Intuitive Machines Stock vs Competition: Who Wins?
Intuitive Machines (LUNR) stock has returned 17% over the past year, but how does it truly stack up against peers like ATRO and DFSC in the evolving space sector as of December 19, 2025? While LUNR demonstrates positive revenue growth and a comparable market cap to ATRO, it grapples with negative profitability and cash flow. This contrasts sharply with ATRO’s strong market return and positive margins, suggesting significant challenges for LUNR despite its niche.
- Profitability: LUNR’s -30.9% operating margin, well below ATRO’s 6.0%, signals early-stage space investment needs.
- Growth: LUNR’s 7.1% revenue growth is moderate, outpacing ATRO’s mature aerospace but lagging DFSC’s niche tactical systems.
- Valuation: LUNR’s 16.9% stock gain, with a -9.1 PE, shows speculative space potential, while ATRO delivered stronger returns.
Here’s how Intuitive Machines stacks up across size, valuation, and profitability versus key peers.
| LUNR | ATRO | DFSC | |
|---|---|---|---|
| Market Cap ($ Bil) | 1.8 | 1.9 | 0.0 |
| Revenue ($ Bil) | 0.2 | 0.8 | 0.0 |
| PE Ratio | -9.1 | -628.5 | -0.1 |
| LTM Revenue Growth | 7.1% | 6.2% | 166.4% |
| LTM Operating Margin | -30.9% | 6.0% | -209.1% |
| LTM FCF Margin | -18.3% | 6.1% | -216.3% |
| 12M Market Return | 16.9% | 245.5% |
For more details on Intuitive Machines, read Buy or Sell LUNR Stock. Below we compare LUNR’s growth, margin, and valuation with peers across years
Revenue Growth Comparison
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| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| LUNR | 7.1% | 186.6% | -7.4% | 18.5% |
| ATRO | 6.2% | 15.4% | 28.8% | 20.2% |
| DFSC | 166.4% | 21.9% | 71.1% | -43.4% |
Operating Margin Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| LUNR | -30.9% | -23.0% | -75.6% | -6.4% |
| ATRO | 6.0% | 3.3% | -1.0% | -5.6% |
| DFSC | -209.1% | -651.4% | -980.6% | -1398.6% |
PE Ratio Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| LUNR | -9.1 | -3.9 | 0.7 | ∞ |
| ATRO | -628.5 | -34.5 | -21.8 | -9.3 |
| DFSC | -0.1 | � | � | � |
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