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Lam Research (LRCX) Competitors

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$366.81 +4.29 (+1.18%)
Closing price 04:00 PM Eastern
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$370.20 +3.39 (+0.92%)
As of 07:59 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?

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

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$28.37B15.88$7.00B$10.6553.26
Lam Research$18.44B24.88$5.36B$5.3069.21

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

80.6% of Applied Materials shares are held by institutional investors. Comparatively, 84.6% of Lam Research shares are held by institutional investors. 0.3% 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 will outperform the market over the long term.

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
Applied Materials29.31% 36.97% 21.30%
Lam Research 30.94%66.21%31.61%

Applied Materials presently has a consensus price target of $483.03, indicating a potential downside of 14.85%. Lam Research has a consensus price target of $322.01, indicating a potential downside of 12.21%. 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
0 Sell rating(s)
8 Hold rating(s)
27 Buy rating(s)
0 Strong Buy rating(s)
2.77
Lam Research
0 Sell rating(s)
6 Hold rating(s)
28 Buy rating(s)
0 Strong Buy rating(s)
2.82

In the previous week, Applied Materials had 34 more articles in the media than Lam Research. MarketBeat recorded 118 mentions for Applied Materials and 84 mentions for Lam Research. Applied Materials' average media sentiment score of 1.16 beat Lam Research's score of 1.11 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
77 Very Positive mention(s)
20 Positive mention(s)
15 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
Lam Research
54 Very Positive mention(s)
11 Positive mention(s)
14 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Positive

Applied Materials pays an annual dividend of $2.12 per share and has a dividend yield of 0.4%. Lam Research pays an annual dividend of $1.04 per share and has a dividend yield of 0.3%. Applied Materials pays out 19.9% 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. Applied Materials has increased its dividend for 8 consecutive years and Lam Research has increased its dividend for 10 consecutive years.

Summary

Lam Research beats Applied Materials on 13 of the 19 factors compared between the two stocks.

How does Lam Research compare to KLA?

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

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
KLA$12.16B2.74$4.06B$35.337.20
Lam Research$18.44B24.88$5.36B$5.3069.21

KLA currently has a consensus target price of $342.44, indicating a potential upside of 34.53%. Lam Research has a consensus target price of $322.01, indicating a potential downside of 12.21%. 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
KLA
0 Sell rating(s)
10 Hold rating(s)
20 Buy rating(s)
0 Strong Buy rating(s)
2.67
Lam Research
0 Sell rating(s)
6 Hold rating(s)
28 Buy rating(s)
0 Strong Buy rating(s)
2.82

KLA pays an annual dividend of $9.20 per share and has a dividend yield of 3.6%. Lam Research pays an annual dividend of $1.04 per share and has a dividend yield of 0.3%. KLA pays out 26.0% 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. KLA has raised its dividend for 16 consecutive years and Lam Research has raised its dividend for 10 consecutive years. KLA is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

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
KLA35.66% 91.89% 29.21%
Lam Research 30.94%66.21%31.61%

In the previous week, Lam Research had 59 more articles in the media than KLA. MarketBeat recorded 84 mentions for Lam Research and 25 mentions for KLA. Lam Research's average media sentiment score of 1.11 beat KLA's score of 0.70 indicating that Lam Research is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
KLA
12 Very Positive mention(s)
1 Positive mention(s)
8 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Lam Research
54 Very Positive mention(s)
11 Positive mention(s)
14 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Positive

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

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

Summary

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

How does Lam Research compare to Meta Platforms?

Meta Platforms (NASDAQ:META) and Lam Research (NASDAQ:LRCX) 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 institutional ownership, risk, dividends, profitability, analyst recommendations, media sentiment, earnings and valuation.

79.9% of Meta Platforms shares are owned by institutional investors. Comparatively, 84.6% of Lam Research shares are owned by institutional investors. 13.5% of Meta Platforms shares are owned by company insiders. Comparatively, 0.3% of Lam Research shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

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
Meta Platforms32.84% 36.93% 23.09%
Lam Research 30.94%66.21%31.61%

In the previous week, Meta Platforms had 123 more articles in the media than Lam Research. MarketBeat recorded 207 mentions for Meta Platforms and 84 mentions for Lam Research. Lam Research's average media sentiment score of 1.11 beat Meta Platforms' score of 0.95 indicating that Lam Research is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Meta Platforms
146 Very Positive mention(s)
9 Positive mention(s)
30 Neutral mention(s)
19 Negative mention(s)
1 Very Negative mention(s)
Positive
Lam Research
54 Very Positive mention(s)
11 Positive mention(s)
14 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Positive

Meta Platforms pays an annual dividend of $2.10 per share and has a dividend yield of 0.4%. Lam Research pays an annual dividend of $1.04 per share and has a dividend yield of 0.3%. Meta Platforms pays out 7.6% 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. Meta Platforms has increased its dividend for 1 consecutive years and Lam Research has increased its dividend for 10 consecutive years. Meta Platforms is clearly the better dividend stock, given its higher yield and lower payout ratio.

