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:
Below is the completed report in PDF format, accompanying Excel model, and assignment instructions.
**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.
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