No connection

Search Results

CAT vs LMT

CAT
Caterpillar Inc.
NEUTRAL
Price
$735.35
Market Cap
$344.13B
Sector
Industrials
AI Confidence
90%
LMT
Lockheed Martin Corporation
NEUTRAL
Price
$555.43
Market Cap
$128.01B
Sector
Industrials
AI Confidence
80%

Valuation

P/E Ratio
CAT
39.01
LMT
25.83
Forward P/E
CAT
26.48
LMT
17.34
P/B Ratio
CAT
16.05
LMT
18.93
P/S Ratio
CAT
5.09
LMT
1.71
EV/EBITDA
CAT
26.1
LMT
17.68

Profitability

Gross Margin
CAT
28.79%
LMT
10.24%
Operating Margin
CAT
16.02%
LMT
9.01%
Profit Margin
CAT
13.14%
LMT
6.69%
ROE
CAT
43.53%
LMT
76.87%
ROA
CAT
7.89%
LMT
7.57%

Growth

Revenue Growth
CAT
18.0%
LMT
9.1%
Earnings Growth
CAT
-11.4%
LMT
161.0%

Financial Health

Debt/Equity
CAT
2.07
LMT
3.39
Current Ratio
CAT
1.44
LMT
1.09
Quick Ratio
CAT
0.87
LMT
0.9

Dividends

Dividend Yield
CAT
0.85%
LMT
2.43%
Payout Ratio
CAT
31.05%
LMT
62.12%

AI Verdict

CAT NEUTRAL

CAT shows neutral fundamentals based on deterministic rules. Financial strength is stable (F-Score 4/9). Mixed signals with both opportunities and risks present.

Strengths
Strong revenue growth of 18.0%
Strong ROE of 43.5%
Risks
High valuation with P/E of 39.0
Premium vs Graham Number ($139.4)
High debt burden with D/E of 2.07
LMT NEUTRAL

LMT presents a stable financial profile with a Piotroski F-Score of 6/9 and an intrinsic value of $634.25, suggesting the stock is currently undervalued relative to its growth potential. However, this fundamental strength is countered by a bearish technical trend (0/100) and negative insider sentiment. While the forward P/E of 17.34 is attractive, recent extreme volatility in quarterly earnings—specifically a massive miss in July 2025—introduces significant short-term risk. The company remains a powerhouse in the defense sector with an exceptional ROE of 76.87%, but high leverage (Debt/Equity 3.39) warrants caution.

Strengths
Exceptional Return on Equity (ROE) of 76.87%
Current price ($555.43) is well below the growth-based intrinsic value ($634.25)
Attractive Forward P/E ratio of 17.34 compared to trailing P/E of 25.83
Risks
High leverage with a Debt/Equity ratio of 3.39
Bearish insider activity with multiple officer sales and zero buys
Severe short-term technical weakness (Technical Trend: 0/100)

Compare Another Pair

CAT vs LMT: Head-to-Head Comparison

This page compares Caterpillar Inc. (CAT) and Lockheed Martin Corporation (LMT) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

Home
Terminal
AI Chat
Markets
Profile