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LMT vs. MRNA
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

LMT vs. MRNA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Lockheed Martin Corporation (LMT) and Moderna, Inc. (MRNA). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, LMT achieves a 8.59% return, which is significantly lower than MRNA's 74.94% return.


LMT

1D
1.37%
1M
2.66%
YTD
8.59%
6M
17.14%
1Y
10.54%
3Y*
7.35%
5Y*
8.55%
10Y*
10.94%

MRNA

1D
5.16%
1M
10.45%
YTD
74.94%
6M
102.39%
1Y
89.18%
3Y*
-26.31%
5Y*
-24.19%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

LMT vs. MRNA - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
LMT
Lockheed Martin Corporation
8.59%2.47%10.02%-4.31%40.48%3.15%-6.49%52.55%-8.26%
MRNA
Moderna, Inc.
74.94%-29.08%-58.19%-44.63%-29.28%143.11%434.10%28.09%-17.90%

Correlation

The correlation between LMT and MRNA is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.16

Correlation (3Y)
Calculated over the trailing 3-year period

0.07

Correlation (5Y)
Calculated over the trailing 5-year period

0.05

Correlation (All Time)
Calculated using the full available price history since Dec 10, 2018

0.07

The correlation between LMT and MRNA shifts across timeframes, from 0.05 (5 years) to 0.16 (1 year), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

LMT:

$119.95B

MRNA:

$20.38B

EPS

LMT:

$20.61

MRNA:

-$8.16

PS Ratio

LMT:

1.61

MRNA:

9.07

PB Ratio

LMT:

16.02

MRNA:

2.75

Total Revenue (TTM)

LMT:

$75.12B

MRNA:

$2.23B

Gross Profit (TTM)

LMT:

$7.37B

MRNA:

-$309.00M

EBITDA (TTM)

LMT:

$8.09B

MRNA:

-$3.02B

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Return for Risk

LMT vs. MRNA — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LMT
LMT Risk / Return Rank: 5151
Overall Rank
LMT Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
LMT Sortino Ratio Rank: 4747
Sortino Ratio Rank
LMT Omega Ratio Rank: 4848
Omega Ratio Rank
LMT Calmar Ratio Rank: 5252
Calmar Ratio Rank
LMT Martin Ratio Rank: 5353
Martin Ratio Rank

MRNA
MRNA Risk / Return Rank: 7878
Overall Rank
MRNA Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
MRNA Sortino Ratio Rank: 7979
Sortino Ratio Rank
MRNA Omega Ratio Rank: 7474
Omega Ratio Rank
MRNA Calmar Ratio Rank: 7979
Calmar Ratio Rank
MRNA Martin Ratio Rank: 7575
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

LMT vs. MRNA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Lockheed Martin Corporation (LMT) and Moderna, Inc. (MRNA). 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.


LMTMRNADifference
Sharpe ratioReturn per unit of total volatility

-1.00

Sortino ratioReturn per unit of downside risk

-1.56

Omega ratioGain probability vs. loss probability

1.09

1.25

-0.16

Calmar ratioReturn relative to maximum drawdown

0.42

2.53

-2.10

Martin ratioReturn relative to average drawdown

1.02

5.00

-3.97

LMT vs. MRNA - Sharpe Ratio Comparison

The current LMT Sharpe Ratio is 0.40, which is lower than the MRNA Sharpe Ratio of 1.40. The chart below compares the historical Sharpe Ratios of LMT and MRNA, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


LMTMRNADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.40

1.40

-1.00

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.38

-0.37

+0.74

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.46

Sharpe Ratio (All Time)

Calculated using the full available price history

0.38

0.20

+0.17

Drawdowns

LMT vs. MRNA - Drawdown Comparison

The maximum LMT drawdown since its inception was -79.29%, smaller than the maximum MRNA drawdown of -95.38%. Use the drawdown chart below to compare losses from any high point for LMT and MRNA.


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Drawdown Indicators


LMTMRNADifference

Max Drawdown

Largest peak-to-trough decline

-79.29%

-95.38%

+16.09%

Max Drawdown (1Y)

Largest decline over 1 year

-25.15%

-35.51%

+10.36%

Max Drawdown (3Y)

Largest decline over 3 years

-31.79%

-86.58%

+54.79%

Max Drawdown (5Y)

Largest decline over 5 years

-31.79%

-95.38%

+63.59%

Max Drawdown (10Y)

Largest decline over 10 years

-36.67%

Current Drawdown

Current decline from peak

-22.79%

-89.35%

+66.56%

Average Drawdown

Average peak-to-trough decline

-26.84%

-56.66%

+29.82%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.32%

17.90%

-7.58%

Volatility

LMT vs. MRNA - Volatility Comparison

The current volatility for Lockheed Martin Corporation (LMT) is 5.29%, while Moderna, Inc. (MRNA) has a volatility of 18.65%. This indicates that LMT experiences smaller price fluctuations and is considered to be less risky than MRNA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


LMTMRNADifference

Volatility (1M)

Calculated over the trailing 1-month period

5.29%

18.65%

-13.36%

Volatility (6M)

Calculated over the trailing 6-month period

19.59%

48.15%

-28.56%

Volatility (1Y)

Calculated over the trailing 1-year period

26.57%

64.07%

-37.50%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.88%

66.39%

-43.51%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.70%

71.92%

-48.22%

Dividends

LMT vs. MRNA - Dividend Comparison

LMT's dividend yield for the trailing twelve months is around 2.63%, while MRNA has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
LMT
Lockheed Martin Corporation
2.63%2.76%2.62%2.68%2.34%2.98%2.76%2.31%3.13%2.32%2.71%2.83%
MRNA
Moderna, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

LMT vs. MRNA - Financials Comparison

This section allows you to compare key financial metrics between Lockheed Martin Corporation and Moderna, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.005.00B10.00B15.00B20.00B20222023202420252026
18.02B
389.00M
(LMT) Total Revenue
(MRNA) Total Revenue
Values in USD except per share items

Frequently Asked Questions


LMT and MRNA have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

MRNA has higher volatility (18.65%) compared to LMT (5.29%). In terms of maximum drawdown, LMT dropped -79.29% vs MRNA's -95.38%.

MRNA currently has the higher Sharpe Ratio (1.40 vs 0.40), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for LMT and MRNA

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