JUPPITR10
Fund I
Reg D 506(b) · LP
NAV
$29,368
Day
+0.48%
ITD
+14.22%
vs S&P
+3.70%
Snapshot
May 29, 2026
Friday close

GD General Dynamics

Defense · Sleeve

Composite over time

Score log

DateCompositeTierSectorModel
2026-03-31 7.58 pass Industrials claude-opus-4-7

Latest metric breakdown

MetricScoreSourceNote
Valuation 9.8 auto P/E 20.3
Liquidity 8.0 auto Current ratio 1.44
Growth 6.6 auto Revenue growth 7.8%
Profitability 6.6 auto Net margin 8.0%
Efficiency 8.5 auto ROE 17.7%
Leadership Tenure 8.2 ai Phebe Novakovic has been CEO since January 2013 (12+ years), providing strong continuity with a deep operational bench across Aerospace, Marine, Combat, and Technologies segments.
Ownership Alignment 5.5 auto Insider holding 0.52%
Strategic Vision 7.4 ai Clear strategy around Columbia-class submarines, Gulfstream G700/G800 ramp, and GDIT digital modernization for DoD, though less ambitious than peers like LMT or RTX in next-gen autonomous/space domains.
Focus / Clarity 7.6 ai Four well-defined segments (Aerospace/Gulfstream, Marine Systems, Combat Systems, Technologies) all serving defense/government except Gulfstream — coherent but not pure-play.
Diversification 7.8 ai Diversified across submarines (Virginia/Columbia), combat vehicles (Abrams/Stryker), IT services (GDIT), and business jets; DoD is dominant customer but spread across multiple programs and a meaningful commercial Gulfstream business (~25% of revenue).
Maturity / Revenue 9.1 ai Revenue $52.6B
Growth Potential 7.6 ai Defense modernization tailwinds (Columbia-class submarine ramp, AUKUS, European rearmament) plus Gulfstream G700/G800 cycle; solid runway but TAM less expansive than pure-play tech defense names.
Volatility 5.5 auto β 0.39 · D/E 38.20
Market Standing 8.6 auto Market cap $85.0B
Competitive Moat 8.3 ai Top-tier defense prime with effective duopoly in nuclear submarines (Electric Boat with HII), sole-source Abrams tank producer, and Gulfstream as top-2 in large-cabin business jets — strong DoD contractual lock-in and regulatory barriers.