How Does Leidos Stock Stack Up Against Its Peers?
Leidos (LDOS) stock posted a solid 35% return over the past year, outperforming some defense peers like SAIC (-5%) and Booz Allen Hamilton (-23%), but lagging others such as CACI (72%), General Dynamics (40%), and Northrop Grumman (62%). A closer look at its financial health reveals robust profitability with the highest LTM Free Cash Flow (FCF) margin of 9.46% among its peers, and a moderate PE ratio of 15.36. However, its LTM revenue growth of 3.07% is modest compared to faster-scaling competitors like CACI and General Dynamics, which grew at 10.41% and 10.13% respectively. This suggests foundational strength, but potential for limited upside in a dynamic government services market where scale is key.
- LDOS’s 12.2% operating margin, highest among peers, suggests superior cost control or a richer contract mix.
- LDOS’s 3.1% LTM revenue growth, lagging CACI/GD but outpacing BAH/SAIC/NOC, implies selective market focus.
- LDOS’s 35.1% gain/15.4 PE vs. stronger CACI/GD/NOC returns, implies varied investor sentiment on future pipeline.
Here’s how Leidos stacks up across size, valuation, and profitability versus key peers.
| LDOS | BAH | CACI | SAIC | GD | NOC | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 22.2 | 9.9 | 13.6 | 4.4 | 98.1 | 107.8 |
| Revenue ($ Bil) | 17.2 | 11.4 | 9.0 | 7.3 | 52.5 | 42.0 |
| PE Ratio | 15.4 | 11.8 | 26.2 | 11.8 | 23.3 | 25.8 |
| LTM Revenue Growth | 3.1% | -3.1% | 10.4% | -0.4% | 10.1% | 2.2% |
| LTM Operating Margin | 12.2% | 9.2% | 9.2% | 7.1% | 10.2% | 10.2% |
| LTM FCF Margin | 9.5% | 8.2% | 7.1% | 5.8% | 7.5% | 7.9% |
| 12M Market Return | 35.1% | -22.5% | 71.6% | -5.3% | 40.1% | 61.7% |
For more details on Leidos, read Buy or Sell LDOS Stock. Below we compare LDOS’s growth, margin, and valuation with peers across years
Revenue Growth Comparison
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| LTM | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
| LDOS | 3.1% | 3.1% | 7.9% | 7.2% |
| BAH | -3.1% | 12.4% | 15.2% | 10.7% |
| CACI | 10.4% | 12.6% | 14.3% | 8.1% |
| SAIC | -0.4% | 0.5% | -3.4% | 4.2% |
| GD | 10.1% | 10.1% | 12.9% | 7.3% |
| NOC | 2.2% | 2.2% | 4.4% | 7.3% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
| LDOS | 12.2% | 12.2% | 10.9% | 8.4% |
| BAH | 9.2% | 11.4% | 9.5% | 4.8% |
| CACI | 9.2% | 8.9% | 8.5% | 8.5% |
| SAIC | 7.1% | 7.5% | 6.7% | 6.7% |
| GD | 10.2% | 10.2% | 10.1% | 10.0% |
| NOC | 10.2% | 10.2% | 10.6% | 6.5% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
| LDOS | 15.4 | 15.9 | 15.4 | 74.5 |
| BAH | 11.8 | 11.5 | 27.7 | 62.4 |
| CACI | 26.2 | 23.7 | 21.5 | 19.5 |
| SAIC | 11.8 | 13.9 | 12.4 | 22.9 |
| GD | 23.3 | 21.5 | 19.1 | 21.4 |
| NOC | 25.8 | 19.6 | 16.5 | 34.5 |
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