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Lam Research (LRCX) Competitors

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$307.65 0.00 (0.00%)
As of 09/4/2026 04:00 PM Eastern

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?

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

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
Lam Research31.27% 67.60% 33.48%
Applied Materials 30.05%38.02%22.09%

In the previous week, Lam Research had 15 more articles in the media than Applied Materials. MarketBeat recorded 69 mentions for Lam Research and 54 mentions for Applied Materials. Applied Materials' average media sentiment score of 1.28 beat Lam Research's score of 1.02 indicating that Applied Materials is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Lam Research
44 Very Positive mention(s)
11 Positive mention(s)
5 Neutral mention(s)
5 Negative mention(s)
2 Very Negative mention(s)
Positive
Applied Materials
38 Very Positive mention(s)
6 Positive mention(s)
7 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

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 0.5%. Lam Research pays out 18.1% of its earnings in the form of a dividend. Applied Materials pays out 18.3% 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 currently has a consensus price target of $358.97, indicating a potential upside of 16.68%. Applied Materials has a consensus price target of $658.45, indicating a potential upside of 44.81%. Given Applied Materials' stronger consensus rating and higher possible upside, analysts clearly believe Applied Materials 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
Applied Materials
0 Sell rating(s)
5 Hold rating(s)
27 Buy rating(s)
1 Strong Buy rating(s)
2.88

Lam Research has higher earnings, but lower revenue 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
Lam Research$23.23B16.57$7.27B$5.7653.41
Applied Materials$30.84B11.70$7.00B$11.6039.20

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 insiders. Comparatively, 0.3% of Applied Materials 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 beta of 1.85, suggesting that its stock price is 85% more volatile than the broader market. Comparatively, Applied Materials has a beta of 1.6, suggesting that its stock price is 60% more volatile than the broader market.

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?

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

84.6% of Lam Research shares are held by institutional investors. Comparatively, 71.3% of Advanced Micro Devices shares are held by institutional investors. 0.3% of Lam Research shares are held by company insiders. Comparatively, 0.5% of Advanced Micro Devices shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Lam Research presently has a consensus target price of $358.97, suggesting a potential upside of 16.68%. Advanced Micro Devices has a consensus target price of $553.72, suggesting a potential upside of 15.94%. Given Lam Research's stronger consensus rating and higher possible 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
Lam Research
0 Sell rating(s)
5 Hold rating(s)
26 Buy rating(s)
1 Strong Buy rating(s)
2.88
Advanced Micro Devices
1 Sell rating(s)
10 Hold rating(s)
32 Buy rating(s)
3 Strong Buy rating(s)
2.80

Lam Research has higher earnings, but lower revenue 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
Lam Research$23.23B16.57$7.27B$5.7653.41
Advanced Micro Devices$34.64B22.51$4.34B$3.89122.77

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

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
Lam Research31.27% 67.60% 33.48%
Advanced Micro Devices 15.58%12.30%9.89%

In the previous week, Advanced Micro Devices had 111 more articles in the media than Lam Research. MarketBeat recorded 180 mentions for Advanced Micro Devices and 69 mentions for Lam Research. Advanced Micro Devices' average media sentiment score of 1.24 beat Lam Research's score of 1.02 indicating that Advanced Micro Devices is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Lam Research
44 Very Positive mention(s)
11 Positive mention(s)
5 Neutral mention(s)
5 Negative mention(s)
2 Very Negative mention(s)
Positive
Advanced Micro Devices
134 Very Positive mention(s)
14 Positive mention(s)
16 Neutral mention(s)
14 Negative mention(s)
1 Very Negative mention(s)
Positive

Summary

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

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

In the previous week, Lam Research had 26 more articles in the media than KLA. MarketBeat recorded 69 mentions for Lam Research and 43 mentions for KLA. KLA's average media sentiment score of 1.33 beat Lam Research's score of 1.02 indicating that KLA is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Lam Research
44 Very Positive mention(s)
11 Positive mention(s)
5 Neutral mention(s)
5 Negative mention(s)
2 Very Negative mention(s)
Positive
KLA
35 Very Positive mention(s)
1 Positive mention(s)
4 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

Lam Research presently has a consensus price target of $358.97, indicating a potential upside of 16.68%. KLA has a consensus price target of $222.22, indicating a potential upside of 19.73%. Given KLA's higher possible upside, analysts plainly believe KLA 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
KLA
0 Sell rating(s)
9 Hold rating(s)
19 Buy rating(s)
1 Strong Buy rating(s)
2.72

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
Lam Research31.27% 67.60% 33.48%
KLA 35.57%87.66%29.23%

Lam Research pays an annual dividend of $1.04 per share and has a dividend yield of 0.3%. KLA pays an annual dividend of $0.92 per share and has a dividend yield of 0.5%. Lam Research pays out 18.1% of its earnings in the form of a dividend. KLA pays out 25.1% 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 raised its dividend for 10 consecutive years and KLA has raised 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 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
Lam Research$23.23B16.57$7.27B$5.7653.41
KLA$13.58B17.86$4.83B$3.6750.57

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

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

Meta Platforms has a beta of 1.25, meaning that its share price is 25% 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$228.25B6.88$60.46B$26.5523.23
Lam Research$23.23B16.57$7.27B$5.7653.41

Meta Platforms pays an annual dividend of $2.10 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%. Meta Platforms pays out 7.9% of its earnings in the form of a dividend. Lam Research pays out 18.1% 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. 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.

