Leonardo DRS (DRS) Competitors

Leonardo DRS logo
$44.69 -1.05 (-2.30%)
Closing price 06/24/2026 04:00 PM Eastern
Extended Trading
$45.37 +0.68 (+1.53%)
As of 06/24/2026 07:56 PM Eastern
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DRS vs. CBRS, CRDO, ON, GFS, and CLS

Should you buy Leonardo DRS stock or one of its competitors? MarketBeat compares Leonardo DRS with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Leonardo DRS include Cerebras Systems (CBRS), Credo Technology Group (CRDO), onsemi (ON), GlobalFoundries (GFS), and Celestica (CLS). These companies are all part of the "electronic equipment" industry.

How does Leonardo DRS compare to Cerebras Systems?

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

Leonardo DRS currently has a consensus target price of $52.80, indicating a potential upside of 18.15%. Cerebras Systems has a consensus target price of $299.30, indicating a potential upside of 64.18%. Given Cerebras Systems' stronger consensus rating and higher probable upside, analysts clearly believe Cerebras Systems is more favorable than Leonardo DRS.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Leonardo DRS
0 Sell rating(s)
3 Hold rating(s)
3 Buy rating(s)
1 Strong Buy rating(s)
2.71
Cerebras Systems
0 Sell rating(s)
1 Hold rating(s)
9 Buy rating(s)
1 Strong Buy rating(s)
3.00

18.8% of Leonardo DRS shares are held by institutional investors. 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 company is poised for long-term growth.

In the previous week, Cerebras Systems had 33 more articles in the media than Leonardo DRS. MarketBeat recorded 37 mentions for Cerebras Systems and 4 mentions for Leonardo DRS. Cerebras Systems' average media sentiment score of 0.32 beat Leonardo DRS's score of -0.08 indicating that Cerebras Systems is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Leonardo DRS
1 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
Cerebras Systems
6 Very Positive mention(s)
4 Positive mention(s)
14 Neutral mention(s)
7 Negative mention(s)
1 Very Negative mention(s)
Neutral

Leonardo DRS has a net margin of 7.85% compared to Cerebras Systems' net margin of 0.00%. Leonardo DRS's return on equity of 12.02% beat Cerebras Systems' return on equity.

Company Net Margins Return on Equity Return on Assets
Leonardo DRS7.85% 12.02% 7.59%
Cerebras Systems N/A N/A N/A

Leonardo DRS has higher revenue and earnings than Cerebras Systems.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Leonardo DRS$3.65B3.27$278M$1.0741.77
Cerebras Systems$509.99M76.89N/AN/AN/A

Summary

Leonardo DRS and Cerebras Systems tied by winning 6 of the 12 factors compared between the two stocks.

How does Leonardo DRS compare to Credo Technology Group?

Leonardo DRS (NASDAQ:DRS) and Credo Technology Group (NASDAQ:CRDO) are both large-cap electronic equipment companies, but which is the superior business? We will compare the two companies based on the strength of their dividends, risk, analyst recommendations, profitability, earnings, media sentiment, institutional ownership and valuation.

Leonardo DRS currently has a consensus price target of $52.80, indicating a potential upside of 18.15%. Credo Technology Group has a consensus price target of $263.11, indicating a potential downside of 1.91%. Given Leonardo DRS's higher possible upside, equities analysts clearly believe Leonardo DRS is more favorable than Credo Technology Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Leonardo DRS
0 Sell rating(s)
3 Hold rating(s)
3 Buy rating(s)
1 Strong Buy rating(s)
2.71
Credo Technology Group
0 Sell rating(s)
2 Hold rating(s)
15 Buy rating(s)
2 Strong Buy rating(s)
3.00

In the previous week, Credo Technology Group had 49 more articles in the media than Leonardo DRS. MarketBeat recorded 53 mentions for Credo Technology Group and 4 mentions for Leonardo DRS. Credo Technology Group's average media sentiment score of 0.94 beat Leonardo DRS's score of -0.08 indicating that Credo Technology Group is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Leonardo DRS
1 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
Credo Technology Group
26 Very Positive mention(s)
8 Positive mention(s)
13 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Positive

Credo Technology Group has a net margin of 35.37% compared to Leonardo DRS's net margin of 7.85%. Credo Technology Group's return on equity of 32.30% beat Leonardo DRS's return on equity.

