Builders FirstSource, Inc. (BLDR) vs Kratos Defense & Security Solutions, Inc. (KTOS)
BLDR leads on 12 of 14 compared metrics.
A side-by-side comparison of Builders FirstSource, Inc. and Kratos Defense & Security Solutions, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 24, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).
BLDR
Builders FirstSource, Inc.
$76.73Industrials
KTOS
Kratos Defense & Security Solutions, Inc.
$47.95Industrials
Total return — BLDR vs KTOS
growth of $100 · last 21yBLDR +447.5%KTOS -23.2%BLDR compounded faster
Log scale — wide-divergence pair
BLDR KTOS
BLDR vs KTOS: by the numbers
- •BLDR is the larger company ($9.05B vs $8.99B market cap).
- •BLDR trades at the lower earnings multiple (29.40 vs 281.40 P/E).
- •KTOS converts more revenue to profit (2.08% vs 1.97% net margin).
- •KTOS grew revenue faster over the past five years (12.85% vs 6.25% CAGR).
Which is better, BLDR or KTOS?
Metric tally: BLDR 12 · KTOS 2It depends on what you're optimizing for:
ValueBLDR(lower P/E)
GrowthKTOS(faster 5Y revenue CAGR)
QualityBLDR(higher ROIC)
Metrics side by side
Valuation
| Metric | BLDR | KTOS |
|---|---|---|
| P/E ratio | 29.40● | 281.40 |
| Forward P/E | 17.95 | — |
| P/S ratio | 0.57● | 6.08 |
| P/B ratio | 2.11● | 2.52 |
| PEG ratio | 3.78● | 32.78 |
| EV / EBITDA | 11.23● | 67.19 |
| FCF yield | 10.22% | — |
Profitability
| Metric | BLDR | KTOS |
|---|---|---|
| Gross margin | 29.89%● | 21.80% |
| Operating margin | 4.18%● | 2.04% |
| Net margin | 1.97% | 2.08%● |
| ROE | 7.28%● | 0.86% |
| ROIC | 6.82%● | 0.83% |
Growth (annualized)
| Metric | BLDR | KTOS |
|---|---|---|
| Revenue CAGR (5Y) | 6.25% | 12.85%● |
| EPS CAGR (5Y) | 7.77%● | 1.34% |
| FCF CAGR (5Y) | 39.91%● | -4.96% |
| Total return CAGR (5Y) | 13.52%● | 11.81% |
Frequently asked
- Which is better, BLDR or KTOS?
- It depends on your goal. value: BLDR (lower P/E); growth: KTOS (faster 5Y revenue CAGR); quality: BLDR (higher ROIC). Across all compared metrics, BLDR leads 12 to 2.
- Is BLDR or KTOS cheaper?
- On trailing earnings, BLDR is cheaper: BLDR trades at a 29.40 P/E and KTOS at 281.40.
- Which has grown faster, BLDR or KTOS?
- Over the past five years, KTOS grew revenue faster — BLDR at a 6.25% CAGR versus KTOS at 12.85%.
- Is BLDR or KTOS more profitable?
- KTOS runs the higher net margin — BLDR at 1.97% versus KTOS at 2.08%.
- Which has been the better investment, BLDR or KTOS?
- Over the past 10-year, KTOS delivered the higher annualized total return — BLDR at 22.70% versus KTOS at 28.26%. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Builders FirstSource P/E ratioKratos Defense & Security Solutions P/E ratioBuilders FirstSource dividend yieldKratos Defense & Security Solutions dividend yieldBuilders FirstSource ROEKratos Defense & Security Solutions ROEBuilders FirstSource operating marginKratos Defense & Security Solutions operating marginBuilders FirstSource revenue growthKratos Defense & Security Solutions revenue growthBuilders FirstSource free cash flowKratos Defense & Security Solutions free cash flow
Builders FirstSource & 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 June 24, 2026.