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

A side-by-side comparison of CAE Inc. and Kratos Defense & Security Solutions, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of October 6, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total return — CAE vs KTOS

growth of $100 · dividends reinvested · last 10y
CAE +76.2% (+5.8%/yr)KTOS +525.3% (+20.1%/yr)KTOS compounded faster over this window
05001k2kStart $10020182020202220242026$176$625
CAE KTOS

CAE vs KTOS: by the numbers

  • •KTOS is the larger company ($8.20B vs $7.63B market cap).
  • •CAE trades at the lower trailing earnings multiple (37.00 vs 256.51 P/E), one valuation lens rather than an overall verdict.
  • •CAE converts more revenue to profit (5.78% vs 2.03% net margin).
  • •KTOS grew revenue faster over the past five years (13.51% vs 9.86% CAGR).

Metrics side by side

Valuation

MetricCAEKTOS
P/E ratio37.00256.51
P/S ratio2.135.38
P/B ratio2.002.39
EV / EBITDA12.0861.04
FCF yield6.90%N/A

Profitability

MetricCAEKTOS
Gross margin28.57%21.99%
Operating margin12.59%1.54%
Net margin5.78%2.03%
ROE5.43%0.90%
ROIC5.72%0.49%

Growth (annualized)

MetricCAEKTOS
Revenue CAGR (5Y)9.86%13.51%
EPS CAGR (5Y)N/A-28.43%
FCF CAGR (5Y)46.44%N/A
Total return CAGR (5Y)-4.20%13.63%

Frequently asked

Which has the lower trailing P/E, CAE or KTOS?
CAE has the lower trailing P/E: CAE trades at 37.00 and KTOS at 256.51. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, CAE or KTOS?
Over the past five years, KTOS grew revenue faster — CAE at a 9.86% CAGR versus KTOS at 13.51%.
Is CAE or KTOS more profitable?
CAE runs the higher net margin — CAE at 5.78% versus KTOS at 2.03%.
How have CAE and KTOS total returns compared?
Over the past 10 years, CAE delivered 5.76% and KTOS delivered 19.79% 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 October 6, 2026.