$Leidos (LDOS.US)$In the 2023.3.20 analysis, it was excluded...

The US company, which was listed in 2006, mainly deals in the defense, intelligence, civil and medical market solutions business. The current price is 148.48. Revenue has continued to grow over the past 5 years, with an average growth rate of 8.6% and an average growth rate of 10.8% in operating profit, but net profit has shrunk very seriously in the past two years due to other revenue items. Interest expenses account for 16.3% of operating profit in 2023, and the interest burden is heavy. The gross margin has increased from 14% to 14.5% in the past 5 years, and the net profit margin has dropped from 6% to 1.4%. This is really a thin profit, which is very dangerous. The return on net assets also fell to 4.7% in 2023...

In 2024Q1, revenue increased 7.5%, operating profit increased sharply by 57.3%, and net profit increased 72.6% to reach $280 million.

Currently, the price-earnings ratio is 103.2 and the price-earnings ratio is TTM 63.5. Even if the net profit in 2024 reaches a high of 760 million yuan in 2021, the price-earnings ratio is 26.4, which is unattractive compared to the long-term growth rate.