Six space stocks, one dashboard. Rocket Lab, Firefly, Redwire, Voyager Tech, Intuitive Machines AST SpaceMobile. One is down 80% from its high and still has a lower forward P/S than than the other. Worth a look.

I have put together a quick comparison across six space names, Rocket Lab, Firefly Aerospace, Redwire, Voyager Technologies, Intuitive Machines, and AST SpaceMobile, since they get categorized together as space stocks a lot but are priced very differently right now. A few things stands out. Every single name here is down at least 35% from its all-time high, Intuitive Machines is the worst hit at -80%, while Voyager's held up best relatively at -35%. So this isn't just an RKLB/ASTS story, the whole sector's had a rough stretch off its highs. The valuation spread is the more interesting part. AST SpaceMobile trades at a whopping \~258x trailing sales and \~125x even on 2026 forward estimates, easily the most expensive name. Rocket Lab is at 72x trailing/51x forward, but it's backed by real, fast-growing revenue ($680M trailing, likely $900M-$1B in 2026). Compare that to Intuitive Machines, which is down 80% from its high, but is sitting at just 7.7x trailing and roughly 2.7x forward sales, the cheapest name on a growth-adjusted basis here, if that expected revenue actually shows up. Redwire and Voyager sit somewhere in the middle, single-digit forward multiples but smaller backlogs than the bigger names. None of these are profitable yet, EPS is negative across the board, so this is entirely a growth/story sector right now, not a value one. The real differentiator seems to be cash runway and backlog quality more than anything else. I am just putting it out here.