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Leonardo DRS (DRS) Competitors

Leonardo DRS logo
$36.80 +0.04 (+0.11%)
Closing price 10/2/2026 04:00 PM Eastern
Extended Trading
$37.12 +0.33 (+0.88%)
As of 10/2/2026 07:47 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

DRS vs. RKLB, AXON, ESLT, HEI.A, and ATI

Should you buy Leonardo DRS stock or one of its competitors? Leonardo DRS's main competitors and comparable companies include Rocket Lab (RKLB), Axon Enterprise (AXON), Elbit Systems (ESLT), Heico (HEI.A), and ATI (ATI). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "aerospace & defense" industry.

How does Leonardo DRS compare to Rocket Lab?

Leonardo DRS (NASDAQ:DRS) and Rocket Lab (NASDAQ:RKLB) are both industrials companies, but which is the better business? We will contrast the two companies based on the strength of their profitability, institutional ownership, media sentiment, earnings, risk, analyst recommendations, dividends and valuation.

Leonardo DRS has a net margin of 8.52% compared to Rocket Lab's net margin of -21.51%. Leonardo DRS's return on equity of 12.97% beat Rocket Lab's return on equity.

Company Net Margins Return on Equity Return on Assets
Leonardo DRS8.52% 12.97% 8.29%
Rocket Lab -21.51%-6.48%-4.92%

Leonardo DRS has a beta of 0.32, suggesting that its stock price is 68% less volatile than the broader market. Comparatively, Rocket Lab has a beta of 2.93, suggesting that its stock price is 193% more volatile than the broader market.

18.8% of Leonardo DRS shares are held by institutional investors. Comparatively, 71.8% of Rocket Lab shares are held by institutional investors. 0.3% of Leonardo DRS shares are held by company insiders. Comparatively, 8.4% of Rocket Lab shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Leonardo DRS$3.65B2.69$278M$1.1930.92
Rocket Lab$601.80M73.50-$198.21M-$0.27N/A

In the previous week, Rocket Lab had 74 more articles in the media than Leonardo DRS. MarketBeat recorded 75 mentions for Rocket Lab and 1 mentions for Leonardo DRS. Rocket Lab's average media sentiment score of 0.65 beat Leonardo DRS's score of 0.00 indicating that Rocket Lab is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Leonardo DRS
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Rocket Lab
33 Very Positive mention(s)
21 Positive mention(s)
14 Neutral mention(s)
5 Negative mention(s)
0 Very Negative mention(s)
Positive

Leonardo DRS currently has a consensus target price of $53.17, indicating a potential upside of 44.47%. Rocket Lab has a consensus target price of $107.20, indicating a potential upside of 45.02%. Given Rocket Lab's higher possible upside, analysts plainly believe Rocket Lab is more favorable than Leonardo DRS.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Leonardo DRS
0 Sell rating(s)
2 Hold rating(s)
3 Buy rating(s)
2 Strong Buy rating(s)
3.00
Rocket Lab
1 Sell rating(s)
5 Hold rating(s)
13 Buy rating(s)
5 Strong Buy rating(s)
2.92

Summary

Rocket Lab beats Leonardo DRS on 9 of the 17 factors compared between the two stocks.

How does Leonardo DRS compare to Axon Enterprise?

Leonardo DRS (NASDAQ:DRS) and Axon Enterprise (NASDAQ:AXON) are both industrials companies, but which is the better investment? We will contrast the two businesses based on the strength of their profitability, valuation, dividends, institutional ownership, risk, earnings, analyst recommendations and media sentiment.

In the previous week, Axon Enterprise had 3 more articles in the media than Leonardo DRS. MarketBeat recorded 4 mentions for Axon Enterprise and 1 mentions for Leonardo DRS. Axon Enterprise's average media sentiment score of 0.33 beat Leonardo DRS's score of 0.00 indicating that Axon Enterprise is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Leonardo DRS
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Axon Enterprise
2 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

18.8% of Leonardo DRS shares are held by institutional investors. Comparatively, 79.1% of Axon Enterprise shares are held by institutional investors. 0.3% of Leonardo DRS shares are held by insiders. Comparatively, 4.2% of Axon Enterprise shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Leonardo DRS$3.65B2.69$278M$1.1930.92
Axon Enterprise$2.78B12.08$124.66M$2.41171.51

Leonardo DRS has a net margin of 8.52% compared to Axon Enterprise's net margin of 6.19%. Leonardo DRS's return on equity of 12.97% beat Axon Enterprise's return on equity.

Company Net Margins Return on Equity Return on Assets
Leonardo DRS8.52% 12.97% 8.29%
Axon Enterprise 6.19%2.84%1.36%

Leonardo DRS has a beta of 0.32, meaning that its share price is 68% less volatile than the broader market. Comparatively, Axon Enterprise has a beta of 1.44, meaning that its share price is 44% more volatile than the broader market.

