WallStSmart

Caterpillar Inc (CAT)vsLockheed Martin Corporation (LMT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Lockheed Martin Corporation generates 9% more annual revenue ($77.01B vs $70.75B). CAT leads profitability with a 13.3% profit margin vs 8.2%. LMT appears more attractively valued with a PEG of 1.21. LMT earns a higher WallStSmart Score of 69/100 (B-).

CAT

Strong Buy

69

out of 100

Grade: B-

Growth: 7.3Profit: 8.0Value: 4.3Quality: 4.5
Piotroski: 3/9Altman Z: 2.40

LMT

Strong Buy

69

out of 100

Grade: B-

Growth: 6.7Profit: 7.5Value: 4.7Quality: 4.5
Piotroski: 3/9Altman Z: 2.09
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for CAT.

LMTSignificantly Overvalued (-64.7%)

Margin of Safety

-64.7%

Fair Value

$350.71

Current Price

$587.95

$237.24 premium

UndervaluedFair: $350.71Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CAT5 strengths · Avg: 8.8/10
Market CapQuality
$382.31B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
50.5%10/10

Every $100 of equity generates 50 in profit

Revenue GrowthGrowth
22.2%8/10

Revenue surging 22.2% year-over-year

EPS GrowthGrowth
30.2%8/10

Earnings expanding 30.2% YoY

Free Cash FlowQuality
$1.55B8/10

Generating 1.5B in free cash flow

LMT4 strengths · Avg: 9.3/10
Return on EquityProfitability
71.7%10/10

Every $100 of equity generates 72 in profit

EPS GrowthGrowth
443.8%10/10

Earnings expanding 443.8% YoY

Market CapQuality
$136.01B9/10

Large-cap with strong market position

Free Cash FlowQuality
$2.92B8/10

Generating 2.9B in free cash flow

Areas to Watch

CAT4 concerns · Avg: 2.8/10
PEG RatioValuation
1.914/10

Expensive relative to growth rate

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

P/E RatioValuation
42.9x2/10

Premium valuation, high expectations priced in

Price/BookValuation
20.8x2/10

Trading at 20.8x book value

LMT3 concerns · Avg: 2.7/10
Price/BookValuation
15.4x4/10

Trading at 15.4x book value

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Debt/EquityHealth
2.341/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : CAT

The strongest argument for CAT centers on Market Cap, Return on Equity, Revenue Growth. Revenue growth of 22.2% demonstrates continued momentum.

Bull Case : LMT

The strongest argument for LMT centers on Return on Equity, EPS Growth, Market Cap. Revenue growth of 10.5% demonstrates continued momentum. PEG of 1.21 suggests the stock is reasonably priced for its growth.

Bear Case : CAT

The primary concerns for CAT are PEG Ratio, Piotroski F-Score, P/E Ratio. A P/E of 42.9x leaves little room for execution misses. Debt-to-equity of 2.31 is elevated, increasing financial risk.

Bear Case : LMT

The primary concerns for LMT are Price/Book, Piotroski F-Score, Debt/Equity. Debt-to-equity of 2.34 is elevated, increasing financial risk.

Key Dynamics to Monitor

CAT profiles as a growth stock while LMT is a value play — different risk/reward profiles.

CAT carries more volatility with a beta of 1.60 — expect wider price swings.

CAT is growing revenue faster at 22.2% — sustainability is the question.

LMT generates stronger free cash flow (2.9B), providing more financial flexibility.

Bottom Line

CAT scores higher overall (69/100 vs 69/100) and 22.2% revenue growth. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Caterpillar Inc

INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA

Caterpillar Inc. (often shortened to CAT) is an American Fortune 100 corporation that designs, develops, engineers, manufactures, markets, and sells machinery, engines, financial products, and insurance to customers via a worldwide dealer network.

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Lockheed Martin Corporation

INDUSTRIALS · AEROSPACE & DEFENSE · USA

Lockheed Martin Corporation is an American aerospace, defense, information security, and technology company with worldwide interests. It is headquartered in North Bethesda, Maryland, in the Washington, D.C., area.

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