Lockheed Martin Corp vs RTX Corp

Lockheed Martin Corp (LMT) is overvalued and RTX Corp (RTX) is overvalued.

Both trade above our estimate of their intrinsic value. RTX is the closer of the two: -24%, against -47% for LMT.

Values as of the 22 Sept 2026 close.

Lockheed Martin Corp (LMT)

Discounting its cash flows at 14.7% (average of 3 methods) values the shares at $355.67; the price of $522.34 is 47% above that value, and 59% of that value comes from beyond year five.

Leak Score 51/100 on 10 of 12 signals

RTX Corp (RTX)

Discounting its cash flows at 7.3% (average of 3 methods) values the shares at $154.18; the price of $190.99 is 24% above that value, and 82% of that value comes from beyond year five.

Leak Score 55/100 on 10 of 12 signals

MetricLMTRTX
VerdictOvervaluedOvervalued
Price$522.34$190.99
Intrinsic value$355.67$154.18
Margin of safety-47%-24%
Leak Score51/100 (10/12)55/100 (10/12)
Market cap$120.6B$257.4B
Revenue growth, 5 years2.8%9.3%
Operating margin11.8%10.7%
Net margin8.2%8.3%
Return on equity89.2%12.0%
Debt to equity2.340.59
P/E19.3x33.6x
Forward P/E16.0x24.2x
P/B13.7x3.9x
Dividend yield2.7%1.5%

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