Verdict: Side-by-side breakdown using the Bull Rankings model. RDW scored 23.9, ARXS scored 72.0 — ARXS leads.
Compare another set
RDW
Redwire Corporation
Aerospace & Defense · Quality-Growth
23.9
$9.58 · $2.4B
fundamentals as of
Score gap
48.1
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
CheapestRDW5.6x
Fastest growthARXS+115.5%
Strongest balance sheetRDW0.06
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)
RDW
stronger →← stronger
ARXS
22
Qualityreturns · margins · balance sheet
77
96
Growthrevenue & earnings expansion
98
6
Valuevaluation vs sector peers
62
ARXS is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
RDW
ARXS
-$98mF
FCF
$314mC
+63.1%A
Rev
+115.5%A
0.06A
D/E
0.40B+
5.6xC
P/S
11.7xD
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
RDW
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
RDW
Why this score
Diluting shareholders
ARXS
Why this score
Short track record
The companies
RDWRedwire Corporation
Aerospace & Defense · $9.58 · beta 3.13
Why now
Aerospace & Defense · market cap $2.4b. Down 64% from 52-week high of $26.64 — deep drawdown territory. Revenue growing +63% — in hypergrowth territory. 8 sell-side analysts publish a mean 1-yr target of $14.69 (implying +53% upside).
Moat
Turnaround / out-of-favor name — GAAP-unprofitable for now, so the durability case is forward-looking: it rests on a recovery (margin normalization, a cyclical upturn or restructuring) or an un-monetized asset (IP / network effects / first-mover position) rather than on current reported results.
Risk
Free cash flow is negative (-$98m) — capital raises or debt issuance likely required; dilution / leverage risk. Currently unprofitable (margin -57.3%) — path to GAAP profitability is the core thesis risk. Down 64% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
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 RDW and ARXS diverge
On the headline score the gap is 48.1 points in favor of ARXS. The widest single difference is Value, where ARXS leads by 56.1 points.
ValueRDW 6.4 · ARXS 62.5ARXS +56.1
QualityRDW 22.0 · ARXS 76.8ARXS +54.8
GrowthRDW 96.4 · ARXS 98.0level
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 RDW the better stock?
ARXS scores higher: ARXS 72.0, RDW 23.9 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 RDW differ most?
The widest gap is value, where ARXS leads by 56 points on the 0–100 pillar scale. ARXS also leads quality, while growth is effectively level between them.
How are ARXS and RDW 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.