Critical Contrast: Triumph Group (TGI) versus Moog (NYSE:MOG.A)

Triumph Group (NYSE: TGI) and Moog (NYSE:MOG.A) are both aerospace & defense – nec companies, but which is the better stock? We will contrast the two companies based on the strength of their institutional ownership, dividends, risk, analyst recommendations, profitability, valuation and earnings.

Dividends

Triumph Group pays an annual dividend of $0.16 per share and has a dividend yield of 0.5%. Moog does not pay a dividend. Triumph Group pays out -7.5% of its earnings in the form of a dividend.

Institutional and Insider Ownership

99.8% of Triumph Group shares are owned by institutional investors. Comparatively, 82.7% of Moog shares are owned by institutional investors. 2.8% of Triumph Group shares are owned by company insiders. Comparatively, 1.6% of Moog shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Profitability

This table compares Triumph Group and Moog’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Triumph Group -3.18% 27.18% 5.39%
Moog 5.66% 13.57% 4.74%

Earnings and Valuation

This table compares Triumph Group and Moog’s gross revenue, earnings per share and valuation.

Gross Revenue Price/Sales Ratio NetIncome Earnings Per Share Price/Earnings Ratio
Triumph Group $3.53 billion 0.44 -$42.95 million ($2.13) -14.74
Moog $2.50 billion 1.18 $141.28 million $3.90 21.05

Moog has higher revenue, but lower earnings than Triumph Group. Triumph Group is trading at a lower price-to-earnings ratio than Moog, indicating that it is currently the more affordable of the two stocks.

Analyst Recommendations

This is a breakdown of current ratings and recommmendations for Triumph Group and Moog, as reported by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Triumph Group 2 6 3 0 2.09
Moog 0 2 0 0 2.00

Triumph Group presently has a consensus target price of $33.00, indicating a potential upside of 5.10%. Moog has a consensus target price of $81.00, indicating a potential downside of 1.32%. Given Triumph Group’s stronger consensus rating and higher possible upside, analysts plainly believe Triumph Group is more favorable than Moog.

Volatility & Risk

Triumph Group has a beta of 1.76, indicating that its share price is 76% more volatile than the S&P 500. Comparatively, Moog has a beta of 1.85, indicating that its share price is 85% more volatile than the S&P 500.

Summary

Triumph Group beats Moog on 10 of the 16 factors compared between the two stocks.

About Triumph Group

Triumph Group, Inc. designs, engineers, manufactures, repairs, overhauls and distributes a portfolio of aircraft components, accessories, subassemblies and systems. The Company offers a range of products and services to the aerospace industry through three segments: Triumph Aerostructures Group, whose companies are engaged in the design, manufacture, assembly and integration of metallic and composite aerostructures and structural components for the aerospace original equipment manufacturer (OEM) market; Triumph Aerospace Systems Group, whose companies design, engineer and manufacture a range of build-to-print components, assemblies and systems also for the OEM market, and Triumph Aftermarket Services Group, whose companies serve aircraft fleets, such as commercial airlines, the United States military and cargo carriers, through the maintenance, repair and overhaul (MRO) of aircraft components and accessories manufactured by third parties.

About Moog

Moog Inc. is a designer, manufacturer and integrator of precision motion and fluid controls and systems for a range of applications in aerospace and defense and industrial markets. The Company has five segments: Aircraft Controls, Space and Defense Controls, Industrial Systems, Components and Medical Devices. Its Aircraft Controls segment designs, manufactures and integrates primary and secondary flight controls for military and commercial aircraft, and provides aftermarket support. Its Space and Defense Controls segment provides controls for satellites, space vehicles, launch vehicles, armored combat vehicles, tactical and strategic missiles, security and surveillance and other defense applications. Its Industrial Systems segment serves a global customer base across various markets. Its Components segment offers slip rings, fiber optic rotary joints, motors, sensors and handpieces product line. Its Medical Devices segment focuses on infusion therapy and enteral clinical nutrition.

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