Lockheed Martin (LMT) vs Sterling Infrastructure (STRL)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Sterling Infrastructure (STRL) has outperformed Lockheed Martin (LMT) over the past year, gaining 53.2% versus a loss of 2.3%. Over five years, STRL leads with a +2212.3% price change compared with +36.5% for LMT. Lockheed Martin is the larger company by market cap ($115.22 billion vs $16.34 billion), about 7.1 times the size, while Sterling Infrastructure is growing revenue faster (+17.7% vs +5.6%).
On valuation, Lockheed Martin trades at a lower forward P/E (15.3x vs 21.0x for Sterling Infrastructure). Lockheed Martin pays a dividend yielding 2.73%, while Sterling Infrastructure does not currently pay one. Sterling Infrastructure converts more of its revenue into profit, with a net margin of 11.7% versus 6.7%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | LMT | STRL |
|---|---|---|
| Share price | $499.22 | $534.13 |
| Market cap | $115.22B | $16.34B |
| 1-day change | -2.14% | -5.24% |
| YTD return | +3.22% | +74.42% |
| 1-year return | -2.32% | +53.23% |
| 5-year return | +36.54% | +2212.25% |
| P/E ratio (TTM) | 18.80 | 38.48 |
| Forward P/E | 15.27 | 21.03 |
| EPS (TTM) | $26.55 | $13.88 |
| Dividend yield | 2.73% | 0.00% |
| Annual dividend | $13.65 | $0.00 |
| Revenue (latest FY) | $75.05B | $2.49B |
| Revenue growth (YoY) | +5.64% | +17.69% |
| Net income (latest FY) | $5.02B | $290.15M |
| Gross margin | 10.15% | 22.98% |
| Operating margin | 10.30% | 16.30% |
| Net margin | 6.69% | 11.65% |
| 52-week high | $692.00 | $1,005.68 |
| 52-week low | $437.25 | $281.58 |
| Distance from 52-week high | -27.86% | -46.89% |
| Analyst consensus | buy | strong_buy |
| Avg. price target upside | +26.37% | +58.28% |
| Average volume | 1.13M | 652.16K |
| Shares outstanding | 230.79M | 30.59M |
| Employees | 123,000 | 6,200 |
| Sector | Industrials | Industrials |
| Industry | Military/Government/Technical | Military/Government/Technical |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- Lockheed Martin is about 7.1 times larger than Sterling Infrastructure by market value ($115.22B vs $16.34B).
- STRL has outperformed LMT by 55.6 percentage points over the past year.
- Sterling Infrastructure trades at a higher earnings multiple (38.5x vs 18.8x trailing P/E).
- Lockheed Martin offers a meaningfully higher dividend yield (2.73% vs 0.00%).
- Sterling Infrastructure grew revenue faster in its latest fiscal year (+17.69% vs +5.64%).
About Lockheed Martin
LMT stock →Lockheed Martin Corporation, an aerospace and defense company, engages in the research, design, development, manufacture, integration, and sustainment of technology systems, products, and services in the United States, Europe, Asia, the Middle East, and internationally. The company operates through four segments: Aeronautics; Missiles and Fire Control (MFC); Rotary and Mission Systems (RMS); and Space.
Industrials · Military/Government/Technical · 123,000 employees
About Sterling Infrastructure
STRL stock →Sterling Infrastructure, Inc. engages in the provision of e-infrastructure, transportation, and building solutions in the United States.
Industrials · Military/Government/Technical · 6,200 employees
LMT vs STRL FAQ
Which is bigger, Lockheed Martin or Sterling Infrastructure?
Lockheed Martin (LMT) is larger, with a market capitalization of $115.22B compared with $16.34B for Sterling Infrastructure (STRL).
Which stock has performed better over the past year, LMT or STRL?
STRL returned +53.23% over the past 12 months, compared with -2.32% for LMT (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, LMT or STRL?
LMT has the lower trailing P/E at 18.8, versus 38.5 for STRL. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Lockheed Martin or Sterling Infrastructure?
Lockheed Martin pays a dividend yielding 2.73%, while Sterling Infrastructure does not currently pay a regular dividend.
Are Lockheed Martin and Sterling Infrastructure in the same industry?
Yes. Both are classified in the Military/Government/Technical industry within the Industrials sector.