Flowvium

Company Comparator

Side-by-side analysis of supply chain position, institutional signals, and news gap scores.

VS

Market Cap Tier

SmallvsTitan

Chain Role

suppliervsleader

Gap Score

92vs5

IB Activity

85vs95

Revenue Mix Comparison

KTOS
NVDA
KTO

Kratos Defense & Security Solutions

KTOS · defense

supplierSmall (<$1B)
Full profile

About

Kratos Defense develops autonomous unmanned aerial systems (drones) and microwave electronics for the U.S. military. Its low-cost attritable drone concepts like the XQ-58 Valkyrie are at the forefront of the DoD's push for collaborative combat aircraft.

Founded

1994

Employees

4,200+

Headquarters

Oklahoma City, Oklahoma, USA

Revenue

$1.1B

Unmanned Systems38%
Microwave Electronics32%
Defense & Rocket Support30%

News Gap Signal

Gap Score (silence = signal)92
IB Activity Score85
Media Coverage Score5

IB Activity: HIGH

Institutional Signals

accumulating$25M

BlackRock

2024-08-13

reducing$47K

BlackRock

2024-08-13

reducing$917K

BlackRock

2024-08-13

Cascade Patterns

Not featured in any tracked cascade patterns.

Key Relationships

LMT· Lockheed Martin Corporation
partner
NOC· Northrop Grumman Corporation
partner
RTX· RTX Corporation (Raytheon)
customer
NVD

NVIDIA Corporation

NVDA · semiconductors

leaderTitan ($1T+)
Full profile

About

NVIDIA is the dominant designer of graphics processing units and AI accelerator chips. Its data-center GPU monopoly powers the generative-AI revolution, with the H100 and successor Blackwell GPUs serving as the de-facto standard for training and running large language models.

Founded

1993

Employees

32,000+

Headquarters

Santa Clara, California, USA

Revenue

$130.5B

Data Center78%
Gaming12%
Professional Visualization4%
Automotive & Robotics4%
OEM & Other2%

News Gap Signal

Gap Score (silence = signal)5
IB Activity Score95
Media Coverage Score98

IB Activity: HIGH

Institutional Signals

accumulating$6.2B

BlackRock

2024-08-13

accumulating$2.8B

BlackRock

2024-08-13

accumulating$3.0B

BlackRock

2024-08-13

Key Relationships

TSM· Taiwan Semiconductor Manufacturing Company
supplier
005930.KS· Samsung Electronics
supplier
000660.KS· SK Hynix
supplier
MU· Micron Technology
supplier
MSFT· Microsoft Corporation
customer