TransDigm Group (MEX:TDG) Cyclically Adjusted PB Ratio: (As of Sep. 20, 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

MEX:TDG TransDigm Group Inc MEX:TDG
84 GF Score
Price MXN18,753.76
GF Value MXN27,986.22
Valuation Possible Value Trap
! 5 Warning Signs
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What is TransDigm Group Cyclically Adjusted PB Ratio?

Shiller PE for Stocks: The True Measure of Stock Valuation


TransDigm Group  (MEX:TDG) Cyclically Adjusted PB Ratio Explanation

Compared with the regular PB Ratio, which works poorly for cyclical businesses, the Cyclically Adjusted PB Ratio smoothed out the fluctuations of book value during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Cyclically Adjusted PB Ratio should give similar results to regular PB Ratio.


TransDigm Group Cyclically Adjusted PB Ratio Related Terms


TransDigm Group Cyclically Adjusted PB Ratio Historical Data

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The historical data trend for TransDigm Group's Cyclically Adjusted PB Ratio can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

TransDigm Group Cyclically Adjusted PB Ratio Chart

TransDigm Group Annual Data
Trend Sep16 Sep17 Sep18 Sep19 Sep20 Sep21 Sep22 Sep23 Sep24 Sep25
Cyclically Adjusted PB Ratio
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TransDigm Group Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
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MEX:TDG vs NOC, HONA, LHX: Cyclically Adjusted PB Ratio Comparison

For the Aerospace & Defense subindustry, TransDigm Group's Cyclically Adjusted PB Ratio, along with its competitors' market caps and Cyclically Adjusted PB Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


TransDigm Group Cyclically Adjusted PB Ratio vs Aerospace & Defense Industry

For the Aerospace & Defense industry and Industrials sector, TransDigm Group's Cyclically Adjusted PB Ratio distribution charts can be found below:

* The bar in red indicates where TransDigm Group's Cyclically Adjusted PB Ratio falls into.


MEX:TDG
84GF Score
TransDigm Group Inc MEX:TDG
Cyclically Adjusted PB Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

TransDigm Group Cyclically Adjusted PB Ratio Calculation

Like the Shiller PE Ratio, the Cyclically Adjusted PB Ratio takes the Book Value per Share from the past 10 years, adjusts it for inflation, and then calculates the average. This average is then used for the P/B calculation. Because it considers this 10-year average, it's often referred to as the CAPB Ratio.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PB Ratio.

TransDigm Group's Cyclically Adjusted Book per Share for the quarter that ended in Jun. 2026 is calculated as:

For example, TransDigm Group's adjusted Book Value per Share data for the three months ended in Jun. 2026 was:

Adj_Book=Book Value per Share/CPI of Jun. 2026 (Change)*Current CPI (Jun. 2026)
=-3072.697/333.9520*333.9520
=-3,072.697

Current CPI (Jun. 2026) = 333.9520.

TransDigm Group Quarterly Data

Book Value per Share CPI Adj_Book
201609 -236.405 241.428 -327.004
201612 -723.140 241.432 -1,000.257
201703 -738.239 243.801 -1,011.220
201706 -661.189 244.955 -901.412
201709 -1,031.909 246.819 -1,396.198
201712 -975.849 246.524 -1,321.927
201803 -805.183 249.554 -1,077.492
201806 -784.821 251.989 -1,040.095
201809 -641.272 252.439 -848.340
201812 -621.212 251.233 -825.747
201903 -541.031 254.202 -710.767
201906 -472.501 256.143 -616.033
201909 -1,065.488 256.759 -1,385.820
201912 -1,513.707 256.974 -1,967.146
202003 -1,591.298 258.115 -2,058.839
202006 -1,782.197 257.797 -2,308.670
202009 -1,609.823 260.280 -2,065.482
202012 -1,356.565 260.474 -1,739.243
202103 -1,313.132 264.877 -1,655.572
202106 -1,132.279 271.696 -1,391.728
202109 -1,082.957 274.310 -1,318.420
202112 -969.694 278.802 -1,161.510
202203 -1,057.306 287.504 -1,228.120
202206 -1,104.472 296.311 -1,244.775
202209 -1,392.998 296.808 -1,567.325
202212 -1,190.355 296.797 -1,339.371
202303 -951.770 301.836 -1,053.040
202306 -742.386 305.109 -812.566
202309 -621.526 307.789 -674.358
202312 -1,069.329 306.746 -1,164.170
202403 -898.043 312.332 -960.207
202406 -818.333 314.175 -869.846
202409 -2,190.817 315.301 -2,320.410
202412 -2,317.619 315.605 -2,452.349
202503 -2,060.968 319.799 -2,152.178
202506 -1,675.831 322.561 -1,735.012
202509 -3,147.463 324.800 -3,236.150
202512 -2,953.003 324.054 -3,043.200
202603 -3,027.930 330.213 -3,062.215
202606 -3,072.697 333.952 -3,072.697

Add all the adjusted book value per share together and divide the count will get our Cyclically Adjusted Book per Share.

Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.

Is TransDigm Group (MEX:TDG) Overvalued in 2026?

Based on GuruFocus' analysis, TransDigm Group stock appears to be undervalued. The current stock price of MXN18,753.76 is trading 33% below its estimated GF Value™ of MXN27,986.22. GuruFocus considers TransDigm Group to be Possible Value Trap.

Key valuation signals for MEX:TDG:

  • Cyclically Adjusted PB Ratio:
  • GF Value™: MXN27,986.22 vs. price of MXN18,753.76 (33% below fair value)
  • GF Score™: 84/100 with 5 warning signs

No single metric tells the full story. See the MEX:TDG stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


TransDigm Group Business Description

Address 1350 Euclid Avenue, Suite 1600, Cleveland, OH, USA, 44115
TransDigm manufactures and services a broad set of specialized parts for commercial and military aircraft. The firm organizes itself in three segments: power and control, airframes, and a small non-aviation segment, which serves mostly off-road vehicles and mining equipment. It operates as an acquisitive holding company that focuses on buying up smaller firms that make proprietary aerospace products with substantial aftermarket demand. TransDigm regularly employs financial leverage to amplify its operating results.
84GF Score

Get the complete analysis for MEX:TDG

Cyclically Adjusted PB Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

MXN18,753.76
Price
MXN27,986.22
GF Value