Go Pro

Lam Research (LRCX) Competitors

Lam Research logo
$315.21 +8.05 (+2.62%)
Closing price 09/25/2026 04:00 PM Eastern
Extended Trading
$316.04 +0.83 (+0.26%)
As of 09/25/2026 08:00 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, AMD, KLAC, META, and MKSI

Should you buy Lam Research stock or one of its competitors? Lam Research's main competitors and comparable companies include Applied Materials (AMAT), Advanced Micro Devices (AMD), KLA (KLAC), Meta Platforms (META), and MKS (MKSI). Companies are selected based on similarities in market, industry, and size.

How does Lam Research compare to Applied Materials?

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

Applied Materials currently has a consensus target price of $658.45, suggesting a potential upside of 35.76%. Lam Research has a consensus target price of $361.81, suggesting a potential upside of 14.78%. Given Applied Materials' stronger consensus rating and higher possible upside, research analysts plainly believe Applied Materials is more favorable than Lam Research.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Applied Materials
0 Sell rating(s)
5 Hold rating(s)
27 Buy rating(s)
1 Strong Buy rating(s)
2.88
Lam Research
0 Sell rating(s)
5 Hold rating(s)
26 Buy rating(s)
1 Strong Buy rating(s)
2.88

Lam Research has lower revenue, but higher earnings than Applied Materials. 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$28.37B13.57$7.00B$11.6041.81
Lam Research$23.23B16.98$7.27B$5.7654.72

Applied Materials has a beta of 1.6, indicating that its share price is 60% more volatile than the broader market. Comparatively, Lam Research has a beta of 1.85, indicating that its share price is 85% more volatile than the broader market.

In the previous week, Applied Materials had 16 more articles in the media than Lam Research. MarketBeat recorded 35 mentions for Applied Materials and 19 mentions for Lam Research. Lam Research's average media sentiment score of 0.91 beat Applied Materials' score of 0.71 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
12 Very Positive mention(s)
10 Positive mention(s)
10 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
Lam Research
10 Very Positive mention(s)
5 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 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 $1.32 per share and has a dividend yield of 0.4%. Applied Materials pays out 18.3% of its earnings in the form of a dividend. Lam Research 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. Applied Materials has increased its dividend for 8 consecutive years and Lam Research has increased its dividend for 10 consecutive years. Applied Materials is clearly the better dividend stock, given its higher yield and lower payout ratio.

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

Lam Research has a net margin of 31.27% compared to Applied Materials' net margin of 30.05%. Lam Research's return on equity of 67.60% beat Applied Materials' return on equity.

Company Net Margins Return on Equity Return on Assets
Applied Materials30.05% 38.02% 22.09%
Lam Research 31.27%67.60%33.48%

Summary

Lam Research beats Applied Materials on 11 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 technology companies, but which is the superior stock? We will contrast the two businesses based on the strength of their media sentiment, analyst recommendations, institutional ownership, earnings, valuation, profitability, risk and dividends.

In the previous week, Advanced Micro Devices had 166 more articles in the media than Lam Research. MarketBeat recorded 185 mentions for Advanced Micro Devices and 19 mentions for Lam Research. Lam Research's average media sentiment score of 0.91 beat Advanced Micro Devices' score of 0.65 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
75 Very Positive mention(s)
51 Positive mention(s)
37 Neutral mention(s)
19 Negative mention(s)
1 Very Negative mention(s)
Positive
Lam Research
10 Very Positive mention(s)
5 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

71.3% of Advanced Micro Devices shares are held by institutional investors. Comparatively, 84.6% of Lam Research shares are held by institutional investors. 0.5% of Advanced Micro Devices 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 is poised for long-term growth.

Advanced Micro Devices presently has a consensus price target of $567.63, suggesting a potential downside of 9.99%. Lam Research has a consensus price target of $361.81, suggesting a potential upside of 14.78%. Given Lam Research's stronger consensus rating and higher probable upside, analysts clearly 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)
10 Hold rating(s)
33 Buy rating(s)
3 Strong Buy rating(s)
2.81
Lam Research
0 Sell rating(s)
5 Hold rating(s)
26 Buy rating(s)
1 Strong Buy rating(s)
2.88

Lam Research has a net margin of 31.27% compared to Advanced Micro Devices' net margin of 15.58%. Lam Research's return on equity of 67.60% beat Advanced Micro Devices' return on equity.

