VRT vs LMT

Comparison between Vertiv Holdings Co - Class A (VRT, Company) and Lockheed Martin Corp (LMT, Company).

Both VRT and LMT are from the Industrials sector.

5-Year PerformanceVRT has outperformed LMT, delivering a return of +68.1% compared to +9.0%

VRT vs LMT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VRT(COMPANY)	LMT(COMPANY)
Market Cap	$121B	$120B
Max Drawdown	71.25%	51.35%
Sharpe Ratio	2.12	0.48
5Y Beta	2.37	0.16
Industry	Electrical Equipment & Parts	Aerospace & Defense
P/E Ratio	77.51	23.52
Forward P/E	52.08	17.48
PEG Ratio	0.59	N/A
Dividend Yield	0.04%	2.56%
5Y Dividends CAGR	88.42%	10.93%
5Y EPS CAGR	N/A	1.80%
Debt to Equity	68.84%	276.37%
Free Cash Flow Yield	1.88%	6.13%

Market Cap

Winner

VRT

$121B

LMT

$120B

Max Drawdown

VRT

71.25%

Winner

LMT

51.35%

Sharpe Ratio

Winner

VRT

2.12

LMT

0.48

5Y Beta

VRT

2.37

Winner

LMT

0.16

Industry

VRT

Electrical Equipment & Parts

LMT

Aerospace & Defense

P/E Ratio

VRT

77.51

Winner

LMT

23.52

Forward P/E

VRT

52.08

Winner

LMT

17.48

PEG Ratio

VRT

0.59

LMT

N/A

Dividend Yield

VRT

0.04%

Winner

LMT

2.56%

5Y Dividends CAGR

Winner

VRT

88.42%

LMT

10.93%

5Y EPS CAGR

VRT

N/A

LMT

1.80%

Debt to Equity

Winner

VRT

68.84%

LMT

276.37%

Free Cash Flow Yield

VRT

1.88%

Winner

LMT

6.13%

VRT vs LMT - Historical Returns

Returns include dividend reinvestment.

Period	VRT	LMT
1 month	+0.40%	-10.10%
3 months	+29.54%	-20.21%
6 months	+97.89%	+13.05%
1 year	+197.06%	+12.83%
5 years(CAGR)	+68.07%	+9.02%
10 years(CAGR)	N/A	+11.00%
Max(CAGR)	+56.02%	+15.96%

Winner

VRT

+0.40%

LMT

-10.10%

Winner

VRT

+29.54%

LMT

-20.21%

Winner

VRT

+97.89%

LMT

+13.05%

Winner

VRT

+197.06%

LMT

+12.83%

5Y(CAGR)

Winner

VRT

+68.07%

LMT

+9.02%

10Y(CAGR)

VRT

N/A

LMT

+11.00%

Max(CAGR)

Winner

VRT

+56.02%

LMT

+15.96%

VRT vs LMT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	VRT	LMT
2026	+79.80%	+5.66%
2025	+37.14%	+3.27%
2024	+149.22%	+9.33%
2023	+261.32%	-2.52%
2022	-43.93%	+40.84%
2021	+34.88%	+6.29%
2020	+66.49%	-8.79%
2019	+13.13%	+50.87%
2018	-0.51%	-15.68%
2017	N/A	+30.00%
2016	N/A	+20.57%
2015	N/A	+15.74%
2014	N/A	+36.10%
2013	N/A	+66.25%
2012	N/A	+17.87%
2011	N/A	+20.76%
2010	N/A	-5.71%
2009	N/A	-9.17%
2008	N/A	-18.65%
2007	N/A	+16.16%
2006	N/A	+47.16%
2005	N/A	+19.38%
2004	N/A	+11.48%
2003	N/A	-11.58%
2002	N/A	+25.83%
2001	N/A	+38.37%
2000	N/A	+70.69%
1999	N/A	+9.87%

VRT vs LMT Drawdown Comparison

The maximum drawdown for VRT was -71.24%, occurring on Jun 30, 2022. Recovery took 480 trading sessions.

The maximum drawdown for LMT was -50.57%, occurring on Mar 11, 2009. Recovery took 1176 trading sessions.

The current VRT drawdown is -16.10%. The current LMT drawdown is -22.78%.

Rank	VRT	LMT
#1	-71.24% Sep 2, 2021 - Aug 2, 2023	-50.57% Aug 28, 2008 - May 2, 2013
#2	-61.28% Jan 23, 2025 - Oct 1, 2025	-42.05% Jun 27, 2002 - Feb 1, 2006
#3	-58.62% Feb 19, 2020 - Jun 2, 2020	-36.66% Feb 11, 2020 - Feb 28, 2022
#4	-36.67% May 24, 2024 - Oct 7, 2024	-31.79% Oct 21, 2024 - Jan 22, 2026
#5	-24.78% Oct 29, 2025 - Feb 9, 2026	-30.32% Feb 15, 2018 - Jun 4, 2019
#6	-19.68% Nov 21, 2024 - Jan 21, 2025	-25.15% Mar 2, 2026 - May 8, 2026
#7	-17.43% Jun 8, 2020 - Aug 3, 2020	-23.51% Dec 31, 1999 - Apr 12, 2000
#8	-16.62% Oct 12, 2023 - Nov 10, 2023	-19.68% Apr 18, 2023 - Jul 23, 2024
#9	-16.10% May 14, 2026 - May 20, 2026	-16.93% Apr 13, 2022 - Oct 27, 2022
#10	-15.19% Mar 25, 2026 - Apr 8, 2026	-15.49% Oct 31, 2000 - Feb 1, 2001
#11	-13.12% Apr 11, 2024 - Apr 25, 2024	-13.66% Nov 1, 1999 - Nov 18, 1999
#12	-11.71% Oct 22, 2020 - Dec 1, 2020	-12.93% Mar 7, 2001 - May 21, 2001
#13	-11.52% Feb 23, 2021 - Apr 13, 2021	-12.90% Aug 15, 2016 - Nov 14, 2016
#14	-10.91% Sep 1, 2023 - Oct 9, 2023	-12.74% May 1, 2000 - Jul 25, 2000
#15	-9.88% Feb 14, 2024 - Feb 26, 2024	-11.80% Oct 26, 2001 - Jan 25, 2002

Correlation

Correlation between VRT and LMT is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75

-101

Dividend Comparison (1999 - 2026)

VRT vs LMT dividend yield comparison.

Year	VRT	LMT
2026	0.02%	0.66%
2025	0.11%	2.76%
2024	0.10%	2.62%
2023	0.05%	2.68%
2022	0.07%	2.34%
2021	0.04%	2.98%
2020	0.05%	2.76%
2019	0.00%	2.31%
2018	0.00%	3.13%
2017	0.00%	2.32%
2016	0.00%	2.71%
2015	0.00%	2.83%
2014	0.00%	2.85%
2013	0.00%	3.22%
2012	0.00%	4.50%
2011	0.00%	4.02%
2010	0.00%	3.78%
2009	0.00%	3.11%
2008	0.00%	2.18%
2007	0.00%	1.40%
2006	0.00%	1.36%
2005	0.00%	1.65%
2004	0.00%	1.64%
2003	0.00%	1.13%
2002	0.00%	0.76%
2001	0.00%	0.94%
2000	0.00%	1.30%
1999	0.00%	1.01%