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Lam Research (LRCX) Competitors

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$241.53 +19.14 (+8.61%)
As of 01:32 PM Eastern
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LRCX vs. AMAT, AMD, GOOGL, KLAC, and META

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), Alphabet (GOOGL), KLA (KLAC), and Meta Platforms (META). 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 business? We will contrast the two companies based on the strength of their risk, valuation, institutional ownership, earnings, media sentiment, dividends, profitability and analyst recommendations.

Applied Materials presently has a consensus price target of $625.76, indicating a potential upside of 67.97%. Lam Research has a consensus price target of $357.57, indicating a potential upside of 60.78%. Given Applied Materials' higher probable upside, research analysts clearly 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)
9 Hold rating(s)
30 Buy rating(s)
0 Strong Buy rating(s)
2.77
Lam Research
0 Sell rating(s)
6 Hold rating(s)
26 Buy rating(s)
0 Strong Buy rating(s)
2.81

In the previous week, Applied Materials had 7 more articles in the media than Lam Research. MarketBeat recorded 70 mentions for Applied Materials and 63 mentions for Lam Research. Lam Research's average media sentiment score of 0.83 beat Applied Materials' score of 0.78 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
40 Very Positive mention(s)
9 Positive mention(s)
15 Neutral mention(s)
4 Negative mention(s)
0 Very Negative mention(s)
Positive
Lam Research
35 Very Positive mention(s)
10 Positive mention(s)
9 Neutral mention(s)
3 Negative mention(s)
1 Very Negative mention(s)
Positive

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 1.97, meaning that its stock price is 97% 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 endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Applied Materials pays an annual dividend of $2.12 per share and has a dividend yield of 0.6%. Lam Research pays an annual dividend of $1.32 per share and has a dividend yield of 0.6%. Applied Materials pays out 18.3% of its earnings in the form of a dividend. Lam Research pays out 19.7% 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 raised its dividend for 8 consecutive years and 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 a net margin of 32.34% compared to Applied Materials' net margin of 30.05%. Lam Research's return on equity of 72.15% beat Applied Materials' return on equity.

Company Net Margins Return on Equity Return on Assets
Applied Materials30.05% 38.02% 22.09%
Lam Research 32.34%72.15%36.92%

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$28.37B10.42$7.00B$11.6032.11
Lam Research$23.23B11.96$7.27B$6.7133.14

Summary

Lam Research beats Applied Materials on 12 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 better business? We will compare the two businesses based on the strength of their profitability, valuation, institutional ownership, dividends, risk, media sentiment, analyst recommendations and earnings.

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

Advanced Micro Devices has a beta of 2.49, indicating that its share price is 149% more volatile than the broader market. Comparatively, Lam Research has a beta of 1.97, indicating that its share price is 97% more volatile than the broader market.

In the previous week, Advanced Micro Devices had 247 more articles in the media than Lam Research. MarketBeat recorded 310 mentions for Advanced Micro Devices and 63 mentions for Lam Research. Lam Research's average media sentiment score of 0.83 beat Advanced Micro Devices' score of 0.61 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
132 Very Positive mention(s)
53 Positive mention(s)
57 Neutral mention(s)
36 Negative mention(s)
18 Very Negative mention(s)
Positive
Lam Research
35 Very Positive mention(s)
10 Positive mention(s)
9 Neutral mention(s)
3 Negative mention(s)
1 Very Negative mention(s)
Positive

Advanced Micro Devices currently has a consensus target price of $642.47, indicating a potential upside of 24.70%. Lam Research has a consensus target price of $357.57, indicating a potential upside of 60.78%. Given Lam Research's 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)
8 Hold rating(s)
31 Buy rating(s)
3 Strong Buy rating(s)
2.84
Lam Research
0 Sell rating(s)
6 Hold rating(s)
26 Buy rating(s)
0 Strong Buy rating(s)
2.81

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$34.64B24.39$4.34B$4.60112.00
Lam Research$23.23B11.96$7.27B$6.7133.14

Lam Research has a net margin of 32.34% compared to Advanced Micro Devices' net margin of 16.77%. Lam Research's return on equity of 72.15% beat Advanced Micro Devices' return on equity.

Company Net Margins Return on Equity Return on Assets
Advanced Micro Devices16.77% 14.15% 11.08%
Lam Research 32.34%72.15%36.92%

Summary

Advanced Micro Devices beats Lam Research on 9 of the 17 factors compared between the two stocks.

