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Leonardo DRS (DRS) Competitors

Leonardo DRS logo
$39.01 -1.69 (-4.15%)
Closing price 08/24/2026 04:00 PM Eastern
Extended Trading
$39.67 +0.66 (+1.69%)
As of 08/24/2026 07:12 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, HEI.A, ESLT, ATI, and CRS

Should you buy Leonardo DRS stock or one of its competitors? Leonardo DRS's main competitors and comparable companies include Rocket Lab (RKLB), Heico (HEI.A), Elbit Systems (ESLT), ATI (ATI), and Carpenter Technology (CRS). 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 large-cap industrials companies, but which is the better business? We will compare the two companies based on the strength of their media sentiment, profitability, valuation, dividends, earnings, analyst recommendations, institutional ownership and risk.

In the previous week, Rocket Lab had 78 more articles in the media than Leonardo DRS. MarketBeat recorded 84 mentions for Rocket Lab and 6 mentions for Leonardo DRS. Leonardo DRS's average media sentiment score of 0.96 beat Rocket Lab's score of 0.96 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
5 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Rocket Lab
52 Very Positive mention(s)
11 Positive mention(s)
12 Neutral mention(s)
7 Negative mention(s)
2 Very Negative mention(s)
Positive

18.8% of Leonardo DRS shares are owned by institutional investors. Comparatively, 71.8% of Rocket Lab shares are owned by institutional investors. 0.3% of Leonardo DRS shares are owned by insiders. Comparatively, 8.4% of Rocket Lab shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

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$3.78B2.76$278M$1.1932.78
Rocket Lab$769.15M53.12-$198.21M-$0.27N/A

Leonardo DRS has a beta of 0.35, indicating that its stock price is 65% less volatile than the broader market. Comparatively, Rocket Lab has a beta of 2.6, indicating that its stock price is 160% more volatile than the broader market.

Leonardo DRS currently has a consensus target price of $53.60, suggesting a potential upside of 37.40%. Rocket Lab has a consensus target price of $110.65, suggesting a potential upside of 62.05%. Given Rocket Lab's higher possible upside, analysts clearly 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)
1 Strong Buy rating(s)
2.83
Rocket Lab
1 Sell rating(s)
5 Hold rating(s)
13 Buy rating(s)
3 Strong Buy rating(s)
2.82

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%

Summary

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

How does Leonardo DRS compare to Heico?

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

Heico has a beta of 1.08, meaning that its share price is 8% more volatile than the broader market. Comparatively, Leonardo DRS has a beta of 0.35, meaning that its share price is 65% 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 large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Heico has a net margin of 16.08% compared to Leonardo DRS's net margin of 8.52%. Heico's return on equity of 17.52% beat Leonardo DRS's return on equity.

Company Net Margins Return on Equity Return on Assets
Heico16.08% 17.52% 8.86%
Leonardo DRS 8.52%12.97%8.29%

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 0.9%. Heico pays out 4.6% 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.

Leonardo DRS has a consensus target price of $53.60, indicating a potential upside of 37.40%. Given Leonardo DRS's higher possible upside, analysts plainly 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)
1 Strong Buy rating(s)
2.83

In the previous week, Leonardo DRS had 6 more articles in the media than Heico. MarketBeat recorded 6 mentions for Leonardo DRS and 0 mentions for Heico. Leonardo DRS's average media sentiment score of 0.96 beat Heico's score of 0.00 indicating that Leonardo DRS is being referred to more favorably in the news media.

Company Overall Sentiment
Heico Neutral
Leonardo DRS Positive

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$4.49B8.08$690.39M$5.6046.31
Leonardo DRS$3.78B2.76$278M$1.1932.78

Summary

Heico beats Leonardo DRS on 13 of the 18 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 large-cap industrials companies, but which is the superior investment? We will contrast the two businesses based on the strength of their analyst recommendations, valuation, institutional ownership, dividends, media sentiment, profitability, earnings and risk.

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%

Elbit Systems has a beta of 0.17, meaning that its share price is 83% less volatile than the broader market. Comparatively, Leonardo DRS has a beta of 0.35, meaning that its share price is 65% less volatile than the broader market.

Elbit Systems presently has a consensus price target of $787.50, indicating a potential upside of 7.82%. Leonardo DRS has a consensus price target of $53.60, indicating a potential upside of 37.40%. 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)
1 Buy rating(s)
0 Strong Buy rating(s)
2.17
Leonardo DRS
0 Sell rating(s)
2 Hold rating(s)
3 Buy rating(s)
1 Strong Buy rating(s)
2.83

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 0.9%. 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.

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 endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

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$7.94B4.09$534.34M$13.2755.04
Leonardo DRS$3.78B2.76$278M$1.1932.78

In the previous week, Elbit Systems and Elbit Systems both had 6 articles in the media. Leonardo DRS's average media sentiment score of 0.96 beat Elbit Systems' score of 0.03 indicating that Leonardo DRS is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Elbit Systems
2 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Neutral
Leonardo DRS
5 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Leonardo DRS beats Elbit Systems on 10 of the 19 factors compared between the two stocks.

How does Leonardo DRS compare to ATI?

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

In the previous week, ATI had 12 more articles in the media than Leonardo DRS. MarketBeat recorded 18 mentions for ATI and 6 mentions for Leonardo DRS. ATI's average media sentiment score of 1.36 beat Leonardo DRS's score of 0.96 indicating that ATI is being referred to more favorably in the media.

