Lam Research (LRCX) Competitors

$925.37
+23.90 (+2.65%)
(As of 04/26/2024 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 contrast the two businesses based on the strength of their dividends, community ranking, media sentiment, earnings, institutional ownership, analyst recommendations, risk, valuation and profitability.

In the previous week, Lam Research had 56 more articles in the media than Axcelis Technologies. MarketBeat recorded 63 mentions for Lam Research and 7 mentions for Axcelis Technologies. Axcelis Technologies' average media sentiment score of 0.64 beat Lam Research's score of 0.44 indicating that Lam Research is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Axcelis Technologies
3 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
Lam Research
16 Very Positive mention(s)
3 Positive mention(s)
22 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

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$1.13B2.97$246.26M$7.4313.87
Lam Research$17.43B6.96$4.51B$27.1934.03

90.0% of Axcelis Technologies shares are held by institutional investors. Comparatively, 84.6% of Lam Research shares are held by institutional investors. 1.4% 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.

Lam Research received 840 more outperform votes than Axcelis Technologies when rated by MarketBeat users. Likewise, 76.52% of users gave Lam Research an outperform vote while only 71.63% of users gave Axcelis Technologies an outperform vote.

CompanyUnderperformOutperform
Axcelis TechnologiesOutperform Votes
548
71.63%
Underperform Votes
217
28.37%
Lam ResearchOutperform Votes
1388
76.52%
Underperform Votes
426
23.48%

Axcelis Technologies currently has a consensus price target of $189.00, indicating a potential upside of 83.39%. Lam Research has a consensus price target of $950.85, indicating a potential upside of 2.75%. Given Lam Research's higher probable upside, equities research 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)
3 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.57
Lam Research
0 Sell rating(s)
6 Hold rating(s)
13 Buy rating(s)
0 Strong Buy rating(s)
2.68

Lam Research has a net margin of 25.35% compared to Lam Research's net margin of 21.78%. 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 Technologies21.78% 31.66% 21.02%
Lam Research 25.35%45.96%20.08%

Axcelis Technologies has a beta of 1.63, meaning that its share price is 63% more volatile than the S&P 500. Comparatively, Lam Research has a beta of 1.51, meaning that its share price is 51% more volatile than the S&P 500.

Summary

Lam Research beats Axcelis Technologies on 13 of the 18 factors compared between the two stocks.

Get Lam Research News Delivered to You Automatically

Sign up to receive the latest news and ratings for LRCX and its competitors with MarketBeat's FREE daily newsletter.

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.
Skip Chart

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.
Skip Chart

LRCX vs. The Competition

MetricLam ResearchSpecial industry machinery IndustryComputer SectorNASDAQ Exchange
Market Cap$121.32B$24.99B$20.07B$7.55B
Dividend Yield0.89%1.36%2.79%3.95%
P/E Ratio34.0322.13261.7919.19
Price / Sales6.963.30517.2785.76
Price / Cash24.3019.2328.4534.73
Price / Book15.124.246.744.33
Net Income$4.51B$644.64M$638.97M$214.22M
7 Day Performance6.33%3.32%2.92%1.88%
1 Month Performance-4.17%-4.76%-2.91%-5.23%
1 Year Performance78.34%13.95%16.88%8.41%

Lam Research Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
ACLS
Axcelis Technologies
4.5207 of 5 stars
$97.24
+0.3%
$189.00
+94.4%
-11.5%$3.17B$1.13B13.091,704Upcoming Earnings
VECO
Veeco Instruments
0.6128 of 5 stars
$33.73
+3.0%
$36.57
+8.4%
+91.5%$1.90B$666.43M-51.891,215Positive News
ACMR
ACM Research
3.4567 of 5 stars
$27.39
+6.4%
$31.88
+16.4%
+189.5%$1.54B$557.72M23.411,590Short Interest ↑
Analyst Revision
ERII
Energy Recovery
4.8378 of 5 stars
$13.89
+1.0%
$25.33
+82.4%
-38.1%$792.84M$128.35M37.54269Upcoming Earnings
Short Interest ↓
MNTX
Manitex International
4.087 of 5 stars
$5.43
-2.7%
$9.00
+65.7%
+7.1%$113.12M$291.39M15.08705Upcoming Earnings
Short Interest ↓
News Coverage
Positive News
IVAC
Intevac
0 of 5 stars
$3.65
+0.3%
N/A-31.1%$97.02M$52.67M-7.77126Earnings Report
Analyst Downgrade
News Coverage
ASYS
Amtech Systems
2.8654 of 5 stars
$4.76
+2.4%
N/A-42.5%$65.99M$116.68M-3.53405Short Interest ↓
CVV
CVD Equipment
0 of 5 stars
$4.48
+2.5%
N/A-56.8%$30.55M$24.11M-7.34136Analyst Report
News Coverage
Gap Up
ASML
ASML
3.8829 of 5 stars
$901.57
+3.4%
$1,036.00
+14.9%
+46.0%$355.75B$29.82B46.0542,416Dividend Cut
Short Interest ↑
T
AT&T
4.7936 of 5 stars
$16.51
+1.2%
$20.50
+24.2%
-4.9%$118.09B$122.43B8.42149,900Earnings Report
Analyst Upgrade
Short Interest ↓

Related Companies and Tools

This page (NASDAQ:LRCX) was last updated on 4/28/2024 by MarketBeat.com Staff

From Our Partners