Lockheed Martin Corporation vs Palo Alto Networks Inc — how do they compare? Lockheed Martin Corporation trades at $507.31 (market cap $117.22B), while Palo Alto Networks Inc trades at $417.7 (market cap $331.76B). The key difference: Palo Alto Networks Inc is far larger — about 2.8× Lockheed Martin Corporation's market cap, and Lockheed Martin Corporation pays a 2.72% dividend while Palo Alto Networks Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Lockheed Martin Corporation for 86 Days and Palo Alto Networks Inc for 82 Days on average.
| LMT | PANW | |
|---|---|---|
Market Cap | $117.22B | $331.76B |
Volume | 1,101,121 | 3,886,927 |
Sector | Industrials | Technology |
52-Week High | $676.70 | $419.91 |
52-Week Low | $439.19 | $141.67 |
Typical Hold Time | 86 Days | 82 Days |
Enterprise Value | $133.96B | $331.19B |
Dividend Yield | 2.72% | — |
Signals from Pluang's Aura AI — not financial advice
Lockheed Martin (LMT) trades at $508.18, up 1.79% with a bearish technical signal despite recent earnings beat. The defense contractor shows strong fundamentals with $75.05B revenue, 8.16% net margin, and robust cash flow of $8.56B from operations. Recent news highlights AI integration and F-35 program developments, while analyst consensus remains bullish with a $635.33 price target representing 25% upside potential.
LMT presents a compelling value opportunity with attractive valuation multiples (P/E 18.73, P/S 1.53) and 23-year dividend growth streak. Key risks include dependency on Pentagon contracts and fixed-price contract volatility. The stock's current discount to analyst targets and defensive positioning in aerospace/defense sector support long-term investment case despite near-term technical weakness.
Palo Alto Networks (PANW) trades at $414.27, up 2.19% today and near its 52-week high, with strong technical momentum and bullish moving average signals. The company has beaten earnings estimates for three consecutive quarters, with Q3 2026 results pending. Revenue growth remains robust, climbing from $5.5B in 2022 to $9.2B in 2025, though net income margins have compressed from 32.1% to 2.67% as the company invests heavily in AI-driven security platforms.
The outlook remains positive given strong AI cybersecurity demand and platformization strategy, but premium valuations (P/E 1,013.93, P/S 26.99) and rising costs present risks. Analyst consensus is strongly bullish with 72% buy ratings and a $398.70 price target, though current price exceeds the target, suggesting near-term caution may be warranted despite long-term growth potential.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
Lockheed Martin is the largest defense contractor globally and has dominated the Western market for high-end fighter aircraft since the F-35 program was awarded in 2001. Lockheed's largest segment is aeronautics, which is dominated by the massive F-35 program. Lockheed's remaining segments are rotary and mission systems, which is mainly the Sikorsky helicopter business.
Read more on LMT →Palo Alto Networks is a pure-play cybersecurity vendor that sells security appliances, subscriptions, and support into enterprises, government entities, and service providers. The company's product portfolio includes firewall appliances, virtual firewalls, endpoint protection, cloud security, and cybersecurity analytics. The Santa Clara, California, firm was established in 2005 and sells its products worldwide.
Read more on PANW →