ASML vs. LRCX, ORCL, CRM, AMD, ADBE, CSCO, TMUS, QCOM, INTU, and IBM
Should you be buying ASML stock or one of its competitors? The main competitors of ASML include Lam Research (LRCX), Oracle (ORCL), Salesforce (CRM), Advanced Micro Devices (AMD), Adobe (ADBE), Cisco Systems (CSCO), T-Mobile US (TMUS), QUALCOMM (QCOM), Intuit (INTU), and International Business Machines (IBM). These companies are all part of the "computer and technology" sector.
ASML (NASDAQ:ASML) and Lam Research (NASDAQ:LRCX) are both large-cap computer and technology companies, but which is the superior stock? We will compare the two businesses based on the strength of their analyst recommendations, institutional ownership, dividends, risk, valuation, profitability, earnings, media sentiment and community ranking.
ASML has a beta of 1.48, indicating that its share price is 48% more volatile than the S&P 500. Comparatively, Lam Research has a beta of 1.51, indicating that its share price is 51% more volatile than the S&P 500.
In the previous week, Lam Research had 28 more articles in the media than ASML. MarketBeat recorded 64 mentions for Lam Research and 36 mentions for ASML. Lam Research's average media sentiment score of 0.65 beat ASML's score of 0.49 indicating that Lam Research is being referred to more favorably in the news media.
ASML has higher revenue and earnings than Lam Research. Lam Research is trading at a lower price-to-earnings ratio than ASML, indicating that it is currently the more affordable of the two stocks.
ASML has a net margin of 27.23% compared to Lam Research's net margin of 25.35%. ASML's return on equity of 56.99% beat Lam Research's return on equity.
ASML presently has a consensus price target of $1,036.00, suggesting a potential upside of 12.73%. Lam Research has a consensus price target of $950.85, suggesting a potential upside of 2.75%. Given ASML's stronger consensus rating and higher possible upside, research analysts clearly believe ASML is more favorable than Lam Research.
ASML pays an annual dividend of $5.29 per share and has a dividend yield of 0.6%. Lam Research pays an annual dividend of $8.00 per share and has a dividend yield of 0.9%. ASML pays out 27.0% of its earnings in the form of a dividend. Lam Research pays out 29.4% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.
26.1% of ASML shares are held by institutional investors. Comparatively, 84.6% of Lam Research shares are held by institutional investors. 0.3% of Lam Research shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.
Lam Research received 766 more outperform votes than ASML when rated by MarketBeat users. Likewise, 76.52% of users gave Lam Research an outperform vote while only 64.79% of users gave ASML an outperform vote.
Summary
Lam Research beats ASML on 11 of the 21 factors compared between the two stocks.
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This chart shows the number of new MarketBeat users adding ASML and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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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