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Lam Research (LRCX) Competitors

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$343.84 +11.48 (+3.45%)
Closing price 08/17/2026 04:00 PM Eastern
Extended Trading
$328.00 -15.84 (-4.61%)
As of 06:14 AM Eastern
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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 business? We will contrast the two businesses based on the strength of their earnings, media sentiment, valuation, dividends, profitability, analyst recommendations, institutional ownership and risk.

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$23.23B18.52$7.27B$5.7659.69
Applied Materials$28.37B14.98$7.00B$11.6046.15

Lam Research has a beta of 1.84, suggesting that its share price is 84% more volatile than the broader market. Comparatively, Applied Materials has a beta of 1.61, suggesting that its share price is 61% more volatile than the broader market.

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%

Lam Research presently has a consensus price target of $358.47, indicating a potential upside of 4.26%. Applied Materials has a consensus price target of $640.17, indicating a potential upside of 19.59%. Given Applied Materials' higher possible upside, analysts plainly 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)
6 Hold rating(s)
27 Buy rating(s)
1 Strong Buy rating(s)
2.85

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 0.4%. 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 raised its dividend for 10 consecutive years and Applied Materials has raised its dividend for 8 consecutive years.

In the previous week, Applied Materials had 87 more articles in the media than Lam Research. MarketBeat recorded 171 mentions for Applied Materials and 84 mentions for Lam Research. Lam Research's average media sentiment score of 1.10 beat Applied Materials' score of 0.69 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
61 Very Positive mention(s)
7 Positive mention(s)
12 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
Applied Materials
74 Very Positive mention(s)
31 Positive mention(s)
37 Neutral mention(s)
17 Negative mention(s)
3 Very Negative mention(s)
Positive

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

Summary

Lam Research beats Applied Materials on 13 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 earnings, media sentiment, profitability, dividends, analyst recommendations, risk, valuation and institutional ownership.

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 presently has a consensus price target of $546.87, indicating a potential upside of 8.08%. Lam Research has a consensus price target of $358.47, indicating a potential upside of 4.26%. Given Advanced Micro Devices' higher possible upside, research analysts clearly believe Advanced Micro Devices is more favorable than Lam Research.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Advanced Micro Devices
1 Sell rating(s)
10 Hold rating(s)
31 Buy rating(s)
3 Strong Buy rating(s)
2.80
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, Advanced Micro Devices had 106 more articles in the media than Lam Research. MarketBeat recorded 190 mentions for Advanced Micro Devices and 84 mentions for Lam Research. Lam Research's average media sentiment score of 1.10 beat Advanced Micro Devices' score of 0.94 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
103 Very Positive mention(s)
30 Positive mention(s)
27 Neutral mention(s)
21 Negative mention(s)
2 Very Negative mention(s)
Positive
Lam Research
61 Very Positive mention(s)
7 Positive mention(s)
12 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

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$34.64B23.85$4.34B$3.89130.08
Lam Research$23.23B18.52$7.27B$5.7659.69

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

Advanced Micro Devices has a beta of 2.48, indicating that its stock price is 148% more volatile than the broader market. Comparatively, Lam Research has a beta of 1.84, indicating that its stock price is 84% more volatile than the broader market.

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

In the previous week, Lam Research had 62 more articles in the media than KLA. MarketBeat recorded 84 mentions for Lam Research and 22 mentions for KLA. Lam Research's average media sentiment score of 1.10 beat KLA's score of 0.74 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
61 Very Positive mention(s)
7 Positive mention(s)
12 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
KLA
12 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
2 Negative mention(s)
2 Very Negative mention(s)
Positive

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$23.23B18.52$7.27B$5.7659.69
KLA$13.58B19.80$4.83B$3.6756.07

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 0.4%. 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 a beta of 1.84, suggesting that its stock price is 84% more volatile than the broader market. Comparatively, KLA has a beta of 1.45, suggesting that its stock price is 45% more volatile than the broader market.

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 company insiders. Comparatively, 91.5% of KLA 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.

