KEN vs ESLT vs LHX vs AMTD

For growth investors, Elbit Systems Ltd.

(ESLT) is the stronger pick with 23. 9% revenue growth year-over-year, versus -55. 9% for AMTD IDEA Group (AMTD). AMTD IDEA Group (AMTD) offers the better valuation at 0. 3x trailing P/E, making it the more compelling value choice. Analysts rate L3Harris Technologies, Inc. (LHX) a "Buy" — based on 32 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, AMTD IDEA Group (AMTD) is the cheapest at 0.

3x versus Elbit Systems Ltd. at 64. 5x. On forward P/E, L3Harris Technologies, Inc. is actually cheaper at 26. 0x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: L3Harris Technologies, Inc. wins at 2. 48x versus Elbit Systems Ltd. 's 3. 48x.

Over the past 5 years, Elbit Systems Ltd.

(ESLT) delivered a total return of +486. 3%, compared to -97. 4% for AMTD IDEA Group (AMTD). Over 10 years, the gap is even starker: KEN returned +1257% versus AMTD's -91. 4%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), AMTD IDEA Group (AMTD) is the lower-risk stock at 0.

06β versus Kenon Holdings Ltd. 's 0. 90β — meaning KEN is approximately 1316% more volatile than AMTD relative to the S&P 500. On balance sheet safety, AMTD IDEA Group (AMTD) carries a lower debt/equity ratio of 17% versus 53% for L3Harris Technologies, Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Elbit Systems Ltd.

(ESLT) is pulling ahead at 23. 9% versus -55. 9% for AMTD IDEA Group (AMTD). On earnings-per-share growth, the picture is similar: Kenon Holdings Ltd. grew EPS 356. 6% year-over-year, compared to -68. 5% for AMTD IDEA Group. Over a 3-year CAGR, ESLT leads at 17. 8% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

AMTD IDEA Group (AMTD) is the more profitable company, earning 94.

4% net margin versus 6. 7% for Elbit Systems Ltd. — meaning it keeps 94. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: AMTD leads at 48. 2% versus 6. 3% for KEN. At the gross margin level — before operating expenses — AMTD leads at 45. 2%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, L3Harris Technologies, Inc. (LHX) is the more undervalued stock at a PEG of 2. 48x versus Elbit Systems Ltd. 's 3. 48x. Both stocks trade at elevated growth-adjusted valuations, so expected growth needs to materialise. On forward earnings alone, L3Harris Technologies, Inc. (LHX) trades at 26. 0x forward P/E versus 57. 3x for Elbit Systems Ltd. — 31. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for LHX: 17. 0% to $352. 25.

All stocks in this comparison pay dividends.

AMTD IDEA Group (AMTD) offers the highest yield at 36. 7%, versus 0. 3% for Elbit Systems Ltd. (ESLT).

For long-horizon retirement investors, Kenon Holdings Ltd.

(KEN) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 90), 4. 4% yield, +1257% 10Y return). Both have compounded well over 10 years (KEN: +1257%, ESLT: +737. 2%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

These companies operate in different sectors (KEN (Utilities) and ESLT (Industrials) and LHX (Industrials) and AMTD (Financial Services)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: KEN is a small-cap deep-value stock; ESLT is a mid-cap high-growth stock; LHX is a mid-cap quality compounder stock; AMTD is a small-cap deep-value stock. KEN, LHX, AMTD pay a dividend while ESLT does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.