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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 $9.5B against $7.7B — 1.2× the size. Leonardo DRS, Inc. trades at the lower P/E: 29.1× against 238×. Kratos Defense & Security Solutions, Inc. grew revenue faster over the last twelve months: 25.5% against 10.5%. Leonardo DRS, Inc. has the higher net margin (8.52% vs 2.03%) and the higher return on invested capital (9.27% vs 0.54%). 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 29.07 237.76 31.81
P/S 2.50 5.01 3.55
P/B 3.38 2.22 2.59
Price to free cash flow 26.00 n/m 31.99
EV/EBITDA 18.87 66.05 18.08
EV/Sales 2.47 4.15 3.37
Earnings yield 3.44% 0.42% 1.38%
Free cash flow yield 3.85% (1.69%) 0.21%

Profitability

Metric DRS KTOS Aerospace & Defense median
Gross margin 24.87% 23.00% 25.48%
Operating margin 10.53% 1.21% 4.54%
Net margin 8.52% 2.03% 2.22%
Free cash flow margin 9.63% (8.47%) 1.43%
Return on equity 11.92% 1.15% 6.43%
Return on assets 7.78% 0.93% 2.70%
Return on invested capital 9.27% 0.54% 1.56%

Growth

Metric DRS KTOS Aerospace & Defense median
Revenue growth (TTM) 10.46% 25.50% 18.43%
EPS growth (last fiscal year) 28.75% 18.18% 24.27%
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 0.05 0.04 0.24
Current ratio 1.92 5.54 2.72
Net debt to EBITDA (0.68) (5.44) 1.12

Dividend

Metric DRS KTOS Aerospace & Defense median
Dividend yield — — 0.90%
Payout ratio — — 0.32

Size

Metric DRS KTOS Aerospace & Defense median
Market cap 9.47b 7.65b 2.19b

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