BA vs. LMT, GD, RTX, NOC, TDG, LHX, HEI, AVAV, EVEX, and ACHR
Should you be buying Boeing stock or one of its competitors? The main competitors of Boeing include Lockheed Martin (LMT), General Dynamics (GD), RTX (RTX), Northrop Grumman (NOC), TransDigm Group (TDG), L3Harris Technologies (LHX), HEICO (HEI), AeroVironment (AVAV), EVE (EVEX), and Archer Aviation (ACHR). These companies are all part of the "aerospace" sector.
Lockheed Martin (NYSE:LMT) and Boeing (NYSE:BA) are both large-cap aerospace companies, but which is the superior business? We will contrast the two companies based on the strength of their valuation, media sentiment, earnings, profitability, analyst recommendations, risk, community ranking, institutional ownership and dividends.
Lockheed Martin has higher earnings, but lower revenue than Boeing. Boeing is trading at a lower price-to-earnings ratio than Lockheed Martin, indicating that it is currently the more affordable of the two stocks.
Lockheed Martin pays an annual dividend of $12.60 per share and has a dividend yield of 2.7%. Boeing pays an annual dividend of $8.22 per share and has a dividend yield of 5.0%. Lockheed Martin pays out 45.7% of its earnings in the form of a dividend. Boeing pays out -223.4% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Lockheed Martin has raised its dividend for 21 consecutive years. Boeing is clearly the better dividend stock, given its higher yield and lower payout ratio.
Lockheed Martin presently has a consensus target price of $479.90, suggesting a potential upside of 4.52%. Boeing has a consensus target price of $226.71, suggesting a potential upside of 37.95%. Given Lockheed Martin's stronger consensus rating and higher possible upside, analysts clearly believe Boeing is more favorable than Lockheed Martin.
Lockheed Martin has a beta of 0.48, meaning that its share price is 52% less volatile than the S&P 500. Comparatively, Boeing has a beta of 1.52, meaning that its share price is 52% more volatile than the S&P 500.
Boeing received 1248 more outperform votes than Lockheed Martin when rated by MarketBeat users. Likewise, 70.08% of users gave Boeing an outperform vote while only 58.93% of users gave Lockheed Martin an outperform vote.
74.2% of Lockheed Martin shares are owned by institutional investors. Comparatively, 64.8% of Boeing shares are owned by institutional investors. 0.1% of Lockheed Martin shares are owned by insiders. Comparatively, 0.2% of Boeing shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.
Lockheed Martin has a net margin of 10.24% compared to Lockheed Martin's net margin of -2.86%. Boeing's return on equity of 79.91% beat Lockheed Martin's return on equity.
In the previous week, Boeing had 56 more articles in the media than Lockheed Martin. MarketBeat recorded 105 mentions for Boeing and 49 mentions for Lockheed Martin. Boeing's average media sentiment score of 0.58 beat Lockheed Martin's score of 0.06 indicating that Lockheed Martin is being referred to more favorably in the media.
Summary
Boeing beats Lockheed Martin on 11 of the 21 factors compared between the two stocks.
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This chart shows the number of new MarketBeat users adding BA and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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