Kratos Defense & Security Solutions, Inc. (KTOS) vs Valmont Industries, Inc. (VMI)

VMI leads on 12 of 14 compared metrics.

A side-by-side comparison of Kratos Defense & Security Solutions, Inc. and Valmont Industries, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of July 1, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Compare

Total return — KTOS vs VMI

growth of $100 · last 27y
KTOS -92.0%VMI +3223.4%VMI compounded faster
Log scale — wide-divergence pair
01101001k10kStart $10020042009201420192024$8$3,323
KTOS VMI

KTOS vs VMI: by the numbers

  • VMI is the larger company ($10.96B vs $10.06B market cap).
  • VMI trades at the lower earnings multiple (33.06 vs 292.61 P/E).
  • VMI converts more revenue to profit (8.28% vs 2.08% net margin).
  • KTOS grew revenue faster over the past five years (12.85% vs 6.80% CAGR).
  • VMI pays a dividend (0.53% yield) while KTOS does not currently pay one.

Which is better, KTOS or VMI?

Metric tally: KTOS 2 · VMI 12

It depends on what you're optimizing for:

ValueVMI(lower P/E)
GrowthKTOS(faster 5Y revenue CAGR)
QualityVMI(higher ROIC)

Metrics side by side

Valuation

MetricKTOSVMI
P/E ratio292.6133.06
Forward P/E25.29
P/S ratio6.322.72
P/B ratio2.626.75
PEG ratio32.7810.34
EV / EBITDA80.7821.60
FCF yield3.05%

Profitability

MetricKTOSVMI
Gross margin21.80%30.40%
Operating margin2.04%10.79%
Net margin2.08%8.28%
ROE0.86%20.53%
ROIC0.83%18.55%

Dividends

MetricKTOSVMI
Dividend yield0.53%
Payout ratio17.40%

Growth (annualized)

MetricKTOSVMI
Revenue CAGR (5Y)12.85%6.80%
EPS CAGR (5Y)1.34%21.80%
FCF CAGR (5Y)-4.96%14.39%
Total return CAGR (5Y)11.85%20.60%

Frequently asked

Which is better, KTOS or VMI?
It depends on your goal. value: VMI (lower P/E); growth: KTOS (faster 5Y revenue CAGR); quality: VMI (higher ROIC). Across all compared metrics, VMI leads 12 to 2.
Is KTOS or VMI cheaper?
On trailing earnings, VMI is cheaper: KTOS trades at a 292.61 P/E and VMI at 33.06.
Which has grown faster, KTOS or VMI?
Over the past five years, KTOS grew revenue faster — KTOS at a 12.85% CAGR versus VMI at 6.80%.
Does KTOS or VMI pay a bigger dividend?
VMI pays a dividend (0.53% yield) while KTOS does not currently pay one.
Is KTOS or VMI more profitable?
VMI runs the higher net margin — KTOS at 2.08% versus VMI at 8.28%.
Which has been the better investment, KTOS or VMI?
Over the past 10-year, KTOS delivered the higher annualized total return — KTOS at 28.38% versus VMI at 16.77%. 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 July 1, 2026.