Lockheed Martin (LMT) is a aerospace & defense company in the Industrials sector. Listed on the NASDAQ, Lockheed Martin is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $525.02.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $525.02 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 11.45% |
| Risk / Std Dev (Annualized) | 22.91% |
| Sharpe Ratio (rf=4.5%) | 0.30 |
S&P 500 Context
- Sector: Industrials
- Sub-Industry: Aerospace & Defense
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 11.45% with an annualized volatility of 22.91%. The Sharpe ratio of 0.30 (assuming 4.5% risk-free rate) indicates below-average risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 121.05B |
| Enterprise Value | 139.85B |
| Trailing P/E | 25.45 |
| Forward P/E | 16.36 |
| Price to Book | 16.12 |
| Price to Sales | 1.61 |
| EV/Revenue | 1.86 |
| EV/EBITDA | 17.49 |
| Profitability | | | Profit Margin | 6.38% | | Operating Margin | 11.0% | | ROE | 67.64% | | ROA | 7.23% |
| Growth | | | Revenue Growth | 0.3% | | Earnings Growth | -11.5% |
| Dividend | | | Dividend Yield | 263.0% | | Payout Ratio | 65.38% | | 5Y Avg Yield | 263.0% |
| Financial Health | | | Total Revenue | 75.11B | | Total Debt | 20.7B | | Total Cash | 1.89B | | Free Cash Flow | 3.99B | | Operating Cash Flow | 7.37B |
| Price & Technical | | | 52W High | $692.0$ | | 52W Low | $410.11$ | | 50-Day Avg | $549.71$ | | 200-Day Avg | $535.65$ | | Beta | 0.11 | | Shares Outstanding | 0.23B | | Float Shares | 0.2B | | Insider Holdings | 0.1% | | Institutional Holdings | 75.99% | | Short Ratio | 1.96 | | Short % of Float | 1.37% |
| Analyst Targets | | | Target High | $756.0$ | | Target Low | $511.0$ | | Target Mean | $625.16$ | | Target Median | $614.0$ | | # of Analysts | 19 | | Recommendation | hold |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.