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Leonardo DRS (DRS) Competitors

Leonardo DRS logo
$43.80 +0.57 (+1.31%)
As of 03:50 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

DRS vs. UI, ALAB, ERIC, CLS, COMS, NOK, STM, CRDO, ASX, and HUBB

Should you be buying Leonardo DRS stock or one of its competitors? The main competitors of Leonardo DRS include Ubiquiti (UI), Astera Labs (ALAB), Ericsson (ERIC), Celestica (CLS), COMSovereign (COMS), Nokia (NOK), STMicroelectronics (STM), Credo Technology Group (CRDO), ASE Technology (ASX), and Hubbell (HUBB). These companies are all part of the "electronic equipment" industry.

Leonardo DRS vs. Its Competitors

Leonardo DRS (NASDAQ:DRS) and Ubiquiti (NYSE:UI) are both large-cap electronic equipment companies, but which is the superior investment? We will contrast the two companies based on the strength of their valuation, profitability, earnings, risk, analyst recommendations, institutional ownership, media sentiment and dividends.

Ubiquiti has lower revenue, but higher earnings than Leonardo DRS. Leonardo DRS is trading at a lower price-to-earnings ratio than Ubiquiti, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Leonardo DRS$3.23B3.60$213M$0.9347.02
Ubiquiti$2.57B16.15$711.92M$11.7758.38

Leonardo DRS pays an annual dividend of $0.36 per share and has a dividend yield of 0.8%. Ubiquiti pays an annual dividend of $3.20 per share and has a dividend yield of 0.5%. Leonardo DRS pays out 38.7% of its earnings in the form of a dividend. Ubiquiti pays out 27.2% 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.

Ubiquiti has a net margin of 27.66% compared to Leonardo DRS's net margin of 7.31%. Ubiquiti's return on equity of 166.22% beat Leonardo DRS's return on equity.

Company Net Margins Return on Equity Return on Assets
Leonardo DRS7.31% 11.02% 6.93%
Ubiquiti 27.66%166.22%51.53%

18.8% of Leonardo DRS shares are held by institutional investors. Comparatively, 4.0% of Ubiquiti shares are held by institutional investors. 0.1% of Leonardo DRS shares are held by insiders. Comparatively, 93.1% of Ubiquiti shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Leonardo DRS has a beta of 0.56, suggesting that its stock price is 44% less volatile than the S&P 500. Comparatively, Ubiquiti has a beta of 1.44, suggesting that its stock price is 44% more volatile than the S&P 500.

Leonardo DRS currently has a consensus price target of $46.75, indicating a potential upside of 6.92%. Ubiquiti has a consensus price target of $539.67, indicating a potential downside of 21.46%. Given Leonardo DRS's stronger consensus rating and higher probable upside, equities research analysts plainly believe Leonardo DRS is more favorable than Ubiquiti.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Leonardo DRS
0 Sell rating(s)
2 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.78
Ubiquiti
1 Sell rating(s)
1 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.00

In the previous week, Leonardo DRS had 4 more articles in the media than Ubiquiti. MarketBeat recorded 11 mentions for Leonardo DRS and 7 mentions for Ubiquiti. Leonardo DRS's average media sentiment score of 0.96 beat Ubiquiti's score of 0.82 indicating that Leonardo DRS is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Leonardo DRS
3 Very Positive mention(s)
2 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Ubiquiti
3 Very Positive mention(s)
3 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Ubiquiti beats Leonardo DRS on 10 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 DRS 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 NASDAQ 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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DRS vs. The Competition

MetricLeonardo DRSAEROSP/DEF EQ IndustryAerospace SectorNASDAQ Exchange
Market Cap$11.64B$19.01B$29.21B$10.45B
Dividend Yield0.83%0.72%0.91%4.79%
P/E Ratio47.03147.5286.2127.06
Price / Sales3.608.439.19188.54
Price / Cash33.6244.6134.9930.17
Price / Book4.529.0210.396.69
Net Income$213M$288.23M$379.66M$276.12M
7 Day Performance-3.45%-2.39%-2.25%-1.29%
1 Month Performance3.94%7.13%7.99%6.30%
1 Year Performance49.85%79.82%64.69%34.03%

Leonardo DRS Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
DRS
Leonardo DRS
3.3958 of 5 stars
$43.80
+1.3%
$46.75
+6.7%
+48.1%$11.68B$3.23B47.187,000
UI
Ubiquiti
2.8612 of 5 stars
$664.75
+0.4%
$499.67
-24.8%
+178.1%$40.21B$2.57B56.481,667Positive News
Analyst Forecast
ALAB
Astera Labs
3.058 of 5 stars
$220.81
+10.0%
$159.83
-27.6%
+209.2%$36.70B$396.29M394.30225Gap Up
ERIC
Ericsson
3.1638 of 5 stars
$8.42
flat
$9.80
+16.4%
+9.7%$28.19B$245.86B16.8494,326Trending News
Upcoming Earnings
CLS
Celestica
3.4961 of 5 stars
$235.31
+0.7%
$207.38
-11.9%
+286.8%$27.07B$9.65B50.9326,865Positive News
Gap Up
COMS
COMSovereign
N/A$9,913.80
+1,101,533,410.0%
N/AN/A$26.72B$6.17M0.00140Gap Down
NOK
Nokia
3.048 of 5 stars
$4.96
+1.2%
$5.52
+11.2%
+22.4%$26.69B$20.80B24.8080,361
STM
STMicroelectronics
3.6094 of 5 stars
$28.93
+0.5%
$32.06
+10.8%
-2.9%$25.98B$13.27B41.9349,602Gap Up
CRDO
Credo Technology Group
4.0013 of 5 stars
$147.42
+2.5%
$128.55
-12.8%
+262.9%$25.50B$600.14M220.03380Insider Trade
Gap Up
ASX
ASE Technology
3.4581 of 5 stars
$11.39
+2.8%
N/A+11.4%$25.14B$621.27B24.2397,079
HUBB
Hubbell
4.2996 of 5 stars
$413.16
+0.0%
$472.63
+14.4%
-10.5%$21.96B$5.63B26.8317,700Positive News
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This page (NASDAQ:DRS) was last updated on 10/13/2025 by MarketBeat.com Staff
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