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Side-by-side financial analysis
LHX logo
LHX
CAT logo
CAT
RTX logo
RTX
DE logo
DE
LMT logo
LMT
KO logo
KO
JPM logo
JPM
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Stock Comparison

LHX vs CAT vs RTX vs DE vs LMT vs KO vs JPM

Revenue, margins, valuation, and 5-year total return — side by side.

Live fundamentals10-year financials5-year price chart
LHX
L3Harris Technologies, Inc.

Aerospace & Defense

IndustrialsNYSE • US
Market Cap$55.07B
5Y Perf.+73.8%
CAT
Caterpillar Inc.

Agricultural - Machinery

IndustrialsNYSE • US
Market Cap$458.69B
5Y Perf.+679.3%
RTX
RTX Corporation

Aerospace & Defense

IndustrialsNYSE • US
Market Cap$249.94B
5Y Perf.+201.2%
DE
Deere & Company

Agricultural - Machinery

IndustrialsNYSE • US
Market Cap$159.06B
5Y Perf.+275.0%
LMT
Lockheed Martin Corporation

Aerospace & Defense

IndustrialsNYSE • US
Market Cap$117.75B
5Y Perf.+40.0%
KO
The Coca-Cola Company

Beverages - Non-Alcoholic

Consumer DefensiveNYSE • US
Market Cap$341.71B
5Y Perf.+77.7%
JPM
JPMorgan Chase & Co.

Banks - Diversified

Financial ServicesNYSE • US
Market Cap$908.57B
5Y Perf.+245.8%

LHX vs CAT vs RTX vs DE vs LMT vs KO vs JPM — Key Financials

Market cap, revenue, margins, and valuation side-by-side.

Company Snapshot
LHX logoLHX
CAT logoCAT
RTX logoRTX
DE logoDE
LMT logoLMT
KO logoKO
JPM logoJPM
IndustryAerospace & DefenseAgricultural - MachineryAerospace & DefenseAgricultural - MachineryAerospace & DefenseBeverages - Non-AlcoholicBanks - Diversified
Market Cap$55.07B$458.69B$249.94B$159.06B$117.75B$341.71B$908.57B
Revenue (TTM)$22.48B$70.75B$90.37B$46.86B$75.11B$49.28B$280.33B
Net Income (TTM)$1.73B$9.42B$7.26B$4.78B$4.79B$13.70B$57.05B
Gross Margin24.5%32.5%20.2%35.4%9.8%61.7%60.0%
Operating Margin10.0%16.6%10.4%18.4%9.9%29.3%25.9%
Forward P/E25.4x40.0x26.7x32.6x17.1x24.3x14.6x
Total Debt$10.44B$43.33B$39.51B$63.94B$21.70B$45.49B$942.38B
Cash & Equiv.$1.07B$9.98B$7.43B$8.28B$4.12B$10.27B$343.34B

LHX vs CAT vs RTX vs DE vs LMT vs KO vs JPMLong-Term Stock Performance

Price return indexed to 100 at period start. Dividends excluded.

LHX
CAT
RTX
DE
LMT
KO
JPM
StockJun 20Jun 26Return
L3Harris Technologi… (LHX)100173.8+73.8%
Caterpillar Inc. (CAT)100779.3+679.3%
RTX Corporation (RTX)100301.2+201.2%
Deere & Company (DE)100375.0+275.0%
Lockheed Martin Cor… (LMT)100140.0+40.0%
The Coca-Cola Compa… (KO)100177.7+77.7%
JPMorgan Chase & Co. (JPM)100345.8+245.8%

Price return only. Dividends and distributions are not included.

Quick Verdict: LHX vs CAT vs RTX vs DE vs LMT vs KO vs JPM

Each card shows where this stock fits in a portfolio — not just who wins on paper.

Bottom line: LMT and KO are tied at the top with 2 categories each (7-stock set) — the right choice depends on your priorities. The Coca-Cola Company is the stronger pick specifically for profitability and margin quality and operational efficiency and capital deployment. CAT, RTX, and JPM also each lead in at least one category. This set spans 3 sectors — these stocks serve different portfolio roles, not just different price points.
LHX
L3Harris Technologies, Inc.
The Defensive Pick

LHX is the clearest fit if your priority is sleep-well-at-night.

