APH vs GE vs TDG Stock Comparison

Amphenol, General Electric and TransDigm Prices as of Oct 26, 2026 Peers: Industry group
APH Amphenol Corp /De/
$75.28 -10.5% 1M -43.7% 1Y
Market cap
$191.46B
P/E
37.2x
Revenue (TTM)
$29.01B
Div. yield
0.01%
Electrical Equipment Industrials
2 wins
GE General Electric Co
$288.37 -11.9% 1M -5.1% 1Y
Market cap
$308.21B
P/E
33.9x
Revenue (TTM)
$52.58B
Div. yield
0.01%
Commercial Aerospace Industrials
6 wins
TDG TransDigm Group INC
$1,129.53 +1.2% 1M -16.9% 1Y
Market cap
$64.95B
P/E
34.0x
Revenue (TTM)
$10.01B
Div. yield
–
Commercial Aerospace Industrials
4 wins

Head to Head

12 decided of 12

General Electric leads on 6 of the 12 questions below (General Electric 6, TransDigm 4, Amphenol 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionAPHGETDGLeader
Larger companyMarket capitalisation $191.46B $308.21B $64.95B GE
Cheaper on earningsLower P/E, profitable companies only 37.2x 33.9x 34.0x GE
Cheaper on forward earningsLower price / next fiscal year consensus EPS 28.8x 38.0x 25.7x TDG
Faster revenue growthRevenue growth, trailing twelve months +54.2% +19.6% +16.6% APH
More profitableNet margin, trailing twelve months 17.7% 17.3% 19.1% TDG
Better return on capitalReturn on invested capital 16.5% -38.7% 15.5% APH
Less leveragedLower net debt / EBITDA 1.5x -0.7x 6.1x GE
Higher dividend yieldTrailing dividend yield 0.01% 0.01% 0.00% GE
Better 1-year returnPrice return, last 12 months -43.7% -5.1% -16.9% GE
Better 5-year returnAnnualised price return, 5 years +14.7%/yr +34.9%/yr +12.4%/yr GE
Less volatileAnnualised volatility, 1 year 85.6% 33.1% 27.2% TDG
Higher overall scoreMean of the five percentile scores vs peers 64/100 45/100 66/100 TDG

Percentile Scorecard

APHGETDG

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisAPHGETDG
Valuation 19 #164 of 203 33 #67 of 100 54 #47 of 100
Growth 97 #7 of 187 33 #65 of 97 68 #32 of 97
Profitability 98 #5 of 185 60 #39 of 96 96 #5 of 96
Financial Health 42 #127 of 219 18 #86 of 105 17 #87 of 105
Shareholder Returns 66 #53 of 153 83 #12 of 64 95 #4 of 64
Overall 64 45 66
  • APH ranked among 222 companies in Machinery
  • GE ranked among 107 companies in Aerospace and Defense
  • TDG ranked among 107 companies in Aerospace and Defense

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodAPHGETDGSPY
1 month -10.5%-11.9%+1.2% -0.8%
3 months -49.6%-20.3%-12.2% +3.5%
6 months -49.4%+1.3%-2.5% +7.0%
Year to date -44.3%-6.4%-15.1% +12.2%
1 year -43.7%-5.1%-16.9% +13.0%
3 years +89.8%+239.7%+37.9% +86.3%
3 years, per year +23.8%+50.4%+11.3% +23.1%
5 years +98.7%+345.7%+79.5% +68.6%
5 years, per year +14.7%+34.9%+12.4% +11.0%
10 years +359.5%+108.4%+316.7% +258.0%
10 years, per year +16.5%+7.6%+15.3% +13.6%

