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Lam Research (LRCX) Competitors

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$317.48 -0.52 (-0.16%)
As of 01:48 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 superior investment? We will contrast the two companies based on the strength of their analyst recommendations, risk, valuation, earnings, profitability, media sentiment, institutional ownership and dividends.

84.6% of Lam Research shares are owned by institutional investors. Comparatively, 80.6% of Applied Materials shares are owned by institutional investors. 0.3% of Lam Research shares are owned by company insiders. Comparatively, 0.3% of Applied Materials shares are owned 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.

In the previous week, Applied Materials had 9 more articles in the media than Lam Research. MarketBeat recorded 70 mentions for Applied Materials and 61 mentions for Lam Research. Lam Research's average media sentiment score of 1.36 beat Applied Materials' score of 1.15 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
48 Very Positive mention(s)
2 Positive mention(s)
9 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Applied Materials
50 Very Positive mention(s)
6 Positive mention(s)
8 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

Lam Research presently has a consensus price target of $295.07, indicating a potential downside of 7.20%. Applied Materials has a consensus price target of $470.13, indicating a potential upside of 4.38%. Given Applied Materials' higher probable 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)
7 Hold rating(s)
27 Buy rating(s)
0 Strong Buy rating(s)
2.79
Applied Materials
0 Sell rating(s)
8 Hold rating(s)
27 Buy rating(s)
0 Strong Buy rating(s)
2.77

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$18.44B21.57$5.36B$5.3059.99
Applied Materials$29.02B12.32$7.00B$10.6542.29

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 1.81, suggesting that its share price is 81% more volatile than the broader market. Comparatively, Applied Materials has a beta of 1.66, suggesting that its share price is 66% more volatile than the broader market.

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

Summary

Lam Research beats Applied Materials on 12 of the 18 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 computer and technology companies, but which is the superior investment? We will compare the two businesses based on the strength of their profitability, risk, earnings, analyst recommendations, valuation, dividends, media sentiment and institutional ownership.

In the previous week, Lam Research had 47 more articles in the media than KLA. MarketBeat recorded 61 mentions for Lam Research and 14 mentions for KLA. Lam Research's average media sentiment score of 1.36 beat KLA's score of 0.91 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
48 Very Positive mention(s)
2 Positive mention(s)
9 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
KLA
7 Very Positive mention(s)
4 Positive mention(s)
2 Neutral mention(s)
0 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%. KLA pays an annual dividend of $9.20 per share and has a dividend yield of 0.5%. Lam Research pays out 19.6% of its earnings in the form of a dividend. KLA pays out 26.0% 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 KLA has increased 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 1.81, indicating that its share price is 81% more volatile than the broader market. Comparatively, KLA has a beta of 1.5, indicating that its share price is 50% more volatile than the broader market.

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$18.44B21.57$5.36B$5.3059.99
KLA$12.16B20.64$4.06B$35.3354.36

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
Lam Research30.94% 66.21% 31.61%
KLA 35.66%91.89%29.21%

Lam Research presently has a consensus target price of $295.07, indicating a potential downside of 7.20%. KLA has a consensus target price of $1,842.19, indicating a potential downside of 4.08%. Given KLA's higher possible 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)
7 Hold rating(s)
27 Buy rating(s)
0 Strong Buy rating(s)
2.79
KLA
0 Sell rating(s)
10 Hold rating(s)
20 Buy rating(s)
0 Strong Buy rating(s)
2.67

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

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

In the previous week, Meta Platforms had 120 more articles in the media than Lam Research. MarketBeat recorded 181 mentions for Meta Platforms and 61 mentions for Lam Research. Lam Research's average media sentiment score of 1.36 beat Meta Platforms' score of 1.03 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
126 Very Positive mention(s)
6 Positive mention(s)
27 Neutral mention(s)
13 Negative mention(s)
3 Very Negative mention(s)
Positive
Lam Research
48 Very Positive mention(s)
2 Positive mention(s)
9 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Meta Platforms has a beta of 1.25, meaning that its stock price is 25% more volatile than the broader market. Comparatively, Lam Research has a beta of 1.81, meaning that its stock price is 81% more volatile than the broader market.