How does Lam Research compare to Alphabet?

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

Lam Research has a beta of 1.97, suggesting that its share price is 97% more volatile than the broader market. Comparatively, Alphabet has a beta of 1.23, suggesting that its share price is 23% more volatile than the broader market.

84.6% of Lam Research shares are held by institutional investors. Comparatively, 40.0% of Alphabet shares are held by institutional investors. 0.3% of Lam Research shares are held by insiders. Comparatively, 11.6% of Alphabet shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Alphabet has higher revenue and earnings than Lam Research. Alphabet 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$23.23B11.96$7.27B$6.7133.14
Alphabet$402.84B8.77$132.17B$19.1615.00

Lam Research currently has a consensus price target of $357.57, indicating a potential upside of 60.78%. Alphabet has a consensus price target of $412.51, indicating a potential upside of 43.54%. Given Lam Research's higher probable upside, equities analysts plainly believe Lam Research is more favorable than Alphabet.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Lam Research
0 Sell rating(s)
6 Hold rating(s)
26 Buy rating(s)
0 Strong Buy rating(s)
2.81
Alphabet
0 Sell rating(s)
5 Hold rating(s)
45 Buy rating(s)
5 Strong Buy rating(s)
3.00

In the previous week, Alphabet had 150 more articles in the media than Lam Research. MarketBeat recorded 213 mentions for Alphabet and 63 mentions for Lam Research. Lam Research's average media sentiment score of 0.83 beat Alphabet's score of 0.54 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
35 Very Positive mention(s)
10 Positive mention(s)
9 Neutral mention(s)
3 Negative mention(s)
1 Very Negative mention(s)
Positive
Alphabet
113 Very Positive mention(s)
12 Positive mention(s)
60 Neutral mention(s)
27 Negative mention(s)
0 Very Negative mention(s)
Positive

Alphabet has a net margin of 50.03% compared to Lam Research's net margin of 32.34%. Lam Research's return on equity of 72.15% beat Alphabet's return on equity.

Company Net Margins Return on Equity Return on Assets
Lam Research32.34% 72.15% 36.92%
Alphabet 50.03%43.33%29.24%

Lam Research pays an annual dividend of $1.32 per share and has a dividend yield of 0.6%. Alphabet pays an annual dividend of $0.88 per share and has a dividend yield of 0.3%. Lam Research pays out 19.7% of its earnings in the form of a dividend. Alphabet pays out 4.6% 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 Alphabet 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.

Summary

Lam Research and Alphabet tied by winning 10 of the 20 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 media sentiment, valuation, analyst recommendations, institutional ownership, dividends, profitability, earnings and risk.

KLA has a net margin of 36.25% compared to Lam Research's net margin of 32.34%. KLA's return on equity of 89.30% beat Lam Research's return on equity.

Company Net Margins Return on Equity Return on Assets
KLA36.25% 89.30% 30.85%
Lam Research 32.34%72.15%36.92%

KLA pays an annual dividend of $0.92 per share and has a dividend yield of 0.6%. Lam Research pays an annual dividend of $1.32 per share and has a dividend yield of 0.6%. KLA pays out 23.0% of its earnings in the form of a dividend. Lam Research pays out 19.7% 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 1.49, suggesting that its share price is 49% more volatile than the broader market. Comparatively, Lam Research has a beta of 1.97, suggesting that its share price is 97% more volatile than the broader market.

KLA presently has a consensus target price of $220.35, indicating a potential upside of 44.03%. Lam Research has a consensus target price of $357.57, indicating a potential upside of 60.78%. Given Lam Research's stronger consensus rating and higher possible upside, analysts clearly believe Lam Research is more favorable than KLA.

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)
6 Hold rating(s)
26 Buy rating(s)
0 Strong Buy rating(s)
2.81

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$13.58B14.68$4.83B$4.0038.25
Lam Research$23.23B11.96$7.27B$6.7133.14

In the previous week, Lam Research had 19 more articles in the media than KLA. MarketBeat recorded 63 mentions for Lam Research and 44 mentions for KLA. KLA's average media sentiment score of 0.93 beat Lam Research's score of 0.83 indicating that KLA is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
KLA
24 Very Positive mention(s)
2 Positive mention(s)
11 Neutral mention(s)
4 Negative mention(s)
0 Very Negative mention(s)
Positive
Lam Research
35 Very Positive mention(s)
10 Positive mention(s)
9 Neutral mention(s)
3 Negative mention(s)
1 Very Negative mention(s)
Positive

86.7% of KLA shares are owned by institutional investors. Comparatively, 84.6% of Lam Research shares are owned by institutional investors. 79.4% 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 will outperform the market over the long term.

