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.
DY
Dycom Industries, Inc.
$273.75IndustrialsDelayed quote: Oct 2, 2026, 4:00 PM EDT
KTOS
Kratos Defense & Security Solutions, Inc.
$43.07IndustrialsDelayed quote: Oct 2, 2026, 4:00 PM EDT
Total return — DY vs KTOS
growth of $100 · dividends reinvested · last 10yDY +233.1% (+12.8%/yr)KTOS +547.7% (+20.5%/yr)KTOS compounded faster over this window
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
| Metric | DY | KTOS |
|---|---|---|
| P/E ratio | 25.00 | 252.76 |
| Forward P/E | 16.05 | N/A |
| PEG ratio | 0.46 | N/A |
| P/S ratio | 1.19 | 5.30 |
| P/B ratio | 3.98 | 2.36 |
| EV / EBITDA | 9.24 | 59.99 |
| FCF yield | 5.70% | N/A |
Profitability
| Metric | DY | KTOS |
|---|---|---|
| Gross margin | 18.96% | 21.99% |
| Operating margin | 11.70% | 1.54% |
| Net margin | 4.79% | 2.03% |
| ROE | 15.97% | 0.90% |
| ROIC | 11.93% | 0.49% |
Growth (annualized)
| Metric | DY | KTOS |
|---|---|---|
| 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.
Go deeper
Dig into the metrics
Dycom Industries P/E ratioKratos Defense & Security Solutions P/E ratioDycom Industries ROEKratos Defense & Security Solutions ROEDycom Industries operating marginKratos Defense & Security Solutions operating marginDycom Industries revenue growthKratos Defense & Security Solutions revenue growthDycom Industries free cash flowKratos Defense & Security Solutions free cash flow
Dycom Industries & 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 4, 2026.