COMPARE · Reviewed July 29, 2026
LMT vs SARO
Verdict: Side-by-side breakdown using the Bull Rankings model. LMT scored 68.4, SARO scored 69.1 — SARO leads.
Compare another set
LMT
Lockheed Martin Corporation
68.4
$571.28 · $131.8B
fundamentals as of
Score gap
0.7
SARO leads
SARO
StandardAero, Inc.
69.1
$28.77 · $9.6B
fundamentals as of
The model, pillar by pillar (0–100 each)
LMT
stronger →← stronger
SARO
81
Qualityreturns · margins · balance sheet
55
67
Growthrevenue & earnings expansion
91
59
Valuevaluation vs sector peers
66
SARO is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
LMT
SARO
$8.7bB+
FCF
$148mC
+7.2%B
Rev
+15.0%B+
2.34D
D/E
0.91C+
21.1xB+
P/E
32.7xB
1.22B
PEG
0.85B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
LMT
SARO
7% below
Price vs fair valuelower is cheaper
208% above
~4%/yr
Growth the price implies10-yr FCF · lower = less priced in
~42%/yr
+2%
1-yr DCF upside
-74%
+8%
5-yr DCF upside
-68%
+17%
10-yr DCF upside
-56%
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
SARO
Why this score
- Short track record
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.
SAROStandardAero, Inc.
Why now
Aerospace & Defense · market cap $9.6b. 17% off the 52-week high of $34.48. Revenue growing +15%, comfortably above the S&P median. PEG 0.85 — paying under fair value for the growth rate. 13 sell-side analysts rate this a Buy with a mean 1-yr target of $35.50 (implying +23% upside).
Moat
ROE 11% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
Trailing P/E 33x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. Net margin 4.7% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
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.