WallStSmart

Northrop Grumman Corporation (NOC)vsOptex Systems Holdings, Inc. Common Stock (OPXS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Northrop Grumman Corporation generates 99120% more annual revenue ($41.95B vs $42.28M). OPXS leads profitability with a 10.7% profit margin vs 10.0%. OPXS trades at a lower P/E of 19.9x. NOC earns a higher WallStSmart Score of 56/100 (C).

NOC

Buy

56

out of 100

Grade: C

Growth: 6.0Profit: 7.5Value: 6.7Quality: 6.0
Piotroski: 3/9Altman Z: 1.96

OPXS

Hold

41

out of 100

Grade: D

Growth: 6.0Profit: 6.5Value: 5.7Quality: 9.0
Piotroski: 5/9Altman Z: 5.65
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

NOCUndervalued (+24.9%)

Margin of Safety

+24.9%

Fair Value

$904.35

Current Price

$691.21

$213.14 discount

UndervaluedFair: $904.35Overvalued
OPXSSignificantly Overvalued (-225.8%)

Margin of Safety

-225.8%

Fair Value

$4.42

Current Price

$13.56

$9.14 premium

UndervaluedFair: $4.42Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

NOC3 strengths · Avg: 8.7/10
Market CapQuality
$97.36B9/10

Large-cap with strong market position

Return on EquityProfitability
26.2%9/10

Every $100 of equity generates 26 in profit

Free Cash FlowQuality
$3.23B8/10

Generating 3.2B in free cash flow

OPXS3 strengths · Avg: 9.7/10
Debt/EquityHealth
0.0710/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
5.6510/10

Safe zone — low bankruptcy risk

Return on EquityProfitability
20.4%9/10

Every $100 of equity generates 20 in profit

Areas to Watch

NOC4 concerns · Avg: 3.0/10
Altman Z-ScoreHealth
1.964/10

Grey zone — moderate risk

Debt/EquityHealth
1.183/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
5.362/10

Expensive relative to growth rate

OPXS4 concerns · Avg: 2.5/10
Market CapQuality
$89.91M3/10

Smaller company, higher risk/reward

Operating MarginProfitability
1.6%3/10

Operating margin of 1.6%

EPS GrowthGrowth
-75.0%2/10

Earnings declined 75.0%

Free Cash FlowQuality
$-548.00M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : NOC

The strongest argument for NOC centers on Market Cap, Return on Equity, Free Cash Flow.

Bull Case : OPXS

The strongest argument for OPXS centers on Debt/Equity, Altman Z-Score, Return on Equity. Revenue growth of 11.6% demonstrates continued momentum.

Bear Case : NOC

The primary concerns for NOC are Altman Z-Score, Debt/Equity, Piotroski F-Score.

Bear Case : OPXS

The primary concerns for OPXS are Market Cap, Operating Margin, EPS Growth.

Key Dynamics to Monitor

OPXS carries more volatility with a beta of 0.72 — expect wider price swings.

OPXS is growing revenue faster at 11.6% — sustainability is the question.

NOC generates stronger free cash flow (3.2B), providing more financial flexibility.

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

Bottom Line

NOC scores higher overall (56/100 vs 41/100). Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

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

Northrop Grumman Corporation

INDUSTRIALS · AEROSPACE & DEFENSE · USA

Northrop Grumman Corporation (NYSE: NOC) is an American multinational aerospace and defense technology company.

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Optex Systems Holdings, Inc. Common Stock

INDUSTRIALS · AEROSPACE & DEFENSE · USA

Optex Systems Holdings, Inc. manufactures and sells optical sighting systems and assemblies primarily for the U.S. department of defense, foreign military applications, and commercial markets in the United States.

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