Lockheed Martin Equity Research
This equity research report was created as a series of ten projects completed for my Security Analysis class at the University of Texas at San Antonio, and worth my entire grade for the semester (plus attendance.)
To complete this final report, I researched aerospace & defense contractor Lockheed Martin (LMT) by analyzing financial statements through company filings, earnings calls, and company / industry research reports utilizing Bloomberg Terminal, the FactSet Research System, and S&P Capital IQ.
After thorough research, analysis and financial modeling, I completed a comprehensive equity research report for Lockheed Martin that included:
- Financial Statement Analysis
- Company Analysis
- Industry Analysis
- Porter Analysis
- Valuations
- Technical Analysis
- Executive Summary
- Regression Analysis
- Investment Recommendation
- Relative Value Analysis
- Sensitivity Analysis
- Revenue Forecast
- Growth Forecast
Below is the completed report in PDF format, accompanying Excel model, and assignment instructions.
Equity Research Report | Excel Model | Project Rubric
**Please note** I was able to further incorporate information gleaned through the development of an Aerospace & Defense Excel Screening Model created simultaneously while serving as a senior analyst & class instructor as part of The Investment Society at UTSA. More information on the portfolio management and data science project, including the proprietary Excel Model can be found here.
If you have any questions and would like to learn more about this or any project, are interested in networking, or ready to discuss why I should be your next financial analyst, please don’t hesitate to reach out directly through the contact form, by email at codyhspicer@gmail.com, by phone at (210) 272-7534, or let’s connect through LinkedIntoday. I look forward to hearing from you!
Kind regards,