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

A side-by-side comparison of Leonardo DRS, Inc. and Kratos Defense & Security Solutions, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of August 9, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnDRS vs KTOS

growth of $100 · dividends reinvested · last 27y
DRS +142.3%KTOS -90.2%DRS compounded faster
Log scale — wide-divergence pair
01101001kStart $10020042009201420192024$242$10
DRS KTOS

DRS vs KTOS: by the numbers

  • DRS is the larger company ($11.96B vs $11.40B market cap).
  • DRS trades at the lower trailing earnings multiple (37.33 vs 356.63 P/E), one valuation lens rather than an overall verdict.
  • DRS converts more revenue to profit (8.52% vs 2.03% net margin).
  • KTOS grew revenue faster over the past five years (13.51% vs 5.56% CAGR).
  • DRS pays a dividend (0.80% yield), while KTOS has no payments in the available dividend history.

Metrics side by side

Valuation

MetricDRSKTOS
P/E ratio37.33356.63
Forward P/E33.23N/A
P/S ratio3.197.38
P/B ratio4.303.28
PEG ratio1.1032.78
EV / EBITDA24.0899.47
FCF yield3.01%N/A

Profitability

MetricDRSKTOS
Gross margin24.42%14.69%
Operating margin10.53%1.54%
Net margin8.52%2.03%
ROE11.49%0.90%
ROIC8.37%0.83%

Dividends

MetricDRSKTOS
Dividend yield0.80%N/A
Payout ratio34.29%N/A

Growth (annualized)

MetricDRSKTOS
Revenue CAGR (5Y)5.56%13.51%
EPS CAGR (5Y)13.00%-28.43%
FCF CAGR (5Y)26.07%-4.96%
Total return CAGR (5Y)30.10%19.64%

Frequently asked

Which has the lower trailing P/E, DRS or KTOS?
DRS has the lower trailing P/E: DRS trades at 37.33 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, DRS or KTOS?
Over the past five years, KTOS grew revenue faster — DRS at a 5.56% CAGR versus KTOS at 13.51%.
Does DRS or KTOS pay a bigger dividend?
DRS pays a dividend (0.80% yield), while KTOS has no payments in the available dividend history.
Is DRS or KTOS more profitable?
DRS runs the higher net margin — DRS at 8.52% versus KTOS at 2.03%.
How have DRS and KTOS total returns compared?
Over the past 10 years, DRS delivered 42.87% and KTOS delivered 27.42% 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 August 9, 2026.