Does Ondas Stock Lead the Pack?
Ondas‘ stock has surged over the past year with a 2,043% market cap increase, significantly outperforming many networking and communication peers. A closer look reveals an exceptional growth trajectory, with revenue exceeding 200%, yet substantial unprofitability, marked by negative operating and free cash flow margins, and a high-risk negative valuation. Its smaller market cap of around $3.6 billion indicates potential for considerable upside if it transitions from rapid expansion to sustainable earnings.
- ONDS’s -176.1% operating margin, lowest among peers, signals significant unprofitability, contrasting ANET’s robust 42.9% efficiency in AI networking.
- ONDS’s 208.4% revenue surge, outpacing all peers, highlights aggressive market penetration in autonomous systems, albeit from a smaller base.
- ONDS’s 281.3% stock gain despite a -59.4 P/E implies speculative growth investor sentiment, contrasting VSAT’s strong returns from defense/satellite demand.
Here’s how Ondas stacks up across size, valuation, and profitability versus key peers.
| ONDS | VSAT | ADTN | CSCO | ANET | MSI | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 2.5 | 4.7 | 0.7 | 304.7 | 164.8 | 63.9 |
| Revenue ($ Bil) | 0.0 | 4.6 | 1.0 | 57.7 | 8.4 | 11.1 |
| PE Ratio | -59.4 | -8.9 | -7.9 | 29.5 | 49.1 | 30.2 |
| LTM Revenue Growth | 208.4% | 1.2% | 14.3% | 8.9% | 27.8% | 6.4% |
| LTM Operating Margin | -176.1% | -1.1% | -3.6% | 22.5% | 42.9% | 25.1% |
| LTM FCF Margin | -140.2% | 3.2% | 2.5% | 22.1% | 47.9% | 21.5% |
| 12M Market Return | 281.2% | 304.9% | 4.3% | 33.5% | 18.5% | -16.2% |
Below we compare ONDS’s growth, margin, and valuation with peers across years
Revenue Growth Comparison
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| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| ONDS | 208.4% | – | -54.2% | 638.1% | -26.9% |
| VSAT | 1.2% | 5.5% | 67.6% | 5.7% | |
| ADTN | 14.3% | – | -19.7% | 12.0% | 82.2% |
| CSCO | 8.9% | 5.3% | -5.6% | 10.6% | |
| ANET | 27.8% | – | 19.5% | 33.8% | 48.6% |
| MSI | 6.4% | – | 8.4% | 9.5% | 11.5% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| ONDS | -176.1% | – | -481.2% | -243.6% | -2352.5% |
| VSAT | -1.1% | -2.2% | -20.8% | -6.1% | |
| ADTN | -3.6% | – | -14.1% | -16.2% | -5.4% |
| CSCO | 22.5% | 22.1% | 24.1% | 27.3% | |
| ANET | 42.9% | – | 42.0% | 38.5% | 34.9% |
| MSI | 25.1% | – | 24.9% | 23.6% | 19.1% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| ONDS | -59.4 | – | -4.7 | -1.8 | -0.9 |
| VSAT | -8.9 | -1.9 | -3.1 | 2.2 | |
| ADTN | -7.9 | – | -1.4 | -2.1 | -575.1 |
| CSCO | 29.5 | 23.1 | 19.8 | 15.5 | |
| ANET | 49.1 | – | 48.7 | 34.9 | 27.5 |
| MSI | 30.2 | – | 48.9 | 30.6 | 31.7 |
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