LMT vs. TFC
LMT (Lockheed Martin Corporation) and TFC (Truist Financial Corporation) are both stocks. LMT operates in Aerospace & Defense (Industrials), while TFC operates in Banks - Regional (Financial Services). Over the past 10 years, LMT returned 11.04%/yr vs 7.25%/yr for TFC. At a 0.24 correlation, their price movements are largely independent.
Performance
LMT vs. TFC - Performance Comparison
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Returns By Period
In the year-to-date period, LMT achieves a 9.57% return, which is significantly higher than TFC's 2.06% return. Over the past 10 years, LMT has outperformed TFC with an annualized return of 11.04%, while TFC has yielded a comparatively lower 7.25% annualized return.
LMT
- 1D
- 0.91%
- 1M
- 4.08%
- YTD
- 9.57%
- 6M
- 17.20%
- 1Y
- 11.67%
- 3Y*
- 7.37%
- 5Y*
- 8.75%
- 10Y*
- 11.04%
TFC
- 1D
- 0.04%
- 1M
- 0.18%
- YTD
- 2.06%
- 6M
- 5.66%
- 1Y
- 26.48%
- 3Y*
- 20.21%
- 5Y*
- 0.75%
- 10Y*
- 7.25%
LMT vs. TFC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LMT Lockheed Martin Corporation | 9.57% | 2.47% | 10.02% | -4.31% | 40.48% | 3.15% | -6.49% | 52.55% | -16.35% | 31.77% |
TFC Truist Financial Corporation | 2.06% | 19.05% | 23.72% | -8.59% | -23.53% | 26.08% | -11.16% | 34.55% | -10.24% | 8.66% |
Correlation
The correlation between LMT and TFC is 0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.02 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.08 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.15 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.23 |
Correlation (All Time) Calculated using the full available price history since Mar 27, 1990 | 0.24 |
Over the past year, the correlation between LMT and TFC has dropped to 0.02 - well below their long-term average of 0.24, suggesting their price drivers have been diverging.
Fundamentals
LMT:
$121.04B
TFC:
$62.32B
LMT:
$20.61
TFC:
$4.28
LMT:
25.41
TFC:
11.49
LMT:
1.62
TFC:
2.08
LMT:
16.16
TFC:
1.05
LMT:
$75.12B
TFC:
$30.47B
LMT:
$7.37B
TFC:
$19.17B
LMT:
$8.09B
TFC:
$6.99B
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Return for Risk
LMT vs. TFC — Risk / Return Rank
LMT
TFC
LMT vs. TFC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lockheed Martin Corporation (LMT) and Truist Financial Corporation (TFC). 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.
| LMT | TFC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.81 | ||
| Sortino ratioReturn per unit of downside risk | -1.01 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.23 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 0.50 | 1.45 | -0.95 |
| Martin ratioReturn relative to average drawdown | 1.21 | 3.84 | -2.64 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LMT | TFC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.47 | 1.28 | -0.81 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.02 | +0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.22 | +0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.29 | +0.09 |
Drawdowns
LMT vs. TFC - Drawdown Comparison
The maximum LMT drawdown since its inception was -79.29%, which is greater than TFC's maximum drawdown of -66.56%. Use the drawdown chart below to compare losses from any high point for LMT and TFC.
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Drawdown Indicators
| LMT | TFC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.29% | -66.56% | -12.73% |
Max Drawdown (1Y)Largest decline over 1 year | -25.15% | -20.67% | -4.48% |
Max Drawdown (3Y)Largest decline over 3 years | -31.79% | -26.93% | -4.86% |
Max Drawdown (5Y)Largest decline over 5 years | -31.79% | -59.11% | +27.32% |
Max Drawdown (10Y)Largest decline over 10 years | -36.67% | -59.11% | +22.44% |
Current DrawdownCurrent decline from peak | -22.09% | -10.01% | -12.08% |
Average DrawdownAverage peak-to-trough decline | -26.84% | -13.84% | -13.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.41% | 7.76% | +2.65% |
Volatility
LMT vs. TFC - Volatility Comparison
The current volatility for Lockheed Martin Corporation (LMT) is 5.27%, while Truist Financial Corporation (TFC) has a volatility of 7.96%. This indicates that LMT experiences smaller price fluctuations and is considered to be less risky than TFC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LMT | TFC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.27% | 7.96% | -2.69% |
Volatility (6M)Calculated over the trailing 6-month period | 19.58% | 17.39% | +2.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.59% | 23.30% | +3.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.87% | 31.89% | -9.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.71% | 33.61% | -9.90% |
Dividends
LMT vs. TFC - Dividend Comparison
LMT's dividend yield for the trailing twelve months is around 2.61%, less than TFC's 4.23% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LMT Lockheed Martin Corporation | 2.61% | 2.76% | 2.62% | 2.68% | 2.34% | 2.98% | 2.76% | 2.31% | 3.13% | 2.32% | 2.71% | 2.83% |
TFC Truist Financial Corporation | 4.23% | 4.23% | 4.79% | 5.63% | 4.65% | 3.18% | 3.76% | 3.04% | 3.60% | 2.53% | 2.45% | 2.78% |
Financials
LMT vs. TFC - Financials Comparison
This section allows you to compare key financial metrics between Lockheed Martin Corporation and Truist Financial 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
LMT vs. TFC - Profitability Comparison
LMT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Lockheed Martin Corporation reported a gross profit of 2.08B and revenue of 18.02B. Therefore, the gross margin over that period was 11.5%.
TFC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Truist Financial Corporation reported a gross profit of 4.67B and revenue of 7.41B. Therefore, the gross margin over that period was 63.1%.
LMT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Lockheed Martin Corporation reported an operating income of 2.06B and revenue of 18.02B, resulting in an operating margin of 11.5%.
TFC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Truist Financial Corporation reported an operating income of 1.69B and revenue of 7.41B, resulting in an operating margin of 22.8%.
LMT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Lockheed Martin Corporation reported a net income of 1.49B and revenue of 18.02B, resulting in a net margin of 8.3%.
TFC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Truist Financial Corporation reported a net income of 1.48B and revenue of 7.41B, resulting in a net margin of 20.0%.
Frequently Asked Questions
LMT and TFC have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TFC has higher volatility (7.96%) compared to LMT (5.27%). In terms of maximum drawdown, LMT dropped -79.29% vs TFC's -66.56%.
TFC currently has the higher Sharpe Ratio (1.28 vs 0.47), 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.
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