AIRO Group Holdings, Inc. (AIRO) vs Innovative Solutions and Support, Inc. (IA)

AIRO Group Holdings, Inc. and Innovative Solutions and Support, Inc. are both Aerospace & Defense companies. Innovative Solutions and Support, Inc. is the larger, with a market value of $330.2M against $228.5M — 1.4× the size. AIRO Group Holdings, Inc. has negative trailing earnings, so its P/E is not meaningful; Innovative Solutions and Support, Inc. trades at 17.7×. AIRO Group Holdings, Inc. grew revenue faster over the last twelve months: 52.8% against 20.3%. Innovative Solutions and Support, Inc. has the higher net margin (20.5% vs −23.9%) and the higher return on invested capital (13.2% vs −1.93%). Across the 17 metrics below, Innovative Solutions and Support, Inc. leads on 11 and AIRO Group Holdings, Inc. on 6.

Valuation

Metric AIRO IA Aerospace & Defense median
P/E n/m 17.65 33.00
P/S 2.14 3.63 3.63
P/B 0.32 4.38 3.24
Price to free cash flow n/m 23.64 34.01
EV/EBITDA n/m 12.78 18.69
EV/Sales 1.91 4.09 3.94
Earnings yield (12.69%) 5.66% 1.31%
Free cash flow yield (24.98%) 4.23% 0.00%

Profitability

Metric AIRO IA Aerospace & Defense median
Gross margin 58.61% 54.94% 25.48%
Operating margin (20.16%) 27.37% 4.54%
Net margin (23.86%) 20.50% 2.22%
Free cash flow margin (53.37%) 15.34% 0.00%
Return on equity (3.64%) 28.50% 6.43%
Return on assets (3.38%) 15.93% 2.70%
Return on invested capital (1.93%) 13.19% 1.56%

Growth

Metric AIRO IA Aerospace & Defense median
Revenue growth (TTM) 52.76% 20.30% 18.43%
EPS growth (last fiscal year) 92.80% 120.00% —
Revenue growth, 5-year CAGR — 31.31% 9.62%
Net income growth, 5-year CAGR — 36.73% 0.00%

Health

Metric AIRO IA Aerospace & Defense median
Debt to equity 0.00 0.70 0.24
Current ratio 2.87 2.97 2.72
Net debt to EBITDA 4.43 0.90 1.12

Dividend

Metric AIRO IA Aerospace & Defense median
Dividend yield — — 1.04%
Payout ratio — 0.00 0.00

Size

Metric AIRO IA Aerospace & Defense median
Market cap 228.47m 330.24m 2.52b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack