Kratos Defense & Security Solutions, Inc. (KTOS) vs The Timken Company (TKR)

A side-by-side comparison of Kratos Defense & Security Solutions, Inc. and The Timken Company across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of October 2, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total return — KTOS vs TKR

growth of $100 · dividends reinvested · last 10y
KTOS +537.2% (+20.3%/yr)TKR +318.8% (+15.4%/yr)KTOS compounded faster over this window
05001k2kStart $10020182020202220242026$637$419
KTOS TKR

KTOS vs TKR: by the numbers

  • •TKR is the larger company ($8.51B vs $8.08B market cap).
  • •TKR trades at the lower trailing earnings multiple (33.18 vs 252.76 P/E), one valuation lens rather than an overall verdict.
  • •TKR converts more revenue to profit (5.43% vs 2.03% net margin).
  • •KTOS grew revenue faster over the past five years (13.51% vs 4.20% CAGR).
  • •TKR pays a dividend (1.16% yield), while KTOS has no payments in the available dividend history.

Metrics side by side

Valuation

MetricKTOSTKR
P/E ratio252.7633.18
Forward P/EN/A19.51
PEG ratioN/A16.51
P/S ratio5.301.79
P/B ratio2.362.66
EV / EBITDA59.9913.24
FCF yieldN/A4.53%

Profitability

MetricKTOSTKR
Gross margin21.99%28.67%
Operating margin1.54%11.19%
Net margin2.03%5.43%
ROE0.90%8.10%
ROIC0.49%6.64%

Dividends

MetricKTOSTKR
Dividend yieldN/A1.16%
Payout ratioN/A38.48%

Growth (annualized)

MetricKTOSTKR
Revenue CAGR (5Y)13.51%4.20%
EPS CAGR (5Y)-28.43%1.79%
FCF CAGR (5Y)N/A-2.29%
Total return CAGR (5Y)13.67%14.13%

Frequently asked

Which has the lower trailing P/E, KTOS or TKR?
TKR has the lower trailing P/E: KTOS trades at 252.76 and TKR at 33.18. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, KTOS or TKR?
Over the past five years, KTOS grew revenue faster — KTOS at a 13.51% CAGR versus TKR at 4.20%.
Does KTOS or TKR pay a bigger dividend?
TKR pays a dividend (1.16% yield), while KTOS has no payments in the available dividend history.
Is KTOS or TKR more profitable?
TKR runs the higher net margin — KTOS at 2.03% versus TKR at 5.43%.
How have KTOS and TKR total returns compared?
Over the past 10 years, KTOS delivered 20.04% and TKR delivered 15.20% 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 2, 2026.