<div id="readability-page-1"><div><p>Intuitive Machines (LUNR) has closed its acquisition of Lanteris Space Systems, a move that shifts the company from a pure lunar services focus to a broader prime contractor role in space and defense.</p> <p>See our latest analysis for Intuitive Machines.</p> <p>The Lanteris deal comes on the heels of sharp share price swings, with a 59.48% 90 day share price return and a 17.44% 30 day gain, yet a 12.69% 1 year total shareholder return decline that contrasts with a 94.16% 3 year total shareholder return. This points to strong long term momentum but shorter term volatility as investors reassess growth prospects and contract risks.</p> <p>If this kind of space and defense story has your attention, it could be worth scanning aerospace and defense stocks for other companies capturing similar investor interest.</p> <p>With LUNR trading at US$19.60 against an average analyst price target of US$17.67, its recent gains and a 94.16% three-year total return raise a key question: is there still upside, or is the market already pricing in future growth?</p> <h2>Price to Sales of 10.6x: Is it justified?</h2> <p>With Intuitive Machines closing at US$19.60 and trading on a P/S of 10.6x, the stock sits at a rich premium to both its peers and the wider US Aerospace &amp; Defense group.</p> <p>The P/S multiple looks at the value the market places on each dollar of revenue, which can be especially relevant for companies that are not yet profitable. For a business like Intuitive Machines, still loss making but with forecast revenue growth of 39.1% per year and expectations of turning profitable within three years, a higher P/S suggests investors are paying up for that growth profile.</p> <p>What stands out is how far that 10.6x sits above the comparison points. It is materially higher than the US Aerospace &amp; Defense industry average of 3.9x and also above the peer average of 5.8x. This indicates the market is attaching a much richer revenue multiple here than it does for sector and peer companies. The estimated fair P/S ratio of 3.4x is also well below the current level, which points to a valuation that could move closer to that lower benchmark if sentiment or growth expectations cool.</p> <p>Explore the SWS fair ratio for Intuitive Machines</p> <p><strong>Result: Price-to-Sales of 10.6x (OVERVALUED)</strong></p> <p>However, you still have to weigh contract concentration in government work and a US$193.2 million net loss against the premium P/S and recent share price swings.</p> <p>Find out about the key risks to this Intuitive Machines narrative.</p> <h2> Build Your Own Intuitive Machines Narrative</h2> <p>If you see the numbers differently or prefer to work from your own assumptions, you can quickly build a tailored view in minutes with Do it your way.</p> <p>A great starting point for your Intuitive Machines research is our analysis highlighting 1 key reward and 2 important warning signs that could impact your investment decision.</p> <h2>Looking for more investment ideas?</h2> <p>If Intuitive Machines has sparked your interest, do not stop here. Broaden your watchlist with other focused themes so you are not relying on one story alone.</p> <ul> <li>Target high potential smaller names that still clear quality checks by scanning these 3534 penny stocks with strong financials and spotting ideas that might sit off the usual radar.</li> <li>Tap into the AI trend in healthcare through these 109 healthcare AI stocks where companies apply data and algorithms to real world medical problems.</li> <li>Add income focused ideas to your shortlist by reviewing these 13 dividend stocks with yields &gt; 3% if you want yields above 3% alongside equity exposure.</li> </ul> <p><em> This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data     and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your     financial situation. We aim to bring you long-term focused analysis driven by fundamental data.     Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.     Simply Wall St has no position in any stocks mentioned.</em></p></div></div>

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<p>Intuitive Machines (LUNR) has completed its acquisition of Lanteris Space Systems, expanding its role in space and defense. The stock has shown volatility, with a 59.48% return over 90 days but a 12.69% decline over the past year. Currently trading at $19.60 with a P/S ratio of 10.6x, significantly higher than industry averages, raising concerns about overvaluation. Despite forecasted revenue growth of 39.1% annually, the company faces risks including a $193.2 million net loss and contract concentration in government work. Investors are advised to consider these factors before making decisions.</p>

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A Look At Intuitive Machines (LUNR) Valuation After The Lanteris Space Systems Acquisition