TDG (TransDigm Group) Cyclically Adjusted PB Ratio: (As of Aug. 04, 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.
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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.

TDG TransDigm Group Inc TDG
89 GF Score
Price $1,275.60
GF Value $1,613.24
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  (NYSE: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
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
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

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.


TDG
89GF Score
TransDigm Group Inc TDG
Cyclically Adjusted PB Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
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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)
=-167.974/330.2130*330.2130
=-167.974

Current CPI (Mar. 2026) = 330.2130.

TransDigm Group Quarterly Data

Book Value per Share CPI Adj_Book
201606 -15.174 241.018 -20.790
201609 -12.215 241.428 -16.707
201612 -35.101 241.432 -48.009
201703 -39.197 243.801 -53.090
201706 -36.530 244.955 -49.244
201709 -56.826 246.819 -76.026
201712 -49.876 246.524 -66.808
201803 -44.111 249.554 -58.368
201806 -39.928 251.989 -52.323
201809 -34.294 252.439 -44.860
201812 -31.544 251.233 -41.460
201903 -28.071 254.202 -36.465
201906 -24.794 256.143 -31.964
201909 -54.132 256.759 -69.618
201912 -80.233 256.974 -103.100
202003 -77.894 258.115 -99.652
202006 -77.201 257.797 -98.887
202009 -72.996 260.280 -92.609
202012 -68.210 260.474 -86.472
202103 -64.307 264.877 -80.169
202106 -56.978 271.696 -69.250
202109 -52.821 274.310 -63.586
202112 -47.509 278.802 -56.270
202203 -53.129 287.504 -61.021
202206 -54.891 296.311 -61.171
202209 -69.406 296.808 -77.217
202212 -61.230 296.797 -68.124
202303 -52.858 301.836 -57.827
202306 -43.414 305.109 -46.986
202309 -35.872 307.789 -38.485
202312 -63.271 306.746 -68.111
202403 -54.153 312.332 -57.253
202406 -44.896 314.175 -47.188
202409 -111.890 315.301 -117.182
202412 -111.589 315.605 -116.754
202503 -100.864 319.799 -104.149
202506 -88.848 322.561 -90.956
202509 -171.811 324.800 -174.674
202512 -164.368 324.054 -167.492
202603 -167.974 330.213 -167.974

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 (TDG) Overvalued in 2026?

Based on GuruFocus' analysis, TransDigm Group stock appears to be undervalued. The current stock price of $1,275.60 is trading 20.9% below its estimated GF Value™ of $1,613.24. GuruFocus considers TransDigm Group to be Modestly Undervalued.

Key valuation signals for TDG:

  • Cyclically Adjusted PB Ratio:
  • GF Value™: $1,613.24 vs. price of $1,275.60 (20.9% below fair value)
  • GF Score™: 89/100 with 5 warning signs

No single metric tells the full story. See the 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.
89GF Score

Get the complete analysis for TDG

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

$1,275.60
Price
$1,613.24
GF Value