quality
7 measures| Measure | NOC | TDG | HWM |
|---|---|---|---|
| Operating cash flow / net income | 1.13
44th
|
1.03
33rd
|
1.19
46th
|
| FCF / net income | 0.81
46th
|
0.91
54th
|
0.84
49th
|
| FCF / operating cash flow | 71.8%
45th
|
87.7%
84th
|
70.7%
42nd
|
| Capex / operating cash flow | 28.2%
55th
|
12.3%
16th
|
29.3%
58th
|
| Accruals ratio | -1.2%
58th
|
-0.3%
69th
|
-2.9%
44th
|
| Sloan accruals ratio | 0.7%
60th
|
0.3%
56th
|
-4.2%
33rd
|
| Earnings quality score (0-1) | 1.00
49th
|
1.00
49th
|
1.00
49th
|
Scores & forensic checks
15 measures| Measure | NOC | TDG | HWM |
|---|---|---|---|
| IS score | 63
65th
|
59
56th
|
73
96th
|
| IS profitability | 49
75th
|
62
87th
|
80
100th
|
| IS growth | 55
25th
|
70
53rd
|
74
65th
|
| IS value | 57
91st
|
48
69th
|
28
7th
|
| IS momentum | 78
41st
|
79
45th
|
94
86th
|
| IS risk (safety) | 80
29th
|
50
11th
|
100
44th
|
| IS quality | 73
76th
|
65
49th
|
82
98th
|
| IS balance sheet | 57
49th
|
30
15th
|
64
65th
|
| IS earnings quality | 70
73rd
|
72
75th
|
81
93rd
|
| IS cash flow | 60
67th
|
57
62nd
|
68
73rd
|
| Piotroski F-score (0-9) | 8
84th
|
6
31st
|
7
53rd
|
| Altman Z-score | 3.1
31st
|
2.0
11th
|
10.6
95th
|
| Beneish M-score | −2.40
52nd
|
−2.11
76th
|
−2.51
36th
|
| Ohlson O-score | −7.97
45th
|
−5.17
91st
|
−8.50
31st
|
| IS credit score | 70
51st
|
20
0th
|
87
84th
|
Size (TTM)
8 measures| Measure | NOC | TDG | HWM |
|---|---|---|---|
| Market cap | $73.9B
89th
|
$63.0B
87th
|
$88.1B
91st
|
| Revenue | $42.9B
91st
|
$10.0B
82nd
|
$9.1B
80th
|
| EBITDA | $7.4B
93rd
|
$5.1B
89th
|
$2.8B
85th
|
| Net income | $4.5B
95th
|
$2.1B
89th
|
$1.9B
85th
|
| Free cash flow | $3.6B
93rd
|
$1.9B
89th
|
$1.6B
87th
|
| Total assets | $50.8B
91st
|
$26.8B
87th
|
$13.3B
82nd
|
| Shareholders' equity | $17.9B
95th
|
−$9.8B
0th
|
$5.7B
85th
|
| Employees | 95,000
93rd
|
16,500
78th
|
25,430
82nd
|
Price performance
9 measures| Measure | NOC | TDG | HWM |
|---|---|---|---|
| 1 day | +4.1% | +0.4% | +0.6% |
| 1 week | +8.2% | +2.8% | −1.9% |
| 1 month | −0.8% | +5.9% | −2.1% |
| 3 months | −0.8% | −5.4% | −18.8% |
| 6 months | −21.8% | −10.0% | −13.6% |
| Year to date | −10.9% | −16.1% | +4.4% |
| 1 year | −14.3% | −8.0% | +15.0% |
| 3 years, cumulative | +14.1% | +53.4% | +378.7% |
| 5 years, cumulative | +43.0% | +112.8% | +607.3% |
Technicals
4 measures| Measure | NOC | TDG | HWM |
|---|---|---|---|
| RSI 14 | 59.1 | 56.8 | 39.1 |
| From 52-week high | −32.8% | −22.1% | −28.7% |
| From 52-week low | +10.6% | +6.3% | +17.9% |
| Beta | -0.11 | 0.94 | 1.20 |
InsiderStreet reports findings from filings and market data. A comparison is not a recommendation to buy or sell either stock.Every figure is computed in code · data as of 2026-10-17