Kratos Defense & Security Solutions, Inc. (KTOS) vs MSC Industrial Direct Co., Inc. (MSM)
A side-by-side comparison of Kratos Defense & Security Solutions, Inc. and MSC Industrial Direct Co., Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of October 3, 2026. Differences are shown without an overall score or investment verdict.
KTOS
Kratos Defense & Security Solutions, Inc.
$43.07IndustrialsDelayed quote: Oct 2, 2026, 4:00 PM EDT
MSM
MSC Industrial Direct Co., Inc.
$130.12IndustrialsDelayed quote: Oct 2, 2026, 4:00 PM EDT
Total return — KTOS vs MSM
growth of $100 · dividends reinvested · last 10yKTOS +540.9% (+20.4%/yr)MSM +184.5% (+11.0%/yr)KTOS compounded faster over this window
KTOS MSM
KTOS vs MSM: by the numbers
- •KTOS is the larger company ($8.08B vs $7.27B market cap).
- •MSM trades at the lower trailing earnings multiple (31.43 vs 252.76 P/E), one valuation lens rather than an overall verdict.
- •MSM converts more revenue to profit (5.90% vs 2.03% net margin).
- •KTOS grew revenue faster over the past five years (13.51% vs 4.34% CAGR).
- •MSM pays a dividend (2.67% yield), while KTOS has no payments in the available dividend history.
Metrics side by side
Valuation
| Metric | KTOS | MSM |
|---|---|---|
| P/E ratio | 252.76 | 31.43 |
| Forward P/E | N/A | 23.70 |
| P/S ratio | 5.30 | 1.86 |
| P/B ratio | 2.36 | 5.12 |
| EV / EBITDA | 59.99 | 17.47 |
| FCF yield | N/A | 3.03% |
Profitability
| Metric | KTOS | MSM |
|---|---|---|
| Gross margin | 21.99% | 40.82% |
| Operating margin | 1.54% | 8.80% |
| Net margin | 2.03% | 5.90% |
| ROE | 0.90% | 16.24% |
| ROIC | 0.49% | 12.36% |
Dividends
| Metric | KTOS | MSM |
|---|---|---|
| Dividend yield | N/A | 2.67% |
| Payout ratio | N/A | 84.06% |
Growth (annualized)
| Metric | KTOS | MSM |
|---|---|---|
| Revenue CAGR (5Y) | 13.51% | 4.34% |
| EPS CAGR (5Y) | -28.43% | -4.65% |
| FCF CAGR (5Y) | N/A | 5.48% |
| Total return CAGR (5Y) | 13.79% | 14.01% |
Frequently asked
- Which has the lower trailing P/E, KTOS or MSM?
- MSM has the lower trailing P/E: KTOS trades at 252.76 and MSM at 31.43. P/E is one valuation measure and does not by itself establish which business is cheaper.
- Which has grown faster, KTOS or MSM?
- Over the past five years, KTOS grew revenue faster — KTOS at a 13.51% CAGR versus MSM at 4.34%.
- Does KTOS or MSM pay a bigger dividend?
- MSM pays a dividend (2.67% yield), while KTOS has no payments in the available dividend history.
- Is KTOS or MSM more profitable?
- MSM runs the higher net margin — KTOS at 2.03% versus MSM at 5.90%.
- How have KTOS and MSM total returns compared?
- Over the past 10 years, KTOS delivered 20.11% and MSM delivered 10.82% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Kratos Defense & Security Solutions P/E ratioMSC Industrial Direct P/E ratioMSC Industrial Direct dividend yieldKratos Defense & Security Solutions ROEMSC Industrial Direct ROEKratos Defense & Security Solutions operating marginMSC Industrial Direct operating marginKratos Defense & Security Solutions revenue growthMSC Industrial Direct revenue growthKratos Defense & Security Solutions free cash flowMSC Industrial Direct free cash flow
Kratos Defense & Security Solutions & MSC Industrial Direct 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 3, 2026.