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

LMT Lockheed Martin

Defense · Sleeve

Composite over time

Score log

DateCompositeTierSectorModel
2026-03-31 7.47 watch Industrials claude-opus-4-7

Latest metric breakdown

MetricScoreSourceNote
Valuation 9.5 auto P/E 24.8
Liquidity 6.5 auto Current ratio 1.14
Growth 4.6 auto Revenue growth 0.3%
Profitability 6.3 auto Net margin 6.4%
Efficiency 10.0 auto ROE 67.6%
Leadership Tenure 7.5 ai CEO Jim Taiclet has led since June 2020 (~5 years), bringing telecom/5G background and stable execution; prior CFO transitions handled cleanly with deep aerospace bench.
Ownership Alignment 3.9 auto Insider holding 0.09%
Strategic Vision 7.8 ai '21st Century Security' strategy integrating 5G, AI, and JADC2 networking across F-35, hypersonics, and space; coherent multi-decade DoD modernization roadmap though execution on next-gen NGAD loss to Boeing tempers ambition.
Focus / Clarity 8.4 ai Pure-play defense prime across four clean segments (Aeronautics, Missiles & Fire Control, Rotary & Mission Systems, Space) — easy to describe, no conglomerate drift.
Diversification 7.0 ai ~$71B revenue but ~73% from US government (DoD-dominant) with F-35 alone ~27% of sales; international FMS growing but customer concentration remains a structural feature of the prime defense model.
Maturity / Revenue 9.4 ai Revenue $75.1B
Growth Potential 7.6 ai Defense modernization tailwind, hypersonics, missile demand surge from Ukraine/Israel restocking (PAC-3, JASSM, GMLRS), and ~$1.8T DoD/allied budget TAM; capped by NGAD loss and program-of-record growth pacing in single digits.
Volatility 5.3 auto β 0.24 · D/E 276.37
Market Standing 8.8 auto Market cap $118.1B
Competitive Moat 9.2 ai F-35 sole-source monopoly through 2070s with 3,000+ aircraft installed base and lifecycle sustainment lock-in; top-tier in hypersonics and missile defense (THAAD, PAC-3) with regulatory + IP + switching-cost moat stacking.