Joby Aviation vs Kratos Defense & Security Solutions
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KIRAβs take AI analyst
I put Joby Aviation and Kratos Defense & Security Solutions side by side, using each oneβs latest annual report. Here is what stands out:
- Kratos Defense & Security Solutions is the larger business, with $1.3B of revenue in fiscal 2025 against $53.4M for Joby Aviation, about 25 times as much.
- Joby Aviation grew revenue faster (39,183.1%, against 18.5%).
- Kratos Defense & Security Solutions kept more of each dollar of sales as operating profit (1.9% operating margin, against β1,346.9%).
- Kratos Defense & Security Solutions turned more of its sales into free cash flow (β10.2% FCF margin, against β1,055.3%).
Who comes out ahead
Of the 6 measures where higher (or lower) is clearly better, how many each company leads.
Joby Aviation
JOBY
1/6
Revenue growth
Kratos Defense & Security Solutions
KTOS
5/6
Operating marginNet marginFCF marginReturn on equityShare count change
Side by side
Best in the row
| Latest fiscal year | JOBY FY25 | KTOS FY25 |
|---|---|---|
| Size | ||
| Market cap | $4.6B | $7.4B |
| Revenue | $53.4M | $1.3B |
| Free cash flow | β$564M | β$137M |
| Net income | β$930M | $22.0M |
| Growth | ||
| Revenue growth | 39,183.1% | 18.5% |
| 5-year growth | β | 12.5% |
| Share count change | 18.1% | 9.5% |
| Profitability | ||
| Gross margin | β | 22.9% |
| Operating margin | β1,346.9% | 1.9% |
| Net margin | β1,740.5% | 1.6% |
| FCF margin | β1,055.3% | β10.2% |
| Return on capital | β | 1.2% |
| Return on equity | β80.1% | 1.3% |
| Balance sheet | ||
| Net debt | β | β$461M |
| Net debt / EBITDA | β | β6.4x |
| Dividends and buybacks | $0.0M | $0.0M |
| Valuation & quality | ||
| P/E | β | β |
| Piotroski F-score | β | 4 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.