COMP <GO>
LMT vs CAT // FORWARD P/E MULTIPLE
Lockheed Martin Corporation (NYSE) VS. Caterpillar Inc. (NYSE) • 15-METRIC TALLY: LMT 7
— CAT 8
▲ FORWARD P/E MULTIPLE LEADER: CAT
LAST: $636.95 (-1.03%) • MKT CAP: $148.67B
forward-pe
27.5x
LAST: $622.75 (-3.81%) • MKT CAP: $286.26B
forward-pe
26.0x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (LMT VS. CAT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | LMT | CAT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 10.20% | 82.20% | -72.00 | CAT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 26.40% | 21.15% | +5.25 | LMT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 15.6x | 20.9x | -5.26 | LMT | /valuation <GO> |
| Free Cash Flow Yield | 3.48% | 3.74% | -0.26 | CAT | /fcf-yield <GO> |
| Operating Margin | 10.30% | 17.52% | -7.22 | CAT | /operating-margins <GO> |
| Net Profit Margin | 6.70% | 14.51% | -7.81 | CAT | /net-margins <GO> |
| Revenue Growth (YoY) | 5.60% | 18.36% | -12.76 | CAT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.11% | 1.05% | +1.06 | LMT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.73 | 4.34 | -0.61 | CAT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 5/9 | +1.00 | LMT | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.30% | 8.46% | -1.16 | LMT | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 75.5 | 23.6 | +51.91 | LMT | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.11 | 1.02 | +0.09 | LMT | /macro-sensitivity <GO> |
| Forward P/E Multiple ACTIVE | 27.5x | 26.0x | +1.54 | CAT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $148.67B | $286.26B | -$137.59B | CAT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | LMT REV | CAT REV | LMT GROSS % | CAT GROSS % | LMT FCF | CAT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $75.05B | $67.59B | 10.2% | 99.9% | $5.18B | $8.92B |
| FY 2024 | $71.04B | $64.81B | 9.8% | 100.0% | $3.78B | $10.05B |
| FY 2023 | $67.57B | $67.06B | 44.0% | 99.8% | $4.88B | $11.29B |
| FY 2022 | — | $59.43B | — | 99.3% | — | $6.47B |
| FY 2021 | — | $50.97B | — | 30.3% | — | $6.11B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
LMT // BETA 1.11
CAT // BETA 1.02