Q: Dear 5i
If one already owns MDA does it make sense to buy KTOS ? Are they different enough to own both , or if only one was sufficient , which one would you buy ?
Thanks
Bill C
If one already owns MDA does it make sense to buy KTOS ? Are they different enough to own both , or if only one was sufficient , which one would you buy ?
Thanks
Bill C
5i Research Answer:
We think they are different enough. MDA is more focused on space and satellites where KTOS is more focused on drones. KTOS is also a bit more driven by military spending than MDA would be.