Lam Research (LRCX) Competitors

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$389.04 +14.86 (+3.97%)
Closing price 04:00 PM Eastern
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$389.52 +0.48 (+0.12%)
As of 07:07 PM Eastern
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LRCX vs. AMAT, KLAC, META, MKSI, and MU

Should you buy Lam Research stock or one of its competitors? MarketBeat compares Lam Research with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with 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 better investment? We will contrast the two businesses based on the strength of their profitability, valuation, dividends, institutional ownership, risk, earnings, analyst recommendations and media sentiment.

In the previous week, Applied Materials had 25 more articles in the media than Lam Research. MarketBeat recorded 161 mentions for Applied Materials and 136 mentions for Lam Research. Lam Research's average media sentiment score of 1.24 beat Applied Materials' score of 1.18 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
112 Very Positive mention(s)
9 Positive mention(s)
11 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Applied Materials
123 Very Positive mention(s)
11 Positive mention(s)
15 Neutral mention(s)
3 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 0.3%. Applied Materials pays an annual dividend of $2.12 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. Applied Materials pays out 19.9% 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 increased its dividend for 10 consecutive years and Applied Materials has increased its dividend for 8 consecutive years.

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 large money managers, hedge funds and endowments believe a stock 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$21.68B22.44$5.36B$5.3073.40
Applied Materials$28.37B17.27$7.00B$10.6557.94

Lam Research has a net margin of 30.94% compared to Applied Materials' net margin of 29.31%. 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 29.31%36.97%21.30%

Lam Research has a beta of 1.85, indicating that its share price is 85% more volatile than the broader market. Comparatively, Applied Materials has a beta of 1.67, indicating that its share price is 67% more volatile than the broader market.

Lam Research presently has a consensus price target of $333.62, indicating a potential downside of 14.25%. Applied Materials has a consensus price target of $489.16, indicating a potential downside of 20.73%. Given Lam Research's stronger consensus rating and higher probable upside, equities analysts clearly 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)
6 Hold rating(s)
28 Buy rating(s)
0 Strong Buy rating(s)
2.82
Applied Materials
0 Sell rating(s)
8 Hold rating(s)
27 Buy rating(s)
0 Strong Buy rating(s)
2.77

Summary

Lam Research beats Applied Materials on 14 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 better business? We will compare the two companies based on the strength of their earnings, institutional ownership, risk, dividends, valuation, profitability, media sentiment and analyst recommendations.

84.6% of Lam Research shares are owned by institutional investors. Comparatively, 86.7% of KLA shares are owned by institutional investors. 0.3% of Lam Research shares are owned by company insiders. Comparatively, 91.5% of KLA shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Lam Research presently has a consensus price target of $333.62, suggesting a potential downside of 14.25%. KLA has a consensus price target of $342.44, suggesting a potential upside of 31.93%. Given KLA's higher probable upside, analysts clearly 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)
6 Hold rating(s)
28 Buy rating(s)
0 Strong Buy rating(s)
2.82
KLA
0 Sell rating(s)
10 Hold rating(s)
20 Buy rating(s)
0 Strong Buy rating(s)
2.67

Lam Research has a beta of 1.85, indicating that its stock price is 85% more volatile than the broader market. Comparatively, KLA has a beta of 1.5, indicating that its stock price is 50% more volatile than the broader market.

In the previous week, Lam Research had 118 more articles in the media than KLA. MarketBeat recorded 136 mentions for Lam Research and 18 mentions for KLA. Lam Research's average media sentiment score of 1.24 beat KLA's score of 0.73 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
112 Very Positive mention(s)
9 Positive mention(s)
11 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
KLA
10 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
3 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 0.3%. KLA pays an annual dividend of $0.92 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 26.1% 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 KLA has raised its dividend for 16 consecutive years. KLA is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Lam Research$21.68B22.44$5.36B$5.3073.40
KLA$13.10B25.89$4.06B$3.5373.53

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%

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 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 pays an annual dividend of $1.04 per share and has a dividend yield of 0.3%. Meta Platforms pays an annual dividend of $2.10 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. 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 raised its dividend for 10 consecutive years and Meta Platforms has raised its dividend for 1 consecutive years. Meta Platforms is clearly the better dividend stock, given its higher yield and lower payout ratio.

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$21.68B22.44$5.36B$5.3073.40
Meta Platforms$200.97B7.27$60.46B$27.5120.98

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%

Lam Research currently has a consensus price target of $333.62, indicating a potential downside of 14.25%. Meta Platforms has a consensus price target of $840.60, indicating a potential upside of 45.63%. Given Meta Platforms' stronger consensus rating and higher possible upside, analysts clearly 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)
6 Hold rating(s)
28 Buy rating(s)
0 Strong Buy rating(s)
2.82
Meta Platforms
1 Sell rating(s)
9 Hold rating(s)
35 Buy rating(s)
3 Strong Buy rating(s)
2.83

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 company insiders. Comparatively, 13.5% of Meta Platforms 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.