Company Net Margins Return on Equity Return on Assets
Leonardo DRS7.85% 12.02% 7.59%
Credo Technology Group 35.37%32.30%28.88%

Leonardo DRS has a beta of 0.34, indicating that its share price is 66% less volatile than the broader market. Comparatively, Credo Technology Group has a beta of 3.22, indicating that its share price is 222% more volatile than the broader market.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Leonardo DRS$3.65B3.27$278M$1.0741.77
Credo Technology Group$1.34B37.46$472.28M$2.48108.16

18.8% of Leonardo DRS shares are owned by institutional investors. Comparatively, 80.5% of Credo Technology Group shares are owned by institutional investors. 0.3% of Leonardo DRS shares are owned by company insiders. Comparatively, 11.8% of Credo Technology Group 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.

Summary

Credo Technology Group beats Leonardo DRS on 15 of the 17 factors compared between the two stocks.

How does Leonardo DRS compare to onsemi?

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

onsemi currently has a consensus target price of $96.56, indicating a potential downside of 16.18%. Leonardo DRS has a consensus target price of $52.80, indicating a potential upside of 18.15%. Given Leonardo DRS's stronger consensus rating and higher possible upside, analysts clearly believe Leonardo DRS is more favorable than onsemi.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
onsemi
1 Sell rating(s)
14 Hold rating(s)
14 Buy rating(s)
1 Strong Buy rating(s)
2.50
Leonardo DRS
0 Sell rating(s)
3 Hold rating(s)
3 Buy rating(s)
1 Strong Buy rating(s)
2.71

97.7% of onsemi shares are held by institutional investors. Comparatively, 18.8% of Leonardo DRS shares are held by institutional investors. 0.4% of onsemi shares are held by insiders. Comparatively, 0.3% of Leonardo DRS shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

In the previous week, onsemi had 345 more articles in the media than Leonardo DRS. MarketBeat recorded 349 mentions for onsemi and 4 mentions for Leonardo DRS. onsemi's average media sentiment score of 0.97 beat Leonardo DRS's score of -0.08 indicating that onsemi is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
onsemi
203 Very Positive mention(s)
66 Positive mention(s)
39 Neutral mention(s)
34 Negative mention(s)
7 Very Negative mention(s)
Positive
Leonardo DRS
1 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

onsemi has a net margin of 9.46% compared to Leonardo DRS's net margin of 7.85%. onsemi's return on equity of 12.79% beat Leonardo DRS's return on equity.

Company Net Margins Return on Equity Return on Assets
onsemi9.46% 12.79% 7.80%
Leonardo DRS 7.85%12.02%7.59%

onsemi has a beta of 1.97, suggesting that its stock price is 97% more volatile than the broader market. Comparatively, Leonardo DRS has a beta of 0.34, suggesting that its stock price is 66% less volatile than the broader market.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
onsemi$6.00B7.53$121M$1.4181.70
Leonardo DRS$3.65B3.27$278M$1.0741.77

Summary

onsemi beats Leonardo DRS on 13 of the 16 factors compared between the two stocks.

How does Leonardo DRS compare to GlobalFoundries?

GlobalFoundries (NASDAQ:GFS) and Leonardo DRS (NASDAQ:DRS) are both large-cap electronic equipment companies, but which is the better stock? We will compare the two companies based on the strength of their institutional ownership, media sentiment, dividends, earnings, risk, analyst recommendations, profitability and valuation.

In the previous week, GlobalFoundries had 4 more articles in the media than Leonardo DRS. MarketBeat recorded 8 mentions for GlobalFoundries and 4 mentions for Leonardo DRS. GlobalFoundries' average media sentiment score of 0.29 beat Leonardo DRS's score of -0.08 indicating that GlobalFoundries is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
GlobalFoundries
4 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Leonardo DRS
1 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. 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 is poised for long-term growth.

GlobalFoundries has a net margin of 11.40% compared to Leonardo DRS's net margin of 7.85%. Leonardo DRS's return on equity of 12.02% beat GlobalFoundries' return on equity.

