WallStSmart

Embraer S.A. (EMBJ)vsLockheed Martin Corporation (LMT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Lockheed Martin Corporation generates 75% more annual revenue ($77.01B vs $44.13B). LMT leads profitability with a 8.2% profit margin vs 5.3%. LMT appears more attractively valued with a PEG of 1.01. LMT earns a higher WallStSmart Score of 69/100 (B-).

EMBJ

Buy

60

out of 100

Grade: C

Growth: 8.0Profit: 5.5Value: 6.0Quality: 5.3
Piotroski: 4/9

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

EMBJUndervalued (+32.1%)

Margin of Safety

+32.1%

Fair Value

$106.73

Current Price

$75.49

$31.24 discount

UndervaluedFair: $106.73Overvalued
LMTSignificantly Overvalued (-48.6%)

Margin of Safety

-48.6%

Fair Value

$352.84

Current Price

$524.19

$171.35 premium

UndervaluedFair: $352.84Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

EMBJ2 strengths · Avg: 9.0/10
EPS GrowthGrowth
113.9%10/10

Earnings expanding 113.9% YoY

Free Cash FlowQuality
$1.89B8/10

Generating 1.9B 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
$120.98B9/10

Large-cap with strong market position

Free Cash FlowQuality
$2.92B8/10

Generating 2.9B in free cash flow

Areas to Watch

EMBJ3 concerns · Avg: 3.0/10
P/E RatioValuation
29.9x4/10

Moderate valuation

Profit MarginProfitability
5.3%3/10

5.3% margin — thin

PEG RatioValuation
28.222/10

Expensive relative to growth rate

LMT3 concerns · Avg: 2.7/10
Price/BookValuation
13.8x4/10

Trading at 13.8x 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 : EMBJ

The strongest argument for EMBJ centers on EPS Growth, Free Cash Flow. Revenue growth of 10.4% 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 1.01 suggests the stock is reasonably priced for its growth.

Bear Case : EMBJ

The primary concerns for EMBJ are P/E Ratio, Profit Margin, PEG Ratio.

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

EMBJ carries more volatility with a beta of 0.69 — expect wider price swings.

LMT is growing revenue faster at 10.5% — sustainability is the question.

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

Monitor AEROSPACE & DEFENSE industry trends, competitive dynamics, and regulatory changes.

Bottom Line

LMT scores higher overall (69/100 vs 60/100) and 10.5% revenue growth. EMBJ offers better value entry with a 32.1% margin of safety. Both earn "Strong Buy" and "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.

Embraer S.A.

INDUSTRIALS · AEROSPACE & DEFENSE · USA

Embraer S.A., designs, develops, manufactures, and sells aircraft and systems globally. The company is headquartered in So Paulo, Brazil.

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.

Visit Website →

Want to dig deeper into these stocks?