Firefly Aerospace, Inc. (FLY) vs Karman Holdings Inc. (KRMN)

Firefly Aerospace, Inc. and Karman Holdings Inc. are both Aerospace & Defense companies. Karman Holdings Inc. is the larger, with a market value of $4.6B against $3.9B — 1.2× the size. Firefly Aerospace, Inc. has negative trailing earnings, so its P/E is not meaningful; Karman Holdings Inc. trades at 123×. Firefly Aerospace, Inc. grew revenue faster over the last twelve months: 179.2% against 50.2%. Karman Holdings Inc. has the higher net margin (6.31% vs −129.1%) and the higher return on invested capital (5.09% vs −34.8%). Across the 17 metrics below, Karman Holdings Inc. leads on 12 and Firefly Aerospace, Inc. on 5.

Valuation

Metric FLY KRMN Aerospace & Defense median
P/E n/m 123.07 33.00
P/S 13.73 8.02 3.63
P/B 3.22 11.23 3.24
Price to free cash flow n/m n/m 34.01
EV/EBITDA n/m 35.42 18.69
EV/Sales 11.59 9.37 3.94
Earnings yield (12.07%) 0.81% 1.31%
Free cash flow yield (8.28%) (0.58%) 0.00%

Profitability

Metric FLY KRMN Aerospace & Defense median
Gross margin 22.92% 41.67% 25.48%
Operating margin (117.99%) 16.82% 4.54%
Net margin (129.06%) 6.31% 2.22%
Free cash flow margin (113.66%) (4.63%) 0.00%
Return on equity (242.95%) 9.50% 6.43%
Return on assets (35.18%) 3.10% 2.70%
Return on invested capital (34.77%) 5.09% 1.56%

Growth

Metric FLY KRMN Aerospace & Defense median
Revenue growth (TTM) 179.17% 50.23% 18.43%
EPS growth (last fiscal year) 73.21% 62.50% —
Revenue growth, 5-year CAGR — — 9.62%
Net income growth, 5-year CAGR — — 0.00%

Health

Metric FLY KRMN Aerospace & Defense median
Debt to equity 0.02 2.01 0.24
Current ratio 2.73 3.56 2.72
Net debt to EBITDA 2.57 4.60 1.12

Dividend

Metric FLY KRMN Aerospace & Defense median
Dividend yield — — 1.04%
Payout ratio — — 0.00

Size

Metric FLY KRMN Aerospace & Defense median
Market cap 3.93b 4.64b 2.52b

Compare with another peer

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