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Lam Research (LRCX) Competitors

$971.26
+0.69 (+0.07%)
(As of 05/28/2024 ET)

LRCX vs. ACLS, VECO, ACMR, ERII, MNTX, IVAC, ASYS, CVV, ASML, and T

Should you be buying Lam Research stock or one of its competitors? The main competitors of Lam Research include Axcelis Technologies (ACLS), Veeco Instruments (VECO), ACM Research (ACMR), Energy Recovery (ERII), Manitex International (MNTX), Intevac (IVAC), Amtech Systems (ASYS), CVD Equipment (CVV), ASML (ASML), and AT&T (T).

Lam Research vs.

Axcelis Technologies (NASDAQ:ACLS) and Lam Research (NASDAQ:LRCX) are both computer and technology companies, but which is the better investment? We will compare the two businesses based on the strength of their dividends, risk, valuation, media sentiment, analyst recommendations, earnings, institutional ownership, community ranking and profitability.

Lam Research has higher revenue and earnings than Axcelis Technologies. Axcelis Technologies is trading at a lower price-to-earnings ratio than Lam Research, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Axcelis Technologies$1.13B3.30$246.26M$7.5715.15
Lam Research$17.43B7.26$4.51B$27.1935.61

Axcelis Technologies presently has a consensus price target of $169.00, suggesting a potential upside of 47.34%. Lam Research has a consensus price target of $957.95, suggesting a potential downside of 1.15%. Given Lam Research's stronger consensus rating and higher probable upside, equities analysts clearly believe Axcelis Technologies is more favorable than Lam Research.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Axcelis Technologies
0 Sell rating(s)
2 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.71
Lam Research
0 Sell rating(s)
6 Hold rating(s)
14 Buy rating(s)
0 Strong Buy rating(s)
2.70

Lam Research has a net margin of 25.35% compared to Lam Research's net margin of 22.16%. Axcelis Technologies' return on equity of 45.96% beat Lam Research's return on equity.

Company Net Margins Return on Equity Return on Assets
Axcelis Technologies22.16% 30.22% 20.37%
Lam Research 25.35%45.96%20.08%

90.0% of Axcelis Technologies shares are held by institutional investors. Comparatively, 84.6% of Lam Research shares are held by institutional investors. 1.1% of Axcelis Technologies shares are held by insiders. Comparatively, 0.3% of Lam Research shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Axcelis Technologies has a beta of 1.64, suggesting that its stock price is 64% more volatile than the S&P 500. Comparatively, Lam Research has a beta of 1.51, suggesting that its stock price is 51% more volatile than the S&P 500.

In the previous week, Lam Research had 4 more articles in the media than Axcelis Technologies. MarketBeat recorded 14 mentions for Lam Research and 10 mentions for Axcelis Technologies. Lam Research's average media sentiment score of 1.20 beat Axcelis Technologies' score of 0.84 indicating that Axcelis Technologies is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Axcelis Technologies
6 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Lam Research
6 Very Positive mention(s)
0 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Lam Research received 838 more outperform votes than Axcelis Technologies when rated by MarketBeat users. Likewise, 76.44% of users gave Lam Research an outperform vote while only 71.65% of users gave Axcelis Technologies an outperform vote.

CompanyUnderperformOutperform
Axcelis TechnologiesOutperform Votes
551
71.65%
Underperform Votes
218
28.35%
Lam ResearchOutperform Votes
1389
76.44%
Underperform Votes
428
23.56%

Summary

Lam Research beats Axcelis Technologies on 11 of the 18 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding LRCX and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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LRCX vs. The Competition

MetricLam ResearchSpecial industry machinery IndustryComputer SectorNASDAQ Exchange
Market Cap$126.59B$27.66B$20.69B$8.08B
Dividend Yield0.82%1.34%2.72%3.96%
P/E Ratio35.6118.66228.3815.01
Price / Sales7.263.44539.3172.77
Price / Cash26.1619.6429.0928.77
Price / Book15.844.397.034.39
Net Income$4.51B$628.74M$612.84M$213.15M
7 Day Performance0.45%-0.47%-0.35%-0.80%
1 Month Performance4.64%2.83%3.21%3.27%
1 Year Performance54.12%8.93%28.21%7.56%

Lam Research Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
ACLS
Axcelis Technologies
4.8708 of 5 stars
$112.19
-2.6%
$169.00
+50.6%
-30.8%$3.65B$1.13B14.821,704Short Interest ↓
Positive News
VECO
Veeco Instruments
0.8565 of 5 stars
$40.58
-0.1%
$40.71
+0.3%
+68.9%$2.30B$666.43M-90.181,215Positive News
ACMR
ACM Research
3.9302 of 5 stars
$23.23
-0.5%
$31.88
+37.2%
+110.6%$1.32B$557.72M17.601,590Short Interest ↑
ERII
Energy Recovery
4.5722 of 5 stars
$13.95
+2.7%
$25.33
+81.6%
-45.3%$799.75M$128.35M41.03269Short Interest ↑
MNTX
Manitex International
4.0653 of 5 stars
$6.77
-4.4%
$9.00
+32.9%
+26.4%$137.84M$291.39M14.40705Short Interest ↓
IVAC
Intevac
0 of 5 stars
$3.94
-3.0%
N/A-20.6%$104.73M$52.67M-10.37126Positive News
ASYS
Amtech Systems
2.5896 of 5 stars
$5.16
-2.3%
N/A-43.3%$73.32M$113.32M-3.42405Short Interest ↓
Positive News
CVV
CVD Equipment
0 of 5 stars
$4.47
+5.2%
N/A-31.4%$30.49M$24.11M-5.45128Gap Up
ASML
ASML
1.6815 of 5 stars
$925.27
-1.5%
$1,036.00
+12.0%
+29.9%$365.10B$29.82B47.2642,416Short Interest ↑
T
AT&T
4.1421 of 5 stars
$17.30
-1.3%
$20.81
+20.3%
+12.9%$124.04B$122.43B9.30149,900

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This page (NASDAQ:LRCX) was last updated on 5/28/2024 by MarketBeat.com Staff

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