Leonardo DRS presently has a consensus price target of $53.17, indicating a potential upside of 44.47%. Axon Enterprise has a consensus price target of $721.57, indicating a potential upside of 74.57%. Given Axon Enterprise's higher probable upside, analysts clearly believe Axon Enterprise is more favorable than Leonardo DRS.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Leonardo DRS
0 Sell rating(s)
2 Hold rating(s)
3 Buy rating(s)
2 Strong Buy rating(s)
3.00
Axon Enterprise
0 Sell rating(s)
3 Hold rating(s)
14 Buy rating(s)
0 Strong Buy rating(s)
2.82

Summary

Axon Enterprise beats Leonardo DRS on 10 of the 17 factors compared between the two stocks.

How does Leonardo DRS compare to Elbit Systems?

Elbit Systems (NASDAQ:ESLT) and Leonardo DRS (NASDAQ:DRS) are both industrials companies, but which is the superior stock? We will contrast the two companies based on the strength of their valuation, analyst recommendations, earnings, institutional ownership, profitability, media sentiment, risk and dividends.

Elbit Systems presently has a consensus price target of $870.00, indicating a potential upside of 24.96%. Leonardo DRS has a consensus price target of $53.17, indicating a potential upside of 44.47%. Given Leonardo DRS's stronger consensus rating and higher probable upside, analysts clearly believe Leonardo DRS is more favorable than Elbit Systems.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Elbit Systems
0 Sell rating(s)
5 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00
Leonardo DRS
0 Sell rating(s)
2 Hold rating(s)
3 Buy rating(s)
2 Strong Buy rating(s)
3.00

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Elbit Systems$7.94B3.90$534.34M$13.2752.47
Leonardo DRS$3.65B2.69$278M$1.1930.92

Leonardo DRS has a net margin of 8.52% compared to Elbit Systems' net margin of 7.44%. Elbit Systems' return on equity of 16.66% beat Leonardo DRS's return on equity.

Company Net Margins Return on Equity Return on Assets
Elbit Systems7.44% 16.66% 5.39%
Leonardo DRS 8.52%12.97%8.29%

17.9% of Elbit Systems shares are held by institutional investors. Comparatively, 18.8% of Leonardo DRS shares are held by institutional investors. 0.8% of Elbit Systems shares are held by company insiders. Comparatively, 0.3% of Leonardo DRS shares are held by company 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.

Elbit Systems pays an annual dividend of $3.33 per share and has a dividend yield of 0.5%. Leonardo DRS pays an annual dividend of $0.36 per share and has a dividend yield of 1.0%. Elbit Systems pays out 25.1% of its earnings in the form of a dividend. Leonardo DRS pays out 30.3% 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. Elbit Systems has increased its dividend for 1 consecutive years.

In the previous week, Leonardo DRS had 1 more articles in the media than Elbit Systems. MarketBeat recorded 1 mentions for Leonardo DRS and 0 mentions for Elbit Systems. Elbit Systems' average media sentiment score of 0.20 beat Leonardo DRS's score of 0.00 indicating that Elbit Systems is being referred to more favorably in the media.

Company Overall Sentiment
Elbit Systems Neutral
Leonardo DRS Neutral

Elbit Systems has a beta of 0.13, meaning that its stock price is 87% less volatile than the broader market. Comparatively, Leonardo DRS has a beta of 0.32, meaning that its stock price is 68% less volatile than the broader market.

Summary

Elbit Systems and Leonardo DRS tied by winning 10 of the 20 factors compared between the two stocks.

How does Leonardo DRS compare to Heico?

Heico (NYSE:HEI.A) and Leonardo DRS (NASDAQ:DRS) are both industrials companies, but which is the better stock? We will compare the two businesses based on the strength of their valuation, earnings, media sentiment, profitability, analyst recommendations, risk, institutional ownership and dividends.

In the previous week, Heico and Heico both had 1 articles in the media. Heico's average media sentiment score of 0.00 equaled Leonardo DRS'saverage media sentiment score.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Heico
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Leonardo DRS
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Leonardo DRS has a consensus target price of $53.17, suggesting a potential upside of 44.47%. Given Leonardo DRS's higher probable upside, analysts clearly believe Leonardo DRS is more favorable than Heico.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Heico
0 Sell rating(s)
1 Hold rating(s)
0 Buy rating(s)
1 Strong Buy rating(s)
3.00
Leonardo DRS
0 Sell rating(s)
2 Hold rating(s)
3 Buy rating(s)
2 Strong Buy rating(s)
3.00

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Heico$5.18B6.09$690.39M$6.0137.51
Leonardo DRS$3.65B2.69$278M$1.1930.92

Heico has a net margin of 16.38% compared to Leonardo DRS's net margin of 8.52%. Heico's return on equity of 18.00% beat Leonardo DRS's return on equity.

