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BAE Systems (BA) Competitors

BAE Systems logo
GBX 1,898 -25.50 (-1.33%)
As of 09/11/2026

BA vs. RR, RR.L, MGGT, COB, and QQ

Should you buy BAE Systems stock or one of its competitors? BAE Systems's main competitors and comparable companies include Rolls-Royce Holdings plc (RR), Rolls-Royce Holdings plc (RR.L), Meggitt (MGGT), Cobham (COB), and QinetiQ Group (QQ). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "aerospace & defense" industry.

How does BAE Systems compare to Rolls-Royce Holdings plc?

BAE Systems (LON:BA) and Rolls-Royce Holdings plc (LON:RR) are both large-cap industrials companies, but which is the better investment? We will compare the two businesses based on the strength of their analyst recommendations, earnings, risk, dividends, media sentiment, profitability, institutional ownership and valuation.

Rolls-Royce Holdings plc has a net margin of 13.11% compared to BAE Systems' net margin of 7.19%. Rolls-Royce Holdings plc's return on equity of 108.91% beat BAE Systems' return on equity.

Company Net Margins Return on Equity Return on Assets
BAE Systems7.19% 17.49% 4.46%
Rolls-Royce Holdings plc 13.11%108.91%4.61%

BAE Systems presently has a consensus price target of GBX 2,275, indicating a potential upside of 19.86%. Rolls-Royce Holdings plc has a consensus price target of GBX 1,690.33, indicating a potential upside of 16.21%. Given BAE Systems' higher possible upside, analysts clearly believe BAE Systems is more favorable than Rolls-Royce Holdings plc.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
BAE Systems
0 Sell rating(s)
4 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.20
Rolls-Royce Holdings plc
0 Sell rating(s)
1 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.83

70.6% of BAE Systems shares are owned by institutional investors. Comparatively, 63.3% of Rolls-Royce Holdings plc shares are owned by institutional investors. 0.1% of BAE Systems shares are owned by insiders. Comparatively, 0.0% of Rolls-Royce Holdings plc shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Rolls-Royce Holdings plc has lower revenue, but higher earnings than BAE Systems. BAE Systems is trading at a lower price-to-earnings ratio than Rolls-Royce Holdings plc, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
BAE Systems£24.86B2.36£1.86B£58.2932.56
Rolls-Royce Holdings plc£18.13B6.88£2.37B£27.4353.02

In the previous week, Rolls-Royce Holdings plc had 12 more articles in the media than BAE Systems. MarketBeat recorded 15 mentions for Rolls-Royce Holdings plc and 3 mentions for BAE Systems. Rolls-Royce Holdings plc's average media sentiment score of 1.52 beat BAE Systems' score of 0.14 indicating that Rolls-Royce Holdings plc is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
BAE Systems
0 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Rolls-Royce Holdings plc
7 Very Positive mention(s)
3 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

BAE Systems has a beta of 0.005, suggesting that its stock price is 100% less volatile than the broader market. Comparatively, Rolls-Royce Holdings plc has a beta of 1.203, suggesting that its stock price is 20% more volatile than the broader market.

BAE Systems pays an annual dividend of GBX 31 per share and has a dividend yield of 1.6%. Rolls-Royce Holdings plc pays an annual dividend of GBX 12 per share and has a dividend yield of 0.8%. BAE Systems pays out 53.2% of its earnings in the form of a dividend. Rolls-Royce Holdings plc pays out 43.7% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

Summary

Rolls-Royce Holdings plc beats BAE Systems on 12 of the 18 factors compared between the two stocks.

How does BAE Systems compare to Rolls-Royce Holdings plc?

BAE Systems (LON:BA) and Rolls-Royce Holdings plc (LON:RR.L) are both large-cap industrials companies, but which is the better business? We will compare the two companies based on the strength of their valuation, media sentiment, dividends, analyst recommendations, risk, earnings, profitability and institutional ownership.

BAE Systems currently has a consensus target price of GBX 2,275, indicating a potential upside of 19.86%. Given BAE Systems' stronger consensus rating and higher probable upside, equities analysts plainly believe BAE Systems is more favorable than Rolls-Royce Holdings plc.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
BAE Systems
0 Sell rating(s)
4 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.20
Rolls-Royce Holdings plc
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

70.6% of BAE Systems shares are held by institutional investors. Comparatively, 64.4% of Rolls-Royce Holdings plc shares are held by institutional investors. 0.1% of BAE Systems shares are held by insiders. Comparatively, 0.1% of Rolls-Royce Holdings plc shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

BAE Systems has a beta of 0.005, suggesting that its stock price is 100% less volatile than the broader market. Comparatively, Rolls-Royce Holdings plc has a beta of 1.7, suggesting that its stock price is 70% more volatile than the broader market.

