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![CompoundingLab Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::4704224978.png) Compounding Lab [@CompoundingLab](/creator/twitter/CompoundingLab) on x XXX followers
Created: 2025-07-16 17:58:00 UTC

Stocks battle: $GD vs $NOC

Here we can see that companies have been performing in tandem - with very comparable metrics in most categories. Stock returns for Northrop were XX% on average, outperforming General Dynamics by 4%.

They both possess wide moat due to high switching costs, intangible assets and cost advantage.

Companies primarily sell to a single buyer which is the procurement arm of the US Department of Defense. (This is referred to as a monopsony in economics textbooks)

Valuation favours Northrop Grumman as more attractively priced in relation to intrinsic value.

![](https://pbs.twimg.com/media/Gv0zVKdWQAAf7sn.jpg)

XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945543455196803337/c:line.svg)

**Related Topics**
[categories](/topic/categories)
[$noc](/topic/$noc)
[stocks](/topic/stocks)
[$gd](/topic/$gd)
[stocks industrials](/topic/stocks-industrials)
[stocks defense](/topic/stocks-defense)
[northrop grumman corp](/topic/northrop-grumman-corp)

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