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.
CAE
CAE Inc.
$23.73IndustrialsDelayed quote: Oct 6, 2026, 4:00 PM EDT
KTOS
Kratos Defense & Security Solutions, Inc.
$43.71IndustrialsDelayed quote: Oct 6, 2026, 4:00 PM EDT
Total return — CAE vs KTOS
growth of $100 · dividends reinvested · last 10yCAE +76.2% (+5.8%/yr)KTOS +525.3% (+20.1%/yr)KTOS compounded faster over this window
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
| Metric | CAE | KTOS |
|---|---|---|
| P/E ratio | 37.00 | 256.51 |
| P/S ratio | 2.13 | 5.38 |
| P/B ratio | 2.00 | 2.39 |
| EV / EBITDA | 12.08 | 61.04 |
| FCF yield | 6.90% | N/A |
Profitability
| Metric | CAE | KTOS |
|---|---|---|
| Gross margin | 28.57% | 21.99% |
| Operating margin | 12.59% | 1.54% |
| Net margin | 5.78% | 2.03% |
| ROE | 5.43% | 0.90% |
| ROIC | 5.72% | 0.49% |
Growth (annualized)
| Metric | CAE | KTOS |
|---|---|---|
| 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.
Go deeper
Dig into the metrics
CAE P/E ratioKratos Defense & Security Solutions P/E ratioCAE ROEKratos Defense & Security Solutions ROECAE operating marginKratos Defense & Security Solutions operating marginCAE revenue growthKratos Defense & Security Solutions revenue growthCAE free cash flowKratos Defense & Security Solutions free cash flow
CAE & 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 October 6, 2026.