WallStSmart

IDEX Corporation (IEX)vsLockheed Martin Corporation (LMT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Lockheed Martin Corporation generates 2072% more annual revenue ($75.11B vs $3.46B). IEX leads profitability with a 14.0% profit margin vs 6.4%. LMT appears more attractively valued with a PEG of 1.08. LMT earns a higher WallStSmart Score of 55/100 (C-).

IEX

Buy

55

out of 100

Grade: C

Growth: 4.7Profit: 6.5Value: 3.3Quality: 5.5
Piotroski: 2/9

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

IEXSignificantly Overvalued (-56.0%)

Margin of Safety

-56.0%

Fair Value

$135.58

Current Price

$217.85

$82.27 premium

UndervaluedFair: $135.58Overvalued
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

IEX1 strengths · Avg: 8.0/10
Operating MarginProfitability
20.7%8/10

Strong operational efficiency at 20.7%

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

IEX4 concerns · Avg: 3.8/10
PEG RatioValuation
1.864/10

Expensive relative to growth rate

P/E RatioValuation
32.0x4/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
4.2%4/10

4.2% revenue growth

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

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 : IEX

The strongest argument for IEX centers on Operating Margin.

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 : IEX

The primary concerns for IEX are PEG Ratio, P/E Ratio, Revenue Growth.

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

IEX carries more volatility with a beta of 0.98 — expect wider price swings.

IEX is growing revenue faster at 4.2% — sustainability is the question.

IEX generates stronger free cash flow (190M), providing more financial flexibility.

Monitor SPECIALTY INDUSTRIAL MACHINERY industry trends, competitive dynamics, and regulatory changes.

Bottom Line

IEX scores higher overall (55/100 vs 55/100). 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.

IDEX Corporation

INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA

IDEX Corporation, based in Northbrook, Illinois, is a publicly traded company engaged in the development, design, and manufacture of fluidics systems and specialty engineered products.

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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