LRCX vs. ASML, ADI, MU, UBER, SHOP, SNPS, AMX, PYPL, ABNB, and INFY
Should you be buying Lam Research stock or one of its competitors? The main competitors of Lam Research include ASML (ASML), Analog Devices (ADI), Micron Technology (MU), Uber Technologies (UBER), Shopify (SHOP), Synopsys (SNPS), América Móvil (AMX), PayPal (PYPL), Airbnb (ABNB), and Infosys (INFY). These companies are all part of the "computer and technology" sector.
Lam Research vs.
ASML (NASDAQ:ASML) and Lam Research (NASDAQ:LRCX) are both large-cap computer and technology companies, but which is the superior investment? We will compare the two businesses based on the strength of their media sentiment, institutional ownership, valuation, community ranking, risk, analyst recommendations, earnings, dividends and profitability.
Lam Research received 755 more outperform votes than ASML when rated by MarketBeat users. Likewise, 77.39% of users gave Lam Research an outperform vote while only 64.60% of users gave ASML an outperform vote.
18.6% of ASML shares are owned by institutional investors. Comparatively, 81.6% of Lam Research shares are owned by institutional investors. 0.4% of Lam Research shares are owned by company 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.
ASML has a net margin of 28.22% compared to Lam Research's net margin of 26.08%. ASML's return on equity of 84.55% beat Lam Research's return on equity.
ASML presently has a consensus price target of $694.27, indicating a potential downside of 4.03%. Lam Research has a consensus price target of $505.00, indicating a potential downside of 17.83%. Given ASML's stronger consensus rating and higher probable upside, equities research analysts clearly believe ASML is more favorable than Lam Research.
ASML has a beta of 1.47, meaning that its share price is 47% more volatile than the S&P 500. Comparatively, Lam Research has a beta of 1.49, meaning that its share price is 49% more volatile than the S&P 500.
ASML pays an annual dividend of $6.32 per share and has a dividend yield of 0.9%. Lam Research pays an annual dividend of $6.90 per share and has a dividend yield of 1.1%. ASML pays out 34.9% of its earnings in the form of a dividend. Lam Research pays out 19.2% 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. ASML has increased its dividend for 1 consecutive years and Lam Research has increased its dividend for 8 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 1 more articles in the media than ASML. MarketBeat recorded 9 mentions for Lam Research and 8 mentions for ASML. Lam Research's average media sentiment score of 1.01 beat ASML's score of 0.65 indicating that Lam Research is being referred to more favorably in the news media.
ASML has higher earnings, but lower revenue than Lam Research. Lam Research is trading at a lower price-to-earnings ratio than ASML, indicating that it is currently the more affordable of the two stocks.
Summary
Lam Research beats ASML on 14 of the 21 factors compared between the two stocks.
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.
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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