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.
AAON
AAON, Inc.
$89.10IndustrialsDelayed quote: Sep 25, 2026, 4:00 PM EDT
KTOS
Kratos Defense & Security Solutions, Inc.
$45.62IndustrialsDelayed quote: Sep 25, 2026, 4:00 PM EDT
Total return — AAON vs KTOS
growth of $100 · dividends reinvested · last 10yAAON +341.8% (+16.0%/yr)KTOS +617.2% (+21.8%/yr)KTOS compounded faster over this window
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
| Metric | AAON | KTOS |
|---|---|---|
| P/E ratio | 46.65 | 267.72 |
| Forward P/E | 37.74 | N/A |
| P/S ratio | 3.78 | 5.62 |
| P/B ratio | 7.22 | 2.50 |
| EV / EBITDA | 24.28 | 64.18 |
Profitability
| Metric | AAON | KTOS |
|---|---|---|
| Gross margin | 25.57% | 21.99% |
| Operating margin | 11.05% | 1.54% |
| Net margin | 8.24% | 2.03% |
| ROE | 15.76% | 0.90% |
| ROIC | 11.51% | 0.49% |
Dividends
| Metric | AAON | KTOS |
|---|---|---|
| Dividend yield | 0.50% | N/A |
| Payout ratio | 20.94% | N/A |
Growth (annualized)
| Metric | AAON | KTOS |
|---|---|---|
| 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.
Go deeper
Dig into the metrics
AAON P/E ratioKratos Defense & Security Solutions P/E ratioAAON dividend yieldAAON ROEKratos Defense & Security Solutions ROEAAON operating marginKratos Defense & Security Solutions operating marginAAON revenue growthKratos Defense & Security Solutions revenue growthAAON free cash flowKratos Defense & Security Solutions free cash flow
AAON & Kratos Defense & Security Solutions appear in these rankings
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.