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Lam Research (LRCX) Competitors

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$147.54 +6.29 (+4.45%)
Closing price 10/23/2025 04:00 PM Eastern
Extended Trading
$149.85 +2.31 (+1.57%)
As of 09:28 AM Eastern
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LRCX vs. AMAT, KLAC, META, MKSI, MU, NVDA, NVMI, ONTO, ENTG, and AMKR

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), Nova (NVMI), Onto Innovation (ONTO), Entegris (ENTG), and Amkor Technology (AMKR). These companies are all part of the "computer and technology" sector.

Lam Research vs. Its Competitors

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

In the previous week, Lam Research had 48 more articles in the media than Applied Materials. MarketBeat recorded 103 mentions for Lam Research and 55 mentions for Applied Materials. Applied Materials' average media sentiment score of 1.33 beat Lam Research's score of 0.97 indicating that Applied Materials is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Applied Materials
46 Very Positive mention(s)
2 Positive mention(s)
4 Neutral mention(s)
3 Negative mention(s)
0 Very Negative mention(s)
Positive
Lam Research
39 Very Positive mention(s)
12 Positive mention(s)
22 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

Applied Materials has a beta of 1.82, meaning that its stock price is 82% more volatile than the S&P 500. Comparatively, Lam Research has a beta of 1.84, meaning that its stock price is 84% more volatile than the S&P 500.

Applied Materials currently has a consensus target price of $209.15, suggesting a potential downside of 8.45%. Lam Research has a consensus target price of $144.85, suggesting a potential downside of 1.82%. Given Lam Research's stronger consensus rating and higher probable upside, analysts clearly believe Lam Research is more favorable than Applied Materials.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Applied Materials
1 Sell rating(s)
12 Hold rating(s)
18 Buy rating(s)
0 Strong Buy rating(s)
2.55
Lam Research
0 Sell rating(s)
7 Hold rating(s)
26 Buy rating(s)
1 Strong Buy rating(s)
2.82

Applied Materials pays an annual dividend of $1.84 per share and has a dividend yield of 0.8%. Lam Research pays an annual dividend of $1.04 per share and has a dividend yield of 0.7%. Applied Materials pays out 21.9% of its earnings in the form of a dividend. Lam Research pays out 22.9% 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.

Lam Research has a net margin of 29.66% compared to Applied Materials' net margin of 23.88%. Lam Research's return on equity of 61.89% beat Applied Materials' return on equity.

Company Net Margins Return on Equity Return on Assets
Applied Materials23.88% 40.96% 22.99%
Lam Research 29.66%61.89%28.52%

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$27.18B6.70$7.18B$8.3927.23
Lam Research$19.59B9.50$5.36B$4.5432.50

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

Summary

Lam Research beats Applied Materials on 14 of the 20 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$178.12B$46.12B$33.06B$10.57B
Dividend Yield0.72%2.06%3.19%4.83%
P/E Ratio32.50854.57732.0728.46
Price / Sales9.5052.311,535.65187.09
Price / Cash31.6197.5437.2360.64
Price / Book19.146.747.496.53
Net Income$5.36B$551.26M$819.73M$276.75M
7 Day Performance4.26%1.25%533.18%0.93%
1 Month Performance14.98%8.49%628.75%1.41%
1 Year Performance92.69%68.33%24,441.19%31.59%

Lam Research Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
LRCX
Lam Research
4.5551 of 5 stars
$147.54
+4.5%
$144.85
-1.8%
+102.5%$178.12B$19.59B32.5019,000Trending News
Earnings Report
Analyst Forecast
Analyst Revision
Gap Down
AMAT
Applied Materials
4.3799 of 5 stars
$228.19
+1.4%
$209.15
-8.3%
+25.1%$181.84B$27.18B27.2135,700Positive News
KLAC
KLA
4.6918 of 5 stars
$1,153.41
+4.2%
$1,040.65
-9.8%
+74.4%$151.84B$12.16B37.9415,200Upcoming Earnings
META
Meta Platforms
4.5819 of 5 stars
$732.29
+2.1%
$829.66
+13.3%
+30.2%$1.84T$164.50B26.5274,067Trending News
Upcoming Earnings
Insider Trade
MKSI
MKS
4.5779 of 5 stars
$141.75
+3.8%
$130.70
-7.8%
+42.6%$9.53B$3.59B36.0210,200
MU
Micron Technology
4.8331 of 5 stars
$207.06
+2.3%
$200.64
-3.1%
+96.8%$232.46B$37.38B27.2953,000Insider Trade
NVDA
NVIDIA
4.938 of 5 stars
$183.07
-0.1%
$222.23
+21.4%
+30.5%$4.45T$130.50B52.1636,000Trending News
Analyst Forecast
Insider Trade
NVMI
Nova
1.4611 of 5 stars
$337.34
+2.0%
$282.50
-16.3%
+86.1%$9.92B$672.40M45.894,149News Coverage
Positive News
ONTO
Onto Innovation
4.298 of 5 stars
$136.25
+1.7%
$148.57
+9.0%
-34.4%$6.68B$987.32M33.731,551Positive News
ENTG
Entegris
4.3539 of 5 stars
$93.23
+2.5%
$106.30
+14.0%
-12.1%$14.14B$3.24B48.078,200Gap Up
AMKR
Amkor Technology
4.8648 of 5 stars
$32.30
+3.2%
$27.11
-16.1%
+8.5%$7.98B$6.32B26.2528,300Upcoming Earnings

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This page (NASDAQ:LRCX) was last updated on 10/24/2025 by MarketBeat.com Staff
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