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LDOS

LDOS

Technology · Information Technology Services

$113.74-0.75%
Mkt Cap: $14.31BDY: 1.50%

Performance

LDOS (LDOS) Stock Analysis 2026

Rule-based · Updated daily · Not financial advice

LDOS (LDOS) operates in the Information Technology Services space within the Technology sector. With a market cap of $14.3B, it qualifies as a mid-cap company. Growth is moderate and the business remains profitable, offering a balanced risk/reward profile compared to high-multiple peers.

Bull Case5
  • Low P/E of 10.4× suggests the stock may be undervalued relative to earnings
  • Forward P/E (8.6×) is lower than trailing P/E (10.4×) — analysts expect earnings to improve
  • ROE of 30.6% shows management efficiently converts equity into profit
  • Price is near its 52-week low — potential entry point with asymmetric upside
  • Low beta of 0.52 — less volatile than the market, suitable for conservative portfolios
Bear Case2
  • Earnings fell 8% YoY — profitability is under pressure
  • High debt-to-equity of 137.13× increases financial risk, especially with elevated interest rates

Verdict

Strong Buy

Multiple fundamental strengths with few red flags. Long-term buyers may find this compelling.

AI Insight

Powered by Claude

AI-generated analysis for informational purposes only. Not financial advice.

Related Articles

Revenue & Results

Dividends

Current DY

1.50%

5Y Avg Annual

$1.3860

Last Payment

$0.4300

Ex-Date

06/15/2026

Annual dividends paid per share

2012
2019
2026
Ex-DatePaymentAmountEst. DY
Latest06/15/2026
06/30/2026$0.43001.51%
03/16/2026
03/31/2026$0.43001.51%
12/15/2025
12/30/2025$0.43001.51%
09/15/2025
09/30/2025$0.40001.41%
06/16/2025
07/01/2025$0.40001.41%
03/14/2025
03/29/2025$0.40001.41%
12/16/2024
12/31/2024$0.40001.41%
09/13/2024
09/28/2024$0.38001.34%

Magic Number

Shares needed to self-fund your next purchase

$113.74

Price

÷

$0.4300

Last div. (quarterly)

=

265

shares

Own 265 LDOS shares ($30,139.80) and each quarterly dividend pays for 1 new share — the snowball runs on its own.

Investment target

$30,139.80

New shares / year

+4 shares

If You Had Invested…

Hypothetical return based on historical prices

$

* Dividend reinvestment calculated at ex-date price. For informational purposes only.

Earnings

Next Earnings

Jul 28, 2026

42

days

EPS (TTM)

$10.93

P/E (TTM)

10.4

Fwd P/E

8.6

Earnings History

SEC EDGAR · official filings

SEC filings

SEC Filings

Official EDGAR documents

All filings

Key Statistics

Valuation

Market Cap$14.31B
P/E Ratio10.41
Forward P/E8.65
P/B Ratio
PEG Ratio2.46
EPS (TTM)$10.93

Trading

Open
Day High
Day Low
52W High$205.77
52W Low$113.28
Volume
Avg Volume (3M)1,195,498
Beta0.52

Dividends

Dividend Yield1.50%
Annual Rate$1.72
Ex-Div Date2026-06-15
Payout Ratio15.19%

Profitability

Profit Margin8.15%
Operating Margin12.23%
ROE30.58%
ROA9.23%
Revenue Growth3.70%
Earnings Growth-7.60%

Balance Sheet

Total Revenue$17.33B
Total Debt$6.94B
Debt / Equity137.13
Current Ratio1.40
Free Cash Flow$1.19B

Fair Value Estimates

Current price: $113.74

Graham Number

√(22.5 × EPS × Book Value)

$99.00

-13.0% downside

Benjamin Graham's intrinsic value formula. Assumes a fair stock trades at no more than 22.5× the product of EPS and book value per share.

Bazin Ceiling Price

Avg. Annual DPS (5Y) ÷ 6%

$24.90

-78.1% downside

Décio Bazin's dividend-based ceiling. The max price you should pay so that dividends alone deliver at least 6% annual yield on your cost basis.

These are simplified estimates. Not financial advice.

Buy & Hold Checklist

Quality criteria for long-term holding

8/10

80% score

Pays dividends

14Y hist.

14+ years of dividend history

Dividend consistency (5Y+)

14 yrs

Uninterrupted dividend payments for at least 5 years

ROE above 10%

30.6%

Return on equity — measures how efficiently capital is used

Positive profit margin

8.2%

Net profit margin must be positive — company earns more than it spends

Revenue growth (annual)

+3.7%

Annual revenue must be growing compared to the prior year

Earnings growth (annual)

-7.6%

Annual earnings must be growing compared to the prior year

Debt/Equity below 2×

137.13×

Low financial leverage reduces risk of distress

Current ratio above 1

1.40×

Short-term assets must cover short-term liabilities

Daily liquidity above $5M

$136M/day

High trading volume ensures easy entry and exit

Dividend yield above 0%

1.50%

Stock must distribute income to shareholders

Related Assets

Technology

About LDOS

Leidos Holdings, Inc., together with its subsidiaries, provides services and solutions for government and commercial customers in the United States and internationally. The National Security & Digital segment provides national security software; services by using artificial intelligence and machine learning to coordinate sea, ground, air, and space to help warfighters; offensive, defensive, and physical cyber operation solutions; intelligence analysis, operational support, logistics operations, security, linguistics, force production, biometrics, chemical, biological, radiological, nuclear, and explosives, energetics, training, and other services; and Digital Modernization and transformation services. The Health & Civil segment offers air traffic control systems; health mission software; managed health services; infrastructure management and operation; logistical operations and information technology support; and life science research and development support services. The Commercial & International segment provides power grid engineering and design, grid modernization, utility planning and consulting, energy management and efficiency, technology-driven innovation, and software and application development; people scanners, computed tomography carry-on baggage scanners, checked baggage scanners, and explosive trace detectors; mobile, non-intrusive ports and borders inspection systems; and open-architecture platform that transforms airport security by integrating disparate devices and technologies into a unified management system. The Defense Systems segment offers air and missile defense, maritime, aerospace, and cyber and threat systems; offers airborne training, intelligence, surveillance, and reconnaissance missions; and provides space-based electro-optic infrared systems, multi/hyperspectral, electronic warfare and signals intelligence, and communications payloads. Leidos Holdings, Inc. was founded in 1969 and is headquartered in Reston, Virginia.

Sector

Technology

Industry

Information Technology Services

Location

Reston, United States

Employees

50,000