TDG vs. EXR
TDG (TransDigm Group Incorporated) and EXR (Extra Space Storage Inc.) are both stocks. TDG operates in Aerospace & Defense (Industrials), while EXR operates in REIT - Industrial (Real Estate). Over the past 10 years, TDG returned 22.05%/yr vs 8.35%/yr for EXR. At a 0.32 correlation, their price movements are largely independent.
Performance
TDG vs. EXR - Performance Comparison
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Returns By Period
In the year-to-date period, TDG achieves a -8.89% return, which is significantly lower than EXR's 11.12% return. Over the past 10 years, TDG has outperformed EXR with an annualized return of 22.05%, while EXR has yielded a comparatively lower 8.35% annualized return.
TDG
- 1D
- -2.84%
- 1M
- 5.38%
- YTD
- -8.89%
- 6M
- -9.40%
- 1Y
- -11.06%
- 3Y*
- 21.32%
- 5Y*
- 16.99%
- 10Y*
- 22.05%
EXR
- 1D
- 0.53%
- 1M
- 2.66%
- YTD
- 11.12%
- 6M
- 10.76%
- 1Y
- -0.14%
- 3Y*
- 3.76%
- 5Y*
- 2.43%
- 10Y*
- 8.35%
TDG vs. EXR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TDG TransDigm Group Incorporated | -8.89% | 12.15% | 32.27% | 66.57% | 1.77% | 2.82% | 10.51% | 84.41% | 23.83% | 19.84% |
EXR Extra Space Storage Inc. | 11.12% | -8.92% | -2.81% | 13.86% | -32.82% | 100.98% | 13.64% | 20.71% | 7.29% | 17.83% |
Correlation
The correlation between TDG and EXR is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.22 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.27 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.31 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Mar 16, 2006 | 0.32 |
The correlation between TDG and EXR shifts across timeframes, from 0.22 (1 year) to 0.32 (all time), reflecting how their relationship changes across market environments.
Fundamentals
TDG:
$70.51B
EXR:
$31.51B
TDG:
$34.79
EXR:
$4.36
TDG:
34.83
EXR:
32.77
TDG:
7.41
EXR:
9.12
TDG:
$9.50B
EXR:
$3.39B
TDG:
$5.61B
EXR:
$345.79M
TDG:
$4.78B
EXR:
$2.91B
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Return for Risk
TDG vs. EXR — Risk / Return Rank
TDG
EXR
TDG vs. EXR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TransDigm Group Incorporated (TDG) and Extra Space Storage Inc. (EXR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| TDG | EXR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.40 | ||
| Sortino ratioReturn per unit of downside risk | -0.52 | ||
| Omega ratioGain probability vs. loss probability | 0.95 | 1.02 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | -0.44 | -0.01 | -0.43 |
| Martin ratioReturn relative to average drawdown | -0.77 | -0.02 | -0.75 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TDG | EXR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.40 | -0.01 | -0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.09 | +0.53 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.31 | +0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.85 | 0.51 | +0.34 |
Drawdowns
TDG vs. EXR - Drawdown Comparison
The maximum TDG drawdown since its inception was -62.64%, smaller than the maximum EXR drawdown of -71.22%. Use the drawdown chart below to compare losses from any high point for TDG and EXR.
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Drawdown Indicators
| TDG | EXR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.64% | -71.22% | +8.58% |
Max Drawdown (1Y)Largest decline over 1 year | -25.30% | -16.70% | -8.60% |
Max Drawdown (3Y)Largest decline over 3 years | -25.30% | -33.78% | +8.48% |
Max Drawdown (5Y)Largest decline over 5 years | -25.30% | -51.36% | +26.06% |
Max Drawdown (10Y)Largest decline over 10 years | -62.64% | -51.36% | -11.28% |
Current DrawdownCurrent decline from peak | -20.11% | -24.76% | +4.65% |
Average DrawdownAverage peak-to-trough decline | -7.94% | -13.37% | +5.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.43% | 8.16% | +6.27% |
Volatility
TDG vs. EXR - Volatility Comparison
TransDigm Group Incorporated (TDG) has a higher volatility of 8.66% compared to Extra Space Storage Inc. (EXR) at 6.90%. This indicates that TDG's price experiences larger fluctuations and is considered to be riskier than EXR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TDG | EXR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.66% | 6.90% | +1.76% |
Volatility (6M)Calculated over the trailing 6-month period | 20.86% | 17.03% | +3.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.45% | 24.71% | +2.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.78% | 28.20% | -0.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.76% | 26.94% | +6.82% |
Dividends
TDG vs. EXR - Dividend Comparison
TDG's dividend yield for the trailing twelve months is around 7.43%, more than EXR's 4.53% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXR Extra Space Storage Inc. | 4.53% | 4.98% | 4.33% | 4.04% | 4.08% | 1.98% | 3.11% | 3.37% | 3.71% | 3.57% | 3.79% | 2.54% |
TDG TransDigm Group Incorporated | 7.43% | 6.77% | 5.92% | 3.46% | 2.94% | 0.00% | 0.00% | 11.16% | 0.00% | 8.01% | 9.64% | 0.00% |
Financials
TDG vs. EXR - Financials Comparison
This section allows you to compare key financial metrics between TransDigm Group Incorporated and Extra Space Storage Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
TDG vs. EXR - Profitability Comparison
TDG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, TransDigm Group Incorporated reported a gross profit of 1.51B and revenue of 2.54B. Therefore, the gross margin over that period was 59.4%.
EXR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Extra Space Storage Inc. reported a gross profit of 0.00 and revenue of 856.03M. Therefore, the gross margin over that period was 0.0%.
TDG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, TransDigm Group Incorporated reported an operating income of 1.18B and revenue of 2.54B, resulting in an operating margin of 46.3%.
EXR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Extra Space Storage Inc. reported an operating income of 367.55M and revenue of 856.03M, resulting in an operating margin of 42.9%.
TDG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, TransDigm Group Incorporated reported a net income of 535.00M and revenue of 2.54B, resulting in a net margin of 21.0%.
EXR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Extra Space Storage Inc. reported a net income of 240.98M and revenue of 856.03M, resulting in a net margin of 28.2%.
Frequently Asked Questions
TDG and EXR have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TDG has higher volatility (8.66%) compared to EXR (6.90%). In terms of maximum drawdown, TDG dropped -62.64% vs EXR's -71.22%.
EXR currently has the higher Sharpe Ratio (-0.01 vs -0.40), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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