Lam Research (LRCX) Competitors

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$389.04 +14.86 (+3.97%)
Closing price 04:00 PM Eastern
Extended Trading
$390.22 +1.19 (+0.30%)
As of 07:55 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 business? We will contrast the two businesses based on the strength of their profitability, analyst recommendations, institutional ownership, risk, earnings, media sentiment, dividends and valuation.

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 company insiders. Comparatively, 0.3% of Applied Materials shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

Lam Research currently has a consensus target price of $333.62, indicating a potential downside of 14.25%. Applied Materials has a consensus target price of $489.16, indicating a potential downside of 20.73%. Given Lam Research's stronger consensus rating and higher probable upside, equities analysts plainly 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

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.

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

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

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

Summary

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

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 company insiders. Comparatively, 0.3% of Lam Research shares are held by company 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 pays an annual dividend of $0.92 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%. KLA pays out 26.1% 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 beta of 1.5, suggesting that its stock price is 50% 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.

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 121 more articles in the media than KLA. MarketBeat recorded 136 mentions for Lam Research and 15 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 news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
KLA
8 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
3 Negative mention(s)
0 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

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
KLA$13.10B25.89$4.06B$3.5373.53
Lam Research$21.68B22.44$5.36B$5.3073.40

KLA presently has a consensus price target of $342.44, indicating a potential upside of 31.93%. Lam Research has a consensus price target of $333.62, indicating a potential downside of 14.25%. Given KLA's higher probable upside, equities analysts plainly 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

Summary

Lam Research beats KLA on 10 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 superior stock? We will contrast the two businesses based on the strength of their valuation, media sentiment, earnings, institutional ownership, profitability, risk, dividends and analyst recommendations.

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$200.97B7.27$60.46B$27.5120.98
Lam Research$21.68B22.44$5.36B$5.3073.40

Meta Platforms presently has a consensus target price of $840.60, indicating a potential upside of 45.63%. Lam Research has a consensus target price of $333.62, indicating a potential downside of 14.25%. Given Meta Platforms' stronger consensus rating and higher possible upside, equities 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

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%

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 insiders. Comparatively, 0.3% of Lam Research shares are owned 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.

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 news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
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
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 has a beta of 1.23, suggesting that its stock price is 23% 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.

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 raised its dividend for 1 consecutive years and Lam Research has raised its dividend for 10 consecutive years. Meta Platforms is clearly the better dividend stock, given its higher yield and lower payout ratio.

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

Lam Research presently 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

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%

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

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 insiders. Comparatively, 0.6% of MKS shares are owned 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.

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 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 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 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 1.99, suggesting that its share price is 99% more volatile than the broader market.

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 businesses based on the strength of their media sentiment, risk, earnings, analyst recommendations, institutional ownership, profitability, valuation and dividends.

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 109 more articles in the media than Lam Research. MarketBeat recorded 245 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)
34 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 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

80.8% of Micron Technology shares are owned by institutional investors. Comparatively, 84.6% of Lam Research shares are owned by institutional investors. 0.2% of Micron Technology 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 endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Micron Technology presently has a consensus target price of $913.47, suggesting a potential downside of 19.45%. Lam Research has a consensus target price of $333.62, suggesting a potential downside of 14.25%. Given Lam Research's higher probable upside, analysts plainly 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 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.

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 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.

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 Ratio73.40100.9681.2924.45
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%0.61%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
4.9422 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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