PortfoliosLab logoPortfoliosLab logo
LMT vs. VIRT
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

LMT vs. VIRT - Performance Comparison

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

Loading charts...

Returns By Period

In the year-to-date period, LMT achieves a 21.88% return, which is significantly lower than VIRT's 81.20% return. Over the past 10 years, LMT has underperformed VIRT with an annualized return of 11.54%, while VIRT has yielded a comparatively higher 18.05% annualized return.


LMT

1D
2.46%
1M
15.36%
6M
-0.22%
YTD
21.88%
1Y
42.06%
3Y*
11.61%
5Y*
11.85%
10Y*
11.54%
ALL TIME*
12.38%

VIRT

1D
0.12%
1M
-2.15%
6M
62.47%
YTD
81.20%
1Y
38.30%
3Y*
52.81%
5Y*
23.17%
10Y*
18.05%
ALL TIME*
13.40%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$682.65M$676.87M$688.00M
$75.83M$74.91M$74.80M

LMT vs. VIRT - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
LMT
Lockheed Martin Corporation
21.88%2.47%10.02%-4.31%40.48%3.15%-6.49%52.55%-16.35%31.77%
VIRT
Virtu Financial, Inc.
81.20%-4.24%83.03%4.61%-26.51%18.58%64.42%-34.86%45.96%21.52%

Correlation

The correlation between LMT and VIRT is 0.05, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.05

Correlation (3Y)
Balances recent behavior with more history.

0.06

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.10

Correlation (10Y)
Provides a long-term view across more market conditions.

0.06

Correlation (All Time)
Calculated using the full available price history since Apr 16, 2015

0.06

Fundamentals

Market Cap

LMT:

$134.34B

VIRT:

$12.89B

EPS

LMT:

$27.13

VIRT:

$13.54

PE Ratio

LMT:

21.47

VIRT:

4.41

PS Ratio

LMT:

1.75

VIRT:

1.31

PB Ratio

LMT:

15.36

VIRT:

2.34

Total Revenue (TTM)

LMT:

$77.02B

VIRT:

$3.89B

Gross Profit (TTM)

LMT:

$9.09B

VIRT:

$1.64B

EBITDA (TTM)

LMT:

$9.86B

VIRT:

$2.44B

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

LMT vs. VIRT — Risk / Return Rank

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

LMT
LMT Risk / Return Rank: 8181
Overall Rank
LMT Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
LMT Sortino Ratio Rank: 8686
Sortino Ratio Rank
LMT Omega Ratio Rank: 8484
Omega Ratio Rank
LMT Calmar Ratio Rank: 7676
Calmar Ratio Rank
LMT Martin Ratio Rank: 7474
Martin Ratio Rank

VIRT
VIRT Risk / Return Rank: 7676
Overall Rank
VIRT Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
VIRT Sortino Ratio Rank: 7777
Sortino Ratio Rank
VIRT Omega Ratio Rank: 7676
Omega Ratio Rank
VIRT Calmar Ratio Rank: 7474
Calmar Ratio Rank
VIRT Martin Ratio Rank: 7171
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. VIRT - Risk-Adjusted Trends Comparison

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


LMTVIRTDifference
Sharpe ratioReturn per unit of total volatility

+0.33

Sortino ratioReturn per unit of downside risk

+0.58

Omega ratioGain probability vs. loss probability

1.28

1.22

+0.06

Calmar ratioReturn relative to maximum drawdown

1.58

1.46

+0.12

Martin ratioReturn relative to average drawdown

3.38

2.68

+0.70

LMT vs. VIRT - Sharpe Ratio Comparison

The current LMT Sharpe Ratio is 1.57, which is comparable to the VIRT Sharpe Ratio of 1.24. The chart below compares the historical Sharpe Ratios of LMT and VIRT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

LMT vs. VIRT - Drawdown Comparison

The maximum LMT drawdown since its inception was -79.29%, which is greater than VIRT's maximum drawdown of -56.17%. Use the drawdown chart below to compare losses from any high point for LMT and VIRT.


Loading charts...

Drawdown Indicators


LMTVIRTDifference

Max Drawdown

Largest peak-to-trough decline

-79.29%

-56.17%

-23.12%

Max Drawdown (1Y)

Largest decline over 1 year

-26.87%

-27.30%

+0.43%

Max Drawdown (3Y)

Largest decline over 3 years

-31.79%

-27.83%

-3.96%

Max Drawdown (5Y)

Largest decline over 5 years

-31.79%

-54.52%

+22.73%

Max Drawdown (10Y)

Largest decline over 10 years

-36.67%

-56.17%

+19.50%

Current Drawdown

Current decline from peak

-13.34%

-10.60%

-2.74%

Average Drawdown

Average peak-to-trough decline

-26.82%

-25.46%

-1.36%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.54%

14.83%

-2.29%

Volatility

LMT vs. VIRT - Volatility Comparison

The current volatility for Lockheed Martin Corporation (LMT) is 12.24%, while Virtu Financial, Inc. (VIRT) has a volatility of 14.15%. This indicates that LMT experiences smaller price fluctuations and is considered to be less risky than VIRT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


LMTVIRTDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.24%

14.15%

-1.91%

Volatility (6M)

Calculated over the trailing 6-month period

22.08%

27.24%

-5.16%

Volatility (1Y)

Calculated over the trailing 1-year period

27.06%

32.11%

-5.05%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.79%

32.78%

-8.99%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.18%

36.06%

-11.88%

Dividends

LMT vs. VIRT - Dividend Comparison

LMT's dividend yield for the trailing twelve months is around 2.34%, more than VIRT's 1.61% yield.


PositionTTM20252024202320222021202020192018201720162015
LMT
Lockheed Martin Corporation
2.34%2.76%2.62%2.68%2.34%2.98%2.76%2.31%3.13%2.32%2.71%2.83%
VIRT
Virtu Financial, Inc.
1.61%2.88%2.69%4.74%4.70%3.33%3.81%6.00%3.73%5.25%6.02%2.12%

Financials

LMT vs. VIRT - Financials Comparison

This section allows you to compare key financial metrics between Lockheed Martin Corporation and Virtu Financial, 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


Values in USD except per share items

LMT vs. VIRT - Profitability Comparison

The chart below illustrates the profitability comparison between Lockheed Martin Corporation and Virtu Financial, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

Portfolio components
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 2.45B and revenue of 20.06B. Therefore, the gross margin over that period was 12.2%.

VIRT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Virtu Financial, Inc. reported a gross profit of 0.00 and revenue of 1.10B. Therefore, the gross margin over that period was 0.0%.

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 2.48B and revenue of 20.06B, resulting in an operating margin of 12.4%.

VIRT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Virtu Financial, Inc. reported an operating income of 0.00 and revenue of 1.10B, resulting in an operating margin of 0.0%.

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 1.84B and revenue of 20.06B, resulting in a net margin of 9.2%.

VIRT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Virtu Financial, Inc. reported a net income of 789.15M and revenue of 1.10B, resulting in a net margin of 72.1%.


Frequently Asked Questions


LMT and VIRT have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

VIRT has higher volatility (14.15%) compared to LMT (12.24%). In terms of maximum drawdown, LMT dropped -79.29% vs VIRT's -56.17%.

LMT currently has the higher Sharpe Ratio (1.57 vs 1.24), 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 VIRT

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer