PortfoliosLab logoPortfoliosLab logo
AXIA vs. KTOS
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

AXIA vs. KTOS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AXIA Energia SA (AXIA) and Kratos Defense & Security Solutions, Inc. (KTOS). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, AXIA achieves a 6.22% return, which is significantly higher than KTOS's -23.95% return. Over the past 10 years, AXIA has underperformed KTOS with an annualized return of 20.56%, while KTOS has yielded a comparatively higher 30.73% annualized return.


AXIA

1D
-0.71%
1M
-18.85%
YTD
6.22%
6M
5.02%
1Y
78.41%
3Y*
21.09%
5Y*
9.92%
10Y*
20.56%

KTOS

1D
-1.35%
1M
-0.28%
YTD
-23.95%
6M
-25.06%
1Y
42.65%
3Y*
59.41%
5Y*
16.85%
10Y*
30.73%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AXIA vs. KTOS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AXIA
AXIA Energia SA
6.22%121.49%-31.28%9.41%32.73%-6.42%-21.77%50.39%11.40%-16.91%
KTOS
Kratos Defense & Security Solutions, Inc.
-23.95%187.76%30.01%96.61%-46.80%-29.27%52.30%27.82%33.05%43.11%

Correlation

The correlation between AXIA and KTOS is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.21

Correlation (3Y)
Calculated over the trailing 3-year period

0.20

Correlation (5Y)
Calculated over the trailing 5-year period

0.20

Correlation (10Y)
Calculated over the trailing 10-year period

0.18

Correlation (All Time)
Calculated using the full available price history since Nov 20, 2008

0.18

Fundamentals

Market Cap

AXIA:

$22.04B

KTOS:

$10.36B

EPS

AXIA:

$4.28

KTOS:

$0.17

PE Ratio

AXIA:

2.27

KTOS:

335.24

PEG Ratio

AXIA:

0.16

KTOS:

3.89

PS Ratio

AXIA:

0.51

KTOS:

6.96

PB Ratio

AXIA:

0.20

KTOS:

3.04

Total Revenue (TTM)

AXIA:

$42.79B

KTOS:

$1.42B

Gross Profit (TTM)

AXIA:

$19.78B

KTOS:

$259.40M

EBITDA (TTM)

AXIA:

$6.39B

KTOS:

$78.30M

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

AXIA vs. KTOS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AXIA
AXIA Risk / Return Rank: 8787
Overall Rank
AXIA Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
AXIA Sortino Ratio Rank: 8787
Sortino Ratio Rank
AXIA Omega Ratio Rank: 8686
Omega Ratio Rank
AXIA Calmar Ratio Rank: 8383
Calmar Ratio Rank
AXIA Martin Ratio Rank: 8888
Martin Ratio Rank

KTOS
KTOS Risk / Return Rank: 6060
Overall Rank
KTOS Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
KTOS Sortino Ratio Rank: 6262
Sortino Ratio Rank
KTOS Omega Ratio Rank: 5959
Omega Ratio Rank
KTOS Calmar Ratio Rank: 5858
Calmar Ratio Rank
KTOS Martin Ratio Rank: 5757
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AXIA vs. KTOS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AXIA Energia SA (AXIA) and Kratos Defense & Security Solutions, Inc. (KTOS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


AXIAKTOSDifference
Sharpe ratioReturn per unit of total volatility

+1.62

Sortino ratioReturn per unit of downside risk

+1.51

Omega ratioGain probability vs. loss probability

1.35

1.15

+0.20

Calmar ratioReturn relative to maximum drawdown

2.86

0.71

+2.15

Martin ratioReturn relative to average drawdown

10.06

1.47

+8.59

AXIA vs. KTOS - Sharpe Ratio Comparison

The current AXIA Sharpe Ratio is 2.22, which is higher than the KTOS Sharpe Ratio of 0.60. The chart below compares the historical Sharpe Ratios of AXIA and KTOS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


AXIAKTOSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.22

0.60

+1.62

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.27

0.32

-0.06

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.22

0.61

-0.39

Sharpe Ratio (All Time)

Calculated using the full available price history

0.05

-0.14

+0.19

Drawdowns

AXIA vs. KTOS - Drawdown Comparison

The maximum AXIA drawdown since its inception was -93.65%, smaller than the maximum KTOS drawdown of -99.81%. Use the drawdown chart below to compare losses from any high point for AXIA and KTOS.


