Open contest
27 companies value 33 bn revenue 4.2 bn margin -53.7% free cash flow -2.2 bn avg. score 0.4
AUR holds 29.9% of the group's value, 1.3x the runner-up · AVAV leads the industry without being the largest
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AUR | Aurora Innovation, Inc. United States · score 0.0 | 30% | 9.8 bn | 0.0 bn | -180x | -0.8 bn | -7.6% | — | Autonomous long-haul trucks · Pennsylvania — revenue of $5m | |
| 2 | KTOS | Kratos Defense United States · score 2.3 | 22% | 7.4 bn | 1.5 bn | 2.0% | -0.1 bn | -1.8% | — | Target drones, defense systems and propulsion · Leader in low-cost combat drones for the US Air Force | |
| 3 | AVAV | AeroVironment United States · score 0.6 | 18% | 6.0 bn | 2.0 bn | -13.2% | -0.0 bn | -0.4% | — | Drones, precision systems and space platforms · Leader in tactical drones and loitering munitions (Switchblade) for the US Army | |
| 4 | ONDS | Ondas Holdings United States · score 2.0 | 11% | 3.5 bn | 0.2 bn | 140.5% | -0.2 bn | -5.0% | — | Drones and private wireless networks for industry and defense · Private wireless networks and security drones | |
| 5 | PONY | Pony AI Inc. China · score 0.0 | 7% | 2.2 bn | 0.1 bn | -148.9% | -0.2 bn | -9.6% | 0.3% | Autonomous driving for robotaxis and trucks, from China · China — revenue of $90m | |
| 6 | WRD | WeRide Inc. China · score 0.0 | 4% | 1.4 bn | 0.1 bn | -199.0% | -0.3 bn | -17.9% | — | Autonomous driving for robotaxis and buses, from China · China — revenue of $124m | |
| 7 | UMAC | Unusual Machines, Inc. United States · score 0.0 | 3% | 0.8 bn | 0.0 bn | -20.3% | -0.1 bn | -7.1% | — | Drones and components sold to businesses and at retail · Florida — revenue of $32m | |
| 8 | RCAT | Red Cat Holdings United States · score 0.0 | 2% | 0.7 bn | 0.1 bn | -136.3% | -0.1 bn | -15.1% | — | Drones and robotics for defense and security · Small drones for US military use | |
| 9 | AIRO | AIRO Group Holdings, Inc. United States · score 0.2 | 1% | 0.2 bn | 0.1 bn | -23.9% | -0.1 bn | -34.1% | — | Aerospace platform for autonomy and air mobility · Virginia — revenue of $107m | |
| 10 | KDK | Kodiak AI, Inc. United States · score 0.0 | 1% | 0.2 bn | 0.0 bn | -43x | -0.1 bn | -61.3% | — | Autonomous trucks for freight transport · California — revenue of $7m | |
| 11 | PDYN | Palladyne AI Corp. United States · score 0.0 | 1% | 0.2 bn | 0.0 bn | -254.7% | -0.0 bn | -19.8% | — | Embodied artificial intelligence for robots and drones · Utah — revenue of $12m | |
| 12 | DPRO | Draganfly Inc. Canada · score 0.0 | 0% | 0.1 bn | 0.0 bn | -358.8% | -0.0 bn | -19.4% | — | Drones and unmanned systems, from Canada · Canada — revenue of $6m | |
| 13 | MRLN | Merlin, Inc. United States · score 0.0 | 0% | 0.1 bn | 0.0 bn | -15x | -0.0 bn | — | -25.0% | — | Flight autonomy for national security aircraft · New York — revenue of $8m |
| 14 | QUCY | Quantum Cyber N.V. Germany · score 0.0 | 0% | 0.1 bn | 0.0 bn | -44x | -0.0 bn | -16.0% | — | AI and quantum computing for unmanned-vehicle control systems, former cancer diagnostics firm · Germany | |
| 15 | SPAI | Safe Pro Group Inc. United States · score 0.0 | 0% | 0.1 bn | 0.0 bn | -500.0% | -0.0 bn | -12.4% | — | Safety and protection products for those who protect · Florida — revenue of $3m | |
| 16 | XTIA | XTI Aerospace, Inc. United States · score 0.0 | 0% | 0.0 bn | 0.1 bn | -183.4% | -0.0 bn | -112.3% | — | Commercial and defense unmanned aircraft systems · Texas — revenue of $50m | |
| 17 | UAVS | AgEagle Aerial Systems Inc. United States · score 0.0 | 0% | 0.0 bn | 0.0 bn | -276.5% | -0.0 bn | -34.8% | — | Drones and sensors for agriculture, commerce and government · Texas — revenue of $9m | |
| 18 | EXYN | Exyn Technologies, Inc. United States · score 0.0 | 0% | 0.0 bn | 0.0 bn | -313.0% | -0.0 bn | -55.1% | — | Autonomous drones and robots for GPS-denied environments · Pennsylvania — revenue of $5m | |
| 19 | MOB | Mobilicom Ltd Israel · score 0.0 | 0% | 0.0 bn | 0.0 bn | -834.0% | -0.0 bn | -15.0% | — | Datalinks, ground control stations and cybersecurity for defense and industrial drones and robots · Israel — revenue of $4m | |
| 20 | DUKR | DUKE Robotics Corp. Israel · score 0.0 | 0% | 0.0 bn | 0.0 bn | -611.0% | 0.0 bn | -12.0% | — | Robotics and drone-based systems · Israel | |
| 21 | CYN | Cyngn Inc. United States · score 0.0 | 0% | 0.0 bn | 0.0 bn | -70x | -0.0 bn | -431.5% | — | Autonomous vehicle technology for industrial use · California | |
| 22 | KITT | Nauticus Robotics, Inc. United States · score 0.0 | 0% | 0.0 bn | 0.0 bn | -11x | -0.0 bn | -15x | — | Autonomous electric robotics for subsea applications · Texas — revenue of $4m | |
| 23 | OPTT | Ocean Power Technologies, Inc. United States · score 0.1 | — | — | 0.0 bn | -12x | -0.0 bn | — | — | Intelligent maritime solutions and maritime domain awareness · New Jersey — revenue of $4m | |
| 24 | PRZO | ParaZero Technologies Ltd. Israel · score 0.6 | — | — | 0.0 bn | -426.8% | -0.0 bn | — | — | Aerospace safety technology for drones, from Israel · Israel — revenue of $2m | |
| 25 | SWMR | Swarmer, Inc United States · score 1.0 | — | — | 0.0 bn | -60x | -0.0 bn | — | — | Collaborative autonomy and drone swarms for defense · Texas | |
| 26 | VWAV | VisionWave Holdings, Inc. United States · score 1.2 | — | — | 0.0 bn | -182x | -0.0 bn | — | — | — | Artificial intelligence and autonomous systems for defense · California |
| 27 | ZENA | ZenaTech, Inc. Canada · score 3.5 | — | — | — | — | — | — | — | — | Drones and enterprise software, from Canada · Canada |
Other industries in the same sector
- Sector overview
- Space and launch 10 companies
- Commercial aviation (manufacturers) 8 companies
- Heavy machinery 19 companies
- Electrical equipment and power 29 companies
- Defense and aerospace 12 companies
- Railroads 6 companies
- Engineering and heavy construction 56 companies
- Industrial machinery and components 28 companies
- HVAC and building products 30 companies
- Ride-hailing and delivery 12 companies
- Commercial services (waste) 20 companies
- Trucking and parcel delivery 23 companies
and 50 industries more
- Industrial distribution (MRO) 16 companies
- Professional services and HR 40 companies
- Risk data and analytics 10 companies
- Airlines 21 companies
- Electronic and space defense 13 companies
- Logistics and air freight 24 companies
- Industrial automation 7 companies
- Commercial services (uniforms and support) 6 companies
- Mission-critical communications and public safety 15 companies
- Equipment rental 9 companies
- Auto parts (manufacturers) 39 companies
- Data center infrastructure 6 companies
- Shipping and barges 57 companies
- Aircraft spare parts 10 companies
- Electromechanical components 6 companies
- Pumps, valves and fluid handling 16 companies
- Industrial filtration 11 companies
- Technology distribution 15 companies
- Heavy trucks 9 companies
- Tools and equipment 12 companies
- IT services for defense and government 14 companies
- Rail equipment 5 companies
- Aircraft and railcar leasing 4 companies
- Compressors and process equipment 3 companies
- Building products distribution 8 companies
- Airport concessions 4 companies
- Elevators and escalators 1 company
- Pest control 3 companies
- Warehouse and service robotics 5 companies
- Business services (diversified) 12 companies
- Facilities and building maintenance 5 companies
- Staffing and recruitment 21 companies
- Welding and cutting 3 companies
- Building security and locks 9 companies
- Electric motors and automation 2 companies
- Labels and identification 6 companies
- Security and cash handling 10 companies
- Electric air mobility (eVTOL) 7 companies
- Funeral services 3 companies
- Aircraft maintenance (MRO) 3 companies
- Simulation and training 3 companies
- Energy storage (batteries) 16 companies
- Satellite Earth observation 5 companies
- Office furniture and workplaces 4 companies
- Professional employer organizations (PEO) 3 companies
- Guns and ammunition 8 companies
- Next-generation batteries 8 companies
- Commercial printing 9 companies
- Additive manufacturing (3D printing) 5 companies
- Tires 2 companies
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.