The video provides a fundamental analysis comparing Boeing (BA) and Lockheed Martin (LMT) as defensive stock choices amid a slowing US economy. It uses revenue growth from 2015 to 2025, operating profit margin, and return on invested capital as key metrics. The revenue growth from 2015 to 2025 and the company's operating profit margin are taken into account. It notes that BA’s revenues have declined, and operating profit margins are negative, while LMT has shown solid revenue growth and maintained positive operating profit margins, and solid return on invested capital. A proprietary discounted cash flow valuation sets LMT's fair value at $775.03, well above its current $470.73, indicating it is significantly undervalued. BA is estimated to be worth 120.93 and not worth more than 220. The analysis concludes that LMT is the better defensive pick, as its orders are more reliably generated and it is overall more solid.