Will Northrop Grumman private investors switch to Lockheed (USA Stocks:LMT)?

Analyzing primary indicators between Lockheed Martin and Northrop can help you understand the impact of market volatility on their prices. This analysis can also guide your portfolio diversification strategy. Pair trading strategies, such as matching a long position in Northrop with a short position in Lockheed Martin, can be beneficial. For more details, refer to our pair correlation module. Let's delve into the assets. The asset utilization ratio, which measures the revenue earned for every dollar of reported assets, is a key indicator. Lockheed Martin's asset utilization ratio stands at 128.81 percent, meaning the company generates $1.29 for each dollar of assets. A rising asset utilization ratio suggests that Lockheed Martin is enhancing its operational efficiency with each dollar of assets it uses.

Primary Takeaways

As of May 1, 2024, Lockheed Martin (NYSE: LMT) is trading at a price of $461.73, slightly above its 200-day moving average of $442.36. Despite a recent price change resulting in a $3.2 loss, the company's robust return on assets of 10.22% and a healthy operating margin of 12% indicate a strong potential for superior returns, making it an attractive pivot for Northrop Grumman shareholders.
Published over six months ago
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Reviewed by Michael Smolkin

In the world of investing, the grass isn't always greener on the other side; it's greener where you water it. With a profit margin of 9.73% and an impressive EBITDA of $10.2 billion, Lockheed Martin (NYSE: LMT) is certainly a well-watered field in the industrials sector. Despite a decrease in cash of $1.1 billion, the aerospace and defense giant has managed to maintain a healthy cash and short-term investments balance of $1.4 billion. Furthermore, with a return on equity of 83.16% and a PE ratio of 16.89, Lockheed Martin presents a compelling case for superior returns. The company's diluted EPS stands at 27.34, with an EPS estimate for the current quarter at 5.45. Analysts have set a high target price of $506.25, significantly above the naive expected forecast value of $470.01. Despite the daily balance of power indicating a negative trend at -0.66, the company's strong fundamentals and robust free cash flow of $6.2 billion suggest potential for growth. Therefore, Northrop Grumman shareholders might want to consider pivoting to Lockheed Martin for potentially superior returns. Many traders often overanalyze competition within the aerospace and defense sector. However, it's practical to consider both Lockheed Martin and Northrop Grumman as potential short-term investments. We will evaluate some of the competitive elements of both Lockheed and Northrop.
Out of tens of thousands of stocks, funds, and ETFs that trade on global exchanges each represent an individual company which you can analyze using comparative analysis. To determine which one of the two entities, such as Lockheed or Northrop is a better fit for your portfolio, analyzing a few basic fundamental indicators is a good first step.

understanding Lockheed Martin dividends

A dividend is the distribution of a portion of Lockheed Martin earnings, decided and managed by the company's board of directors and paid to a class of its shareholders. Note, announcements of dividend payouts are generally accompanied by a proportional increase or decrease in a company's stock price. Lockheed Martin dividend payments follow a chronological order of events, and the associated dates are important to determine the shareholders who qualify for receiving the dividend payment. Lockheed one year expected dividend income is about USD7.15 per share.
Dividend Paid And Capex Coverage Ratio is likely to gain to 2.08 in 2024, despite the fact that Dividends Paid is likely to grow to (2.9 B).
Last ReportedProjected for Next Year
Dividends Paid-3.1 B-2.9 B
Dividend Yield 0.03  0.02 
Dividend Payout Ratio 0.44  0.27 
Dividend Paid And Capex Coverage Ratio 1.67  2.08 
Investing in dividend-paying stocks, such as Lockheed Martin is one of the few strategies that are good for long-term investment. Ex-dividend dates are significant because investors in Lockheed Martin must own a stock before its ex-dividend date to receive its next dividend.
This type of analysis is very useful when you want to generate a past dividend schedule and payout information for Lockheed Martin. Then that information in the form of graph and calendar can be used to fully explain how Du Pont dividends can provide a real clue to its valuation.

How important is Lockheed Martin's Liquidity

Lockheed Martin financial leverage refers to using borrowed capital as a funding source to finance Lockheed Martin ongoing operations. It is usually used to expand the firm's asset base and generate returns on borrowed capital. Lockheed Martin financial leverage is typically calculated by taking the company's all interest-bearing debt and dividing it by total capital. So the higher the debt-to-capital ratio (i.e., financial leverage), the riskier the company. Financial leverage can amplify the potential profits to Lockheed Martin's owners, but it also increases the potential losses and risk of financial distress, including bankruptcy, if the firm cannot cover its debt costs. The degree of Lockheed Martin's financial leverage can be measured in several ways, including by ratios such as the debt-to-equity ratio (total debt / total equity), equity multiplier (total assets / total equity), or the debt ratio (total debt / total assets). Please check the breakdown between Lockheed Martin's total debt and its cash.