Risk

MeasureAPHGETDGSPY
Volatility, 1Y 85.6%33.1%27.2% 12.7%
Downside volatility, 1Y 114.2%35.2%29.0% 12.7%
Beta vs S&P 500, 1Y 1.701.200.75 1.00
Return / volatility, 1Y -0.51-0.15-0.62 1.02
Max drawdown, 5Y -58.6%-45.1%-33.6% -25.4%
From 52-week high -57.3%-24.3%-22.1% -1.8%
52-week high $176.32$381.07$1,450.00 $779.14
52-week low $73.07$273.25$1,076.01 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleAPHGETDG
P/E now vs peer median 36.0xmedian 26.0x 32.8xmedian 26.8x 33.9xmedian 26.8x
P/S now vs peer median 6.4xmedian 1.9x 5.7xmedian 2.9x 6.2xmedian 2.9x
EV/EBITDA now vs peer median 21.8xmedian 14.0x -20.2xmedian 15.2x 18.4xmedian 15.2x
P/FCF now vs peer median 39.4xmedian 21.4x 37.3xmedian 25.5x 32.4xmedian 25.5x
P/B now vs peer median 11.9xmedian 2.2x 16.8xmedian 2.5x -6.4xmedian 2.5x
PEG now vs peer median 0.96median 1.26 -114.79median 0.94 1.60median 0.94

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsAPHGETDG
Revenue $29.01B $52.58B $10.01B
Gross profit $11.17B $18.52B $5.96B
Operating income $7.84B -$16.58B $4.61B
Net income $5.19B $9.13B $2.13B
Free cash flow $4.71B $7.99B $1.93B
R&D – $1.81B –
EPS (diluted) $1.99 $8.74 $33.29
Cash & equivalents $4.73B $8.76B $2.77B
Total debt $18.81B $19.33B $33.49B
Shares (diluted) 2.58B 1.04B 57.40M
Enterprise value $186.04B $266.73B $52.95B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricAPHGETDG
P/E 36.0x 32.8x 33.9x
P/FCF 39.4x 37.3x 32.4x
P/Operating cash flow 31.6x 31.6x 28.4x
P/S 6.4x 5.7x 6.2x
P/B 11.9x 16.8x -6.4x
P/Tangible book 18.0x 21.7x -4.3x
EV/EBITDA 21.8x -20.2x 18.4x
EV/EBIT 25.4x -18.6x 20.2x
EV/Revenue 6.9x 5.9x 9.3x
EV/FCF 42.2x 38.6x 48.3x
EV/Operating cash flow 33.9x 32.7x 42.4x
PEG (3Y EPS CAGR) 0.96 -114.79 1.60

Growth

14 metrics
MetricAPHGETDG
Revenue growth (1Y) 54.2% 19.6% 16.6%
Revenue CAGR (3Y) 32.2% 7.2% 17.0%
Gross profit growth (1Y) 70.9% 11.7% 16.9%
Gross profit CAGR (3Y) 40.4% 10.9% 17.9%
Operating income growth (1Y) 86.0% 13.2% 16.7%
Operating income CAGR (3Y) 45.3% -98.5% 19.4%
Net income growth (1Y) 61.8% 13.2% 10.2%
Net income CAGR (3Y) 39.3% -3.4% 22.8%
EPS growth (1Y) 59.6% 15.5% 10.5%
EPS CAGR (3Y) 37.3% -0.3% 21.1%
Operating cash flow growth (1Y) 57.3% 21.4% 4.5%
Operating cash flow CAGR (3Y) 35.7% 6.3% 22.8%
Free cash flow growth (1Y) 67.3% 20.1% 1.1%
Free cash flow CAGR (3Y) 34.4% 2.7% 22.4%

Profitability

14 metrics
MetricAPHGETDG
Gross margin 38.5% 35.2% 59.6%
EBITDA margin 31.5% -29.1% 50.7%
Operating margin 27.0% -31.5% 46.0%
Pretax margin 25.2% 20.3% 27.4%
Net margin 17.7% 17.3% 19.1%
FCF margin 16.2% 15.2% 19.3%
Operating cash flow margin 20.2% 17.9% 22.0%
Return on equity 34.9% 51.2% –
Return on assets 11.9% 7.2% 8.2%
Return on invested capital 16.5% -38.7% 15.5%
Return on capital employed 23.0% -19.5% 19.6%
Asset turnover 0.7x 0.4x 0.4x
Cash conversion (OCF / net income) 1.1x 1.0x 1.0x
Stock comp / revenue 0.5% – 1.5%

