TransDigm Group (MEX:TDG) Cyclically Adjusted PB Ratio: (As of Aug. 02, 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
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Director of Data and Quant Analytics at GuruFocus
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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
91 GF Score
Price MXN22,000.00
GF Value MXN28,253.89
Valuation Modestly Undervalued
! 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

* Premium members only.

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
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.00 0.00 0.00 0.00 0.00

TransDigm Group Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Cyclically Adjusted PB Ratio Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.00 0.00 0.00 0.00 0.00

MEX:TDG vs HONA, NOC, 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
91GF 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 Mar. 2026 is calculated as:

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

Adj_Book=Book Value per Share/CPI of Mar. 2026 (Change)*Current CPI (Mar. 2026)
=-3029.022/330.2130*330.2130
=-3,029.022

Current CPI (Mar. 2026) = 330.2130.

TransDigm Group Quarterly Data

Book Value per Share CPI Adj_Book
201606 -280.622 241.018 -384.473
201609 -236.184 241.428 -323.041
201612 -723.685 241.432 -989.803
201703 -738.044 243.801 -999.634
201706 -660.321 244.955 -890.150
201709 -1,031.279 246.819 -1,379.723
201712 -979.531 246.524 -1,312.058
201803 -801.389 249.554 -1,060.408
201806 -784.574 251.989 -1,028.126
201809 -641.473 252.439 -839.105
201812 -619.360 251.233 -814.068
201903 -544.522 254.202 -707.344
201906 -476.264 256.143 -613.987
201909 -1,068.672 256.759 -1,374.399
201912 -1,513.203 256.974 -1,944.474
202003 -1,826.458 258.115 -2,336.634
202006 -1,781.969 257.797 -2,282.530
202009 -1,612.553 260.280 -2,045.820
202012 -1,356.827 260.474 -1,720.102
202103 -1,314.495 264.877 -1,638.735
202106 -1,134.202 271.696 -1,378.483
202109 -1,086.112 274.310 -1,307.456
202112 -974.601 278.802 -1,154.317
202203 -1,057.857 287.504 -1,215.003
202206 -1,104.288 296.311 -1,230.634
202209 -1,396.109 296.808 -1,553.238
202212 -1,193.742 296.797 -1,328.144
202303 -952.764 301.836 -1,042.338
202306 -744.279 305.109 -805.517
202309 -624.859 307.789 -670.383
202312 -1,073.979 306.746 -1,156.142
202403 -898.739 312.332 -950.192
202406 -822.502 314.175 -864.489
202409 -2,203.145 315.301 -2,307.342
202412 -2,327.258 315.605 -2,434.977
202503 -2,063.504 319.799 -2,130.700
202506 -1,672.934 322.561 -1,712.620
202509 -3,151.730 324.800 -3,204.256
202512 -2,959.552 324.054 -3,015.802
202603 -3,029.022 330.213 -3,029.022

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 MXN22,000.00 is trading 22.1% below its estimated GF Value™ of MXN28,253.89. GuruFocus considers TransDigm Group to be Modestly Undervalued.

Key valuation signals for MEX:TDG:

  • Cyclically Adjusted PB Ratio:
  • GF Value™: MXN28,253.89 vs. price of MXN22,000.00 (22.1% below fair value)
  • GF Score™: 91/100 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.
91GF 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.

MXN22,000.00
Price
MXN28,253.89
GF Value