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Stock Comparison · Industry comparison · Information Technology Service

Leidos Holdings vs Reply S.p.A.: Which Stock Looks Stronger in 2026?

Leidos holds the cleaner structural position, with the lead spread across stability and profitability. Reply S.p.A still has the edge on growth, which keeps the comparison from looking entirely one-sided. Both sides have seen trend damage — neither carries a clear market edge right now. With both trends damaged, the structural comparison carries most of the weight here.

The comparison is based on similar long-term financial trajectories, not sector labels.

Updated 2026-04-05

The result is anchored in stability, but profitability also reinforces the same direction. Leidos Holdings, Inc. leads by 16 points on the overall comparison score.

INDUSTRY COMPARISON

Both operate in: Information Technology Services

This comparison is based on industry proximity, not on functional trajectory similarity. LDOS and REY.MI share the same industry classification.

For a similarity-based comparison, see how Leidos and Reply S.p.A each position within their functional peer groups in AssetNext.

Peer-Relative Score
LDOS
Leidos Holdings, Inc.
68
Peer-Score
Signal qualityMedium
vs
REY.MI
Reply S.p.A.
52
Peer-Score
Signal qualityHigh

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The largest gaps do not all point in the same direction.

Dimension spread: LDOS vs REY.MI Profitability 70 44 Stability 83 26 Valuation 84 79 Growth 25 50 LDOS REY.MI
Gap Ranking
#1 Stability +57
#2 Profitability +26
#3 Growth +25
#4 Valuation +5
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for LDOS and REY.MI Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer LDOSREY.MI Relative valuation Structural strength

Leidos Holdings, Inc. still looks stronger, and the price setup does not materially undermine that lead.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Relative Position vs Comparable Companies
Stability
Leidos Holdings, Inc. ranks near the top of the group on stability; Reply S.p.A. sits in the weaker half.
Profitability
On profitability, the same pattern holds: both are strong, but Leidos Holdings, Inc. still leads clearly.
Stability — Dominant Gap
LDOS
83
REY.MI
26
Gap+57in favour of LDOS

The stability gap is very wide, with the stronger side looking materially steadier through time.

What keeps the gap from being one-sided

A meaningful counterforce remains in growth, which keeps the comparison from looking completely one-sided.

What this means for the comparison

The lead is built on both stability and profitability — though growth still provides a counterweight.

Explore full peer positioning in AssetNext

Break down the LDOS vs REY.MI comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Other comparisons with conflicting dimension signals

Explore how LDOS and REY.MI each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.