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
Meta Platforms29.83% 33.18% 20.07%
Lam Research 31.27%67.60%33.48%

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

Meta Platforms currently has a consensus target price of $785.22, suggesting a potential upside of 27.31%. Lam Research has a consensus target price of $358.97, suggesting a potential upside of 16.68%. Given Meta Platforms' stronger consensus rating and higher probable upside, equities research 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
0 Sell rating(s)
9 Hold rating(s)
34 Buy rating(s)
4 Strong Buy rating(s)
2.89
Lam Research
0 Sell rating(s)
5 Hold rating(s)
26 Buy rating(s)
1 Strong Buy rating(s)
2.88

In the previous week, Meta Platforms had 65 more articles in the media than Lam Research. MarketBeat recorded 134 mentions for Meta Platforms and 69 mentions for Lam Research. Meta Platforms' average media sentiment score of 1.13 beat Lam Research's score of 1.02 indicating that Meta Platforms is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Meta Platforms
100 Very Positive mention(s)
6 Positive mention(s)
12 Neutral mention(s)
14 Negative mention(s)
1 Very Negative mention(s)
Positive
Lam Research
44 Very Positive mention(s)
11 Positive mention(s)
5 Neutral mention(s)
5 Negative mention(s)
2 Very Negative mention(s)
Positive

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 technology companies, but which is the superior investment? We will contrast the two companies based on the strength of their profitability, media sentiment, institutional ownership, risk, dividends, analyst recommendations, earnings and valuation.

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

In the previous week, Lam Research had 61 more articles in the media than MKS. MarketBeat recorded 69 mentions for Lam Research and 8 mentions for MKS. Lam Research's average media sentiment score of 1.02 beat MKS's score of 1.01 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
44 Very Positive mention(s)
11 Positive mention(s)
5 Neutral mention(s)
5 Negative mention(s)
2 Very Negative mention(s)
Positive
MKS
6 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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$23.23B16.57$7.27B$5.7653.41
MKS$3.93B4.48$295M$6.2741.52

Lam Research presently has a consensus price target of $358.97, indicating a potential upside of 16.68%. MKS has a consensus price target of $382.86, indicating a potential upside of 47.08%. Given MKS's higher probable upside, analysts clearly 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)
2 Hold rating(s)
12 Buy rating(s)
1 Strong Buy rating(s)
2.81

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 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 0.4%. Lam Research pays out 18.1% 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. MKS is clearly the better dividend stock, given its higher yield and lower payout ratio.

84.6% of Lam Research shares are held by institutional investors. Comparatively, 99.8% of MKS shares are held by institutional investors. 0.3% of Lam Research shares are held by insiders. Comparatively, 0.6% of MKS shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Summary

Lam Research beats MKS on 12 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 ResearchSemiconductors & Semiconductor Equipment IndustryTechnology SectorNASDAQ Exchange
Market Cap$384.97B$110.42B$30.00B$12.89B
Dividend Yield0.34%1.62%2.73%9.13%
P/E Ratio53.4176.4076.2425.45
Price / Sales16.5790.01594.43100.89
Price / Cash49.4862.9446.8435.62
Price / Book30.8610.467.836.39
Net Income$7.27B$2.04B$704.49M$358.69M
7 Day Performance2.04%0.74%-0.73%0.22%
1 Month Performance-1.19%-5.16%-1.41%-0.10%
1 Year Performance198.83%99.09%186.45%14.04%

Lam Research Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
LRCX
Lam Research
4.7514 of 5 stars
$307.65
flat
$358.97
+16.7%
+198.8%$384.97B$23.23B53.4123,300
AMAT
Applied Materials
4.9904 of 5 stars
$482.36
+0.5%
$657.76
+36.4%
+179.4%$380.74B$28.37B41.5836,500
AMD
Advanced Micro Devices
3.9272 of 5 stars
$476.67
-0.9%
$553.72
+16.2%
+216.0%$785.11B$34.64B122.5431,000
KLAC
KLA
4.9251 of 5 stars
$183.77
0.0%
$223.70
+21.7%
+105.1%$240.18B$13.58B50.1117,200
META
Meta Platforms
4.9801 of 5 stars
$571.10
-0.9%
$785.22
+37.5%
-18.0%$1.47T$200.97B21.5178,865

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This page (NASDAQ:LRCX) was last updated on 9/7/2026 by MarketBeat.com Staff.
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