With Northrop Grumman Stock Sliding, Have You Assessed The Risk?

NOC: Northrop Grumman logo
NOC
Northrop Grumman

Northrop Grumman (NOC) stock is down 5.5% in a day. The recent slide reflects renewed concerns around President Trump’s threats to curb dividends, buybacks, and executive pay amidst slow production, but sharp drops like this often raise a tougher question: is the weakness temporary, or a sign of deeper cracks in the story?

Before judging its downturn reslience, let’s look at where Northrop Grumman stands today.

  • Size: Northrop Grumman is a $83 Bil company with $41 Bil in revenue currently trading at $577.01.
  • Fundamentals: Last 12 month revenue growth of -0.1% and operating margin of 10.0%.
  • Liquidity: Has Debt to Equity ratio of 0.21 and Cash to Assets ratio of 0.04
  • Valuation: Northrop Grumman stock is currently trading at P/E multiple of 20.5 and P/EBIT multiple of 14.9

These metrics point to a Weak operational performance, alongside High valuation – making the stock Unattractive. For details, see Buy or Sell NOC Stock

That brings us to the key consideration for investors worried about this fall: how resilient is NOC stock if markets turn south? This is where our downturn resilience framework comes in. Suppose NOC stock falls another 20-30% to $404 – can investors comfortably hold on? Turns out, the stock has fared worse than the S&P 500 index during various economic downturns, based on (a) how much the stock fell and, (b) how quickly it recovered. Below, we dive deeper into each such downturn.

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2022 Inflation Shock

  • NOC stock fell 23.5% from a high of $549.01 on 31 October 2022 to $420.07 on 5 October 2023 vs. a peak-to-trough decline of 25.4% for the S&P 500.
  • However, the stock fully recovered to its pre-Crisis peak by 22 July 2025
  • Since then, the stock increased to a high of $637.95 on 8 October 2025 , and currently trades at $577.01

  NOC S&P 500
% Change from Pre-Recession Peak -23.5% -25.4%
Time to Full Recovery 656 days 464 days

 
2020 Covid Pandemic

  • NOC stock fell 29.9% from a high of $384.87 on 30 January 2020 to $269.86 on 23 March 2020 vs. a peak-to-trough decline of 33.9% for the S&P 500.
  • However, the stock fully recovered to its pre-Crisis peak by 8 October 2021

  NOC S&P 500
% Change from Pre-Recession Peak -29.9% -33.9%
Time to Full Recovery 564 days 148 days

 
2018 Correction

  • NOC stock fell 37.2% from a high of $360.03 on 5 April 2018 to $226.23 on 24 December 2018 vs. a peak-to-trough decline of 19.8% for the S&P 500.
  • However, the stock fully recovered to its pre-Crisis peak by 7 August 2019

  NOC S&P 500
% Change from Pre-Recession Peak -37.2% -19.8%
Time to Full Recovery 226 days 120 days

 
2008 Global Financial Crisis

  • NOC stock fell 59.5% from a high of $84.48 on 6 November 2007 to $34.20 on 20 November 2008 vs. a peak-to-trough decline of 56.8% for the S&P 500.
  • However, the stock fully recovered to its pre-Crisis peak by 8 July 2013

  NOC S&P 500
% Change from Pre-Recession Peak -59.5% -56.8%
Time to Full Recovery 1,691 days 1,480 days

 
Feeling jittery about NOC stock? Consider portfolio approach.

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