In the previous week, Meta Platforms had 66 more articles in the media than Lam Research. MarketBeat recorded 202 mentions for Meta Platforms and 136 mentions for Lam Research. Lam Research's average media sentiment score of 1.24 beat Meta Platforms' score of 0.95 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
112 Very Positive mention(s)
9 Positive mention(s)
11 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Meta Platforms
141 Very Positive mention(s)
10 Positive mention(s)
24 Neutral mention(s)
22 Negative mention(s)
3 Very Negative mention(s)
Positive

Lam Research has a beta of 1.85, indicating that its share price is 85% more volatile than the broader market. Comparatively, Meta Platforms has a beta of 1.23, indicating that its share price is 23% more volatile than the broader market.

Summary

Meta Platforms beats Lam Research on 12 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 stock? We will compare the two companies based on the strength of their earnings, risk, institutional ownership, media sentiment, profitability, dividends, analyst recommendations and valuation.

Lam Research has a beta of 1.85, meaning that its stock price is 85% more volatile than the broader market. Comparatively, MKS has a beta of 1.99, meaning that its stock price is 99% more volatile than the broader market.

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$21.68B22.44$5.36B$5.3073.40
MKS$4.07B6.74$295M$4.7885.01

Lam Research currently has a consensus target price of $333.62, suggesting a potential downside of 14.25%. MKS has a consensus target price of $324.92, suggesting a potential downside of 20.04%. Given Lam Research's higher probable upside, equities research analysts clearly believe Lam Research is more favorable than MKS.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Lam Research
0 Sell rating(s)
6 Hold rating(s)
28 Buy rating(s)
0 Strong Buy rating(s)
2.82
MKS
1 Sell rating(s)
2 Hold rating(s)
10 Buy rating(s)
2 Strong Buy rating(s)
2.87

84.6% of Lam Research shares are held by institutional investors. Comparatively, 99.8% of MKS shares are held by institutional investors. 0.3% of Lam Research shares are held by insiders. Comparatively, 0.6% of MKS shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Lam Research pays an annual dividend of $1.04 per share and has a dividend yield of 0.3%. MKS pays an annual dividend of $1.00 per share and has a dividend yield of 0.2%. Lam Research pays out 19.6% of its earnings in the form of a dividend. MKS pays out 20.9% 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.

In the previous week, Lam Research had 121 more articles in the media than MKS. MarketBeat recorded 136 mentions for Lam Research and 15 mentions for MKS. Lam Research's average media sentiment score of 1.24 beat MKS's score of 1.20 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
112 Very Positive mention(s)
9 Positive mention(s)
11 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
MKS
12 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Lam Research beats MKS on 14 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 better investment? We will compare the two companies based on the strength of their profitability, earnings, risk, analyst recommendations, institutional ownership, dividends, media sentiment and valuation.

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 0.3%. 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.

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, hedge funds and large money managers believe a stock is poised for long-term growth.

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$58.12B22.00$8.54B$21.1853.54
Lam Research$21.68B22.44$5.36B$5.3073.40

Micron Technology presently has a consensus target price of $913.47, indicating a potential downside of 19.45%. Lam Research has a consensus target price of $333.62, indicating a potential downside of 14.25%. Given Lam Research's higher possible 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)
6 Hold rating(s)
28 Buy rating(s)
0 Strong Buy rating(s)
2.82

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%

In the previous week, Micron Technology had 107 more articles in the media than Lam Research. MarketBeat recorded 243 mentions for Micron Technology and 136 mentions for Lam Research. Lam Research's average media sentiment score of 1.24 beat Micron Technology's score of 1.00 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
170 Very Positive mention(s)
21 Positive mention(s)
32 Neutral mention(s)
13 Negative mention(s)
3 Very Negative mention(s)
Positive
Lam Research
112 Very Positive mention(s)
9 Positive mention(s)
11 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Micron Technology has a beta of 2.16, suggesting that its share price is 116% more volatile than the broader market. Comparatively, Lam Research has a beta of 1.85, suggesting that its share price is 85% more volatile than the broader market.

Summary

Micron Technology and Lam Research tied by winning 10 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$486.52B$79.12B$39.74B$12.59B
Dividend Yield0.27%1.03%3.16%5.69%
P/E Ratio73.40100.9681.2924.46
Price / Sales22.44146.94629.64123.18
Price / Cash82.64252.0148.4855.48
Price / Book50.4610.079.746.58
Net Income$5.36B$854.56M$1.07B$337.29M
7 Day Performance7.32%5.40%0.62%0.55%
1 Month Performance39.96%16.22%6.45%4.43%
1 Year Performance321.77%220.87%162.72%31.16%

Lam Research Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
LRCX
Lam Research
4.465 of 5 stars
$389.04
+4.0%
$333.62
-14.2%
+303.8%$486.52B$21.68B73.4019,000
AMAT
Applied Materials
4.0847 of 5 stars
$552.64
+11.2%
$483.03
-12.6%
+240.6%$394.61B$28.37B51.8936,500
KLAC
KLA
4.923 of 5 stars
$2,411.64
+12.9%
$1,897.64
-21.3%
+167.3%$278.97B$12.16B68.2615,200
META
Meta Platforms
4.9457 of 5 stars
$568.43
-0.4%
$840.60
+47.9%
-18.6%$1.44T$200.97B20.6678,865
MKSI
MKS
3.3381 of 5 stars
$345.48
+9.3%
$324.92
-6.0%
+303.5%$21.35B$3.93B72.2810,300

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This page (NASDAQ:LRCX) was last updated on 6/18/2026 by MarketBeat.com Staff.
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