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 presently has a consensus price target of $358.47, suggesting a potential upside of 4.26%. KLA has a consensus price target of $223.70, suggesting a potential upside of 8.72%. 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
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

Summary

Lam Research beats KLA on 11 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 business? We will compare the two companies based on the strength of their dividends, analyst recommendations, valuation, profitability, earnings, media sentiment, institutional ownership and risk.

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 1.84, meaning that its share price is 84% 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$200.97B7.21$60.46B$26.5521.43
Lam Research$23.23B18.52$7.27B$5.7659.69

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%

Meta Platforms presently has a consensus price target of $785.32, indicating a potential upside of 38.02%. Lam Research has a consensus price target of $358.47, indicating a potential upside of 4.26%. Given Meta Platforms' stronger consensus rating and higher possible upside, equities analysts plainly 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)
8 Hold rating(s)
35 Buy rating(s)
4 Strong Buy rating(s)
2.91
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 68 more articles in the media than Lam Research. MarketBeat recorded 152 mentions for Meta Platforms and 84 mentions for Lam Research. Lam Research's average media sentiment score of 1.10 beat Meta Platforms' score of 0.68 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
87 Very Positive mention(s)
10 Positive mention(s)
20 Neutral mention(s)
25 Negative mention(s)
6 Very Negative mention(s)
Positive
Lam Research
61 Very Positive mention(s)
7 Positive mention(s)
12 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

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 7.9% 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.

79.9% of Meta Platforms shares are held by institutional investors. Comparatively, 84.6% of Lam Research shares are held by institutional investors. 13.5% of Meta Platforms shares are held by insiders. Comparatively, 0.3% of Lam Research 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

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

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 0.3%. 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 increased 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 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 endowments, hedge funds and large money managers believe a company is poised for long-term 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$23.23B18.52$7.27B$5.7659.69
MKS$3.93B5.52$295M$6.2751.15

In the previous week, Lam Research had 73 more articles in the media than MKS. MarketBeat recorded 84 mentions for Lam Research and 11 mentions for MKS. Lam Research's average media sentiment score of 1.10 beat MKS's score of 0.97 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
61 Very Positive mention(s)
7 Positive mention(s)
12 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
MKS
6 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Lam Research has a beta of 1.84, indicating that its share price is 84% more volatile than the broader market. Comparatively, MKS has a beta of 1.98, indicating that its share price is 98% more volatile than the broader market.

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 presently has a consensus price target of $358.47, suggesting a potential upside of 4.26%. MKS has a consensus price target of $385.00, suggesting a potential upside of 20.03%. Given MKS's higher possible 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)
1 Hold rating(s)
13 Buy rating(s)
1 Strong Buy rating(s)
2.88

Summary

Lam Research beats MKS on 11 of the 18 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$415.89B$113.40B$30.57B$13.06B
Dividend Yield0.31%1.52%2.72%10.62%
P/E Ratio59.6997.5075.3225.39
Price / Sales18.52110.16598.1492.24
Price / Cash53.4669.2553.3538.47
Price / Book34.4911.988.366.51
Net Income$7.27B$1.85B$679.85M$347.22M
7 Day Performance10.41%5.03%0.95%1.27%
1 Month Performance9.75%8.74%4.63%2.72%
1 Year Performance247.73%142.60%200.12%21.85%

Lam Research Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
LRCX
Lam Research
4.6838 of 5 stars
$343.84
+3.5%
$358.47
+4.3%
+245.5%$415.89B$23.23B59.6923,300
AMAT
Applied Materials
4.9057 of 5 stars
$527.48
-1.3%
$603.23
+14.4%
+230.9%$424.16B$28.37B49.5336,500
AMD
Advanced Micro Devices
3.9999 of 5 stars
$489.28
+1.5%
$542.53
+10.9%
+185.1%$786.03B$34.64B125.7831,000
KLAC
KLA
4.5895 of 5 stars
$193.22
+0.2%
$223.70
+15.8%
+135.2%$251.85B$13.58B52.6915,200
META
Meta Platforms
4.9876 of 5 stars
$589.90
+0.2%
$785.32
+33.1%
-27.5%$1.49T$200.97B22.2278,865

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This page (NASDAQ:LRCX) was last updated on 8/18/2026 by MarketBeat.com Staff.
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