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Lam Research (LRCX) Competitors

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$294.05 +7.53 (+2.63%)
Closing price 05/8/2026 04:00 PM Eastern
Extended Trading
$294.17 +0.12 (+0.04%)
As of 05/8/2026 07:59 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 Massive. Learn more.

LRCX vs. AMAT, KLAC, META, MKSI, and MU

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), and Micron Technology (MU). These companies are all part of the "computer and technology" sector.

How does Lam Research compare to Applied Materials?

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

Lam Research pays an annual dividend of $1.04 per share and has a dividend yield of 0.4%. Applied Materials pays an annual dividend of $1.84 per share and has a dividend yield of 0.4%. Lam Research pays out 19.6% of its earnings in the form of a dividend. Applied Materials pays out 18.8% 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 increased its dividend for 10 consecutive years and Applied Materials has increased its dividend for 8 consecutive years. Applied Materials is clearly the better dividend stock, given its higher yield and lower payout ratio.

Lam Research currently has a consensus price target of $285.94, suggesting a potential downside of 2.76%. Applied Materials has a consensus price target of $375.90, suggesting a potential downside of 13.62%. Given Lam Research's higher probable upside, research analysts plainly believe Lam Research is more favorable than Applied Materials.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Lam Research
0 Sell rating(s)
8 Hold rating(s)
26 Buy rating(s)
0 Strong Buy rating(s)
2.76
Applied Materials
0 Sell rating(s)
7 Hold rating(s)
28 Buy rating(s)
0 Strong Buy rating(s)
2.80

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 insiders. Comparatively, 0.3% of Applied Materials shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Lam Research has a net margin of 30.94% compared to Applied Materials' net margin of 27.78%. Lam Research's return on equity of 66.21% beat Applied Materials' return on equity.

Company Net Margins Return on Equity Return on Assets
Lam Research30.94% 66.21% 31.61%
Applied Materials 27.78%37.52%21.33%

Lam Research has a beta of 1.81, indicating that its share price is 81% more volatile than the S&P 500. Comparatively, Applied Materials has a beta of 1.66, indicating that its share price is 66% more volatile than the S&P 500.

In the previous week, Applied Materials had 11 more articles in the media than Lam Research. MarketBeat recorded 77 mentions for Applied Materials and 66 mentions for Lam Research. Lam Research's average media sentiment score of 1.16 beat Applied Materials' score of 1.08 indicating that Lam Research is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Lam Research
45 Very Positive mention(s)
7 Positive mention(s)
12 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Applied Materials
50 Very Positive mention(s)
7 Positive mention(s)
15 Neutral mention(s)
1 Negative mention(s)
2 Very Negative mention(s)
Positive

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$18.44B19.95$5.36B$5.3055.48
Applied Materials$28.37B12.17$7.00B$9.7744.54

Summary

Lam Research beats Applied Materials on 11 of the 19 factors compared between the two stocks.

How does Lam Research compare to KLA?

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

Lam Research has higher revenue and earnings than KLA. KLA 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$18.44B19.95$5.36B$5.3055.48
KLA$12.16B20.09$4.06B$35.3352.91

Lam Research has a beta of 1.81, indicating that its share price is 81% more volatile than the S&P 500. Comparatively, KLA has a beta of 1.5, indicating that its share price is 50% more volatile than the S&P 500.

Lam Research currently has a consensus price target of $285.94, suggesting a potential downside of 2.76%. KLA has a consensus price target of $1,821.26, suggesting a potential downside of 2.56%. Given KLA's higher probable upside, analysts plainly believe KLA is more favorable than Lam Research.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Lam Research
0 Sell rating(s)
8 Hold rating(s)
26 Buy rating(s)
0 Strong Buy rating(s)
2.76
KLA
0 Sell rating(s)
10 Hold rating(s)
20 Buy rating(s)
0 Strong Buy rating(s)
2.67

KLA has a net margin of 35.66% compared to Lam Research's net margin of 30.94%. KLA's return on equity of 91.89% beat Lam Research's return on equity.

Company Net Margins Return on Equity Return on Assets
Lam Research30.94% 66.21% 31.61%
KLA 35.66%91.89%29.21%

In the previous week, Lam Research had 38 more articles in the media than KLA. MarketBeat recorded 66 mentions for Lam Research and 28 mentions for KLA. Lam Research's average media sentiment score of 1.16 beat KLA's score of 0.93 indicating that Lam Research is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Lam Research
45 Very Positive mention(s)
7 Positive mention(s)
12 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
KLA
14 Very Positive mention(s)
2 Positive mention(s)
9 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Lam Research pays an annual dividend of $1.04 per share and has a dividend yield of 0.4%. KLA pays an annual dividend of $7.60 per share and has a dividend yield of 0.4%. Lam Research pays out 19.6% of its earnings in the form of a dividend. KLA pays out 21.5% 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 increased its dividend for 10 consecutive years and KLA has increased its dividend for 16 consecutive years. KLA is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

84.6% of Lam Research shares are held by institutional investors. Comparatively, 86.7% of KLA shares are held by institutional investors. 0.3% of Lam Research shares are held by insiders. Comparatively, 91.5% of KLA shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Summary

Lam Research beats KLA on 10 of the 19 factors compared between the two stocks.