Financial Health

11 metrics
MetricAPHGETDG
Debt / assets 42.0% 15.2% 125.2%
Debt / equity 1.2x 1.1x -3.4x
Net debt / EBITDA 1.5x -0.7x 6.1x
Debt / FCF 4.0x 2.4x 17.4x
Liabilities / assets 65.2% 86.0% 136.7%
Equity / assets 34.8% 14.0% -36.7%
Interest coverage 12.4x -17.9x 2.5x
Current ratio 1.9x 1.0x 3.0x
Quick ratio 1.3x 0.6x 1.9x
Cash ratio 0.6x 0.2x 1.1x
Altman Z-score 5.63 2.63 1.72

Shareholder Returns

7 metrics
MetricAPHGETDG
Dividend yield 0.7% 0.6% –
Net buyback yield 0.2% 2.9% 2.7%
Shareholder yield 0.8% 3.5% 2.7%
Payout ratio (earnings) 19.6% 19.1% –
Payout ratio (FCF) 21.6% 21.8% –
Dividend growth (1Y) 39.3% 26.6% –
Dividend CAGR (3Y) 27.7% 36.5% –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusAPHGETDG
Forward P/E 28.8xFY2026 38.0xFY2026 25.7xFY2026
EPS, next fiscal year $2.61FY2026 $7.59FY2026 $44.01FY2026
EPS growth, next FY +56.3%FY2026 +19.2%FY2026 +17.9%FY2026
EPS growth, the year after +35.6% +28.1% +7.9%
Revenue, next fiscal year $33.34BFY2026 $54.10BFY2026 $10.01BFY2026
Revenue growth, next FY +44.4%FY2026 +27.8%FY2026 +13.4%FY2026
Revenue growth, the year after +33.4% +11.8% +24.4%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersAPHGETDG
Held by institutions 96.0% 79.4% 93.2%
Institutions holding 2,330 3,441 1,140
Change in shares held, QoQ +2.6% +1.5% +1.2%
Institutions buying 1,360 1,829 584
Institutions selling 773 1,148 367
Buyers to sellers 1.76 1.59 1.59

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

APHGETDG
APH 1.00 0.19 0.10
GE 0.19 1.00 0.53
TDG 0.10 0.53 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, APH, GE and TDG?

General Electric (GE) is the largest by market capitalisation: Amphenol (APH) $191.46B, General Electric (GE) $308.21B, TransDigm (TDG) $64.95B.

Which stock is cheaper, APH, GE and TDG?

General Electric (GE) trades on the lowest price-to-earnings ratio (Amphenol (APH) 37.2x, General Electric (GE) 33.9x, TransDigm (TDG) 34.0x). On next year's consensus earnings, TransDigm (TDG) is cheapest (Amphenol (APH) 28.8x, General Electric (GE) 38.0x, TransDigm (TDG) 25.7x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Amphenol (APH) grew revenue fastest over the trailing twelve months: Amphenol (APH) +54.2%, General Electric (GE) +19.6%, TransDigm (TDG) +16.6%.

Which company is more profitable?

TransDigm (TDG) has the highest net margin (Amphenol (APH) 17.7%, General Electric (GE) 17.3%, TransDigm (TDG) 19.1%). On return on invested capital, Amphenol (APH) leads (Amphenol (APH) 16.5%, General Electric (GE) -38.7%, TransDigm (TDG) 15.5%).

Which stock has performed better?

Over the past year General Electric (GE) returned the most: Amphenol (APH) -43.7%, General Electric (GE) -5.1%, TransDigm (TDG) -16.9%. Over five years, General Electric (GE) compounded fastest (Amphenol (APH) +14.7%/yr, General Electric (GE) +34.9%/yr, TransDigm (TDG) +12.4%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

General Electric (GE) has the highest dividend yield: Amphenol (APH) 0.01%, General Electric (GE) 0.01%, TransDigm (TDG) 0.00%. TransDigm (TDG) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, TransDigm (TDG) has been the steadiest (Amphenol (APH) 85.6%, General Electric (GE) 33.1%, TransDigm (TDG) 27.2%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, APH, GE and TDG?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, General Electric (GE) leads on 6. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.