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

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
Meta Platforms$200.97B7.14$60.46B$27.5120.61
Lam Research$18.44B24.88$5.36B$5.3069.21

Meta Platforms currently has a consensus price target of $840.60, indicating a potential upside of 48.26%. Lam Research has a consensus price target of $322.01, indicating a potential downside of 12.21%. Given Meta Platforms' stronger consensus rating and higher probable upside, analysts clearly believe Meta Platforms is more favorable than Lam Research.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Meta Platforms
1 Sell rating(s)
9 Hold rating(s)
35 Buy rating(s)
3 Strong Buy rating(s)
2.83
Lam Research
0 Sell rating(s)
6 Hold rating(s)
28 Buy rating(s)
0 Strong Buy rating(s)
2.82

Summary

Meta Platforms beats Lam Research on 12 of the 20 factors compared between the two stocks.

How does Lam Research compare to MKS?

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

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
MKS8.06% 21.49% 6.54%
Lam Research 30.94%66.21%31.61%

MKS pays an annual dividend of $1.00 per share and has a dividend yield of 0.3%. Lam Research pays an annual dividend of $1.04 per share and has a dividend yield of 0.3%. MKS pays out 20.9% 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.

MKS presently has a consensus price target of $324.92, indicating a potential downside of 8.65%. Lam Research has a consensus price target of $322.01, indicating a potential downside of 12.21%. Given MKS's stronger consensus rating and higher probable upside, equities analysts clearly believe MKS is more favorable than Lam Research.

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

99.8% of MKS shares are held by institutional investors. Comparatively, 84.6% of Lam Research shares are held by institutional investors. 0.6% of MKS 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 hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

In the previous week, Lam Research had 77 more articles in the media than MKS. MarketBeat recorded 84 mentions for Lam Research and 7 mentions for MKS. Lam Research's average media sentiment score of 1.11 beat MKS's score of 1.06 indicating that Lam Research is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
MKS
4 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Lam Research
54 Very Positive mention(s)
11 Positive mention(s)
14 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Positive

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
MKS$3.93B6.11$295M$4.7874.41
Lam Research$18.44B24.88$5.36B$5.3069.21

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

Summary

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

How does Lam Research compare to Micron Technology?

Lam Research (NASDAQ:LRCX) and Micron Technology (NASDAQ:MU) 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 0.3%. Micron Technology pays an annual dividend of $0.60 per share and has a dividend yield of 0.1%. Lam Research pays out 19.6% of its earnings in the form of a dividend. Micron Technology pays out 2.8% 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. 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, 80.8% of Micron Technology shares are held by institutional investors. 0.3% of Lam Research shares are held by insiders. Comparatively, 0.2% of Micron Technology 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 beta of 1.85, indicating that its share price is 85% more volatile than the broader market. Comparatively, Micron Technology has a beta of 2.16, indicating that its share price is 116% more volatile than the broader market.

Lam Research currently has a consensus price target of $322.01, suggesting a potential downside of 12.21%. Micron Technology has a consensus price target of $737.63, suggesting a potential downside of 24.85%. Given Lam Research's higher probable upside, research analysts plainly believe Lam Research is more favorable than Micron Technology.

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
Micron Technology
0 Sell rating(s)
4 Hold rating(s)
30 Buy rating(s)
5 Strong Buy rating(s)
3.03

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
Lam Research30.94% 66.21% 31.61%
Micron Technology 41.49%41.16%27.88%

In the previous week, Micron Technology had 143 more articles in the media than Lam Research. MarketBeat recorded 227 mentions for Micron Technology and 84 mentions for Lam Research. Lam Research's average media sentiment score of 1.11 beat Micron Technology's score of 0.81 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
54 Very Positive mention(s)
11 Positive mention(s)
14 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Positive
Micron Technology
119 Very Positive mention(s)
33 Positive mention(s)
44 Neutral mention(s)
19 Negative mention(s)
6 Very Negative mention(s)
Positive

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
Lam Research$18.44B24.88$5.36B$5.3069.21
Micron Technology$37.38B29.62$8.54B$21.1846.35

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$453.36B$72.10B$38.84B$12.02B
Dividend Yield0.29%1.03%3.16%5.61%
P/E Ratio69.2194.30171.4824.43
Price / Sales24.88154.28632.41109.73
Price / Cash81.12266.1649.0555.64
Price / Book47.5810.459.626.79
Net Income$5.36B$854.56M$1.07B$337.66M
7 Day Performance20.95%5.26%0.59%2.08%
1 Month Performance26.82%9.61%5.38%3.16%
1 Year Performance300.19%207.43%157.41%27.78%

Lam Research Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
LRCX
Lam Research
4.4556 of 5 stars
$366.81
+1.2%
$322.01
-12.2%
+298.6%$453.36B$18.44B69.2119,000
AMAT
Applied Materials
4.0801 of 5 stars
$502.02
+0.2%
$470.13
-6.4%
+219.8%$397.59B$28.37B47.1436,500
KLAC
KLA
4.9417 of 5 stars
$2,131.10
+0.3%
$1,842.19
-13.6%
+176.6%$277.60B$12.16B60.3215,200
META
Meta Platforms
4.9775 of 5 stars
$627.57
+0.7%
$840.60
+33.9%
-18.1%$1.58T$200.97B22.8178,865
MKSI
MKS
3.6677 of 5 stars
$330.23
-1.5%
$324.92
-1.6%
+268.8%$22.64B$3.93B69.0910,300

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This page (NASDAQ:LRCX) was last updated on 6/12/2026 by MarketBeat.com Staff.
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