  • Lower volatility, beta 0.38, Low D/E 53.2%, current ratio 1.19x
Best for: sleep-well-at-night
CAT
Caterpillar Inc.
The Long-Run Compounder

CAT ranks third and is worth considering specifically for long-term compounding.

  • 12.5% 10Y total return vs JPM's 481.2%
  • +175.7% vs LMT's +12.0%
Best for: long-term compounding
RTX
RTX Corporation
The Growth Play

RTX is the clearest fit if your priority is growth exposure.

  • Rev growth 9.7%, EPS growth 39.7%, 3Y rev CAGR 9.7%
  • 9.7% revenue growth vs DE's -11.6%
Best for: growth exposure
DE
Deere & Company
The Lower-Volatility Pick

In this particular matchup, DE is outpaced on most metrics by others in the set.

Best for: industrials exposure
LMT
Lockheed Martin Corporation
The Income Pick

LMT has the current edge in this matchup, primarily because of its strength in income & stability and defensive.

  • Dividend streak 23 yrs, beta 0.13, yield 2.6%
  • Beta 0.13, yield 2.6%, current ratio 1.09x
  • Beta 0.13 vs CAT's 1.64
  • 2.6% yield, 23-year raise streak, vs KO's 2.6%
Best for: income & stability and defensive
KO
The Coca-Cola Company
The Quality Compounder

KO is the #2 pick in this set and the best alternative if quality and efficiency is your priority.

  • 27.8% margin vs LMT's 6.4%
  • 13.1% ROA vs JPM's 1.3%, ROIC 15.8% vs 4.5%
Best for: quality and efficiency
JPM
JPMorgan Chase & Co.
The Banking Pick

JPM is the clearest fit if your priority is valuation efficiency.

  • PEG 0.83 vs LHX's 2.42
  • Lower P/E (14.6x vs 24.3x), PEG 0.83 vs 2.17
Best for: valuation efficiency
See the full category breakdown
CategoryWinnerWhy
GrowthRTX logoRTX9.7% revenue growth vs DE's -11.6%
ValueJPM logoJPMLower P/E (14.6x vs 24.3x), PEG 0.83 vs 2.17
Quality / MarginsKO logoKO27.8% margin vs LMT's 6.4%
Stability / SafetyLMT logoLMTBeta 0.13 vs CAT's 1.64
DividendsLMT logoLMT2.6% yield, 23-year raise streak, vs KO's 2.6%
Momentum (1Y)CAT logoCAT+175.7% vs LMT's +12.0%
Efficiency (ROA)KO logoKO13.1% ROA vs JPM's 1.3%, ROIC 15.8% vs 4.5%

LHX vs CAT vs RTX vs DE vs LMT vs KO vs JPM — Revenue Breakdown by Segment

How each company's revenue is distributed across its business units

Discover the Defense Stocks Theme

These companies are key players in the Defense Stocks ecosystem. See how they stack up against the rest of the sector.

Explore Theme
LHXL3Harris Technologies, Inc.
FY 2025
Space and Airborne Systems
31.4%$6.9B
Integrated Mission Systems
30.0%$6.6B
Communication Systems
25.7%$5.7B
Aerojet Rocketdyne Segment
12.9%$2.8B
CATCaterpillar Inc.
FY 2025
Reportable Subsegments
66.6%$74.0B
Construction Industries
22.6%$25.1B
Resource Industries
11.2%$12.5B
Financial Products
3.8%$4.2B
Other Segments
0.3%$327M
Power & Energy
-4.6%$-5,058,000,000
RTXRTX Corporation
FY 2025
Pratt and Whitney
36.1%$32.9B
Collins Aerospace Systems
33.1%$30.2B
Raytheon Intelligence & Space
30.8%$28.0B
DEDeere & Company
FY 2025
Production & Precision Ag (PPA)
38.0%$17.0B
Small Agriculture
16.2%$7.2B
Compact Construction Equipment
14.5%$6.5B
Financial Products
14.1%$6.3B
Roadbuilding
8.0%$3.6B
Turf
6.1%$2.7B
Material Reconciling Items
2.9%$1.3B
Other (2)
0.2%$105M
LMTLockheed Martin Corporation
FY 2025
Aeronautics
40.3%$30.3B
Rotary and Mission Systems
23.1%$17.3B
Missiles And Fire Control
19.3%$14.4B
Space
17.4%$13.0B
KOThe Coca-Cola Company
FY 2025
Pacific
84.6%$31.6B
Bottling investments
15.4%$5.7B
JPMJPMorgan Chase & Co.
FY 2025
Commercial And Investment Bank
43.0%$78.5B
Consumer & Community Banking
41.7%$76.0B
Asset and Wealth Management Segment
13.2%$24.1B
Segment Reporting, Reconciling Item, Corporate Nonsegment
3.9%$7.0B
Segment Reconciling Items
-1.7%$-3,134,000,000

