Lam Research (LRCX) Competitors $82.56 -0.23 (-0.28%) Closing price 04:00 PM EasternExtended Trading$82.60 +0.05 (+0.05%) As of 07:56 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Competitors Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSustainabilityTrendsBuy This Stock LRCX vs. AMAT, KLAC, ENTG, MKSI, ONTO, AMKR, AEIS, FORM, ACLS, and PLABShould you be buying Lam Research stock or one of its competitors? The main competitors of Lam Research include Applied Materials (AMAT), KLA (KLAC), Entegris (ENTG), MKS Instruments (MKSI), Onto Innovation (ONTO), Amkor Technology (AMKR), Advanced Energy Industries (AEIS), FormFactor (FORM), Axcelis Technologies (ACLS), and Photronics (PLAB). These companies are all part of the "semiconductor equipment" industry. Lam Research vs. Applied Materials KLA Entegris MKS Instruments Onto Innovation Amkor Technology Advanced Energy Industries FormFactor Axcelis Technologies Photronics Applied Materials (NASDAQ:AMAT) and Lam Research (NASDAQ:LRCX) are both large-cap computer and technology companies, but which is the superior investment? We will contrast the two businesses based on the strength of their media sentiment, institutional ownership, analyst recommendations, earnings, valuation, risk, community ranking, profitability and dividends. Is AMAT or LRCX more profitable? Lam Research has a net margin of 26.49% compared to Applied Materials' net margin of 22.95%. Lam Research's return on equity of 51.86% beat Applied Materials' return on equity.Company Net Margins Return on Equity Return on Assets Applied Materials22.95% 39.50% 22.12% Lam Research 26.49%51.86%22.97% Do analysts recommend AMAT or LRCX? Applied Materials currently has a consensus target price of $199.48, suggesting a potential upside of 24.27%. Lam Research has a consensus target price of $91.56, suggesting a potential upside of 10.90%. Given Applied Materials' higher possible upside, equities analysts clearly believe Applied Materials is more favorable than Lam Research.Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Applied Materials 1 Sell rating(s) 5 Hold rating(s) 16 Buy rating(s) 0 Strong Buy rating(s) 2.68Lam Research 0 Sell rating(s) 6 Hold rating(s) 18 Buy rating(s) 1 Strong Buy rating(s) 2.80 Does the MarketBeat Community prefer AMAT or LRCX? Applied Materials received 511 more outperform votes than Lam Research when rated by MarketBeat users. However, 75.81% of users gave Lam Research an outperform vote while only 72.01% of users gave Applied Materials an outperform vote. CompanyUnderperformOutperformApplied MaterialsOutperform Votes193772.01% Underperform Votes75327.99% Lam ResearchOutperform Votes142675.81% Underperform Votes45524.19% Which has more risk and volatility, AMAT or LRCX? Applied Materials has a beta of 1.71, indicating that its share price is 71% more volatile than the S&P 500. Comparatively, Lam Research has a beta of 1.64, indicating that its share price is 64% more volatile than the S&P 500. Which has higher valuation and earnings, AMAT or LRCX? Applied Materials has higher revenue and earnings than Lam Research. Applied Materials 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 RatioApplied Materials$28.09B4.64$7.18B$8.2219.53Lam Research$17.14B6.16$3.83B$3.5923.00 Does the media favor AMAT or LRCX? In the previous week, Applied Materials had 42 more articles in the media than Lam Research. MarketBeat recorded 104 mentions for Applied Materials and 62 mentions for Lam Research. Lam Research's average media sentiment score of 1.45 beat Applied Materials' score of 0.67 indicating that Lam Research is being referred to more favorably in the news media. Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment Applied Materials 44 Very Positive mention(s) 9 Positive mention(s) 22 Neutral mention(s) 11 Negative mention(s) 2 Very Negative mention(s) Positive Lam Research 47 Very Positive mention(s) 3 Positive mention(s) 5 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Positive Do insiders and institutionals have more ownership in AMAT or LRCX? 80.6% of Applied Materials shares are owned by institutional investors. Comparatively, 84.6% of Lam Research shares are owned by institutional investors. 