Open contest
14 companies value 53 bn revenue 65 bn margin 4.8% free cash flow 5.2 bn avg. score 3.7
LDOS holds 30.0% of the group's value, 1.2x the runner-up
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | LDOS | Leidos Holdings United States · score 7.0 | 30% | 16 bn | 18 bn | 7.8% | 2.2 bn | 13.7% | — | Technology, defense and intelligence for the US government · Largest technology services provider to the US government | |
| 2 | CACI | CACI International United States · score 5.2 | 26% | 14 bn | 9.6 bn | 5.6% | 0.8 bn | 5.7% | — | Information technology and intelligence for the US government · Specialized in signals intelligence and electronic warfare | |
| 3 | BAH | Booz Allen Hamilton United States · score 7.4 | 17% | 8.9 bn | 11 bn | 7.0% | 1.1 bn | 12.5% | 3.1% | Consulting and technology for the US government · The go-to consultancy for intelligence and defense | |
| 4 | AMTM | Amentum United States · score 4.3 | 9% | 4.8 bn | 14 bn | 1.4% | 0.5 bn | 10.0% | — | Engineering and technical services for defense and government · Engineering services for defense and energy, spun off from Jacobs | |
| 5 | PSN | Parsons United States · score 5.6 | 9% | 4.7 bn | 6.3 bn | 2.5% | 0.3 bn | 6.5% | — | Engineering and technology for defense and critical infrastructure · Critical infrastructure and cyber defense for the US government | |
| 6 | MMS | Maximus United States · score 6.6 | 6% | 3.2 bn | 5.3 bn | 7.1% | 0.4 bn | 13.5% | — | Operating public health and assistance programs · Runs social and health programs for governments | |
| 7 | BBAI | BigBear.ai Holdings, Inc. United States · score 0.0 | 2% | 1.0 bn | 0.1 bn | -65.2% | -0.1 bn | -7.2% | — | AI technology for defense and national security · Virginia — revenue of $132m | |
| 8 | TLS | TELOS CORP United States · score 3.9 | 1% | 0.3 bn | 0.2 bn | -8.1% | 0.0 bn | 10.8% | — | Cybersecurity and solutions for government, from Ashburn, Virginia · Virginia — revenue of $194m | |
| 9 | DLHC | DLH Holdings Corp. United States · score 3.0 | 0% | 0.1 bn | 0.3 bn | -8.5% | 0.0 bn | 25.2% | — | Technology and health services for the US government · Georgia — revenue of $254m | |
| 10 | WYY | WIDEPOINT CORP United States · score 3.3 | 0% | 0.1 bn | 0.2 bn | -0.8% | 0.0 bn | 7.4% | — | Communications and identity management for the federal government · Virginia — revenue of $158m | |
| 11 | SSTI | SOUNDTHINKING, INC. United States · score 0.8 | 0% | 0.1 bn | 0.1 bn | -16.9% | 0.0 bn | -1.0% | — | Public safety technology and consulting for police departments · California — revenue of $98m | |
| 12 | CTM | Castellum, Inc. United States · score 3.1 | 0% | 0.1 bn | 0.1 bn | -4.1% | 0.0 bn | 4.9% | — | Cybersecurity, IT and electronic warfare for the US government · Virginia — revenue of $55m | |
| 13 | DFNS | T3 Defense Inc. United States · score 0.2 | — | — | 0.0 bn | -18x | -0.0 bn | — | — | Technology and platforms for defense · New York — revenue of $8m | |
| 14 | DFSC | DEFSEC Technologies Inc. Canada · score 0.9 | — | — | 0.0 bn | -194.7% | -0.0 bn | — | — | Defense and security software · Canada — revenue of $4m |
Other industries in the same sector
- Sector overview
- Space and launch 10 companies
- Commercial aviation (manufacturers) 8 companies
- Heavy machinery 19 companies
- Electrical equipment and power 29 companies
- Defense and aerospace 12 companies
- Railroads 6 companies
- Engineering and heavy construction 56 companies
- Industrial machinery and components 28 companies
- HVAC and building products 30 companies
- Ride-hailing and delivery 12 companies
- Commercial services (waste) 20 companies
- Trucking and parcel delivery 23 companies
and 50 industries more
- Industrial distribution (MRO) 16 companies
- Professional services and HR 40 companies
- Risk data and analytics 10 companies
- Airlines 21 companies
- Electronic and space defense 13 companies
- Logistics and air freight 24 companies
- Industrial automation 7 companies
- Commercial services (uniforms and support) 6 companies
- Mission-critical communications and public safety 15 companies
- Equipment rental 9 companies
- Auto parts (manufacturers) 39 companies
- Data center infrastructure 6 companies
- Shipping and barges 57 companies
- Aircraft spare parts 10 companies
- Electromechanical components 6 companies
- Pumps, valves and fluid handling 16 companies
- Industrial filtration 11 companies
- Technology distribution 15 companies
- Heavy trucks 9 companies
- Tools and equipment 12 companies
- Rail equipment 5 companies
- Aircraft and railcar leasing 4 companies
- Compressors and process equipment 3 companies
- Drones and autonomous systems 27 companies
- Building products distribution 8 companies
- Airport concessions 4 companies
- Elevators and escalators 1 company
- Pest control 3 companies
- Warehouse and service robotics 5 companies
- Business services (diversified) 12 companies
- Facilities and building maintenance 5 companies
- Staffing and recruitment 21 companies
- Welding and cutting 3 companies
- Building security and locks 9 companies
- Electric motors and automation 2 companies
- Labels and identification 6 companies
- Security and cash handling 10 companies
- Electric air mobility (eVTOL) 7 companies
- Funeral services 3 companies
- Aircraft maintenance (MRO) 3 companies
- Simulation and training 3 companies
- Energy storage (batteries) 16 companies
- Satellite Earth observation 5 companies
- Office furniture and workplaces 4 companies
- Professional employer organizations (PEO) 3 companies
- Guns and ammunition 8 companies
- Next-generation batteries 8 companies
- Commercial printing 9 companies
- Additive manufacturing (3D printing) 5 companies
- Tires 2 companies
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.