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Lam Research (LRCX) Competitors

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$97.69 -4.05 (-3.98%)
Closing price 07/22/2025 04:00 PM Eastern
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$99.01 +1.32 (+1.35%)
As of 05:45 AM Eastern
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LRCX vs. AMAT, KLAC, META, MKSI, MU, NVDA, TER, ONTO, ENTG, and AEIS

Should you be buying Lam Research stock or one of its competitors? The main competitors of Lam Research include Applied Materials (AMAT), KLA (KLAC), Meta Platforms (META), MKS (MKSI), Micron Technology (MU), NVIDIA (NVDA), Teradyne (TER), Onto Innovation (ONTO), Entegris (ENTG), and Advanced Energy Industries (AEIS). These companies are all part of the "computer and technology" sector.

Lam Research vs. Its Competitors

Lam Research (NASDAQ:LRCX) and Applied Materials (NASDAQ:AMAT) are both large-cap computer and technology companies, but which is the better business? We will contrast the two companies based on the strength of their earnings, media sentiment, profitability, analyst recommendations, institutional ownership, dividends, valuation and risk.

Lam Research currently has a consensus price target of $100.57, indicating a potential upside of 2.95%. Applied Materials has a consensus price target of $204.74, indicating a potential upside of 9.40%. Given Applied Materials' higher possible upside, analysts clearly believe Applied Materials is more favorable than Lam Research.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Lam Research
0 Sell rating(s)
6 Hold rating(s)
17 Buy rating(s)
1 Strong Buy rating(s)
2.79
Applied Materials
0 Sell rating(s)
8 Hold rating(s)
17 Buy rating(s)
0 Strong Buy rating(s)
2.68

Lam Research has a net margin of 27.18% compared to Applied Materials' net margin of 24.06%. Lam Research's return on equity of 53.21% beat Applied Materials' return on equity.

Company Net Margins Return on Equity Return on Assets
Lam Research27.18% 53.21% 24.07%
Applied Materials 24.06%40.15%22.42%

Lam Research has a beta of 1.68, indicating that its share price is 68% more volatile than the S&P 500. Comparatively, Applied Materials has a beta of 1.69, indicating that its share price is 69% more volatile than the S&P 500.

Lam Research pays an annual dividend of $0.92 per share and has a dividend yield of 0.9%. Applied Materials pays an annual dividend of $1.84 per share and has a dividend yield of 1.0%. Lam Research pays out 25.6% of its earnings in the form of a dividend. Applied Materials pays out 22.4% 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. Lam Research has raised its dividend for 10 consecutive years and Applied Materials has raised its dividend for 8 consecutive years. Applied Materials is clearly the better dividend stock, given its higher yield and lower payout ratio.

In the previous week, Applied Materials had 8 more articles in the media than Lam Research. MarketBeat recorded 49 mentions for Applied Materials and 41 mentions for Lam Research. Applied Materials' average media sentiment score of 1.32 beat Lam Research's score of 1.19 indicating that Applied Materials is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Lam Research
30 Very Positive mention(s)
3 Positive mention(s)
7 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Applied Materials
41 Very Positive mention(s)
2 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

84.6% of Lam Research shares are held by institutional investors. Comparatively, 80.6% of Applied Materials shares are held by institutional investors. 0.3% of Lam Research shares are held by company insiders. Comparatively, 0.2% of Applied Materials shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

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
Lam Research$14.91B8.38$3.83B$3.5927.21
Applied Materials$27.18B5.53$7.18B$8.2222.77

Summary

Lam Research beats Applied Materials on 10 of the 19 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 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 ResearchELEC COMP IndustryComputer SectorNASDAQ Exchange
Market Cap$130.14B$39.83B$28.84B$9.45B
Dividend Yield0.90%2.13%3.02%4.03%
P/E Ratio27.2346.5334.0219.90
Price / Sales8.38268.511,817.9885.79
Price / Cash30.5392.5838.1358.29
Price / Book14.965.247.595.67
Net Income$3.83B$528.96M$781.12M$258.18M
7 Day Performance-2.67%0.99%2.17%2.81%
1 Month Performance6.64%10.96%8.53%13.53%
1 Year Performance1.79%29.55%52,878.53%17.68%

Lam Research Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
LRCX
Lam Research
4.3302 of 5 stars
$97.69
-4.0%
$100.57
+2.9%
0.0%$130.14B$14.91B27.2317,450Trending News
Upcoming Earnings
Analyst Forecast
AMAT
Applied Materials
4.8304 of 5 stars
$197.28
-0.3%
$204.74
+3.8%
-16.3%$158.44B$27.18B24.0235,700Positive News
KLAC
KLA
4.6559 of 5 stars
$921.86
-0.3%
$840.33
-8.8%
+10.2%$122.24B$11.55B33.6015,230Positive News
Analyst Forecast
META
Meta Platforms
3.6799 of 5 stars
$722.37
+0.7%
$729.38
+1.0%
+44.6%$1.81T$164.50B28.1574,067Trending News
Upcoming Earnings
Analyst Forecast
MKSI
MKS
4.7425 of 5 stars
$104.93
-1.4%
$118.80
+13.2%
-22.7%$7.08B$3.65B31.3310,200Positive News
Analyst Forecast
MU
Micron Technology
4.9754 of 5 stars
$119.08
-4.4%
$146.44
+23.0%
-5.3%$133.27B$33.81B21.4648,000Trending News
NVDA
NVIDIA
4.5321 of 5 stars
$164.56
-0.2%
$177.03
+7.6%
+35.2%$4.02T$130.50B53.1036,000Trending News
TER
Teradyne
4.8235 of 5 stars
$95.37
-1.7%
$112.50
+18.0%
-39.3%$15.30B$2.82B26.946,500Upcoming Earnings
Analyst Forecast
ONTO
Onto Innovation
4.8398 of 5 stars
$99.15
-2.6%
$141.67
+42.9%
-53.5%$4.84B$1.03B22.421,551Positive News
ENTG
Entegris
4.5333 of 5 stars
$86.29
-1.5%
$109.33
+26.7%
-31.1%$13.05B$3.24B42.268,200Positive News
Upcoming Earnings
Dividend Announcement
Analyst Forecast
Insider Trade
Gap Down
AEIS
Advanced Energy Industries
4.2383 of 5 stars
$141.24
+0.4%
$126.89
-10.2%
+24.5%$5.32B$1.48B72.7810,000

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This page (NASDAQ:LRCX) was last updated on 7/23/2025 by MarketBeat.com Staff
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