Company Net Margins Return on Equity Return on Assets
GlobalFoundries11.40% 6.85% 4.76%
Leonardo DRS 7.85%12.02%7.59%

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
GlobalFoundries$6.79B6.76$885M$1.3960.22
Leonardo DRS$3.65B3.27$278M$1.0741.77

GlobalFoundries presently has a consensus target price of $73.29, indicating a potential downside of 12.43%. Leonardo DRS has a consensus target price of $52.80, indicating a potential upside of 18.15%. Given Leonardo DRS's stronger consensus rating and higher probable upside, analysts plainly believe Leonardo DRS is more favorable than GlobalFoundries.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
GlobalFoundries
1 Sell rating(s)
10 Hold rating(s)
9 Buy rating(s)
0 Strong Buy rating(s)
2.40
Leonardo DRS
0 Sell rating(s)
3 Hold rating(s)
3 Buy rating(s)
1 Strong Buy rating(s)
2.71

GlobalFoundries has a beta of 1.77, suggesting that its share price is 77% more volatile than the broader market. Comparatively, Leonardo DRS has a beta of 0.34, suggesting that its share price is 66% less volatile than the broader market.

Summary

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

How does Leonardo DRS compare to Celestica?

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

18.8% of Leonardo DRS shares are owned by institutional investors. Comparatively, 67.4% of Celestica shares are owned by institutional investors. 0.3% of Leonardo DRS shares are owned by insiders. Comparatively, 1.1% of Celestica 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.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Leonardo DRS$3.65B3.27$278M$1.0741.77
Celestica$12.39B3.37$832.50M$8.2743.91

In the previous week, Celestica had 18 more articles in the media than Leonardo DRS. MarketBeat recorded 22 mentions for Celestica and 4 mentions for Leonardo DRS. Celestica's average media sentiment score of 0.63 beat Leonardo DRS's score of -0.08 indicating that Celestica is being referred to more favorably in the news media.

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

Leonardo DRS has a net margin of 7.85% compared to Celestica's net margin of 6.95%. Celestica's return on equity of 36.91% beat Leonardo DRS's return on equity.

Company Net Margins Return on Equity Return on Assets
Leonardo DRS7.85% 12.02% 7.59%
Celestica 6.95%36.91%10.56%

Leonardo DRS presently has a consensus target price of $52.80, indicating a potential upside of 18.15%. Celestica has a consensus target price of $427.42, indicating a potential upside of 17.71%. Given Leonardo DRS's higher possible upside, research analysts clearly believe Leonardo DRS is more favorable than Celestica.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Leonardo DRS
0 Sell rating(s)
3 Hold rating(s)
3 Buy rating(s)
1 Strong Buy rating(s)
2.71
Celestica
0 Sell rating(s)
3 Hold rating(s)
18 Buy rating(s)
1 Strong Buy rating(s)
2.91

Leonardo DRS has a beta of 0.34, suggesting that its share price is 66% less volatile than the broader market. Comparatively, Celestica has a beta of 2.02, suggesting that its share price is 102% more volatile than the broader market.

Summary

Celestica beats Leonardo DRS on 14 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 DRSAEROSP/DEF EQ IndustryAerospace SectorNASDAQ Exchange
Market Cap$12.20B$21.15B$30.86B$12.32B
Dividend Yield0.79%0.63%0.89%5.88%
P/E Ratio41.7761.2244.0323.96
Price / Sales3.277.94182.57107.90
Price / Cash30.3438.1829.0353.76
Price / Book4.368.838.386.41
Net Income$278M$514.37M$906.01M$337.14M
7 Day Performance-3.02%-3.53%-4.80%-1.06%
1 Month Performance-0.51%12.03%1.85%0.49%
1 Year Performance2.81%45.48%33.43%28.43%

Leonardo DRS Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
DRS
Leonardo DRS
4.2226 of 5 stars
$44.69
-2.3%
$52.80
+18.1%
+3.6%$12.20B$3.65B41.777,300
CBRS
Cerebras Systems
N/A$218.03
+1.9%
$294.00
+34.8%
N/A$46.90B$509.99MN/A708
CRDO
Credo Technology Group
3.9452 of 5 stars
$259.41
+3.4%
$248.41
-4.2%
+191.8%$46.26B$1.34B104.60380
ON
onsemi
3.9609 of 5 stars
$125.90
+7.8%
$93.73
-25.6%
+112.5%$45.77B$6.00B89.2922,670
GFS
GlobalFoundries
3.366 of 5 stars
$83.98
+3.2%
$73.29
-12.7%
+114.1%$45.28B$6.79B60.4214,000

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This page (NASDAQ:DRS) was last updated on 6/25/2026 by MarketBeat.com Staff.
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