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Lam Research (LRCX) Competitors

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$82.56 -0.23 (-0.28%)
Closing price 04:00 PM Eastern
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$82.60 +0.05 (+0.05%)
As of 07:56 PM Eastern
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LRCX vs. AMAT, KLAC, ENTG, MKSI, ONTO, AMKR, AEIS, FORM, ACLS, and PLAB

Should 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 (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.

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%

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)
2.68
Lam Research
0 Sell rating(s)
6 Hold rating(s)
18 Buy rating(s)
1 Strong Buy rating(s)
2.80

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.

CompanyUnderperformOutperform
Applied MaterialsOutperform Votes
1937
72.01%
Underperform Votes
753
27.99%
Lam ResearchOutperform Votes
1426
75.81%
Underperform Votes
455
24.19%

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.

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 Ratio
Applied Materials$28.09B4.64$7.18B$8.2219.53
Lam Research$17.14B6.16$3.83B$3.5923.00

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

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.

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.

Summary

Lam Research beats Applied Materials on 13 of the 22 factors compared between the two stocks.

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New MarketBeat Followers Over Time

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.
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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$105.60B$20.46B$25.19B$8.39B
Dividend Yield1.09%2.02%2.89%4.11%
P/E Ratio25.0824.0544.5919.71
Price / Sales6.167.722,070.34120.59
Price / Cash26.7125.7634.7834.62
Price / Book12.033.546.684.50
Net Income$3.83B$613.10M$739.31M$248.22M
7 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

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
LRCX
Lam Research
4.6544 of 5 stars
$82.56
-0.3%
$91.56
+10.9%
-14.1%$105.60B$17.14B25.0817,700News Coverage
Positive News
Dividend Announcement
Analyst Revision
AMAT
Applied Materials
4.8342 of 5 stars
$165.05
-0.3%
$199.48
+20.9%
-26.2%$134.09B$28.09B21.5833,000Trending News
Earnings Report
Analyst Revision
KLAC
KLA
4.5712 of 5 stars
$784.59
-0.6%
$802.74
+2.3%
+1.8%$103.76B$11.55B32.9914,000News Coverage
Positive News
Ex-Dividend
Analyst Downgrade
ENTG
Entegris
4.1345 of 5 stars
$76.05
-2.8%
$113.00
+48.6%
-44.5%$11.51B$3.24B39.4010,000Positive News
Analyst Forecast
Gap Down
MKSI
MKS Instruments
4.8593 of 5 stars
$87.91
-3.0%
$135.17
+53.8%
-35.4%$5.93B$3.65B31.406,400Positive News
Analyst Upgrade
Gap Down
ONTO
Onto Innovation
4.8699 of 5 stars
$99.09
-0.3%
$177.14
+78.8%
-58.9%$4.84B$1.03B24.411,640Positive News
Analyst Downgrade
AMKR
Amkor Technology
4.9682 of 5 stars
$19.24
-2.5%
$28.00
+45.5%
-42.8%$4.75B$6.27B13.4531,300Positive News
Dividend Announcement
Options Volume
AEIS
Advanced Energy Industries
3.7997 of 5 stars
$116.28
-1.6%
$124.67
+7.2%
+7.8%$4.38B$1.56B81.3212,000Positive News
FORM
FormFactor
3.7232 of 5 stars
$31.86
-0.6%
$42.71
+34.1%
-46.1%$2.46B$766.23M35.802,100Positive News
ACLS
Axcelis Technologies
4.3603 of 5 stars
$61.55
0.0%
$131.00
+112.8%
-47.3%$1.98B$958.06M10.011,390Positive News
Insider Trade
PLAB
Photronics
4.2672 of 5 stars
$20.27
-1.4%
$35.00
+72.7%
-29.2%$1.29B$862.75M9.701,830News Coverage
Positive News

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This page (NASDAQ:LRCX) was last updated on 5/22/2025 by MarketBeat.com Staff
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