Kratos (KTOS) Stock Concentration Calculator
Calculator · free · no signup · KTOSQuantify Kratos concentration risk. Drawdown impact at 30 / 50 / 70%, with the tax-aware trade-off between selling down and hedging.
Beta · invite-only · AlphaLatitude Inc. · Free Tools
Your inputs
Adjust — results update instantly.Position & portfolio
Tax
Most fee-only advisors target ≤10% in any single name. You're at 67%.
Estimates only. Not financial advice.
Most sensitive to: Expected market return (±10% on this input swings best-plan wealth by ±$190,508).
Cost of fully de-concentrating
All three plans sell to 0% (no hedge).Sensitivity. If your expected position return drops below 19.6%/yr, lump-sum (sell everything today) beats every spread plan above.
Have multiple RSU vest lots? The RSU Lot Order Calculator picks which lots to sell first, and on which dates, to divest at the lowest computed tax.
Build your own plan
Toggle below — chart updates live. Sell buttons show the slice.Tech / Software single names hit a 50%+ peak-to-trough drawdown in roughly 1 of every 5 rolling 3-year windows over 2014–2024. Even mega-caps aren’t exempt.
Tax brackets: 2026 · Estimates only — not financial advice.
Estate note. Heirs receive a stepped-up basis at death (§1014), eliminating built-in gain on inherited shares. Older holders who plan to bequeath rather than sell may rationally never de-concentrate.
You sized one position's risk. The beta integrates hedging, sell-down, and tax timing into one optimized plan.
Request beta access →Related calculators: Protect Your Stock Calculator · RSU Lot Order Calculator · Equity Funding Plan Calculator
About Kratos
Kratos (KTOS) is a public Aerospace/Defense company, incorporated in Delaware and headquartered in San Diego, CA.
Equity grants at Kratos typically include restricted stock units (RSUs).
Kratos Defense & Security Solutions, Inc. is an American technology company with manufacturing concentrations in weapons and military electronics. It is headquartered in San Diego, California, United States. Customers include the U.S. federal government, foreign governments, commercial enterprises and state and local government agencies. The company is divided into 6 divisions.
Source: Wikipedia (CC BY-SA 4.0)
The San Diego company positions itself as a low-cost defense supplier, most visibly through jet-powered unmanned aircraft: target drones that simulate enemy aircraft for live-fire training, and the Valkyrie, a runway-independent combat drone intended to fly alongside crewed fighters at a fraction of a fighter's cost. Other lines cover satellite ground systems, microwave electronics, and solid rocket motors, the last drawing interest as munitions demand outpaced incumbent capacity. The company grew through acquisitions and carries a diverse program mix rather than a few large ones.
Sources: kratosdefense.com · en.wikipedia.org
Equity comp at Kratos
- RSUs use single-trigger vesting: shares become yours as each portion vests on schedule, and the value is taxed as ordinary income at that point. No IPO or acquisition is required.
Researched 2026-08-17.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Kratos.
If a meaningful share of your net worth sits in KTOS, concentration risk is the question. This calculator quantifies drawdown impact at 30 / 50 / 70%, and the trade-off between selling down (tax cost now) versus hedging (option premium drag), auto-filled with KTOS's option-implied volatility.
All Kratos tools → · Use the generic Stock Concentration Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →
Kratos equity questions
- How much KTOS stock is too much?
- There is no single threshold, but the larger the share of your net worth in one stock, the more a single bad year can set back your plans. The calculator above quantifies the drawdown impact at 30, 50, and 70 percent for your KTOS position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
- Does Kratos grant ISOs, NSOs, or RSUs?
- Equity compensation at Kratos typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
- Do Kratos RSUs use double-trigger vesting?
- No. Kratos restricted stock units (RSUs) use single-trigger vesting: each tranche becomes yours as it vests on schedule, taxed as ordinary income at that point, with no liquidity event required.
Find another companyAerospace/Defense peers
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OptionsAhoy plans your Kratos equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.