61
Diamond Score
Leonardo DRS, Inc.
Industrials · Aerospace & Defense · $12.6B market cap
Overlooked
Strong Foundation
$47.54
Updated 2026-04-11
Discovery Thesis
AI-generated catalyst thesis will be available after transcript analysis. The quantitative signals below highlight why this company appears to be at an inflection point.
Quantitative summary: Margin expanding 3Q, 8Q earnings beats, PEG 0.54.
Three-Pillar Score Breakdown
Valuation
✦ Reasonably Priced
DRS trades at a PEG of 0.54 — paying below the typical price for its growth rate.
Inflection Signals
Revenue Acceleration
4Q data
QoQ growth: -0.1855 → 0.0375 → 0.158 → 0.1042
Margin Expansion
3Q streak
Margins: 0.0738 → 0.0844 → 0.0969 → 0.1189
ROIC Trend
3.0%
0.0163 → 0.0178 → 0.0239 → 0.0301
Insider Buying
0 buys (90d)
PEG Ratio
0.54
Below 1.0 — undervalued relative to growth
Debt Paydown
D/E 0.172
0.176 → 0.182 → 0.178 → 0.172
Relative Strength (6M)
6.5%
Earnings Surprise Streak
2026-02-24
+13.5%
$0.42 vs $0.37
2025-10-29
+3.6%
$0.29 vs $0.28
2025-07-30
+4.5%
$0.23 vs $0.22
2025-05-01
+21.1%
$0.2 vs $0.1651
Foundation — Business Quality
Revenue Growth (YoY)
12.8%
Overlooked — Why the Market Hasn't Noticed
Analyst Coverage
3 analysts
Very low coverage
Market Cap
$12.6B
Mid-range
ETF Inclusion
Not in top ETFs