Stock analysis · Bull Rankings model

LDOS analysis

Leidos Holdings, Inc.Information Technology Services. Scored on the same transparent model behind the daily rankings.

Defense & Drones
LDOS
Leidos Holdings, Inc. · Information Technology Services
FCF$1.9bC+
Rev+2.4%C
D/E1.37C
P/E11.7xA
PEG2.46C
67.2Score
$130.92$16.5B
1Y Target$150.67Analyst consensus · 15 analysts
5Y Target$190.21Compound horizon
10Y Target$243.94Long-dated conviction
FCF$1.9bTTM
C+
FCF $1.9b — respectable but not differentiating
Rev+2.4%TTM YoY
C
Revenue +2.4% — flat, mature phase or headwinds present
D/E1.37
C
D/E 1.37 — more levered than most Technology peers (≈90th pctile)
P/E11.7x
A
P/E 11.7 — cheapest decile in Technology (≈10th pctile)
PEG2.46
C
PEG 2.46 — expensive relative to growth rate

Forward price target — the 1-year figure is the analyst consensus where the stock is covered; the 5- and 10-year figures compound our earnings estimate from there. The DCF below is a separate cross-check on intrinsic value (what it's worth today), not another target.

Quality-growth score · 67.2
Quality0.76
Growth0.62
Value0.65
Why this score
  • Buying back stock
  • Raising its dividend
Entry · Margin of safety
52-week rangeNear 52-week low
36% off the 12-month high
vs DCF fair value64% belowest. fair value ~$364
What the price assumes: free cash flow compounding at ~-18% a year for the next decade — vs the ~6% a year our model projects from current growth and analyst estimates.
Quality signals · context only
Gross profitability20% · C+gross profit ÷ total assets (Novy-Marx)
ROIC25.5% · Areturn on invested capital — not score-weighted
Why now
Information Technology Services · market cap $16.5b. Down 36% from 52-week high of $205.77 — deep drawdown territory. 15 sell-side analysts rate this a Buy with a mean 1-yr target of $150.67 (implying +15% upside).
Moat
ROE 28% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 132% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 36% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
Horizon
1-3 yr $150.67 (15-analyst consensus) — multiple re-rating thesis requires a catalyst. 5 yr $190.21 at ~8% CAGR — dividend + buyback compounding. 10 yr $243.94 if the moat survives secular pressure.
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.

LDOS vs the Top Picks average

PillarLDOSBook avgDiff
Quality0.760.83-0.07
Growth0.620.91-0.29
Value0.650.75-0.10

Averaged across the 30 names in today's Top Picks (mean score 81.8). A name can beat these averages and still be absent from the book — it also applies concentration limits.

Trend
-1.1 over 34 daily scores
From 68.3 (Jun 22) → 67.2 (now)

One point per daily model run. The range autoscales, so a flat-looking line can still hide 1–2 point moves — read the From → To values for the actual range.

Shares to buy
15
Position size
$1,964
3.9% of portfolio
Stop price
$98.19
25% below $130.92
$ at risk if stopped
$490.95
budget $500.00 · 1% of portfolio

Math only — share count is floor(portfolio × risk% ÷ (price × stop%)). Doesn't account for commissions, slippage, gap risk, or position-correlation across your book. Inputs persist locally; never sent to the server. Not investment advice.

Leidos Holdings, Inc. (LDOS): score, valuation & FAQ

Leidos Holdings, Inc. (LDOS) is a Information Technology Services company that scores 67.2 out of 100 on the Bull Rankings quality-growth model — a solid, above-average reading. The score blends three pillars — quality (durable returns, healthy margins, low leverage), growth (revenue and earnings), and value (valuation versus sector peers) — into one number, refreshed daily; it is a screen, not a buy recommendation.

Its strongest graded signals are P/E (A). On valuation, LDOS sits about 64% below our discounted-cash-flow fair value (a margin of safety) — the current price implies roughly -18% annual free-cash-flow growth over the next decade.

Is LDOS a good stock to buy?

Bull Rankings scores LDOS 67.2 out of 100 on its quality-growth model, which is a solid, above-average reading. That is driven by P/E (A). A score is a quantitative screen of Leidos Holdings, Inc.'s fundamentals, not personalised financial advice — weigh it against your own time horizon and risk tolerance, and read the risk factors below before acting.

Why does LDOS score 67.2 on Bull Rankings?

The quality-growth score blends three pillars — quality (returns on capital, margins, leverage, earnings quality), growth (revenue and earnings expansion), and value (valuation versus sector peers). LDOS earns its highest marks on P/E (A). Each pillar is graded against sector-aware thresholds, then combined into the single 0–100 score.

Is LDOS overvalued or undervalued?

Based on $130.92, LDOS sits about 64% below our discounted-cash-flow fair value (a margin of safety) — the current price implies roughly -18% annual free-cash-flow growth over the next decade. It trades at a 11.7x× P/E (graded A). Discounted-cash-flow estimates are sensitive to growth and discount-rate assumptions, so treat this as a cross-check, not a price target.

What are the main risks of investing in LDOS?

Down 36% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.

New to these metrics? The guides explain free cash flow, how the score works, and more in the learn hub — or run another name through the screener.

Bull Rankings is an automated fundamentals screen for research and education. It is not investment advice, and nothing here is a recommendation to buy or sell any security. Do your own research and consider consulting a licensed financial adviser.

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