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Lam Research (LRCX) Competitors

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$269.61 -22.00 (-7.54%)
Closing price 07/28/2026 04:00 PM Eastern
Extended Trading
$267.85 -1.76 (-0.65%)
As of 07/28/2026 05:05 PM Eastern
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LRCX vs. AMAT, AMD, KLAC, META, and MKSI

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), Advanced Micro Devices (AMD), KLA (KLAC), Meta Platforms (META), and MKS (MKSI). 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 better stock? We will compare the two companies based on the strength of their risk, institutional ownership, profitability, earnings, valuation, analyst recommendations, media sentiment and dividends.

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%

In the previous week, Applied Materials had 5 more articles in the media than Lam Research. MarketBeat recorded 77 mentions for Applied Materials and 72 mentions for Lam Research. Lam Research's average media sentiment score of 1.15 beat Applied Materials' score of 1.13 indicating that Lam Research is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Applied Materials
57 Very Positive mention(s)
7 Positive mention(s)
7 Neutral mention(s)
2 Negative mention(s)
3 Very Negative mention(s)
Positive
Lam Research
51 Very Positive mention(s)
8 Positive mention(s)
8 Neutral mention(s)
2 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
Applied Materials$28.37B13.34$7.00B$10.6544.74
Lam Research$18.44B18.29$5.36B$5.3050.87

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 0.4%. 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.

Applied Materials presently has a consensus price target of $599.19, suggesting a potential upside of 25.76%. Lam Research has a consensus price target of $363.37, suggesting a potential upside of 34.78%. 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)
6 Hold rating(s)
27 Buy rating(s)
1 Strong Buy rating(s)
2.85
Lam Research
0 Sell rating(s)
5 Hold rating(s)
28 Buy rating(s)
1 Strong Buy rating(s)
2.88

Applied Materials has a beta of 1.57, suggesting that its stock price is 57% more volatile than the broader market. Comparatively, Lam Research has a beta of 1.8, suggesting that its stock price is 80% more volatile than the broader market.

80.6% of Applied Materials shares are owned by institutional investors. Comparatively, 84.6% of Lam Research shares are owned by institutional investors. 0.3% of Applied Materials 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 hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Summary

Lam Research beats Applied Materials on 14 of the 19 factors compared between the two stocks.

How does Lam Research compare to Advanced Micro Devices?

Advanced Micro Devices (NASDAQ:AMD) 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 analyst recommendations, earnings, profitability, risk, dividends, media sentiment, institutional ownership and valuation.

Advanced Micro Devices has a beta of 2.47, meaning that its share price is 147% more volatile than the broader market. Comparatively, Lam Research has a beta of 1.8, meaning that its share price is 80% more volatile than the broader market.

Lam Research has a net margin of 30.94% compared to Advanced Micro Devices' net margin of 13.37%. Lam Research's return on equity of 66.21% beat Advanced Micro Devices' return on equity.

Company Net Margins Return on Equity Return on Assets
Advanced Micro Devices13.37% 9.55% 7.68%
Lam Research 30.94%66.21%31.61%

In the previous week, Advanced Micro Devices had 201 more articles in the media than Lam Research. MarketBeat recorded 273 mentions for Advanced Micro Devices and 72 mentions for Lam Research. Lam Research's average media sentiment score of 1.15 beat Advanced Micro Devices' score of 0.81 indicating that Lam Research is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Advanced Micro Devices
145 Very Positive mention(s)
51 Positive mention(s)
51 Neutral mention(s)
15 Negative mention(s)
7 Very Negative mention(s)
Positive
Lam Research
51 Very Positive mention(s)
8 Positive mention(s)
8 Neutral mention(s)
2 Negative mention(s)
2 Very Negative mention(s)
Positive

Advanced Micro Devices presently has a consensus price target of $528.11, indicating a potential upside of 16.16%. Lam Research has a consensus price target of $363.37, indicating a potential upside of 34.78%. Given Lam Research's stronger consensus rating and higher probable upside, analysts plainly believe Lam Research is more favorable than Advanced Micro Devices.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Advanced Micro Devices
1 Sell rating(s)
11 Hold rating(s)
30 Buy rating(s)
2 Strong Buy rating(s)
2.75
Lam Research
0 Sell rating(s)
5 Hold rating(s)
28 Buy rating(s)
1 Strong Buy rating(s)
2.88

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Advanced Micro Devices$34.64B21.40$4.34B$3.05149.06
Lam Research$18.44B18.29$5.36B$5.3050.87

71.3% of Advanced Micro Devices shares are owned by institutional investors. Comparatively, 84.6% of Lam Research shares are owned by institutional investors. 0.5% of Advanced Micro Devices shares are owned by insiders. Comparatively, 0.3% of Lam Research shares are owned 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 Advanced Micro Devices on 9 of the 17 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 stock? We will compare the two businesses based on the strength of their profitability, media sentiment, analyst recommendations, dividends, valuation, risk, institutional ownership and earnings.

In the previous week, Lam Research had 46 more articles in the media than KLA. MarketBeat recorded 72 mentions for Lam Research and 26 mentions for KLA. Lam Research's average media sentiment score of 1.15 beat KLA's score of 0.67 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
51 Very Positive mention(s)
8 Positive mention(s)
8 Neutral mention(s)
2 Negative mention(s)
2 Very Negative mention(s)
Positive
KLA
10 Very Positive mention(s)
1 Positive mention(s)
9 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Positive

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%

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 $0.92 per share and has a dividend yield of 0.5%. 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 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.