How does Lam Research compare to Meta Platforms?

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

Meta Platforms has higher revenue and earnings than Lam Research. Meta Platforms 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$18.44B19.95$5.36B$5.3055.48
Meta Platforms$200.97B7.67$60.46B$27.5122.16

Lam Research has a beta of 1.81, suggesting that its stock price is 81% more volatile than the S&P 500. Comparatively, Meta Platforms has a beta of 1.25, suggesting that its stock price is 25% more volatile than the S&P 500.

Lam Research currently has a consensus price target of $285.94, suggesting a potential downside of 2.76%. Meta Platforms has a consensus price target of $840.31, suggesting a potential upside of 37.84%. Given Meta Platforms' stronger consensus rating and higher probable upside, analysts plainly believe Meta Platforms is more favorable than Lam Research.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Lam Research
0 Sell rating(s)
8 Hold rating(s)
26 Buy rating(s)
0 Strong Buy rating(s)
2.76
Meta Platforms
0 Sell rating(s)
9 Hold rating(s)
34 Buy rating(s)
4 Strong Buy rating(s)
2.89

Meta Platforms has a net margin of 32.84% compared to Lam Research's net margin of 30.94%. Lam Research's return on equity of 66.21% beat Meta Platforms' return on equity.

Company Net Margins Return on Equity Return on Assets
Lam Research30.94% 66.21% 31.61%
Meta Platforms 32.84%36.93%23.09%

In the previous week, Meta Platforms had 119 more articles in the media than Lam Research. MarketBeat recorded 185 mentions for Meta Platforms and 66 mentions for Lam Research. Lam Research's average media sentiment score of 1.16 beat Meta Platforms' score of 0.87 indicating that Lam Research is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Lam Research
45 Very Positive mention(s)
7 Positive mention(s)
12 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Meta Platforms
125 Very Positive mention(s)
9 Positive mention(s)
21 Neutral mention(s)
25 Negative mention(s)
1 Very Negative mention(s)
Positive

Lam Research pays an annual dividend of $1.04 per share and has a dividend yield of 0.4%. Meta Platforms pays an annual dividend of $2.10 per share and has a dividend yield of 0.3%. Lam Research pays out 19.6% of its earnings in the form of a dividend. Meta Platforms pays out 7.6% 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. Lam Research has increased its dividend for 10 consecutive years and Meta Platforms has increased its dividend for 1 consecutive years. Lam Research is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

84.6% of Lam Research shares are held by institutional investors. Comparatively, 79.9% of Meta Platforms shares are held by institutional investors. 0.3% of Lam Research shares are held by insiders. Comparatively, 13.6% of Meta Platforms shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Summary

Meta Platforms beats Lam Research on 11 of the 20 factors compared between the two stocks.

How does Lam Research compare to MKS?

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

Lam Research has a beta of 1.81, suggesting that its stock price is 81% more volatile than the S&P 500. Comparatively, MKS has a beta of 1.98, suggesting that its stock price is 98% more volatile than the S&P 500.

In the previous week, Lam Research had 37 more articles in the media than MKS. MarketBeat recorded 66 mentions for Lam Research and 29 mentions for MKS. Lam Research's average media sentiment score of 1.16 beat MKS's score of 0.65 indicating that Lam Research is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Lam Research
45 Very Positive mention(s)
7 Positive mention(s)
12 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
MKS
8 Very Positive mention(s)
4 Positive mention(s)
10 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Lam Research has a net margin of 30.94% compared to MKS's net margin of 8.06%. Lam Research's return on equity of 66.21% beat MKS's return on equity.

Company Net Margins Return on Equity Return on Assets
Lam Research30.94% 66.21% 31.61%
MKS 8.06%21.49%6.54%

Lam Research has higher revenue and earnings than MKS. Lam Research is trading at a lower price-to-earnings ratio than MKS, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Lam Research$18.44B19.95$5.36B$5.3055.48
MKS$3.93B5.36$295M$4.3771.67

Lam Research pays an annual dividend of $1.04 per share and has a dividend yield of 0.4%. MKS pays an annual dividend of $1.00 per share and has a dividend yield of 0.3%. Lam Research pays out 19.6% of its earnings in the form of a dividend. MKS 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. Lam Research has raised its dividend for 10 consecutive years. Lam Research is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Lam Research currently has a consensus price target of $285.94, suggesting a potential downside of 2.76%. MKS has a consensus price target of $317.23, suggesting a potential upside of 1.28%. Given MKS's stronger consensus rating and higher possible upside, analysts clearly believe MKS is more favorable than Lam Research.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Lam Research
0 Sell rating(s)
8 Hold rating(s)
26 Buy rating(s)
0 Strong Buy rating(s)
2.76
MKS
1 Sell rating(s)
2 Hold rating(s)
11 Buy rating(s)
1 Strong Buy rating(s)
2.80

84.6% of Lam Research shares are owned by institutional investors. Comparatively, 99.8% of MKS shares are owned by institutional investors. 0.3% of Lam Research shares are owned by company insiders. Comparatively, 0.6% of MKS shares are owned 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.

