WallStSmart

Energy Recovery Inc (ERII)vsLockheed Martin Corporation (LMT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Lockheed Martin Corporation generates 55539% more annual revenue ($75.11B vs $134.99M). ERII leads profitability with a 17.0% profit margin vs 6.4%. LMT appears more attractively valued with a PEG of 1.08. ERII earns a higher WallStSmart Score of 57/100 (C).

ERII

Buy

57

out of 100

Grade: C

Growth: 4.7Profit: 7.5Value: 4.7Quality: 8.5
Piotroski: 2/9Altman Z: 6.13

LMT

Buy

55

out of 100

Grade: C-

Growth: 3.3Profit: 6.5Value: 4.7Quality: 4.5
Piotroski: 3/9Altman Z: 2.09
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ERIIUndervalued (+6.4%)

Margin of Safety

+6.4%

Fair Value

$16.50

Current Price

$10.70

$5.80 discount

UndervaluedFair: $16.50Overvalued
LMTSignificantly Overvalued (-37.4%)

Margin of Safety

-37.4%

Fair Value

$457.50

Current Price

$517.97

$60.47 premium

UndervaluedFair: $457.50Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ERII5 strengths · Avg: 9.2/10
Operating MarginProfitability
46.5%10/10

Strong operational efficiency at 46.5%

Debt/EquityHealth
0.0610/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
6.1310/10

Safe zone — low bankruptcy risk

Price/BookValuation
2.7x8/10

Reasonable price relative to book value

EPS GrowthGrowth
20.1%8/10

Earnings expanding 20.1% YoY

LMT2 strengths · Avg: 9.5/10
Return on EquityProfitability
67.6%10/10

Every $100 of equity generates 68 in profit

Market CapQuality
$119.43B9/10

Large-cap with strong market position

Areas to Watch

ERII4 concerns · Avg: 3.0/10
P/E RatioValuation
26.9x4/10

Moderate valuation

Market CapQuality
$595.91M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
3.332/10

Expensive relative to growth rate

LMT4 concerns · Avg: 3.8/10
P/E RatioValuation
25.1x4/10

Moderate valuation

Price/BookValuation
15.9x4/10

Trading at 15.9x book value

Revenue GrowthGrowth
0.3%4/10

0.3% revenue growth

Profit MarginProfitability
6.4%3/10

6.4% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : ERII

The strongest argument for ERII centers on Operating Margin, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 17.0% and operating margin at 46.5%.

Bull Case : LMT

The strongest argument for LMT centers on Return on Equity, Market Cap. PEG of 1.08 suggests the stock is reasonably priced for its growth.

Bear Case : ERII

The primary concerns for ERII are P/E Ratio, Market Cap, Piotroski F-Score.

Bear Case : LMT

The primary concerns for LMT are P/E Ratio, Price/Book, Revenue Growth. Debt-to-equity of 3.23 is elevated, increasing financial risk.

Key Dynamics to Monitor

ERII profiles as a declining stock while LMT is a value play — different risk/reward profiles.

ERII carries more volatility with a beta of 1.08 — expect wider price swings.

LMT is growing revenue faster at 0.3% — sustainability is the question.

ERII generates stronger free cash flow (6M), providing more financial flexibility.

Bottom Line

ERII scores higher overall (57/100 vs 55/100), backed by strong 17.0% margins. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Energy Recovery Inc

INDUSTRIALS · POLLUTION & TREATMENT CONTROLS · USA

Energy Recovery, Inc. designs, manufactures and sells various solutions for the industrial fluid flow markets worldwide. The company is headquartered in San Leandro, California.

Lockheed Martin Corporation

INDUSTRIALS · AEROSPACE & DEFENSE · USA

Lockheed Martin Corporation is an American aerospace, defense, information security, and technology company with worldwide interests. It is headquartered in North Bethesda, Maryland, in the Washington, D.C., area.

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