Lam Research currently has a consensus price target of $363.37, suggesting a potential upside of 34.78%. KLA has a consensus price target of $221.09, suggesting a potential upside of 15.87%. Given Lam Research's stronger consensus rating and higher probable upside, equities analysts plainly believe Lam Research is more favorable than KLA.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Lam Research
0 Sell rating(s)
5 Hold rating(s)
28 Buy rating(s)
1 Strong Buy rating(s)
2.88
KLA
0 Sell rating(s)
10 Hold rating(s)
20 Buy rating(s)
0 Strong Buy rating(s)
2.67

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 large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Lam Research has a beta of 1.8, meaning that its stock price is 80% more volatile than the broader market. Comparatively, KLA has a beta of 1.41, meaning that its stock price is 41% more volatile than the broader market.

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$18.44B18.29$5.36B$5.3050.87
KLA$12.16B20.50$4.06B$3.5354.05

Summary

Lam Research beats KLA on 12 of the 20 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 stock? We will contrast the two companies based on the strength of their valuation, media sentiment, analyst recommendations, risk, dividends, institutional ownership, earnings and profitability.

Lam Research currently has a consensus price target of $363.37, suggesting a potential upside of 34.78%. Meta Platforms has a consensus price target of $835.64, suggesting a potential upside of 40.82%. Given Meta Platforms' stronger consensus rating and higher possible 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)
5 Hold rating(s)
28 Buy rating(s)
1 Strong Buy rating(s)
2.88
Meta Platforms
1 Sell rating(s)
8 Hold rating(s)
34 Buy rating(s)
5 Strong Buy rating(s)
2.90

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$18.44B18.29$5.36B$5.3050.87
Meta Platforms$200.97B7.47$60.46B$27.5121.57

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 0.4%. 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 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.

Lam Research has a beta of 1.8, meaning that its stock price is 80% more volatile than the broader market. Comparatively, Meta Platforms has a beta of 1.25, meaning that its stock price is 25% more volatile than the broader market.

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

In the previous week, Meta Platforms had 128 more articles in the media than Lam Research. MarketBeat recorded 200 mentions for Meta Platforms and 72 mentions for Lam Research. Lam Research's average media sentiment score of 1.15 beat Meta Platforms' score of 0.88 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
51 Very Positive mention(s)
8 Positive mention(s)
8 Neutral mention(s)
2 Negative mention(s)
2 Very Negative mention(s)
Positive
Meta Platforms
135 Very Positive mention(s)
5 Positive mention(s)
31 Neutral mention(s)
23 Negative mention(s)
2 Very Negative mention(s)
Positive

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%

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

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 large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Lam Research has a beta of 1.8, indicating that its share price is 80% more volatile than the broader market. Comparatively, MKS has a beta of 1.93, indicating that its share price is 93% more volatile than the broader market.

In the previous week, Lam Research had 57 more articles in the media than MKS. MarketBeat recorded 72 mentions for Lam Research and 15 mentions for MKS. MKS's average media sentiment score of 1.54 beat Lam Research's score of 1.15 indicating that MKS is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Lam Research
51 Very Positive mention(s)
8 Positive mention(s)
8 Neutral mention(s)
2 Negative mention(s)
2 Very Negative mention(s)
Positive
MKS
12 Very Positive mention(s)
2 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

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 0.4%. 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 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.

Lam Research presently has a consensus price target of $363.37, indicating a potential upside of 34.78%. MKS has a consensus price target of $385.00, indicating a potential upside of 34.94%. Given MKS's higher possible upside, analysts plainly 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)
5 Hold rating(s)
28 Buy rating(s)
1 Strong Buy rating(s)
2.88
MKS
1 Sell rating(s)
2 Hold rating(s)
12 Buy rating(s)
1 Strong Buy rating(s)
2.81

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$18.44B18.29$5.36B$5.3050.87
MKS$3.93B4.90$295M$4.7859.69

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%

Summary

Lam Research beats MKS on 13 of the 19 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$364.68B$64.65B$37.14B$12.19B
Dividend Yield0.36%1.08%3.17%8.55%
P/E Ratio50.8770.76166.9623.75
Price / Sales18.2985.57596.2187.89
Price / Cash65.25160.0943.6959.05
Price / Book34.977.338.956.06
Net Income$5.36B$854.68M$1.08B$336.44M
7 Day Performance-15.56%-10.63%-1.01%-1.50%
1 Month Performance-34.39%-20.02%-3.92%-4.62%
1 Year Performance172.50%90.93%132.59%15.02%

Lam Research Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
LRCX
Lam Research
4.9581 of 5 stars
$269.61
-7.5%
$363.37
+34.8%
+173.4%$364.68B$18.44B50.8719,000
AMAT
Applied Materials
4.9948 of 5 stars
$560.93
-3.2%
$593.84
+5.9%
+150.4%$460.04B$28.37B52.6736,500
AMD
Advanced Micro Devices
4.3683 of 5 stars
$500.94
-5.3%
$468.65
-6.4%
+161.8%$862.82B$34.64B164.2431,000
KLAC
KLA
4.8849 of 5 stars
$219.37
-2.3%
$291.26
+32.8%
+106.7%$293.26B$12.16B62.0915,200
META
Meta Platforms
4.9542 of 5 stars
$664.54
-2.5%
$830.45
+25.0%
-17.3%$1.72T$200.97B24.1678,865

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This page (NASDAQ:LRCX) was last updated on 7/29/2026 by MarketBeat.com Staff.
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