Added to YB: 2025-06-18
Pitch date: 2025-06-17
DRO.AX [neutral]
DroneShield Limited
+19.79%
current return
Author Info
No bio for this author
Company Info
DroneShield Limited engages in the development, commercialization, and sale of hardware and software technology for drone detection and security in Australia and the United States.
Market Cap
AUD 3.1B
Pitch Price
AUD 1.92
Price Target
N/A
Dividend
N/A
EV/EBITDA
2.1K
P/E
578.89
EV/Sales
27.33
Sector
Aerospace and Defense
Category
value
Droneshield (DRO-AU)
DRO.AX (overview - overvalued): Counter-drone tech at 29x P/S w/ 4% YoY growth. $1.6B market cap, $58M revenue. Jamming tech faces obsolescence vs AI drones & frequency-hopping. Concerning financials: 1267 days inventory, 90 days receivables, 80% contract liabilities. TAM limited by regulations, peak market w/ many competitors.
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