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BWX Technologies vs Lockheed Martin: Which Stock Looks Stronger in 2026?

Lockheed Martin holds the cleaner structural position, with the lead spread across growth and valuation. BWX Technologies does not offset that deficit through any equally strong structural edge elsewhere. On the market side, Lockheed Martin is in better shape — its trend is intact while BWX Technologies's trend has broken down. That puts structure and market broadly in agreement — Lockheed Martin's lead looks more confirmed than conflicted.

The comparison is based on similar long-term financial trajectories, not sector labels. Both peer scores are relative to the Russell 1000 universe, making them directly comparable.

Updated 2026-08-16

The clearest separation starts in growth, but valuation adds another real layer to the result. Lockheed Martin Corporation leads by 15 points on the overall comparison score.

INDUSTRY COMPARISON

Both operate in: Aerospace & Defense

This comparison is based on industry proximity, not on functional trajectory similarity. BWXT and LMT share the same industry classification.

For a similarity-based comparison, see how BWX Technologies and Lockheed Martin each position within their functional peer groups in AssetNext.

Peer-Relative Score
BWXT
BWX Technologies, Inc.
57
Peer-Score
Signal qualitylow
Peer basis: Russell 1000
vs
LMT
Lockheed Martin Corporation
72
Peer-Score
Signal qualitylow
Peer basis: Russell 1000

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The largest gaps do not all point in the same direction.

Dimension spread: BWXT vs LMT Profitability 75 69 Stability 57 64 Valuation 45 74 Growth 47 84 BWXT LMT
Gap Ranking
#1 Growth +37
#2 Valuation +29
#3 Stability +7
#4 Profitability +6
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for BWXT and LMT Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer BWXTLMT Relative valuation Structural strength

Lockheed Martin Corporation still looks stronger, and the price setup does not materially undermine that lead.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Entry today — historical context

Where BWXT and LMT each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY BWXT Elevated · above norm 0th 50th 100th 13 pct gap LMT Elevated · above norm 0th 50th 100th 83rd 96th
BWXT (83rd percentile) and LMT (96th percentile) both sit in the upper portion of their own 5-year ranges. The historical entry context is broadly similar for both. This reflects entry timing, not which company is structurally stronger.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Growth
Both rank well on growth, but Lockheed Martin Corporation still holds a clear edge.
Valuation
On valuation, the edge is clear — both rank well, but Lockheed Martin Corporation sits noticeably higher.
Growth — Dominant Gap
BWXT
47
LMT
84
Gap+37in favour of LMT

Earnings growth is one contributing factor within the growth lead.

What keeps the gap from being one-sided

Stability is the one area where BWX Technologies, Inc. still pushes back materially — it is the steadier name on this dimension, which keeps the result from reading as one-way.

What this means for the comparison

The lead is built on both growth and valuation, making it broader than a single-dimension result.

Explore full peer positioning in AssetNext

Break down the BWXT vs LMT comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Similar growth-and-valuation comparisons

Explore how BWXT and LMT each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.