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BWX Technologies, Inc. (BWXT) vs Leonardo DRS, Inc. (DRS)

BWX Technologies, Inc. and Leonardo DRS, Inc. are both Aerospace & Defense companies. BWX Technologies, Inc. is the larger, with a market value of $12.6B against $9.5B — 1.3× the size. Leonardo DRS, Inc. trades at the lower P/E: 29.1× against 35.3×. BWX Technologies, Inc. grew revenue faster over the last twelve months: 22.7% against 10.5%. BWX Technologies, Inc. has the higher net margin (10.1% vs 8.52%) and the higher return on invested capital (9.71% vs 9.27%). Across the 22 metrics below, Leonardo DRS, Inc. leads on 15 and BWX Technologies, Inc. on 7.

Valuation

Metric BWXT DRS Aerospace & Defense median
P/E 35.31 29.07 31.81
P/S 3.58 2.50 3.55
P/B 9.42 3.38 2.59
Price to free cash flow 39.76 26.00 31.99
EV/EBITDA 22.19 18.87 18.08
EV/Sales 3.98 2.47 3.37
Earnings yield 2.83% 3.44% 1.38%
Free cash flow yield 2.52% 3.85% 0.21%

Profitability

Metric BWXT DRS Aerospace & Defense median
Gross margin 22.08% 24.87% 25.48%
Operating margin 14.57% 10.53% 4.54%
Net margin 10.11% 8.52% 2.22%
Free cash flow margin 9.01% 9.63% 1.43%
Return on equity 28.21% 11.92% 6.43%
Return on assets 8.75% 7.78% 2.70%
Return on invested capital 9.71% 9.27% 1.56%

Growth

Metric BWXT DRS Aerospace & Defense median
Revenue growth (TTM) 22.67% 10.46% 18.43%
EPS growth (last fiscal year) 16.61% 28.75% 24.27%
Revenue growth, 5-year CAGR 8.54% 116.77% 9.73%
Net income growth, 5-year CAGR 3.37% 118.05% 0.00%

Health

Metric BWXT DRS Aerospace & Defense median
Debt to equity 1.51 0.05 0.24
Current ratio 2.40 1.92 2.72
Net debt to EBITDA 2.57 (0.68) 1.12

Dividend

Metric BWXT DRS Aerospace & Defense median
Dividend yield 0.77% — 0.90%
Payout ratio 0.27 — 0.32

Size

Metric BWXT DRS Aerospace & Defense median
Market cap 12.57b 9.47b 2.19b

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