COMPARE · Reviewed July 29, 2026
LMT vs OMAB
Verdict: Side-by-side breakdown using the Bull Rankings model. LMT scored 68.4, OMAB scored 66.7 — LMT leads.
Compare another set
LMT
Lockheed Martin Corporation
68.4
$571.28 · $131.8B
fundamentals as of
Score gap
1.7
LMT leads
OMAB
Grupo Aeroportuario del Centro Norte, S.A.B. de C.V.
66.7
$108.20 · $5.2B
fundamentals as of
The model, pillar by pillar (0–100 each)
LMT
stronger →← stronger
OMAB
81
Qualityreturns · margins · balance sheet
90
67
Growthrevenue & earnings expansion
50
59
Valuevaluation vs sector peers
91
OMAB is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
LMT
OMAB
$8.7bB+
FCF
$389mC
+7.2%B
Rev
+4.3%C+
2.34D
D/E
1.54C
21.1xB+
P/E
16.8xA-
1.22B
PEG
0.76A-
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
LMT
OMAB
7% below
Price vs fair valuelower is cheaper
25% below
~4%/yr
Growth the price implies10-yr FCF · lower = less priced in
~1%/yr
+2%
1-yr DCF upside
+19%
+8%
5-yr DCF upside
+33%
+17%
10-yr DCF upside
+55%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
LMT
Why this score
- Durable high returns
OMAB
Why this score
- Raising its dividend
- Durable high returns
- Cyclical growth
- Foreign reporter (MXN)
The companies
LMTLockheed Martin Corporation
Why now
Aerospace & Defense · market cap $131.8b. 17% off the 52-week high of $692.00. 19 sell-side analysts rate this a Hold with a mean 1-yr target of $628.21 (implying +10% upside).
Moat
ROE 72% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 139% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined. $131.8b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
D/E 2.34 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer.
OMABGrupo Aeroportuario del Centro Norte, S.A.B. de C.V.
Why now
Airports & Air Services · market cap $5.2b. 20% off the 52-week high of $134.99. PEG 0.76 — paying under fair value for the growth rate. 8 sell-side analysts rate this a Buy with a mean 1-yr target of $124.65 (implying +15% upside).
Moat
Net margin 33% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 47% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 125% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Dividend payout 84% of earnings on a 5.3% yield — distribution coverage is thin; one earnings stumble could force a dividend cut.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.