Company Net Margins Return on Equity Return on Assets
Advanced Micro Devices15.58% 12.30% 9.89%
Lam Research 31.27%67.60%33.48%

Advanced Micro Devices has a beta of 2.48, suggesting that its stock price is 148% more volatile than the broader market. Comparatively, Lam Research has a beta of 1.85, suggesting that its stock price is 85% more volatile than the broader market.

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$34.64B29.72$4.34B$3.89162.11
Lam Research$23.23B16.98$7.27B$5.7654.72

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?

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

KLA has a net margin of 35.57% compared to Lam Research's net margin of 31.27%. KLA's return on equity of 87.66% beat Lam Research's return on equity.

Company Net Margins Return on Equity Return on Assets
KLA35.57% 87.66% 29.23%
Lam Research 31.27%67.60%33.48%

KLA has a beta of 1.45, indicating that its share price is 45% more volatile than the broader market. Comparatively, Lam Research has a beta of 1.85, indicating that its share price is 85% more volatile than the broader market.

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

In the previous week, Lam Research had 10 more articles in the media than KLA. MarketBeat recorded 19 mentions for Lam Research and 9 mentions for KLA. KLA's average media sentiment score of 0.98 beat Lam Research's score of 0.91 indicating that KLA is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
KLA
6 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Lam Research
10 Very Positive mention(s)
5 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

KLA presently has a consensus target price of $222.22, suggesting a potential upside of 18.25%. Lam Research has a consensus target price of $361.81, suggesting a potential upside of 14.78%. 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)
9 Hold rating(s)
19 Buy rating(s)
1 Strong Buy rating(s)
2.72
Lam Research
0 Sell rating(s)
5 Hold rating(s)
26 Buy rating(s)
1 Strong Buy rating(s)
2.88

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$13.58B18.06$4.83B$3.6751.20
Lam Research$23.23B16.98$7.27B$5.7654.72

KLA pays an annual dividend of $0.92 per share and has a dividend yield of 0.5%. Lam Research pays an annual dividend of $1.32 per share and has a dividend yield of 0.4%. KLA pays out 25.1% of its earnings in the form of a dividend. Lam Research 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. KLA has increased its dividend for 16 consecutive years and Lam Research has increased its dividend for 10 consecutive years. KLA is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

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 related large-cap companies, but which is the better stock? We will compare the two companies based on the strength of their valuation, dividends, media sentiment, analyst recommendations, institutional ownership, earnings, risk and profitability.

Lam Research has a beta of 1.85, suggesting that its share price is 85% more volatile than the broader market. Comparatively, Meta Platforms has a beta of 1.25, suggesting that its share price is 25% more volatile than the broader market.

In the previous week, Meta Platforms had 325 more articles in the media than Lam Research. MarketBeat recorded 344 mentions for Meta Platforms and 19 mentions for Lam Research. Lam Research's average media sentiment score of 0.91 beat Meta Platforms' score of 0.78 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
10 Very Positive mention(s)
5 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Meta Platforms
204 Very Positive mention(s)
19 Positive mention(s)
70 Neutral mention(s)
31 Negative mention(s)
2 Very Negative mention(s)
Positive

Lam Research has a net margin of 31.27% compared to Meta Platforms' net margin of 29.83%. Lam Research's return on equity of 67.60% beat Meta Platforms' return on equity.

Company Net Margins Return on Equity Return on Assets
Lam Research31.27% 67.60% 33.48%
Meta Platforms 29.83%33.18%20.07%

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, 13.5% of Meta Platforms shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

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$23.23B16.98$7.27B$5.7654.72
Meta Platforms$200.97B9.53$60.46B$26.5528.31

