Dycom Industries, Inc. (DY) vs Kratos Defense & Security Solutions, Inc. (KTOS)

A side-by-side comparison of Dycom Industries, Inc. and Kratos Defense & Security Solutions, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of October 4, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total return — DY vs KTOS

growth of $100 · dividends reinvested · last 10y
DY +233.1% (+12.8%/yr)KTOS +547.7% (+20.5%/yr)KTOS compounded faster over this window
05001k2k2kStart $10020182020202220242026$333$648
DY KTOS

DY vs KTOS: by the numbers

  • •DY is the larger company ($8.22B vs $8.08B market cap).
  • •DY trades at the lower trailing earnings multiple (25.00 vs 252.76 P/E), one valuation lens rather than an overall verdict.
  • •DY converts more revenue to profit (4.79% vs 2.03% net margin).
  • •DY grew revenue faster over the past five years (17.46% vs 13.51% CAGR).

Metrics side by side

Valuation

MetricDYKTOS
P/E ratio25.00252.76
Forward P/E16.05N/A
PEG ratio0.46N/A
P/S ratio1.195.30
P/B ratio3.982.36
EV / EBITDA9.2459.99
FCF yield5.70%N/A

Profitability

MetricDYKTOS
Gross margin18.96%21.99%
Operating margin11.70%1.54%
Net margin4.79%2.03%
ROE15.97%0.90%
ROIC11.93%0.49%

Growth (annualized)

MetricDYKTOS
Revenue CAGR (5Y)17.46%13.51%
EPS CAGR (5Y)55.03%-28.43%
FCF CAGR (5Y)21.99%N/A
Total return CAGR (5Y)30.18%13.79%

Frequently asked

Which has the lower trailing P/E, DY or KTOS?
DY has the lower trailing P/E: DY trades at 25.00 and KTOS at 252.76. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, DY or KTOS?
Over the past five years, DY grew revenue faster — DY at a 17.46% CAGR versus KTOS at 13.51%.
Is DY or KTOS more profitable?
DY runs the higher net margin — DY at 4.79% versus KTOS at 2.03%.
How have DY and KTOS total returns compared?
Over the past 10 years, DY delivered 12.84% and KTOS delivered 20.11% 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 4, 2026.