Loading charts...

Drawdown Indicators


AXIAKTOSDifference

Max Drawdown

Largest peak-to-trough decline

-93.65%

-99.81%

+6.16%

Max Drawdown (1Y)

Largest decline over 1 year

-27.55%

-60.15%

+32.60%

Max Drawdown (3Y)

Largest decline over 3 years

-38.66%

-60.15%

+21.49%

Max Drawdown (5Y)

Largest decline over 5 years

-45.28%

-69.39%

+24.11%

Max Drawdown (10Y)

Largest decline over 10 years

-72.80%

-72.74%

-0.06%

Current Drawdown

Current decline from peak

-27.55%

-96.34%

+68.79%

Average Drawdown

Average peak-to-trough decline

-56.67%

-95.94%

+39.27%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.82%

29.04%

-21.22%

Volatility

AXIA vs. KTOS - Volatility Comparison

The current volatility for AXIA Energia SA (AXIA) is 9.57%, while Kratos Defense & Security Solutions, Inc. (KTOS) has a volatility of 23.93%. This indicates that AXIA experiences smaller price fluctuations and is considered to be less risky than KTOS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


AXIAKTOSDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.57%

23.93%

-14.36%

Volatility (6M)

Calculated over the trailing 6-month period

28.79%

56.47%

-27.68%

Volatility (1Y)

Calculated over the trailing 1-year period

35.57%

71.96%

-36.39%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

37.52%

52.22%

-14.70%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

95.11%

50.78%

+44.33%

Dividends

AXIA vs. KTOS - Dividend Comparison

AXIA's dividend yield for the trailing twelve months is around 5.49%, while KTOS has not paid dividends to shareholders.


PositionTTM2025202420232022202120202019
AXIA
AXIA Energia SA
5.49%7.19%3.85%0.51%1.89%7.32%4.38%2.21%
KTOS
Kratos Defense & Security Solutions, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

AXIA vs. KTOS - Financials Comparison

This section allows you to compare key financial metrics between AXIA Energia SA and Kratos Defense & Security Solutions, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.002.00B4.00B6.00B8.00B10.00B12.00B20222023202420252026
12.47B
371.00M
(AXIA) Total Revenue
(KTOS) Total Revenue
Values in USD except per share items

AXIA vs. KTOS - Profitability Comparison

The chart below illustrates the profitability comparison between AXIA Energia SA and Kratos Defense & Security Solutions, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%20222023202420252026
58.6%
9.4%
Portfolio components
AXIA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, AXIA Energia SA reported a gross profit of 7.31B and revenue of 12.47B. Therefore, the gross margin over that period was 58.6%.

KTOS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Kratos Defense & Security Solutions, Inc. reported a gross profit of 34.70M and revenue of 371.00M. Therefore, the gross margin over that period was 9.4%.

AXIA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, AXIA Energia SA reported an operating income of 5.59B and revenue of 12.47B, resulting in an operating margin of 44.8%.

KTOS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Kratos Defense & Security Solutions, Inc. reported an operating income of 4.70M and revenue of 371.00M, resulting in an operating margin of 1.3%.

AXIA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, AXIA Energia SA reported a net income of 2.58B and revenue of 12.47B, resulting in a net margin of 20.7%.

KTOS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Kratos Defense & Security Solutions, Inc. reported a net income of 11.90M and revenue of 371.00M, resulting in a net margin of 3.2%.


Frequently Asked Questions


AXIA and KTOS have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

KTOS has higher volatility (23.93%) compared to AXIA (9.57%). In terms of maximum drawdown, AXIA dropped -93.65% vs KTOS's -99.81%.

AXIA currently has the higher Sharpe Ratio (2.22 vs 0.60), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for AXIA and KTOS

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer