Leonardo DRS, Inc. DRS

Competitive advantage analysis · industrials

Corporate Default
Overall moat score
60/100
Moderate

About Leonardo DRS, Inc.

Leonardo DRS, Inc., together with its subsidiaries, provides defense electronic products and systems, and military support services worldwide. It operates through Advanced Sensing and Computing and Integrated Mission Systems segments. The ASC segment designs, develops, and manufacture sensing and network computing technology that enables real-time situational awareness required for enhanced operational decision making and execution; and offers sensing capabilities span … Full DRS analysis →

Competitive advantage assessment

Key strengths

  • ROIC Sustainably Above Peers ROIC at 72.6th percentile exceeds peers and WACC, demonstrating superior capital allocation.
  • Strong Interest Coverage & Conservative Leverage Debt serviceability is strong (score 0.86), with robust interest coverage.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

Upgrade to unlock the signals and evidence behind each defense.

Premium access

Unlock full defense analysis

Get key signals, strengths, and risks for every moat dimension.

Upgrade to Premium Unlock all moat defenses and evidence.

Pricing Power

Moderate
53

Where DRS ranks in Aerospace & Defense

Leonardo DRS, Inc. ranks #26 of 80 scored companies in Aerospace & Defense by moat score — the top 32%. The widest moat in the group is Howmet Aerospace Inc. (HWM) at 80/100.

Moat scores for companies ranked near DRS in Aerospace & Defense
# Company Moat score Rating
22 RTX Corporation RTX 63/100 Moderate
23 Lockheed Martin Corporation LMT 62/100 Moderate
24 CAE Inc. CAE 61/100 Moderate
25 StandardAero, Inc. SARO 61/100 Moderate
26 Leonardo DRS, Inc. DRS 60/100 Moderate
27 L3Harris Technologies, Inc. LHX 60/100 Moderate
28 Hexcel Corporation HXL 60/100 Moderate
29 Astronics Corporation ATRO 60/100 Moderate
30 Byrna Technologies, Inc. BYRN 60/100 Moderate

See every General Corporate company ranked by moat score →

How DRS scores on the Corporate Default defenses

Pricing Power

Score 53 · 20% of the moat score

Pricing power is the ability to raise prices without losing volume.

Cost Advantage

Score 65 · 15% of the moat score

A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.

Customer Stickiness

Score 67 · 15% of the moat score

Stickiness is what makes revenue repeat without being re-won every year.

Capital Efficiency

Score 67 · 18% of the moat score

Capital efficiency asks what the company earns on the money tied up in the business.

Resilience

Score 68 · 17% of the moat score

Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.

Scale & Market Position

Score 41 · 15% of the moat score

Scale matters only when it converts into economics.

How each Corporate Default defense is measured, in full →

Understanding DRS's moat

What is Leonardo DRS, Inc.'s moat score?

Leonardo DRS, Inc. (DRS) scores 60 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as moderate. It ranks #26 of 80 scored companies in Aerospace & Defense, the top 32%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 79 companies in Aerospace & Defense. Its strongest defense is Resilience (68/100) and its weakest is Scale & Market Position (41/100).

How does Leonardo DRS, Inc. compare with other Aerospace & Defense companies?

Leonardo DRS, Inc. ranks #26 of 80 scored companies in Aerospace & Defense by moat score. The widest moat in Aerospace & Defense is Howmet Aerospace Inc. (HWM) at 80/100. The companies ranked closest are StandardAero, Inc. (SARO) at 61 just above it and L3Harris Technologies, Inc. (LHX) at 60 just below it.

How is the moat score calculated?

Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 79 companies in Aerospace & Defense. The defenses are then weighted to produce the overall score out of 100.

Why is Leonardo DRS, Inc. scored with the Corporate Default template?

Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.

Which competitive defenses are measured for Leonardo DRS, Inc.?

The Corporate Default template measures 6 defenses, and DRS scores: Pricing Power (53), Cost Advantage (65), Customer Stickiness (67), Capital Efficiency (67), Resilience (68), Scale & Market Position (41). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.

Send Feedback
Please select a category.
0/1000