Verdict: Side-by-side breakdown using the Bull Rankings model. KTOS scored 34.7, ARXS scored 72.0 — ARXS leads.
Compare another set
KTOS
Kratos Defense & Security Solutions, Inc.
Aerospace & Defense · Quality-Growth
34.7
$42.36 · $8.0B
fundamentals as of
Score gap
37.3
ARXS leads
ARXS
Arxis, Inc.
Aerospace & Defense · Quality-Growth
72
$47.89 · $20.6B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
CheapestKTOS5.2x
Fastest growthARXS+115.5%
Strongest balance sheetKTOS0.06
Highest qualityARXS77 / 100
Side by side · every name on one set of axes
Growth against the P/S multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
KTOS
stronger →← stronger
ARXS
26
Qualityreturns · margins · balance sheet
77
86
Growthrevenue & earnings expansion
98
18
Valuevaluation vs sector peers
62
ARXS is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
KTOS
ARXS
-$129mF
FCF
$314mC
+18.5%B+
Rev
+115.5%A
0.06A
D/E
0.40B+
5.2xC
P/S
11.7xD
36.41D
PEG
—
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
KTOS
ARXS
—
Price vs fair valuelower is cheaper
183% above
—
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~43%/yr
—
1-yr DCF upside
-73%
—
5-yr DCF upside
-65%
—
10-yr DCF upside
-48%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
KTOS
Why this score
Diluting shareholders
ARXS
Why this score
Short track record
The companies
KTOSKratos Defense & Security Solutions, Inc.
Aerospace & Defense · $42.36 · beta 1.11
Why now
Aerospace & Defense · market cap $8.0b. Down 68% from 52-week high of $134.00 — deep drawdown territory. Revenue growing +19%, comfortably above the S&P median. 23 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $100.04 (implying +136% upside).
Moat
Higher-variance name — the moat signals on the quantitative card are modest, so the durability case rests on execution (turning current growth into durable earnings power) or an un-monetized asset (IP / network effects / first-mover position) rather than an entrenched competitive position.
Risk
Free cash flow is negative (-$129m) — capital raises or debt issuance likely required; dilution / leverage risk. Down 68% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Net margin 2.0% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
ARXSArxis, Inc.
Aerospace & Defense · $47.89
Why now
Aerospace & Defense · market cap $20.6b. Down 22% from 52-week high of $61.50 — deep drawdown territory. Revenue growing +115% — in hypergrowth territory. 10 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $63.30 (implying +32% upside).
Moat
Free cash flow runs well ahead of reported net income, mostly because of depreciation and amortization ($206m) — non-cash charges that hold down reported earnings while cash generation stays strong.
Risk
P/S 11.7x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where KTOS and ARXS diverge
On the headline score the gap is 37.3 points in favor of ARXS. The widest single difference is Quality, where ARXS leads by 50.3 points.
QualityKTOS 26.5 · ARXS 76.8ARXS +50.3
ValueKTOS 18.5 · ARXS 62.5ARXS +44.0
GrowthKTOS 85.6 · ARXS 98.0ARXS +12.4
Pillars run 0–100. Value is judged against each company's own sector, so a Value score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.
Common questions
Is ARXS or KTOS the better stock?
ARXS scores higher: ARXS 72.0, KTOS 34.7 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do ARXS and KTOS differ most?
The widest gap is quality, where ARXS leads by 50 points on the 0–100 pillar scale. ARXS leads all three pillars, so the gap is broad rather than a single-measure difference.
How are ARXS and KTOS scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.