Summary

KLA and Lam Research tied by winning 10 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 related large-cap companies, but which is the superior business? We will compare the two companies based on the strength of their media sentiment, valuation, dividends, analyst recommendations, risk, profitability, institutional ownership and earnings.

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$23.23B11.96$7.27B$6.7133.14
Meta Platforms$200.97B8.16$60.46B$29.3321.87

In the previous week, Meta Platforms had 77 more articles in the media than Lam Research. MarketBeat recorded 140 mentions for Meta Platforms and 63 mentions for Lam Research. Meta Platforms' average media sentiment score of 0.93 beat Lam Research's score of 0.83 indicating that Meta Platforms is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Lam Research
35 Very Positive mention(s)
10 Positive mention(s)
9 Neutral mention(s)
3 Negative mention(s)
1 Very Negative mention(s)
Positive
Meta Platforms
100 Very Positive mention(s)
5 Positive mention(s)
18 Neutral mention(s)
12 Negative mention(s)
1 Very Negative mention(s)
Positive

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 insiders. Comparatively, 13.4% of Meta Platforms shares are owned 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.

Lam Research has a beta of 1.97, indicating that its share price is 97% more volatile than the broader market. Comparatively, Meta Platforms has a beta of 1.28, indicating that its share price is 28% more volatile than the broader market.

Lam Research pays an annual dividend of $1.32 per share and has a dividend yield of 0.6%. Meta Platforms pays an annual dividend of $2.10 per share and has a dividend yield of 0.3%. Lam Research pays out 19.7% of its earnings in the form of a dividend. Meta Platforms pays out 7.2% 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. 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 net margin of 32.34% compared to Meta Platforms' net margin of 31.15%. Lam Research's return on equity of 72.15% beat Meta Platforms' return on equity.

Company Net Margins Return on Equity Return on Assets
Lam Research32.34% 72.15% 36.92%
Meta Platforms 31.15%30.73%18.08%

Lam Research presently has a consensus target price of $357.57, suggesting a potential upside of 60.78%. Meta Platforms has a consensus target price of $833.12, suggesting a potential upside of 29.89%. Given Lam Research's higher possible upside, equities 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)
6 Hold rating(s)
26 Buy rating(s)
0 Strong Buy rating(s)
2.81
Meta Platforms
0 Sell rating(s)
7 Hold rating(s)
47 Buy rating(s)
3 Strong Buy rating(s)
2.93

Summary

Lam Research and Meta Platforms 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 ResearchSemiconductors & Semiconductor Equipment IndustryTechnology SectorNASDAQ Exchange
Market Cap$300.60B$97.44B$27.89B$12.26B
Dividend Yield0.60%1.73%2.91%4.43%
P/E Ratio35.8651.6044.9130.63
Price / Sales12.969.265.765.91
Price / Cash35.6033.4527.1522.66
Price / Book21.655.955.493.84
Net Income$7.27B$2.63B$790.32M$389.92M
7 Day Performance8.84%3.19%0.79%-0.94%
1 Month Performance-24.41%-16.15%-6.88%-6.08%
1 Year Performance51.41%32.37%2.99%-5.79%

Lam Research Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
LRCX
Lam Research
4.9954 of 5 stars
$241.53
+8.6%
$357.57
+48.0%
+33.7%$301.30B$23.23B35.9523,300
AMAT
Applied Materials
4.9626 of 5 stars
$319.25
-13.6%
$632.01
+98.0%
+58.5%$293.15B$28.37B33.8636,500
AMD
Advanced Micro Devices
3.9024 of 5 stars
$404.40
-17.3%
$633.17
+56.6%
+111.2%$797.92B$34.64B87.9131,000
GOOGL
Alphabet
4.8281 of 5 stars
$282.57
-2.2%
$412.51
+46.0%
-0.9%$3.53T$402.84B15.08190,820
KLAC
KLA
4.9771 of 5 stars
$129.80
-13.3%
$220.35
+69.8%
+25.6%$195.17B$13.58B36.5817,200

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This page (NASDAQ:LRCX) was last updated on 11/11/2026 by MarketBeat.com Staff.
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