Aecom (ACM) vs Kratos Defense & Security Solutions, Inc. (KTOS)
A side-by-side comparison of Aecom and Kratos Defense & Security Solutions, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of August 8, 2026. Differences are shown without an overall score or investment verdict.
ACM
Aecom
$75.84IndustrialsAt close: Aug 7, 2026, 4:00 PM ET
KTOS
Kratos Defense & Security Solutions, Inc.
$60.77IndustrialsAt close: Aug 7, 2026, 4:00 PM ET
Total return — ACM vs KTOS
growth of $100 · dividends reinvested · last 19yACM +276.8%KTOS +367.5%KTOS compounded faster
ACM KTOS
ACM vs KTOS: by the numbers
- •KTOS is the larger company ($11.40B vs $9.75B market cap).
- •ACM trades at the lower trailing earnings multiple (18.23 vs 356.63 P/E), one valuation lens rather than an overall verdict.
- •ACM converts more revenue to profit (3.16% vs 2.03% net margin).
- •KTOS grew revenue faster over the past five years (13.51% vs 3.69% CAGR).
- •ACM pays a dividend (1.57% yield), while KTOS has no payments in the available dividend history.
Metrics side by side
Valuation
| Metric | ACM | KTOS |
|---|---|---|
| P/E ratio | 18.23 | 356.63 |
| Forward P/E | 12.73 | N/A |
| P/S ratio | 0.61 | 7.38 |
| P/B ratio | 4.32 | 3.28 |
| PEG ratio | 0.72 | 32.78 |
| EV / EBITDA | 9.99 | 99.47 |
| FCF yield | 4.19% | N/A |
Profitability
| Metric | ACM | KTOS |
|---|---|---|
| Gross margin | 7.73% | 14.69% |
| Operating margin | 6.38% | 1.54% |
| Net margin | 3.16% | 2.03% |
| ROE | 22.27% | 0.90% |
| ROIC | 12.33% | 0.83% |
Dividends
| Metric | ACM | KTOS |
|---|---|---|
| Dividend yield | 1.57% | N/A |
| Payout ratio | 28.07% | N/A |
Growth (annualized)
| Metric | ACM | KTOS |
|---|---|---|
| Revenue CAGR (5Y) | 3.69% | 13.51% |
| EPS CAGR (5Y) | N/A | -28.43% |
| FCF CAGR (5Y) | 26.08% | -4.96% |
| Total return CAGR (5Y) | 4.88% | 19.64% |
Frequently asked
- Which has the lower trailing P/E, ACM or KTOS?
- ACM has the lower trailing P/E: ACM trades at 18.23 and KTOS at 356.63. P/E is one valuation measure and does not by itself establish which business is cheaper.
- Which has grown faster, ACM or KTOS?
- Over the past five years, KTOS grew revenue faster — ACM at a 3.69% CAGR versus KTOS at 13.51%.
- Does ACM or KTOS pay a bigger dividend?
- ACM pays a dividend (1.57% yield), while KTOS has no payments in the available dividend history.
- Is ACM or KTOS more profitable?
- ACM runs the higher net margin — ACM at 3.16% versus KTOS at 2.03%.
- How have ACM and KTOS total returns compared?
- Over the past 10 years, ACM delivered 8.30% and KTOS delivered 27.42% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Aecom P/E ratioKratos Defense & Security Solutions P/E ratioAecom dividend yieldKratos Defense & Security Solutions dividend yieldAecom ROEKratos Defense & Security Solutions ROEAecom operating marginKratos Defense & Security Solutions operating marginAecom revenue growthKratos Defense & Security Solutions revenue growthAecom free cash flowKratos Defense & Security Solutions free cash flow
Aecom & 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 August 8, 2026.