Aerospace & Defense
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Side-by-side financial analysisStock 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.
Agricultural - Machinery
Aerospace & Defense
Agricultural - Machinery
Aerospace & Defense
Beverages - Non-Alcoholic
Banks - Diversified
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 | |||||||
|---|---|---|---|---|---|---|---|
| Industry | Aerospace & Defense | Agricultural - Machinery | Aerospace & Defense | Agricultural - Machinery | Aerospace & Defense | Beverages - Non-Alcoholic | Banks - 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 Margin | 24.5% | 32.5% | 20.2% | 35.4% | 9.8% | 61.7% | 60.0% |
| Operating Margin | 10.0% | 16.6% | 10.4% | 18.4% | 9.9% | 29.3% | 25.9% |
| Forward P/E | 25.4x | 40.0x | 26.7x | 32.6x | 17.1x | 24.3x | 14.6x |
| 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 JPM — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Jun 20 | Jun 26 | Return |
|---|---|---|---|
| L3Harris Technologi… (LHX) | 100 | 173.8 | +73.8% |
| Caterpillar Inc. (CAT) | 100 | 779.3 | +679.3% |
| RTX Corporation (RTX) | 100 | 301.2 | +201.2% |
| Deere & Company (DE) | 100 | 375.0 | +275.0% |
| Lockheed Martin Cor… (LMT) | 100 | 140.0 | +40.0% |
| The Coca-Cola Compa… (KO) | 100 | 177.7 | +77.7% |
| JPMorgan Chase & Co. (JPM) | 100 | 345.8 | +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.
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
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%
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%
In this particular matchup, DE is outpaced on most metrics by others in the set.
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%
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%
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
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 9.7% revenue growth vs DE's -11.6% | |
| Value | Lower P/E (14.6x vs 24.3x), PEG 0.83 vs 2.17 | |
| Quality / Margins | 27.8% margin vs LMT's 6.4% | |
| Stability / Safety | Beta 0.13 vs CAT's 1.64 | |
| Dividends | 2.6% yield, 23-year raise streak, vs KO's 2.6% | |
| Momentum (1Y) | +175.7% vs LMT's +12.0% | |
| Efficiency (ROA) | 13.1% 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
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.
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 ↓Income & Cash Flow (Last 12 Months)
KO leads this category, winning 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
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.
| Metric | |||||||
|---|---|---|---|---|---|---|---|
| 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% |
Valuation Metrics
JPM leads this category, winning 5 of 7 comparable metrics.
Valuation 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.
| Metric | |||||||
|---|---|---|---|---|---|---|---|
| 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 EPS | 34.56x | 52.35x | 37.42x | 31.85x | 23.78x | 26.12x | 16.22x |
| Forward P/EPrice ÷ next-FY EPS est. | 25.36x | 39.97x | 26.73x | 32.60x | 17.07x | 24.27x | 14.60x |
| PEG RatioP/E ÷ EPS growth rate | 3.29x | 1.86x | — | 1.95x | — | 2.34x | 0.92x |
| EV / EBITDAEnterprise value multiple | 18.85x | 36.52x | 21.88x | 20.17x | 16.03x | 25.45x | 18.52x |
| Price / SalesMarket cap ÷ Revenue | 2.52x | 6.79x | 2.82x | 3.56x | 1.57x | 7.13x | 3.25x |
| Price / BookPrice ÷ Book value/share | 2.83x | 21.69x | 3.75x | 6.16x | 17.63x | 9.99x | 2.51x |
| Price / FCFMarket cap ÷ FCF | 20.53x | 44.65x | 31.48x | 49.23x | 17.05x | 64.52x | 9.01x |
Profitability & Efficiency
LHX leads this category, winning 4 of 9 comparable metrics.
Profitability & Efficiency
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.
| Metric | |||||||
|---|---|---|---|---|---|---|---|
| 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 0–9 | 9 | 5 | 8 | 6 | 6 | 7 | 5 |
| Debt / EquityFinancial leverage | 0.53x | 2.03x | 0.59x | 2.46x | 3.23x | 1.33x | 2.60x |
| 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 expense | 4.41x | 9.22x | 5.58x | 3.07x | 6.08x | 10.70x | 0.74x |
Total Returns (Dividends Reinvested)
CAT leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
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.
| Metric | |||||||
|---|---|---|---|---|---|---|---|
| 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% |
Risk & Volatility
Evenly matched — CAT and KO each lead in 1 of 2 comparable metrics.
Risk & Volatility
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.
| Metric | |||||||
|---|---|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.38x | 1.64x | 0.49x | 0.54x | 0.13x | -0.23x | 0.87x |
| 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 0–100 | 51.8 | 61.4 | 66.0 | 58.1 | 50.3 | 49.2 | 72.1 |
| Avg Volume (50D)Average daily shares traded | 1.2M | 2.5M | 4.9M | 1.1M | 1.2M | 13.6M | 7.4M |
Analyst Outlook
Evenly matched — LMT and KO each lead in 1 of 2 comparable metrics.
Analyst Outlook
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%.
| Metric | |||||||
|---|---|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy | Buy | Hold | Buy | Buy | Buy |
| Price TargetConsensus 12-month target | $347.33 | $882.20 | $224.33 | $690.00 | $635.11 | $86.13 | $339.75 |
| # AnalystsCovering analysts | 32 | 53 | 26 | 46 | 37 | 48 | 61 |
| Dividend YieldAnnual dividend ÷ price | +1.6% | +0.6% | +1.4% | +1.1% | +2.6% | +2.6% | +1.8% |
| Dividend StreakConsecutive years of raises | 24 | 32 | 33 | 5 | 23 | 56 | 15 |
| 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% |
KO leads in 1 of 6 categories (Income & Cash Flow). JPM leads in 1 (Valuation Metrics). 2 tied.
LHX vs CAT vs RTX vs DE vs LMT vs KO vs JPM: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is 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.
02Which 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.
03Which 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.
04Which 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.
05Which 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.
06Which 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.
07Is 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.
08Which 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).
09Is 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.
10What 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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