0.2% of Applied Materials shares are owned by company insiders. Comparatively, 0.3% of Lam Research shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth. Is AMAT or LRCX a better dividend stock? Applied Materials pays an annual dividend of $1.84 per share and has a dividend yield of 1.1%. Lam Research pays an annual dividend of $0.92 per share and has a dividend yield of 1.1%. Applied Materials pays out 22.4% of its earnings in the form of a dividend. Lam Research pays out 25.6% 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. Applied Materials has raised its dividend for 8 consecutive years and Lam Research has raised its dividend for 10 consecutive years. Applied Materials is clearly the better dividend stock, given its higher yield and lower payout ratio. SummaryLam Research beats Applied Materials on 13 of the 22 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. Email Address New MarketBeat Followers Over TimeWhat are MarkeBeat Followers?This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period. Skip ChartMedia Sentiment Over TimeWhat is Media Sentiment?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 Export to ExcelMetricLam ResearchSpecial industry machinery IndustryComputer SectorNASDAQ ExchangeMarket Cap$105.60B$20.46B$25.19B$8.39BDividend Yield1.09%2.02%2.89%4.11%P/E Ratio25.0824.0544.5919.71Price / Sales6.167.722,070.34120.59Price / Cash26.7125.7634.7834.62Price / Book12.033.546.684.50Net Income$3.83B$613.10M$739.31M$248.22M7 Day Performance-2.63%0.33%-0.23%0.56%1 Month Performance30.06%11.81%13.53%13.17%1 Year Performance-14.51%-3.38%52,710.15%7.30% Lam Research Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)LRCXLam Research4.6544 of 5 stars$82.56-0.3%$91.56+10.9%-14.1%$105.60B$17.14B25.0817,700News CoveragePositive NewsDividend AnnouncementAnalyst RevisionAMATApplied Materials4.8342 of 5 stars$165.05-0.3%$199.48+20.9%-26.2%$134.09B$28.09B21.5833,000Trending NewsEarnings ReportAnalyst RevisionKLACKLA4.5712 of 5 stars$784.59-0.6%$802.74+2.3%+1.8%$103.76B$11.55B32.9914,000News CoveragePositive NewsEx-DividendAnalyst DowngradeENTGEntegris4.1345 of 5 stars$76.05-2.8%$113.00+48.6%-44.5%$11.51B$3.24B39.4010,000Positive NewsAnalyst ForecastGap DownMKSIMKS Instruments4.8593 of 5 stars$87.91-3.0%$135.17+53.8%-35.4%$5.93B$3.65B31.406,400Positive NewsAnalyst UpgradeGap DownONTOOnto Innovation4.8699 of 5 stars$99.09-0.3%$177.14+78.8%-58.9%$4.84B$1.03B24.411,640Positive NewsAnalyst DowngradeAMKRAmkor Technology4.9682 of 5 stars$19.24-2.5%$28.00+45.5%-42.8%$4.75B$6.27B13.4531,300Positive NewsDividend AnnouncementOptions VolumeAEISAdvanced Energy Industries3.7997 of 5 stars$116.28-1.6%$124.67+7.2%+7.8%$4.38B$1.56B81.3212,000Positive NewsFORMFormFactor3.7232 of 5 stars$31.86-0.6%$42.71+34.1%-46.1%$2.46B$766.23M35.802,100Positive NewsACLSAxcelis Technologies4.3603 of 5 stars$61.550.0%$131.00+112.8%-47.3%$1.98B$958.06M10.011,390Positive NewsInsider TradePLABPhotronics4.2672 of 5 stars$20.27-1.4%$35.00+72.7%-29.2%$1.29B$862.75M9.701,830News CoveragePositive News Related Companies and Tools Related Companies Applied Materials Alternatives KLA Alternatives Entegris Alternatives MKS Instruments Alternatives Onto Innovation Alternatives Amkor Technology Alternatives Advanced Energy Industries Alternatives FormFactor Alternatives Axcelis Technologies Alternatives Photronics Alternatives Top 10 Stock Comparisons Semiconductor Stocks Artificial Intelligence Stocks Growth Stocks Magnificent Seven Stocks Pharmaceutical Stocks Ecommerce Stocks Bitcoin Stocks Meme Stocks Cryptocurrency Stocks Cybersecurity Stocks This page (NASDAQ:LRCX) was last updated on 5/22/2025 by MarketBeat.com Staff From Our PartnersEveryone’s watching Nvidia right now. 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