LHX vs CAT vs RTX vs DE vs LMT vs KO vs JPM — Financial Metrics

Side-by-side numbers across 7 stocks — who leads on profitability, valuation, growth, and risk.

BEST OVERALLLHXLAGGINGLMT

Who Leads Where

KO leads in 1 of 6 categories

JPM leads 1 • LHX leads 1 • CAT leads 1 • RTX leads 0 • DE leads 0 • LMT leads 0 • 2 tied

Explore the data ↓
LMTLockheed Martin Corpo…
0leads
DEDeere & Company
0leads
RTXRTX Corporation
0leads
JPMJPMorgan Chase & Co.
1leads
KOThe Coca-Cola Company
1leads
CATCaterpillar Inc.
1leads
LHXL3Harris Technologies…
1leads
6 Total Categories

Income & Cash Flow (Last 12 Months)

KO leads this category, winning 3 of 6 comparable metrics.

JPM is the larger business by revenue, generating $280.3B annually — 12.5x LHX's $22.5B. KO is the more profitable business, keeping 27.8% of every revenue dollar as net income compared to LMT's 6.4%. On growth, CAT holds the edge at +22.2% YoY revenue growth, suggesting stronger near-term business momentum.

MetricLHX logoLHXL3Harris Technolo…CAT logoCATCaterpillar Inc.RTX logoRTXRTX CorporationDE logoDEDeere & CompanyLMT logoLMTLockheed Martin C…KO logoKOThe Coca-Cola Com…JPM logoJPMJPMorgan Chase & …
RevenueTrailing 12 months$22.5B$70.8B$90.4B$46.9B$75.1B$49.3B$280.3B
EBITDAEarnings before interest/tax$3.3B$14.0B$13.8B$10.3B$8.7B$15.5B$81.4B
Net IncomeAfter-tax profit$1.7B$9.4B$7.3B$4.8B$4.8B$13.7B$57.0B
Free Cash FlowCash after capex$2.6B$11.4B$8.4B$3.8B$5.7B$12.6B$100.9B
Gross MarginGross profit ÷ Revenue+24.5%+32.5%+20.2%+35.4%+9.8%+61.7%+60.0%
Operating MarginEBIT ÷ Revenue+10.0%+16.6%+10.4%+18.4%+9.9%+29.3%+25.9%
Net MarginNet income ÷ Revenue+7.7%+13.3%+8.0%+10.2%+6.4%+27.8%+20.4%
FCF MarginFCF ÷ Revenue+11.5%+16.2%+9.2%+8.0%+7.5%+25.5%+36.0%
Rev. Growth (YoY)Latest quarter vs prior year+11.9%+22.2%+8.7%+6.7%+0.3%+12.1%
EPS Growth (YoY)Latest quarter vs prior year+33.3%+30.2%+32.5%-1.4%-11.5%+18.2%+16.0%
KO leads this category, winning 3 of 6 comparable metrics.

Valuation Metrics

JPM leads this category, winning 5 of 7 comparable metrics.

At 16.2x trailing earnings, JPM trades at a 69% valuation discount to CAT's 52.4x P/E. Adjusting for growth (PEG ratio), JPM offers better value at 0.92x vs LHX's 3.29x — a lower PEG means you pay less per unit of expected earnings growth.

MetricLHX logoLHXL3Harris Technolo…CAT logoCATCaterpillar Inc.RTX logoRTXRTX CorporationDE logoDEDeere & CompanyLMT logoLMTLockheed Martin C…KO logoKOThe Coca-Cola Com…JPM logoJPMJPMorgan Chase & …
Market CapShares × price$55.1B$458.7B$249.9B$159.1B$117.8B$341.7B$908.6B
Enterprise ValueMkt cap + debt − cash$64.4B$492.0B$282.0B$214.7B$135.3B$376.9B$1.51T
Trailing P/EPrice ÷ TTM EPS34.56x52.35x37.42x31.85x23.78x26.12x16.22x
Forward P/EPrice ÷ next-FY EPS est.25.36x39.97x26.73x32.60x17.07x24.27x14.60x
PEG RatioP/E ÷ EPS growth rate3.29x1.86x1.95x2.34x0.92x
EV / EBITDAEnterprise value multiple18.85x36.52x21.88x20.17x16.03x25.45x18.52x
Price / SalesMarket cap ÷ Revenue2.52x6.79x2.82x3.56x1.57x7.13x3.25x
Price / BookPrice ÷ Book value/share2.83x21.69x3.75x6.16x17.63x9.99x2.51x
Price / FCFMarket cap ÷ FCF20.53x44.65x31.48x49.23x17.05x64.52x9.01x
JPM leads this category, winning 5 of 7 comparable metrics.

Profitability & Efficiency

LHX leads this category, winning 4 of 9 comparable metrics.

LMT delivers a 74.5% return on equity — every $100 of shareholder capital generates $75 in annual profit, vs $9 for LHX. LHX carries lower financial leverage with a 0.53x debt-to-equity ratio, signaling a more conservative balance sheet compared to LMT's 3.23x. On the Piotroski fundamental quality scale (0–9), LHX scores 9/9 vs JPM's 5/9, reflecting strong financial health.

MetricLHX logoLHXL3Harris Technolo…CAT logoCATCaterpillar Inc.RTX logoRTXRTX CorporationDE logoDEDeere & CompanyLMT logoLMTLockheed Martin C…KO logoKOThe Coca-Cola Com…JPM logoJPMJPMorgan Chase & …
ROE (TTM)Return on equity+8.9%+47.5%+10.9%+18.2%+74.5%+41.1%+15.9%
ROA (TTM)Return on assets+4.2%+10.0%+4.3%+4.5%+8.0%+13.1%+1.3%
ROICReturn on invested capital+5.4%+15.9%+6.7%+7.8%+23.9%+15.8%+4.5%
ROCEReturn on capital employed+6.4%+19.1%+7.9%+11.7%+21.3%+17.3%+8.9%
Piotroski ScoreFundamental quality 0–99586675
Debt / EquityFinancial leverage0.53x2.03x0.59x2.46x3.23x1.33x2.60x
Net DebtTotal debt minus cash$9.4B$33.4B$32.1B$55.7B$17.6B$35.2B$599.0B
Cash & Equiv.Liquid assets$1.1B$10.0B$7.4B$8.3B$4.1B$10.3B$343.3B
Total DebtShort + long-term debt$10.4B$43.3B$39.5B$63.9B$21.7B$45.5B$942.4B
Interest CoverageEBIT ÷ Interest expense4.41x9.22x5.58x3.07x6.08x10.70x0.74x
LHX leads this category, winning 4 of 9 comparable metrics.

Total Returns (Dividends Reinvested)

CAT leads this category, winning 6 of 6 comparable metrics.

A $10,000 investment in CAT five years ago would be worth $48,451 today (with dividends reinvested), compared to $14,523 for LHX. Over the past 12 months, CAT leads with a +175.7% total return vs LMT's +12.0%. The 3-year compound annual growth rate (CAGR) favors CAT at 60.8% vs LMT's 6.3% — a key indicator of consistent wealth creation.

MetricLHX logoLHXL3Harris Technolo…CAT logoCATCaterpillar Inc.RTX logoRTXRTX CorporationDE logoDEDeere & CompanyLMT logoLMTLockheed Martin C…KO logoKOThe Coca-Cola Com…JPM logoJPMJPMorgan Chase & …
YTD ReturnYear-to-date-2.4%+65.2%-0.1%+26.6%+4.2%+16.4%+0.8%
1-Year ReturnPast 12 months+20.5%+175.7%+29.1%+13.5%+12.0%+17.7%+20.9%
3-Year ReturnCumulative with dividends+58.2%+315.8%+97.9%+48.9%+20.0%+39.3%+138.8%
5-Year ReturnCumulative with dividends+45.2%+384.5%+130.1%+87.3%+51.1%+65.3%+135.5%
10-Year ReturnCumulative with dividends+299.1%+1247.4%+244.6%+636.2%+158.1%+115.0%+481.2%
CAGR (3Y)Annualised 3-year return+16.5%+60.8%+25.5%+14.2%+6.3%+11.7%+33.7%
CAT leads this category, winning 6 of 6 comparable metrics.

Risk & Volatility

Evenly matched — CAT and KO each lead in 1 of 2 comparable metrics.

KO is the less volatile stock with a -0.23 beta — it tends to amplify market swings less than CAT's 1.64 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. CAT currently trades 99.1% from its 52-week high vs LMT's 73.8% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricLHX logoLHXL3Harris Technolo…CAT logoCATCaterpillar Inc.RTX logoRTXRTX CorporationDE logoDEDeere & CompanyLMT logoLMTLockheed Martin C…KO logoKOThe Coca-Cola Com…JPM logoJPMJPMorgan Chase & …
Beta (5Y)Sensitivity to S&P 5000.38x1.64x0.49x0.54x0.13x-0.23x0.87x
52-Week HighHighest price in past year$379.23$994.49$214.50$674.19$692.00$84.04$338.09
52-Week LowLowest price in past year$243.84$356.96$140.47$433.00$410.11$65.35$269.72
% of 52W HighCurrent price vs 52-week peak+77.7%+99.1%+86.5%+87.4%+73.8%+94.5%+96.2%
RSI (14)Momentum oscillator 0–10051.861.466.058.150.349.272.1
Avg Volume (50D)Average daily shares traded1.2M2.5M4.9M1.1M1.2M13.6M7.4M
Evenly matched — CAT and KO each lead in 1 of 2 comparable metrics.

Analyst Outlook

Evenly matched — LMT and KO each lead in 1 of 2 comparable metrics.

Analyst consensus: LHX as "Buy", CAT as "Buy", RTX as "Buy", DE as "Hold", LMT as "Buy", KO as "Buy", JPM as "Buy". Consensus price targets imply 24.3% upside for LMT (target: $635) vs -10.5% for CAT (target: $882). For income investors, LMT offers the higher dividend yield at 2.64% vs CAT's 0.59%.

MetricLHX logoLHXL3Harris Technolo…CAT logoCATCaterpillar Inc.RTX logoRTXRTX CorporationDE logoDEDeere & CompanyLMT logoLMTLockheed Martin C…KO logoKOThe Coca-Cola Com…JPM logoJPMJPMorgan Chase & …
Analyst RatingConsensus buy/hold/sellBuyBuyBuyHoldBuyBuyBuy
Price TargetConsensus 12-month target$347.33$882.20$224.33$690.00$635.11$86.13$339.75
# AnalystsCovering analysts32532646374861
Dividend YieldAnnual dividend ÷ price+1.6%+0.6%+1.4%+1.1%+2.6%+2.6%+1.8%
Dividend StreakConsecutive years of raises2432335235615
Dividend / ShareAnnual DPS$4.79$5.86$2.63$6.33$13.50$2.04$5.95
Buyback YieldShare repurchases ÷ mkt cap+2.1%+1.1%+0.0%+0.7%+2.5%+0.2%+3.8%
Evenly matched — LMT and KO each lead in 1 of 2 comparable metrics.
Key Takeaway

KO leads in 1 of 6 categories (Income & Cash Flow). JPM leads in 1 (Valuation Metrics). 2 tied.

Best OverallL3Harris Technologies, Inc. (LHX)Leads 1 of 6 categories
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LHX vs CAT vs RTX vs DE vs LMT vs KO vs JPM: Key Questions Answered

10 questions · data-driven answers · updated daily

01

Is LHX or CAT or RTX or DE or LMT or KO or JPM a better buy right now?

For growth investors, RTX Corporation (RTX) is the stronger pick with 9.

7% revenue growth year-over-year, versus -11. 6% for Deere & Company (DE). JPMorgan Chase & Co. (JPM) offers the better valuation at 16. 2x trailing P/E (14. 6x forward), 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.

02

Which has the better valuation — LHX or CAT or RTX or DE or LMT or KO or JPM?

On trailing P/E, JPMorgan Chase & Co.

(JPM) is the cheapest at 16. 2x versus Caterpillar Inc. at 52. 4x. On forward P/E, JPMorgan Chase & Co. is actually cheaper at 14. 6x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: JPMorgan Chase & Co. wins at 0. 83x versus L3Harris Technologies, Inc. 's 2. 42x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

03

Which is the better long-term investment — LHX or CAT or RTX or DE or LMT or KO or JPM?

Over the past 5 years, Caterpillar Inc.

(CAT) delivered a total return of +384. 5%, compared to +45. 2% for L3Harris Technologies, Inc. (LHX). Over 10 years, the gap is even starker: CAT returned +1247% versus KO's +115. 0%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

04

Which is safer — LHX or CAT or RTX or DE or LMT or KO or JPM?

By beta (market sensitivity over 5 years), The Coca-Cola Company (KO) is the lower-risk stock at -0.

23β versus Caterpillar Inc. 's 1. 64β — meaning CAT is approximately -801% more volatile than KO relative to the S&P 500. On balance sheet safety, L3Harris Technologies, Inc. (LHX) carries a lower debt/equity ratio of 53% versus 3% for Lockheed Martin Corporation — giving it more financial flexibility in a downturn.

05

Which is growing faster — LHX or CAT or RTX or DE or LMT or KO or JPM?

By revenue growth (latest reported year), RTX Corporation (RTX) is pulling ahead at 9.

7% versus -11. 6% for Deere & Company (DE). On earnings-per-share growth, the picture is similar: RTX Corporation grew EPS 39. 7% year-over-year, compared to -27. 8% for Deere & Company. Over a 3-year CAGR, RTX leads at 9. 7% 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.

06

Which has better profit margins — LHX or CAT or RTX or DE or LMT or KO or JPM?

The Coca-Cola Company (KO) is the more profitable company, earning 27.

3% net margin versus 6. 7% for Lockheed Martin Corporation — meaning it keeps 27. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: KO leads at 28. 7% versus 10. 0% for RTX. At the gross margin level — before operating expenses — KO leads at 61. 6%, 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.

07

Is LHX or CAT or RTX or DE or LMT or KO or JPM more undervalued right now?

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, JPMorgan Chase & Co. (JPM) is the more undervalued stock at a PEG of 0. 83x versus L3Harris Technologies, Inc. 's 2. 42x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, JPMorgan Chase & Co. (JPM) trades at 14. 6x forward P/E versus 40. 0x for Caterpillar Inc. — 25. 4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for LMT: 24. 3% to $635. 11.

08

Which pays a better dividend — LHX or CAT or RTX or DE or LMT or KO or JPM?

All stocks in this comparison pay dividends.

Lockheed Martin Corporation (LMT) offers the highest yield at 2. 6%, versus 0. 6% for Caterpillar Inc. (CAT).

09

Is LHX or CAT or RTX or DE or LMT or KO or JPM better for a retirement portfolio?

For long-horizon retirement investors, The Coca-Cola Company (KO) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0.

23), 2. 6% yield, +115. 0% 10Y return). Caterpillar Inc. (CAT) carries a higher beta of 1. 64 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (KO: +115. 0%, CAT: +1247%), 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.

10

What are the main differences between LHX and CAT and RTX and DE and LMT and KO and JPM?

These companies operate in different sectors (LHX (Industrials) and CAT (Industrials) and RTX (Industrials) and DE (Industrials) and LMT (Industrials) and KO (Consumer Defensive) and JPM (Financial Services)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: LHX is a mid-cap quality compounder stock; CAT is a large-cap quality compounder stock; RTX is a large-cap quality compounder stock; DE is a mid-cap quality compounder stock; LMT is a mid-cap quality compounder stock; KO is a large-cap quality compounder stock; JPM is a large-cap deep-value stock. 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.

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