BAESY vs. LMT
Compare and contrast key facts about BAE Systems PLC (BAESY) and Lockheed Martin Corporation (LMT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BAESY or LMT.
Key characteristics
| BAESY | LMT | |
|---|---|---|
| YTD Return | 20.31% | 27.17% |
| 1Y Return | 33.96% | 35.96% |
| 3Y Return (Ann) | 34.99% | 21.94% |
| 5Y Return (Ann) | 24.27% | 10.75% |
| 10Y Return (Ann) | 12.82% | 15.29% |
| Sharpe Ratio | 1.58 | 2.17 |
| Daily Std Dev | 20.54% | 16.83% |
| Max Drawdown | -71.04% | -70.23% |
| Current Drawdown | -5.33% | -1.98% |
Fundamentals
| BAESY | LMT | |
|---|---|---|
| Market Cap | $51.87B | $134.72B |
| EPS | $3.16 | $27.54 |
| PE Ratio | 21.71 | 20.52 |
| PEG Ratio | 3.41 | 4.82 |
| Total Revenue (TTM) | $36.84B | $71.07B |
| Gross Profit (TTM) | $7.77B | $8.55B |
| EBITDA (TTM) | $4.56B | $9.78B |
Correlation
The correlation between BAESY and LMT is 0.27, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BAESY vs. LMT - Performance Comparison
In the year-to-date period, BAESY achieves a 20.31% return, which is significantly lower than LMT's 27.17% return. Over the past 10 years, BAESY has underperformed LMT with an annualized return of 12.82%, while LMT has yielded a comparatively higher 15.29% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BAESY vs. LMT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BAE Systems PLC (BAESY) and Lockheed Martin Corporation (LMT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BAESY vs. LMT - Dividend Comparison
BAESY's dividend yield for the trailing twelve months is around 2.22%, which matches LMT's 2.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAESY BAE Systems PLC | 2.22% | 2.39% | 3.08% | 4.42% | 7.12% | 3.71% | 5.10% | 3.47% | 3.97% | 4.36% | 4.67% | 4.12% |
LMT Lockheed Martin Corporation | 2.23% | 2.68% | 2.34% | 2.98% | 2.76% | 2.31% | 3.13% | 2.32% | 2.71% | 2.83% | 2.85% | 3.22% |
Drawdowns
BAESY vs. LMT - Drawdown Comparison
The maximum BAESY drawdown since its inception was -71.04%, roughly equal to the maximum LMT drawdown of -70.23%. Use the drawdown chart below to compare losses from any high point for BAESY and LMT. For additional features, visit the drawdowns tool.
Volatility
BAESY vs. LMT - Volatility Comparison
BAE Systems PLC (BAESY) has a higher volatility of 7.50% compared to Lockheed Martin Corporation (LMT) at 3.40%. This indicates that BAESY's price experiences larger fluctuations and is considered to be riskier than LMT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BAESY vs. LMT - Financials Comparison
This section allows you to compare key financial metrics between BAE Systems PLC and Lockheed Martin Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities