Infrastructure Index

Defense

Defense technology, autonomous systems, intelligence platforms, and next-generation warfare companies.

1 Month
+1.8%
3 Month
+14.2%
1 Year
+156.8%
YTD
+23.2%

Defense Index

256.8+156.8%

Indexed to 100 · Jan 2024

Public Companies

Defense Comps

7 companies
7 companies
Company
Mkt Cap
EV
LTM Rev
Rev Gr.
Gross Mgn
EBITDA Mgn
EV/Rev
EV/EBITDA
1M
3M
1Y
52W High
Palantir TechnologiesPLTR
$198.4B$193.2B$3.5B+29.8%81.2%26.3%55.2x210x+9.4%+42.3%+238.4%-6.8%
Leidos HoldingsLDOS
$23.8B$27.2B$15.7B+7.4%16.4%9.4%1.7x18.4x+2.6%+11.2%+28.6%-10.8%
Booz Allen HamiltonBAH
$18.2B$22.4B$12.1B+12.8%24.6%11.7%1.9x15.8x-3.2%+4.1%+12.6%-28.4%
CACI InternationalCACI
$12.4B$14.2B$7.9B+14.2%22.8%11.1%1.8x16.1x+1.8%+8.6%+22.4%-14.2%
SAICSAIC
$8.9B$10.8B$7.4B+3.2%14.8%8.4%1.5x17.4x+0.8%+3.4%+6.2%-18.6%
Kratos Defense & SecurityKTOS
$4.8B$5.1B$1.1B+14.8%26.4%11.8%4.6x39.2x+5.4%+18.9%+44.2%-16.4%
Mercury SystemsMRCY
$4.1B$4.4B$940M-4.8%32.6%4.3%4.7x110x-4.2%-8.6%-22.4%-52.1%
Mkt Cap / EV$BLTM Revlast twelve months revenue, $BRev Gr.year-over-yearEV/Rev · EV/EBITDAvaluation multiples on LTM1M · 3M · 1Ytotal return periods52W High% below 52-week high

Methodology: Index performance represents an equal-weighted basket of tracked companies, indexed to 100 at January 2024. Financial data is approximate LTM (last twelve months) based on most recent public filings. Market data as of May 2025. Not investment advice.