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

18.8% of Leonardo DRS shares are held by institutional investors. 1.0% of ATI shares are held by insiders. Comparatively, 0.3% of Leonardo DRS 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.

ATI currently has a consensus target price of $232.00, suggesting a potential upside of 10.50%. Leonardo DRS has a consensus target price of $53.60, suggesting a potential upside of 37.40%. Given Leonardo DRS's higher possible upside, analysts plainly believe Leonardo DRS is more favorable than ATI.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
ATI
0 Sell rating(s)
0 Hold rating(s)
9 Buy rating(s)
1 Strong Buy rating(s)
3.10
Leonardo DRS
0 Sell rating(s)
2 Hold rating(s)
3 Buy rating(s)
1 Strong Buy rating(s)
2.83

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
ATI10.09% 29.27% 10.59%
Leonardo DRS 8.52%12.97%8.29%

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
ATI$4.59B6.23$404.30M$3.4161.57
Leonardo DRS$3.78B2.76$278M$1.1932.78

ATI has a beta of 0.98, suggesting that its stock price is 2% less volatile than the broader market. Comparatively, Leonardo DRS has a beta of 0.35, suggesting that its stock price is 65% less volatile than the broader market.

Summary

ATI beats Leonardo DRS on 14 of the 16 factors compared between the two stocks.

How does Leonardo DRS compare to Carpenter Technology?

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

In the previous week, Carpenter Technology had 34 more articles in the media than Leonardo DRS. MarketBeat recorded 40 mentions for Carpenter Technology and 6 mentions for Leonardo DRS. Carpenter Technology's average media sentiment score of 1.33 beat Leonardo DRS's score of 0.96 indicating that Carpenter Technology is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Carpenter Technology
25 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Leonardo DRS
5 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Carpenter Technology presently has a consensus target price of $577.25, suggesting a potential upside of 20.89%. Leonardo DRS has a consensus target price of $53.60, suggesting a potential upside of 37.40%. Given Leonardo DRS's higher probable upside, analysts plainly believe Leonardo DRS is more favorable than Carpenter Technology.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Carpenter Technology
0 Sell rating(s)
1 Hold rating(s)
8 Buy rating(s)
1 Strong Buy rating(s)
3.00
Leonardo DRS
0 Sell rating(s)
2 Hold rating(s)
3 Buy rating(s)
1 Strong Buy rating(s)
2.83

Carpenter Technology pays an annual dividend of $0.80 per share and has a dividend yield of 0.2%. Leonardo DRS pays an annual dividend of $0.36 per share and has a dividend yield of 0.9%. Carpenter Technology pays out 7.6% 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.

Carpenter Technology has a net margin of 16.96% compared to Leonardo DRS's net margin of 8.52%. Carpenter Technology's return on equity of 26.46% beat Leonardo DRS's return on equity.

Company Net Margins Return on Equity Return on Assets
Carpenter Technology16.96% 26.46% 15.02%
Leonardo DRS 8.52%12.97%8.29%

Carpenter Technology has a beta of 1.25, suggesting that its stock price is 25% more volatile than the broader market. Comparatively, Leonardo DRS has a beta of 0.35, suggesting that its stock price is 65% less volatile than the broader market.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Carpenter Technology$3.12B7.57$529.80M$10.5245.39
Leonardo DRS$3.78B2.76$278M$1.1932.78

92.0% of Carpenter Technology shares are held by institutional investors. Comparatively, 18.8% of Leonardo DRS shares are held by institutional investors. 2.9% of Carpenter Technology 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 hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Summary

Carpenter Technology beats Leonardo DRS on 15 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 DRSAerospace & Defense IndustryIndustrials SectorNASDAQ Exchange
Market Cap$10.86B$22.38B$10.70B$12.81B
Dividend Yield0.88%1.63%97.24%10.78%
P/E Ratio32.7840.6226.4624.05
Price / Sales2.76153.55326.08105.69
Price / Cash27.0029.2424.3136.89
Price / Book3.808.044.836.40
Net Income$278M$566.76M$612.94M$347.95M
7 Day Performance-11.80%-5.69%-1.00%1.49%
1 Month Performance-18.90%4.64%2.25%5.15%
1 Year Performance-4.92%14.37%11.07%17.01%

Leonardo DRS Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
DRS
Leonardo DRS
4.0149 of 5 stars
$39.01
-4.2%
$53.60
+37.4%
-5.3%$10.86B$3.78B32.787,300
RKLB
Rocket Lab
4.0756 of 5 stars
$82.08
+2.3%
$110.65
+34.8%
+53.9%$48.02B$601.80MN/A2,600
HEI.A
Heico
0.5424 of 5 stars
$270.33
-1.7%
N/A+6.6%$38.40B$4.49B48.276,500
ESLT
Elbit Systems
2.7688 of 5 stars
$782.84
-0.1%
$803.75
+2.7%
+62.0%$34.83B$7.94B58.9920,537
ATI
ATI
3.9179 of 5 stars
$231.48
+1.3%
$232.00
+0.2%
+184.9%$31.11B$4.59B67.887,600

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This page (NASDAQ:DRS) was last updated on 8/25/2026 by MarketBeat.com Staff.
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