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Leonardo DRS, Inc. (DRS) vs Kratos Defense & Security Solutions, Inc. (KTOS)

Leonardo DRS, Inc. and Kratos Defense & Security Solutions, Inc. are both Aerospace & Defense companies. Leonardo DRS, Inc. is the larger, with a market value of $8.8B against $6.3B — 1.4× the size. Leonardo DRS, Inc. trades at the lower P/E: 24.0× against 197×. Kratos Defense & Security Solutions, Inc. grew revenue faster over the last twelve months: 28.2% against 8.85%. Leonardo DRS, Inc. has the higher net margin (9.40% vs 1.34%) and the higher return on invested capital (9.50% vs 0.20%). Across the 21 metrics below, Leonardo DRS, Inc. leads on 16 and Kratos Defense & Security Solutions, Inc. on 5.

Valuation

Metric DRS KTOS Aerospace & Defense median
P/E 23.95 196.94 28.48
P/S 2.27 3.84 2.95
P/B 3.05 1.83 2.68
Price to free cash flow 25.58 n/m 31.70
EV/EBITDA 16.68 52.80 16.85
EV/Sales 2.24 3.07 2.74
Earnings yield 4.17% 0.51% 0.89%
Free cash flow yield 3.91% (1.95%) 0.00%

Profitability

Metric DRS KTOS Aerospace & Defense median
Gross margin 25.25% 23.02% 26.41%
Operating margin 10.84% 0.39% 3.69%
Net margin 9.40% 1.34% 2.74%
Free cash flow margin 8.88% (7.47%) 0.00%
Return on equity 13.18% 0.81% 4.44%
Return on assets 8.47% 0.67% 1.90%
Return on invested capital 9.50% 0.20% 0.26%

Growth

Metric DRS KTOS Aerospace & Defense median
Revenue growth (TTM) 8.85% 28.17% 18.03%
EPS growth (last fiscal year) 28.75% 18.18% 24.80%
Revenue growth, 5-year CAGR 116.77% 12.49% 9.73%
Net income growth, 5-year CAGR 118.05% (22.68%) 0.00%

Health

Metric DRS KTOS Aerospace & Defense median
Debt to equity 0.06 0.00 0.20
Current ratio 1.88 5.42 2.85
Net debt to EBITDA (0.68) (5.44) 1.29

Dividend

Metric DRS KTOS Aerospace & Defense median
Dividend yield — — 0.91%
Payout ratio — — 0.30

Size

Metric DRS KTOS Aerospace & Defense median
Market cap 8.80b 6.27b 1.78b

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