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 10.04%/yr vs 7.72%/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
The year-to-date returns for both stocks are quite close, with LMT having a 7.61% return and TFC slightly lower at 7.30%. Over the past 10 years, LMT has outperformed TFC with an annualized return of 10.04%, while TFC has yielded a comparatively lower 7.72% annualized return.
LMT
- 1D
- 1.43%
- 1M
- 4.21%
- 6M
- -11.22%
- YTD
- 7.61%
- 1Y
- 28.61%
- 3Y*
- 7.02%
- 5Y*
- 9.10%
- 10Y*
- 10.04%
- ALL TIME*
- 12.10%
TFC
- 1D
- 0.68%
- 1M
- 6.09%
- 6M
- 5.57%
- YTD
- 7.30%
- 1Y
- 19.60%
- 3Y*
- 22.23%
- 5Y*
- 3.82%
- 10Y*
- 7.72%
- ALL TIME*
- 9.44%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $480.54M | $589.70M | $678.06M | |
| $468.16M | $447.01M | $444.14M |
LMT vs. TFC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LMT Lockheed Martin Corporation | 7.61% | 2.47% | 10.02% | -4.31% | 40.48% | 3.15% | -6.49% | 52.55% | -16.35% | 31.77% |
TFC Truist Financial Corporation | 7.30% | 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 0.08, 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 | 0.08 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.09 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.14 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.23 |
Correlation (All Time) Calculated using the full available price history since Mar 26, 1990 | 0.24 |
The correlation between LMT and TFC shifts across timeframes, from 0.08 (1 year) to 0.24 (all time), reflecting how their relationship changes across market environments.
Fundamentals
LMT:
$118.62B
TFC:
$64.45B
LMT:
$20.67
TFC:
$4.58
LMT:
24.89
TFC:
11.28
LMT:
1.59
TFC:
2.16
LMT:
15.87
TFC:
1.09
LMT:
$75.12B
TFC:
$30.52B
LMT:
$7.37B
TFC:
$19.54B
LMT:
$8.09B
TFC:
$7.27B
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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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LMT | TFC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.34 | ||
| Sortino ratioReturn per unit of downside risk | +0.52 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.16 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 1.07 | 0.95 | +0.12 |
| Martin ratioReturn relative to average drawdown | 2.30 | 2.39 | -0.09 |
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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 | -26.87% | -20.67% | -6.20% |
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 | -23.49% | -5.39% | -18.10% |
Average DrawdownAverage peak-to-trough decline | -26.82% | -13.81% | -13.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.47% | 8.22% | +4.25% |
Volatility
LMT vs. TFC - Volatility Comparison
Lockheed Martin Corporation (LMT) has a higher volatility of 7.88% compared to Truist Financial Corporation (TFC) at 7.25%. This indicates that LMT's price experiences larger fluctuations and is considered to be riskier 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 | 7.88% | 7.25% | +0.63% |
Volatility (6M)Calculated over the trailing 6-month period | 19.60% | 19.51% | +0.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.23% | 24.19% | +3.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.31% | 31.74% | -8.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.94% | 33.61% | -9.67% |
Dividends
LMT vs. TFC - Dividend Comparison
LMT's dividend yield for the trailing twelve months is around 2.65%, less than TFC's 4.02% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LMT Lockheed Martin Corporation | 2.65% | 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 | 4.02% | 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 Jul 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 Jul 2026, Truist Financial Corporation reported a gross profit of 4.87B and revenue of 7.61B. Therefore, the gross margin over that period was 64.0%.
LMT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 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 Jul 2026, Truist Financial Corporation reported an operating income of 1.82B and revenue of 7.61B, resulting in an operating margin of 23.9%.
LMT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 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 Jul 2026, Truist Financial Corporation reported a net income of 1.55B and revenue of 7.61B, resulting in a net margin of 20.4%.
Frequently Asked Questions
LMT and TFC have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LMT has higher volatility (7.88%) compared to TFC (7.25%). In terms of maximum drawdown, LMT dropped -79.29% vs TFC's -66.56%.
LMT currently has the higher Sharpe Ratio (1.15 vs 0.81), 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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