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.

Compare

Total return — KTOS vs MSM

growth of $100 · dividends reinvested · last 10y
KTOS +540.9% (+20.4%/yr)MSM +184.5% (+11.0%/yr)KTOS compounded faster over this window
05001k2kStart $10020182020202220242026$641$284
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

MetricKTOSMSM
P/E ratio252.7631.43
Forward P/EN/A23.70
P/S ratio5.301.86
P/B ratio2.365.12
EV / EBITDA59.9917.47
FCF yieldN/A3.03%

Profitability

MetricKTOSMSM
Gross margin21.99%40.82%
Operating margin1.54%8.80%
Net margin2.03%5.90%
ROE0.90%16.24%
ROIC0.49%12.36%

Dividends

MetricKTOSMSM
Dividend yieldN/A2.67%
Payout ratioN/A84.06%

Growth (annualized)

MetricKTOSMSM
Revenue CAGR (5Y)13.51%4.34%
EPS CAGR (5Y)-28.43%-4.65%
FCF CAGR (5Y)N/A5.48%
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.

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.