Summary

Lam Research beats MKS on 13 of the 20 factors compared between the two stocks.

How does Lam Research compare to Micron Technology?

Micron Technology (NASDAQ:MU) 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 analyst recommendations, valuation, institutional ownership, dividends, media sentiment, profitability, earnings and risk.

Micron Technology pays an annual dividend of $0.60 per share and has a dividend yield of 0.1%. Lam Research pays an annual dividend of $1.04 per share and has a dividend yield of 0.4%. Micron Technology pays out 2.8% of its earnings in the form of a dividend. Lam Research pays out 19.6% 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. Lam Research has increased its dividend for 10 consecutive years. Lam Research is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Micron Technology has a beta of 1.91, meaning that its share price is 91% more volatile than the S&P 500. Comparatively, Lam Research has a beta of 1.81, meaning that its share price is 81% more volatile than the S&P 500.

80.8% of Micron Technology shares are held by institutional investors. Comparatively, 84.6% of Lam Research shares are held by institutional investors. 0.2% of Micron Technology shares are held by company insiders. Comparatively, 0.3% of Lam Research shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

In the previous week, Micron Technology had 62 more articles in the media than Lam Research. MarketBeat recorded 128 mentions for Micron Technology and 66 mentions for Lam Research. Lam Research's average media sentiment score of 1.16 beat Micron Technology's score of 0.89 indicating that Lam Research is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Micron Technology
81 Very Positive mention(s)
15 Positive mention(s)
15 Neutral mention(s)
12 Negative mention(s)
3 Very Negative mention(s)
Positive
Lam Research
45 Very Positive mention(s)
7 Positive mention(s)
12 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Micron Technology has a net margin of 41.49% compared to Lam Research's net margin of 30.94%. Lam Research's return on equity of 66.21% beat Micron Technology's return on equity.

Company Net Margins Return on Equity Return on Assets
Micron Technology41.49% 41.16% 27.88%
Lam Research 30.94%66.21%31.61%

Micron Technology has higher revenue and earnings than Lam Research. Micron Technology 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
Micron Technology$37.38B22.52$8.54B$21.1835.24
Lam Research$18.44B19.95$5.36B$5.3055.48

Micron Technology presently has a consensus price target of $478.24, indicating a potential downside of 35.92%. Lam Research has a consensus price target of $285.94, indicating a potential downside of 2.76%. Given Lam Research's higher probable upside, analysts clearly believe Lam Research is more favorable than Micron Technology.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Micron Technology
0 Sell rating(s)
4 Hold rating(s)
30 Buy rating(s)
5 Strong Buy rating(s)
3.03
Lam Research
0 Sell rating(s)
8 Hold rating(s)
26 Buy rating(s)
0 Strong Buy rating(s)
2.76

Summary

Micron Technology beats Lam Research on 11 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$358.31B$64.55B$38.45B$12.12B
Dividend Yield0.36%1.27%3.16%5.20%
P/E Ratio55.4880.4974.4225.39
Price / Sales19.95138.19624.6775.96
Price / Cash64.11236.9846.3453.47
Price / Book34.768.999.546.81
Net Income$5.36B$861.73M$1.03B$333.04M
7 Day Performance14.51%8.85%4.58%3.17%
1 Month Performance13.64%41.88%15.18%7.14%
1 Year Performance289.83%318.18%170.76%41.22%

Lam Research Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
LRCX
Lam Research
4.594 of 5 stars
$294.05
+2.6%
$285.94
-2.8%
N/A$358.31B$18.44B55.4819,000
AMAT
Applied Materials
4.0431 of 5 stars
$394.49
+3.1%
$368.29
-6.6%
N/A$303.63B$28.37B40.3836,500
KLAC
KLA
3.681 of 5 stars
$1,750.35
-3.6%
$1,742.59
-0.4%
N/A$238.06B$12.74B49.5415,200
META
Meta Platforms
4.9391 of 5 stars
$611.91
-8.6%
$826.70
+35.1%
N/A$1.69T$200.97B22.2478,865
MKSI
MKS
3.8009 of 5 stars
$283.75
+6.9%
$280.77
-1.1%
N/A$17.87B$3.93B64.9310,300

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This page (NASDAQ:LRCX) was last updated on 5/9/2026 by MarketBeat.com Staff.
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