In the previous week, BAE Systems had 2 more articles in the media than Rolls-Royce Holdings plc. MarketBeat recorded 3 mentions for BAE Systems and 1 mentions for Rolls-Royce Holdings plc. Rolls-Royce Holdings plc's average media sentiment score of 1.22 beat BAE Systems' score of 0.14 indicating that Rolls-Royce Holdings plc is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
BAE Systems
0 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Rolls-Royce Holdings plc
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

BAE Systems has higher revenue and earnings than Rolls-Royce Holdings plc. Rolls-Royce Holdings plc is trading at a lower price-to-earnings ratio than BAE Systems, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
BAE Systems£24.86B2.36£1.86B£58.2932.56
Rolls-Royce Holdings plc£13.52B0.00-£1.19B-£0.28N/A

BAE Systems pays an annual dividend of GBX 31 per share and has a dividend yield of 1.6%. Rolls-Royce Holdings plc pays an annual dividend of GBX 0.12 per share. BAE Systems pays out 53.2% of its earnings in the form of a dividend. Rolls-Royce Holdings plc pays out -42.9% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

BAE Systems has a net margin of 7.19% compared to Rolls-Royce Holdings plc's net margin of -9.39%. BAE Systems' return on equity of 17.49% beat Rolls-Royce Holdings plc's return on equity.

Company Net Margins Return on Equity Return on Assets
BAE Systems7.19% 17.49% 4.46%
Rolls-Royce Holdings plc -9.39%N/A 1.70%

Summary

BAE Systems beats Rolls-Royce Holdings plc on 14 of the 17 factors compared between the two stocks.

How does BAE Systems compare to Meggitt?

Meggitt (LON:MGGT) and BAE Systems (LON:BA) are both industrials companies, but which is the better business? We will contrast the two businesses based on the strength of their valuation, earnings, dividends, institutional ownership, analyst recommendations, risk, media sentiment and profitability.

70.6% of BAE Systems shares are owned by institutional investors. 0.1% of BAE Systems shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

In the previous week, BAE Systems had 3 more articles in the media than Meggitt. MarketBeat recorded 3 mentions for BAE Systems and 0 mentions for Meggitt. BAE Systems' average media sentiment score of 0.14 beat Meggitt's score of 0.00 indicating that BAE Systems is being referred to more favorably in the news media.

Company Overall Sentiment
Meggitt Neutral
BAE Systems Neutral

BAE Systems has a consensus target price of GBX 2,275, indicating a potential upside of 19.86%. Given BAE Systems' stronger consensus rating and higher possible upside, analysts clearly believe BAE Systems is more favorable than Meggitt.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Meggitt
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
BAE Systems
0 Sell rating(s)
4 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.20

BAE Systems has higher revenue and earnings than Meggitt. Meggitt is trading at a lower price-to-earnings ratio than BAE Systems, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Meggitt£1.63B0.00N/A£0.01N/A
BAE Systems£24.86B2.36£1.86B£58.2932.56

BAE Systems has a net margin of 7.19% compared to Meggitt's net margin of 0.00%. BAE Systems' return on equity of 17.49% beat Meggitt's return on equity.

Company Net Margins Return on Equity Return on Assets
MeggittN/A N/A N/A
BAE Systems 7.19%17.49%4.46%

Summary

BAE Systems beats Meggitt on 12 of the 13 factors compared between the two stocks.

How does BAE Systems compare to Cobham?

Cobham (LON:COB) and BAE Systems (LON:BA) are both industrials companies, but which is the better stock? We will contrast the two businesses based on the strength of their risk, valuation, media sentiment, analyst recommendations, profitability, earnings, dividends and institutional ownership.

In the previous week, BAE Systems had 3 more articles in the media than Cobham. MarketBeat recorded 3 mentions for BAE Systems and 0 mentions for Cobham. BAE Systems' average media sentiment score of 0.14 beat Cobham's score of 0.00 indicating that BAE Systems is being referred to more favorably in the news media.

Company Overall Sentiment
Cobham Neutral
BAE Systems Neutral

BAE Systems has higher revenue and earnings than Cobham. Cobham is trading at a lower price-to-earnings ratio than BAE Systems, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Cobham£1.97B0.00N/A-£1.90N/A
BAE Systems£24.86B2.36£1.86B£58.2932.56

BAE Systems has a consensus target price of GBX 2,275, indicating a potential upside of 19.86%. Given BAE Systems' stronger consensus rating and higher probable upside, analysts clearly believe BAE Systems is more favorable than Cobham.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Cobham
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
BAE Systems
0 Sell rating(s)
4 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.20

70.6% of BAE Systems shares are owned by institutional investors. 0.1% of BAE Systems shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

BAE Systems has a net margin of 7.19% compared to Cobham's net margin of 0.00%. BAE Systems' return on equity of 17.49% beat Cobham's return on equity.

