LDOS

Leidos

Industrials · Diversified Support Services · US
$124.43
Data:
✗ ETHICAL FAIL

NARROW MOAT
HIGH
Data Confidence: 100.0%
Convergence Score
Score pending — view screener
Market Regime
Analysis pending
Today's Read
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile sh...
2026-07-03
Full Daily Analysis

Key Metrics

How this company measures up on the fundamentals that matter

Market Cap
$16.4B
Total market value of the company
11.90
Reasonably valued
9.90
Based on estimated future earnings — lower means cheaper
Rev Growth
+3.7%
Year-over-year revenue change
Profit Margin
0.0%
How much profit the company keeps from each dollar of revenue
30.6%
Return on equity — how efficiently it uses shareholder money
Analyst Target
$190.29
+53% from current price — median analyst estimate
Recommendation
BUY
Consensus view from 14 analysts covering this stock

About Leidos

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.

https://www.leidos.com

Country: United States Employees: 50,000 Industry: Information Technology Services

Ethical Screening

Five compliance checks based on AAOIFI standards — all must pass for ethical clearance

Business Activity
FAIL
Core business does not involve prohibited activities
Debt Ratio
0.0%
Debt must be below 33% of total assets
Cash Ratio
0.0%
Interest-bearing cash below 33% of assets
Receivables
0.0%
Receivables below 49% of assets
Revenue Purity
0.0%
Non-compliant revenue below 5% — any excess requires purification

Valuation

$263.00
What our model estimates this business is worth per share
52.7%
Deep discount to fair value — significant undervaluation
Rating
AVOID
Overall assessment combining ethics, valuation, and quality
80.6th
Ranks in the top 19% of our 13,571 screened universe
Ethical Score
10.0
Valuation Score
95.0
Quality Score
57.0
Combined
48.6

Trading at $130 against a fair value of $263, a 51% discount. Fails ethical screen (Business activity screen). Ranks better than 72% of screened stocks.

Quantitative Intelligence

Statistical analysis of price behaviour, risk, and market regime — independent of fundamental data

DISTRIBUTION
Smart money appears to be selling into strength — caution
-0.052
Returns do not compensate for the risk — negative edge
-0.0144
No positive edge detected — the data suggests staying out
-0.156
Drawdown risk outweighs the returns — higher risk profile
Annual Return
-5.9%
Historical annualised return based on price data
-38.1%
Largest peak-to-trough decline — the worst it has been
SIDEWAYS
Price consolidating — no clear directional bias
Days in State
8
How long the current regime has persisted — longer means more stable

Market Data

Trading characteristics and market positioning

0.57
Less volatile than the market — more defensive
52W High
$205.77
40% below the year high
52W Low
$121.53
2% above the year low
Avg Volume
1,218,037
Average daily shares traded — higher means easier to buy and sell
4.0
Days it would take all short sellers to cover — higher means more crowded
Short % Float
3.0%
Low short interest — limited bearish positioning
132.0%
Annual dividend as a percentage of the share price
$10.93
Earnings per share over the last 12 months

Financial Health

Balance sheet strength and cash generation — the foundation of long-term value

1.37
Meaningful debt load — monitor closely
1.40
Adequate but worth monitoring
Quick Ratio
1.11
Like current ratio but excludes inventory — stricter test
Gross Margin
17.9%
Revenue left after cost of goods — higher means pricing power
Operating Margin
12.2%
Profit from core operations before interest and tax
$1.2B
Positive — the business generates more cash than it spends
Revenue (TTM)
$17.3B
Total revenue over the last 12 months
Net Income
$1.4B
Profitable — the bottom line is positive

Analyst Coverage

Analysts
14
Target High
$225.00
Target Median
$190.29
Target Low
$160.00

Recent Insider Activity

SEC Form 4 filings — what company insiders are buying and selling

Date Insider Title Type Shares Value
2026-05-08 FUBINI DAVID G Director 1,067
2026-05-08 JONAS TINA W Director 1,067
2026-05-08 MAY GARY STEPHEN Director 1,067
2026-05-08 SHANAHAN PATRICK M Director 1,067
2026-05-08 NORTON NANCY A Director 1,067
2026-05-08 DAHLBERG GREGORY R. Director 1,067
2026-05-08 GEER NOEL BROWN Director 1,067
2026-05-08 SHAPARD ROBERT S Director 1,067
2026-05-08 KRAEMER HARRY M. JANSEN JR. Director 1,067
2026-05-07 MAY GARY STEPHEN Director 3,345 $250,942
Source: SEC Form 4 filings via public data. View all insider activity at
Insider Intelligence

What If You'd Bought LDOS?

Period Price Then Price Return Divs/Share $1,000 Became Total Return
1 Month $127.68 -4.7% $953 -4.7%
2 Months $152.88 -20.4% $796 -20.4%
3 Months $173.38 -29.8% $0.43 $705 -29.5%
6 Months $189.63 -35.8% $0.86 $646 -35.4%
1 Year $144.20 -15.6% $1.66 $856 -14.4%
2 Years $141.81 -14.2% $3.22 $881 -11.9%
3 Years $80.07 +52.0% $4.70 $1,579 +57.9%
5 Years $100.25 +21.4% $7.56 $1,290 +29.0%
Dividends Collected Per Share
1 Year: $1.6600
3 Years: $4.7000
5 Years: $7.5600
$1,000 invested 1 year ago = 6.9 shares = $11.51 in dividends collected

Historical returns. Past performance does not guarantee future results. Prices from market close data.

Framework Review History

Timestamped framework reads — tracking how the analysis evolves over time

2026-07-03 DISTRIBUTION $124.43 +0.0% Review #2

The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns.

2026-07-02 DISTRIBUTION $124.43 Review #1

The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns.

Latest Analysis — LDOS

Timestamped intelligence from our daily research pipeline

12 Jun 2026
13:49 UTC
Uncategorized
Top 50 Industrial Stocks Ranked: Aerospace, Manufacturing, and Infrastructure Scored for Quality and Ethics

12 June 2026 • Alpha Insights Sector Research Top 50 Industrial Stocks Ranked: Aerospace, Manufacturing, and Infrastructure Scored for Quality and Ethics Defence budgets are expanding globally, infrastructure spending bills...

View all daily analysis →
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Data sourced from public filings and market feeds. Not financial advice. Updated:

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