Company Net Margins Return on Equity Return on Assets
Heico16.38% 18.00% 9.15%
Leonardo DRS 8.52%12.97%8.29%

Heico has a beta of 1.13, suggesting that its stock price is 13% more volatile than the broader market. Comparatively, Leonardo DRS has a beta of 0.32, suggesting that its stock price is 68% less volatile than the broader market.

59.0% of Heico shares are owned by institutional investors. Comparatively, 18.8% of Leonardo DRS shares are owned by institutional investors. 9.8% of Heico shares are owned by company insiders. Comparatively, 0.3% of Leonardo DRS shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Heico pays an annual dividend of $0.26 per share and has a dividend yield of 0.1%. Leonardo DRS pays an annual dividend of $0.36 per share and has a dividend yield of 1.0%. Heico pays out 4.3% of its earnings in the form of a dividend. Leonardo DRS pays out 30.3% 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

Heico beats Leonardo DRS on 12 of the 16 factors compared between the two stocks.

How does Leonardo DRS compare to ATI?

Leonardo DRS (NASDAQ:DRS) and ATI (NYSE:ATI) are both industrials companies, but which is the better stock? We will compare the two businesses based on the strength of their dividends, analyst recommendations, valuation, earnings, risk, institutional ownership, profitability and media sentiment.

Leonardo DRS has a beta of 0.32, suggesting that its stock price is 68% less volatile than the broader market. Comparatively, ATI has a beta of 0.99, suggesting that its stock price is 1% less volatile than the broader market.

18.8% of Leonardo DRS shares are owned by institutional investors. 0.3% of Leonardo DRS shares are owned by company insiders. Comparatively, 1.0% of ATI shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

Leonardo DRS presently has a consensus price target of $53.17, indicating a potential upside of 44.47%. ATI has a consensus price target of $227.63, indicating a potential upside of 18.36%. Given Leonardo DRS's higher possible upside, equities analysts plainly believe Leonardo DRS is more favorable than ATI.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Leonardo DRS
0 Sell rating(s)
2 Hold rating(s)
3 Buy rating(s)
2 Strong Buy rating(s)
3.00
ATI
0 Sell rating(s)
1 Hold rating(s)
8 Buy rating(s)
1 Strong Buy rating(s)
3.00

ATI has a net margin of 10.09% compared to Leonardo DRS's net margin of 8.52%. ATI's return on equity of 29.27% beat Leonardo DRS's return on equity.

Company Net Margins Return on Equity Return on Assets
Leonardo DRS8.52% 12.97% 8.29%
ATI 10.09%29.27%10.59%

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Leonardo DRS$3.65B2.69$278M$1.1930.92
ATI$4.59B5.71$404.30M$3.4156.40

In the previous week, ATI had 4 more articles in the media than Leonardo DRS. MarketBeat recorded 5 mentions for ATI and 1 mentions for Leonardo DRS. ATI's average media sentiment score of 0.57 beat Leonardo DRS's score of 0.00 indicating that ATI is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Leonardo DRS
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
ATI
1 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

ATI beats Leonardo DRS on 13 of the 16 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 DRSAerospace & Defense IndustryIndustrials SectorNASDAQ Exchange
Market Cap$9.82B$20.20B$10.19B$13.28B
Dividend Yield0.98%1.70%96.74%17.33%
P/E Ratio30.9236.4726.6926.04
Price / Sales2.69125.54269.59105.16
Price / Cash24.4125.6224.0752.62
Price / Book3.597.304.806.31
Net Income$278M$572.01M$616.13M$362.16M
7 Day Performance-0.97%-2.63%-0.58%-1.66%
1 Month Performance0.55%-5.54%-2.51%-4.68%
1 Year Performance-17.10%-4.88%2.72%1.57%

Leonardo DRS Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
DRS
Leonardo DRS
3.4102 of 5 stars
$36.80
+0.1%
$53.17
+44.5%
-17.1%$9.82B$3.65B30.927,300
RKLB
Rocket Lab
3.9764 of 5 stars
$69.89
+8.2%
$107.32
+53.5%
+31.6%$38.64B$601.80MN/A2,600
AXON
Axon Enterprise
4.1558 of 5 stars
$452.06
+1.0%
$721.57
+59.6%
-42.2%$36.37B$2.78B187.586,300
ESLT
Elbit Systems
3.0634 of 5 stars
$750.69
+1.0%
$870.00
+15.9%
+35.2%$33.04B$7.94B56.5720,537
HEI.A
Heico
1.4641 of 5 stars
$226.31
+2.0%
N/A-10.9%$31.01B$5.18B37.6611,100

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This page (NASDAQ:DRS) was last updated on 10/4/2026 by MarketBeat.com Staff.
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