Lam Research pays an annual dividend of $1.32 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 22.9% of its earnings in the form of a dividend. Meta Platforms pays out 7.9% 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 and Meta Platforms has raised 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 presently has a consensus price target of $361.81, suggesting a potential upside of 14.78%. Meta Platforms has a consensus price target of $785.90, suggesting a potential upside of 4.56%. Given Lam Research's higher possible upside, equities research analysts clearly believe Lam Research is more favorable than Meta Platforms.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Lam Research
0 Sell rating(s)
5 Hold rating(s)
26 Buy rating(s)
1 Strong Buy rating(s)
2.88
Meta Platforms
0 Sell rating(s)
10 Hold rating(s)
44 Buy rating(s)
3 Strong Buy rating(s)
2.88

Summary

Lam Research beats Meta Platforms 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 technology companies, but which is the superior investment? We will compare the two businesses based on the strength of their media sentiment, analyst recommendations, institutional ownership, dividends, earnings, risk, valuation and profitability.

Lam Research has a net margin of 31.27% compared to MKS's net margin of 10.15%. Lam Research's return on equity of 67.60% beat MKS's return on equity.

Company Net Margins Return on Equity Return on Assets
Lam Research31.27% 67.60% 33.48%
MKS 10.15%24.72%7.80%

Lam Research has a beta of 1.85, suggesting that its share price is 85% more volatile than the broader market. Comparatively, MKS has a beta of 1.98, suggesting that its share price is 98% more volatile than the broader market.

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

Lam Research presently has a consensus price target of $361.81, suggesting a potential upside of 14.78%. MKS has a consensus price target of $375.93, suggesting a potential upside of 44.13%. Given MKS's higher probable 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)
26 Buy rating(s)
1 Strong Buy rating(s)
2.88
MKS
1 Sell rating(s)
1 Hold rating(s)
13 Buy rating(s)
1 Strong Buy rating(s)
2.88

Lam Research pays an annual dividend of $1.32 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 22.9% of its earnings in the form of a dividend. MKS pays out 15.9% 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 has higher revenue and earnings than MKS. MKS 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$23.23B16.98$7.27B$5.7654.72
MKS$4.35B4.06$295M$6.2741.60

In the previous week, Lam Research had 11 more articles in the media than MKS. MarketBeat recorded 19 mentions for Lam Research and 8 mentions for MKS. Lam Research's average media sentiment score of 0.91 beat MKS's score of 0.41 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
10 Very Positive mention(s)
5 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
MKS
1 Very Positive mention(s)
1 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Summary

Lam Research beats MKS on 12 of the 18 factors compared between the two stocks.

Get Lam Research News Delivered to You Automatically

Sign up to receive the latest news and ratings for LRCX and its competitors with MarketBeat's FREE daily newsletter.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

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.
Skip Chart

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.
Skip Chart

LRCX vs. The Competition

MetricLam ResearchSemiconductors & Semiconductor Equipment IndustryTechnology SectorNASDAQ Exchange
Market Cap$394.43B$117.34B$31.27B$13.17B
Dividend Yield0.43%1.64%2.76%14.04%
P/E Ratio54.7287.8879.3125.78
Price / Sales16.9892.29589.0585.46
Price / Cash50.7066.2948.9152.89
Price / Book31.6210.707.936.30
Net Income$7.27B$2.06B$704.26M$360.35M
7 Day Performance9.41%4.18%1.10%-0.23%
1 Month Performance-1.06%2.43%-2.96%-4.16%
1 Year Performance145.62%90.30%180.11%4.58%

Lam Research Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
LRCX
Lam Research
4.9125 of 5 stars
$315.21
+2.6%
$361.81
+14.8%
+145.6%$394.43B$23.23B54.7223,300
AMAT
Applied Materials
4.9825 of 5 stars
$474.25
0.0%
$658.45
+38.8%
+137.8%$374.94B$28.37B40.8836,500
AMD
Advanced Micro Devices
2.993 of 5 stars
$629.26
+2.4%
$565.13
-10.2%
+295.5%$1.02T$34.64B161.7631,000
KLAC
KLA
4.9247 of 5 stars
$187.11
-0.4%
$222.22
+18.8%
+76.6%$246.05B$13.58B51.0317,200
META
Meta Platforms
4.4079 of 5 stars
$777.59
+4.5%
$780.12
+0.3%
+1.1%$1.88T$200.97B29.2978,865

Related Companies and Tools


This page (NASDAQ:LRCX) was last updated on 9/27/2026 by MarketBeat.com Staff.
From Our Partners