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LMT Lockheed Martin Corporation - Fundamental Analysis

NEUTRAL
LMT Stock | Fundamental Analysis & Investment Insights
NYSE Industrials Aerospace & Defense
Current Price
$465.77
Analyst Target
$526.88
+13.1% Upside
52W High
$546.0
52W Low
$410.11

AI Analysis

Powered by advanced machine learning algorithms

Confidence Score
72%
Analysis Accuracy
Lockheed Martin trades at a premium valuation with solid long-term returns but faces near-term headwinds, reflected in its 1Y price decline of -11.2% despite a 5Y gain of +41.6%. The company exhibits strong profitability, particularly an exceptional ROE of 62.78%, well above the sector average of 31.72%, and maintains a healthy 2.96% dividend yield. However, elevated leverage (Debt/Equity of 3.59 vs. peer avg. 1.76), weakening earnings momentum (Q/Q earnings down -0.20%), and lackluster analyst recommendation (Hold) temper optimism. Insider selling activity and a P/E of 25.98 above forward P/E of 16.57 suggest caution near current levels.

Key Strengths

ROE of 62.78% significantly exceeds sector average of 31.72% and peer HON (34.62%)
Dividend yield of 2.96% is attractive within the Industrials sector and above HON (2.1%) and DE (1.9%)
Revenue growth of 8.80% YoY outpaces sector average of 7.18% and beats HON (7.00%)
Forward P/E of 16.57 implies meaningful de-rating from current P/E of 25.98, suggesting earnings recovery priced in
Operating margin of 11.69% remains stable in a capital-intensive industry, though below HON's 20.5%

Key Risks

Debt/Equity ratio of 3.59 is more than double the sector average (1.76) and exceeds all key peers
Q/Q earnings decline of -0.20% raises concerns about near-term profitability trajectory
Insider selling activity: COO sold $3.83M, with no insider buys in last 6 months
Price/Sales of 1.47 and Price/Book of 17.33 are among the highest in the peer group, indicating premium valuation
Analyst recommendation is only 'Hold' with no strong conviction, despite a $526.88 target implying 13.1% upside
AI Fair Value Estimate
Based on comprehensive analysis
$526.88
+13.1% above current price

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