Correlation Between Lockheed and Northrop Grumman

In general, Stock analysis is a method for investors and traders to make individual buying and selling decisions. Stock correlation analysis is also essential because it can help investors realize that they may not be as diversified as they think. Risk management strategies are usually required to make sure all portfolios are properly aligned against their risk tolerance level. You can consider holding Lockheed Martin together with similar or unrelated positions with a negative correlation. For example, you can also add Northrop Grumman to your portfolio. If Northrop Grumman is not perfectly correlated to Lockheed Martin it will diversify some of the market risks out of the positively correlated stocks in your portfolio. However, the disadvantage of this sort of hedging is that it can potentially affect your investment returns throughout market cycles. When Lockheed Martin, for example, performs excellent and delivers stable returns, the negatively correlated position you locked in as a hedge may drag your returns down.
Are you currently holding both Lockheed Martin and Northrop Grumman in your portfolio? Please note if you are using this as a pair-trade strategy between Lockheed Martin and Northrop Grumman, watch out for correlation discrepancy over time. Relying on the historical price correlations and assuming that it will not change may lead to short-term losses. Please check pair correlation details between LMT and NOC for more information.

Breaking it down

Revenue is income that a firm generates from business activities such us rendering services or selling goods to customers. It is a crucial part of a business and an essential item when evaluating a company's financial statements. Revenues from a firm's primary business operations can be reported on the income statement as sales revenue, net sales, or simply sales, depending on the industry in which a given company operates.
Revenue is typically recorded when cash or cash equivalents are exchanged for services or goods and can include products or services discounts, promotions, as well as early payments on invoices or services rendered in advance.

Revenue Breakdown

Now, let's check Lockheed Martin revenue. Based on the latest financial disclosure, Lockheed Martin reported 67.57 B of revenue.
This is much higher than that of the Aerospace & Defense sector and significantly higher than that of the Industrials industry. The revenue for all United States stocks is significantly lower than that of Lockheed Martin. As for Northrop Grumman we see revenue of 39.29 B, which is 228.8% higher than that of the Industrials
Lockheed67.57 Billion
Sector3.5 Billion
Northrop39.29 Billion
67.6 B
Lockheed
Sector
39.3 B
Northrop
There's an old saying in investing that past performance is no guarantee of future results. That's a principle that Northrop Grumman shareholders may be mulling over as they consider a pivot to Lockheed Martin (NYSE: LMT). Despite a quarterly earnings growth dip of 0.03, Lockheed Martin's robust fundamentals, including an operating margin of 0.12% and an EBITDA of $8.51B, hint at the potential for superior returns. Furthermore, the company's healthy current ratio of 1.28X, backed by a strong cash flow from operations of $7.92B, suggests that it has the liquidity to weather market volatility. However, investors should be mindful of Lockheed's Beta of 0.47, indicating less volatility compared to the market, but also potentially lower returns..

Lockheed Martin has 78 percent chance to finish below $453 next week

The semi-deviation of Lockheed Martin stock has dropped to 0.5, signaling a decrease in downside risk. However, statistical models forecast a 78% chance of the stock closing below $453 next week, suggesting potential short-term losses despite the company's strong industry standing and solid financials. Investors should proceed with caution. Lockheed Martin's stock exhibits low volatility, with a skewness of 0.24 and kurtosis of 0.68. Understanding these volatility trends can help investors time the market. Proper use of volatility indicators can measure Lockheed Martin's stock risk against market volatility during bullish and bearish trends.
The heightened volatility of bear markets can directly affect Lockheed Martin's stock price, causing investor stress as share values drop, often prompting portfolio rebalancing through the purchase of diverse financial instruments.In conclusion, Lockheed Martin (LMT) presents a compelling investment opportunity. With a valuation real value of $534.7, it's significantly higher than the current market value of $461.73. This suggests that the stock is undervalued and has room for potential upside. Furthermore, the analyst overall consensus is a 'Buy', with 4 strong buys, 1 buy, and 18 holds. The highest estimated target price by analysts is $506.25, indicating a potential upside from the current market price. However, investors should also consider the possible downside price of $469.24. Therefore, investors should consider their risk tolerance and investment horizon before investing in Lockheed Martin..

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Editorial Staff

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