Leonardo DRS, Inc. Common Stock (DRS)vsNorthrop Grumman Corporation (NOC)
DRS
Leonardo DRS, Inc. Common Stock
$46.32
+5.13%
INDUSTRIALS · Cap: $11.72B
NOC
Northrop Grumman Corporation
$691.21
+1.33%
INDUSTRIALS · Cap: $97.36B
Smart Verdict
WallStSmart Research — data-driven comparison
Northrop Grumman Corporation generates 1050% more annual revenue ($41.95B vs $3.65B). NOC leads profitability with a 10.0% profit margin vs 7.6%. NOC trades at a lower P/E of 23.5x. NOC earns a higher WallStSmart Score of 56/100 (C).
DRS
Hold45
out of 100
Grade: D+
NOC
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-39.7%
Fair Value
$27.11
Current Price
$46.32
$19.21 premium
Margin of Safety
+24.9%
Fair Value
$904.35
Current Price
$691.21
$213.14 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Large-cap with strong market position
Every $100 of equity generates 26 in profit
Generating 3.2B in free cash flow
Areas to Watch
Distress zone — elevated risk
7.6% margin — thin
Premium valuation, high expectations priced in
Grey zone — moderate risk
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : DRS
DRS has a balanced fundamental profile.
Bull Case : NOC
The strongest argument for NOC centers on Market Cap, Return on Equity, Free Cash Flow.
Bear Case : DRS
The primary concerns for DRS are Altman Z-Score, Profit Margin, P/E Ratio. A P/E of 42.8x leaves little room for execution misses.
Bear Case : NOC
The primary concerns for NOC are Altman Z-Score, Debt/Equity, Piotroski F-Score.
Key Dynamics to Monitor
DRS carries more volatility with a beta of 0.26 — expect wider price swings.
NOC is growing revenue faster at 9.6% — sustainability is the question.
NOC generates stronger free cash flow (3.2B), providing more financial flexibility.
Monitor AEROSPACE & DEFENSE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NOC scores higher overall (56/100 vs 45/100). Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Leonardo DRS, Inc. Common Stock
INDUSTRIALS · AEROSPACE & DEFENSE · USA
Leonardo DRS, Inc. (ticker: DRS) is a leading provider of innovative technologies and solutions that bolster national defense and security for military and commercial clients. The company excels in electronic and sensor systems, advanced communication solutions, and robust software development, catering to the needs of the U.S. Department of Defense and allied nations. With a strong commitment to research and development, Leonardo DRS maintains a competitive edge in delivering state-of-the-art products that support diverse operations across land, air, and sea, positioning itself as a crucial partner in an evolving global defense landscape.
Northrop Grumman Corporation
INDUSTRIALS · AEROSPACE & DEFENSE · USA
Northrop Grumman Corporation (NYSE: NOC) is an American multinational aerospace and defense technology company.
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