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Company Analysis

Leonardo DRS, Inc. DRS

A comprehensive view of key metrics, scores, and financial health for Leonardo DRS, Inc.

Overview of Leonardo DRS, Inc.

DRS NMS
Industrials Aerospace & Defense Large Cap
Leonardo DRS, Inc. (DRS), is a Large Cap company, in the Aerospace & Defense industry, last closed at $45.30, about 56.4% overvalued vs fair value, +36.7% 1Y return, placing in the top 25% of its sector.
$45.30
-1.33%
As of March 13, 2026
Previous close • Vol 90d: 42.5%
52-Week Range
Market Cap
$12.05B
Enterprise Value
$11.75B
Overall Score
Scores locked

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Top Beats

Quick Facts

Website https://www.leonardodrs.com
HQ Arlington, VA
Employees 7,000
Fiscal year Dec 31

Next Events

No upcoming events available.

Fair Value Snapshot

Bear Base Bull
$17
$20
$23
Current: $45.30 -56% vs base

Engine Room Money Flow™

Large Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$3.6B
12.8%%
Gross Profit
$847.0M
15.1%%
Operating Income
$348.0M
18.8%%
Net Income
$278.0M
30.5%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio
66.9%
Fair

FCF / Net Income - measures how well earnings convert to cash

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$174.0M
93.5% of FCF

Where It Leaks

Cash Flow Health some concerns
Moderate efficiency issues detected. Review active leaks below for improvement areas.
2
Active Leaks
1/2
Improving
0
High Impact
0
Critical
Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Leonardo DRS, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
59
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Moderate
53
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing DRS's balance between Growth (28.6%), Profitability (36.2%), and Safety (35.2%). Growth 29% Safety 35% Profitability 36%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

47th percentile vs peers
48
Key Signals
Rev Growth YoY 12.8% 60p Revenue CAGR 3Y 10.7% 46p EPS Growth YoY 25.1% 54p EPS CAGR 3Y -9.2% 27p TSR 6.6% 29p
Strengths
  • Interest Coverage Ratio in top 20% of peers (43.50, 93th percentile)
  • Superior capital returns - 2 return metrics above peer median
  • Cash Flow To Debt Ratio in top 20% of peers (3.32, 87th percentile)
  • Consistently strong margins across 6 metrics
Risks

No significant risks identified for this axis.

Profitability

60th percentile vs peers
61
Key Signals
Strengths
Risks
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Safety

59th percentile vs peers
59
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Leonardo DRS, Inc..

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

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  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$19.77
- - -
-56.4% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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