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

A side-by-side comparison of AAON, Inc. and Kratos Defense & Security Solutions, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of September 13, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total return — AAON vs KTOS

growth of $100 · dividends reinvested · last 10y
AAON +341.8% (+16.0%/yr)KTOS +617.2% (+21.8%/yr)KTOS compounded faster over this window
05001k2k2kStart $10020182020202220242026$442$717
AAON KTOS

AAON vs KTOS: by the numbers

  • •KTOS is the larger company ($8.55B vs $7.30B market cap).
  • •AAON trades at the lower trailing earnings multiple (46.65 vs 267.72 P/E), one valuation lens rather than an overall verdict.
  • •AAON converts more revenue to profit (8.24% vs 2.03% net margin).
  • •AAON grew revenue faster over the past five years (30.47% vs 13.51% CAGR).
  • •AAON pays a dividend (0.50% yield), while KTOS has no payments in the available dividend history.

Metrics side by side

Valuation

MetricAAONKTOS
P/E ratio46.65267.72
Forward P/E37.74N/A
P/S ratio3.785.62
P/B ratio7.222.50
EV / EBITDA24.2864.18

Profitability

MetricAAONKTOS
Gross margin25.57%21.99%
Operating margin11.05%1.54%
Net margin8.24%2.03%
ROE15.76%0.90%
ROIC11.51%0.49%

Dividends

MetricAAONKTOS
Dividend yield0.50%N/A
Payout ratio20.94%N/A

Growth (annualized)

MetricAAONKTOS
Revenue CAGR (5Y)30.47%13.51%
EPS CAGR (5Y)5.50%-28.43%
FCF CAGR (5Y)-57.58%-4.96%
Total return CAGR (5Y)13.53%15.51%

Frequently asked

Which has the lower trailing P/E, AAON or KTOS?
AAON has the lower trailing P/E: AAON trades at 46.65 and KTOS at 267.72. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, AAON or KTOS?
Over the past five years, AAON grew revenue faster — AAON at a 30.47% CAGR versus KTOS at 13.51%.
Does AAON or KTOS pay a bigger dividend?
AAON pays a dividend (0.50% yield), while KTOS has no payments in the available dividend history.
Is AAON or KTOS more profitable?
AAON runs the higher net margin — AAON at 8.24% versus KTOS at 2.03%.
How have AAON and KTOS total returns compared?
Over the past 10 years, AAON delivered 16.83% and KTOS delivered 21.73% annualized total return. Past performance doesn't predict future results.

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified September 13, 2026.