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.
DRS
Leonardo DRS, Inc.
$44.80IndustrialsAt 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 — DRS vs KTOS
growth of $100 · dividends reinvested · last 27yDRS +142.3%KTOS -90.2%DRS compounded faster
Log scale — wide-divergence pair
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
| Metric | DRS | KTOS |
|---|---|---|
| P/E ratio | 37.33 | 356.63 |
| Forward P/E | 33.23 | N/A |
| P/S ratio | 3.19 | 7.38 |
| P/B ratio | 4.30 | 3.28 |
| PEG ratio | 1.10 | 32.78 |
| EV / EBITDA | 24.08 | 99.47 |
| FCF yield | 3.01% | N/A |
Profitability
| Metric | DRS | KTOS |
|---|---|---|
| Gross margin | 24.42% | 14.69% |
| Operating margin | 10.53% | 1.54% |
| Net margin | 8.52% | 2.03% |
| ROE | 11.49% | 0.90% |
| ROIC | 8.37% | 0.83% |
Dividends
| Metric | DRS | KTOS |
|---|---|---|
| Dividend yield | 0.80% | N/A |
| Payout ratio | 34.29% | N/A |
Growth (annualized)
| Metric | DRS | KTOS |
|---|---|---|
| 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.
Go deeper
Dig into the metrics
Leonardo DRS P/E ratioKratos Defense & Security Solutions P/E ratioLeonardo DRS dividend yieldKratos Defense & Security Solutions dividend yieldLeonardo DRS ROEKratos Defense & Security Solutions ROELeonardo DRS operating marginKratos Defense & Security Solutions operating marginLeonardo DRS revenue growthKratos Defense & Security Solutions revenue growthLeonardo DRS free cash flowKratos Defense & Security Solutions free cash flow
Leonardo DRS & 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 9, 2026.