Company Net Margins Return on Equity Return on Assets
CobhamN/A N/A N/A
BAE Systems 7.19%17.49%4.46%

Summary

BAE Systems beats Cobham on 13 of the 13 factors compared between the two stocks.

How does BAE Systems compare to QinetiQ Group?

QinetiQ Group (LON:QQ) and BAE Systems (LON:BA) are both industrials companies, but which is the better business? We will contrast the two businesses based on the strength of their profitability, earnings, risk, dividends, analyst recommendations, media sentiment, institutional ownership and valuation.

BAE Systems has a net margin of 7.19% compared to QinetiQ Group's net margin of 5.59%. QinetiQ Group's return on equity of 19.34% beat BAE Systems' return on equity.

Company Net Margins Return on Equity Return on Assets
QinetiQ Group5.59% 19.34% 6.47%
BAE Systems 7.19%17.49%4.46%

QinetiQ Group pays an annual dividend of GBX 8 per share and has a dividend yield of 1.7%. BAE Systems pays an annual dividend of GBX 31 per share and has a dividend yield of 1.6%. QinetiQ Group pays out 33.1% of its earnings in the form of a dividend. BAE Systems pays out 53.2% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. QinetiQ Group is clearly the better dividend stock, given its higher yield and lower payout ratio.

59.5% of QinetiQ Group shares are owned by institutional investors. Comparatively, 70.6% of BAE Systems shares are owned by institutional investors. 12.1% of QinetiQ Group shares are owned by insiders. Comparatively, 0.1% of BAE Systems shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

QinetiQ Group presently has a consensus target price of GBX 1,663.40, indicating a potential upside of 252.12%. BAE Systems has a consensus target price of GBX 2,275, indicating a potential upside of 19.86%. Given QinetiQ Group's stronger consensus rating and higher probable upside, equities research analysts clearly believe QinetiQ Group is more favorable than BAE Systems.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
QinetiQ Group
0 Sell rating(s)
2 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.60
BAE Systems
0 Sell rating(s)
4 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.20

In the previous week, QinetiQ Group had 1 more articles in the media than BAE Systems. MarketBeat recorded 4 mentions for QinetiQ Group and 3 mentions for BAE Systems. QinetiQ Group's average media sentiment score of 0.86 beat BAE Systems' score of 0.14 indicating that QinetiQ Group is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
QinetiQ Group
2 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
BAE Systems
0 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

BAE Systems has higher revenue and earnings than QinetiQ Group. QinetiQ Group is trading at a lower price-to-earnings ratio than BAE Systems, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
QinetiQ Group£1.89B1.38£132.62M£24.1519.56
BAE Systems£24.86B2.36£1.86B£58.2932.56

QinetiQ Group has a beta of 0.325, indicating that its stock price is 68% less volatile than the broader market. Comparatively, BAE Systems has a beta of 0.005, indicating that its stock price is 100% less volatile than the broader market.

Summary

QinetiQ Group beats BAE Systems on 11 of the 18 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding BA and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of LON and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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BA vs. The Competition

MetricBAE SystemsAerospace & Defense IndustryIndustrials SectorLON Exchange
Market Cap£58.76B£20.51B£10.19B£2.87B
Dividend Yield2.47%1.68%97.17%6.23%
P/E Ratio32.5637.5725.75366.83
Price / Sales2.3632.12459.8683,599.70
Price / Cash13.3026.4323.7127.89
Price / Book5.067.514.846.33
Net Income£1.86B£562.41M£612.22M£5.89B
7 Day Performance-2.99%-2.37%-1.56%-0.69%
1 Month Performance-14.89%-11.26%-3.85%0.18%
1 Year Performance-2.54%4.71%6.34%20.03%

BAE Systems Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
BA
BAE Systems
2.983 of 5 stars
GBX 1,898
-1.3%
GBX 2,275
+19.9%
+5.0%£58.76B£24.86B32.56104,000
RR
Rolls-Royce Holdings plc
4.5268 of 5 stars
GBX 1,489.40
+0.6%
GBX 1,690.33
+13.5%
N/A£127.74B£18.13B54.2941,400
RR.L
Rolls-Royce Holdings plc
N/AN/AN/AN/A£12.14B£13.52BN/A44,000
MGGT
Meggitt
N/AN/AN/AN/A£6.25B£1.63B79,880.009,270
COB
Cobham
N/AN/AN/AN/A£3.96B£1.97BN/A10,898

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This page (LON:BA) was last updated on 9/12/2026 by MarketBeat.com Staff.
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