DRS
Leonardo DRS, Inc.Industrials · $9.8B market cap
Verdict
Share price
$36.80
close of Oct 3, 2026
Fair value
$30.18
Sticker Price
Payback Price
$12.07
buy price
DRS is Overpriced: at $36.80 it trades 22% above its fair value of $30.18. Its buy price (Payback Price) is $12.07, 67% below today's price. Business quality is limited: none of the 5 key numbers clears the 10% bar.
How we valued it
Owner Earnings. Earnings grow slowly (under 7% a year), but cash flow is steady, so we value it on its cash flow instead of its earnings.
Business quality
0 of 5 clear the 10% bar. What are the Big Five?
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Since Jun 11, 2026: no open-market purchases, 6 sales worth $3.1M and 2 other filings (stock awards, tax withholding and similar). Why purchases matter
Sales
Dorfman Mark
EVP, GC and Secretary · 2026-09-04
Sold
$277K
Dippold Michael
EVP and CFO · 2026-09-02
Sold
$755K
Rinsky Jason
EVP Chief Tax and Treasury · 2026-08-04
Sold
$177K
Rinsky Jason
EVP Chief Tax and Treasury · 2026-07-07
Sold
$175K
Baylouny John
President and CEO · 2026-06-18
Sold
$1.7M
Show all 6 salesShow fewer
Wallace Sally
EVP, Chief Operating Officer · 2026-06-11
Sold
$65K
Other filings
About Leonardo DRS, Inc.
Established in Arlington, Virginia, in 1969, Leonardo DRS, Inc. is a leading supplier of advanced defense products and technologies. The company's diverse portfolio addresses military requirements across various environments, including land, air, sea, space, and cybersecurity, with additional applications in the commercial sector. Its operations are organized into two primary divisions: Advanced Sensing and…
Aerospace & Defense
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works