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 company will outperform the market over the long term.

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$214.96B7.36$60.46B$27.5122.72
Lam Research$18.44B21.57$5.36B$5.3059.99

Meta Platforms presently has a consensus price target of $840.19, suggesting a potential upside of 34.40%. Lam Research has a consensus price target of $295.07, suggesting a potential downside of 7.20%. Given Meta Platforms' stronger consensus rating and higher possible upside, 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)
9 Hold rating(s)
34 Buy rating(s)
4 Strong Buy rating(s)
2.89
Lam Research
0 Sell rating(s)
7 Hold rating(s)
27 Buy rating(s)
0 Strong Buy rating(s)
2.79

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%

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 7.6% 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 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.

Summary

Meta Platforms beats Lam Research on 12 of the 20 factors compared between the two stocks.

How does Lam Research compare to MKS?

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

MKS pays an annual dividend of $1.00 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%. MKS pays out 20.9% 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 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.

In the previous week, Lam Research had 23 more articles in the media than MKS. MarketBeat recorded 61 mentions for Lam Research and 38 mentions for MKS. Lam Research's average media sentiment score of 1.36 beat MKS's score of 0.82 indicating that Lam Research is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
MKS
14 Very Positive mention(s)
3 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Lam Research
48 Very Positive mention(s)
2 Positive mention(s)
9 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

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
MKS$3.93B5.51$295M$4.7867.08
Lam Research$18.44B21.57$5.36B$5.3059.99

MKS currently has a consensus price target of $324.92, indicating a potential upside of 1.34%. Lam Research has a consensus price target of $295.07, indicating a potential downside of 7.20%. Given MKS's stronger consensus rating and higher possible upside, equities research analysts plainly believe MKS is more favorable than Lam Research.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
MKS
1 Sell rating(s)
2 Hold rating(s)
10 Buy rating(s)
2 Strong Buy rating(s)
2.87
Lam Research
0 Sell rating(s)
7 Hold rating(s)
27 Buy rating(s)
0 Strong Buy rating(s)
2.79

99.8% of MKS shares are owned by institutional investors. Comparatively, 84.6% of Lam Research shares are owned by institutional investors. 0.6% of MKS 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.

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
MKS8.06% 21.49% 6.54%
Lam Research 30.94%66.21%31.61%

MKS has a beta of 1.98, indicating that its share price is 98% more volatile than the broader market. Comparatively, Lam Research has a beta of 1.81, indicating that its share price is 81% more volatile than the broader market.

Summary

Lam Research beats MKS on 13 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 superior stock? We will compare the two companies based on the strength of their media sentiment, analyst recommendations, profitability, earnings, valuation, dividends, institutional ownership and risk.

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%

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

Micron Technology has a beta of 1.91, meaning that its share price is 91% more volatile than the broader market. Comparatively, Lam Research has a beta of 1.81, meaning that its share price is 81% more volatile than the broader market.

Micron Technology currently has a consensus target price of $595.63, indicating a potential downside of 38.08%. Lam Research has a consensus target price of $295.07, indicating a potential downside of 7.20%. 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)
7 Hold rating(s)
27 Buy rating(s)
0 Strong Buy rating(s)
2.79

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$37.38B29.02$8.54B$21.1845.42
Lam Research$18.44B21.57$5.36B$5.3059.99

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.

In the previous week, Micron Technology had 155 more articles in the media than Lam Research. MarketBeat recorded 216 mentions for Micron Technology and 61 mentions for Lam Research. Lam Research's average media sentiment score of 1.36 beat Micron Technology's score of 0.84 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
129 Very Positive mention(s)
27 Positive mention(s)
27 Neutral mention(s)
26 Negative mention(s)
4 Very Negative mention(s)
Positive
Lam Research
48 Very Positive mention(s)
2 Positive mention(s)
9 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Micron Technology beats Lam Research on 11 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$397.65B$74.07B$40.29B$12.60B
Dividend Yield0.33%1.07%3.18%5.26%
P/E Ratio60.0093.2479.8926.32
Price / Sales21.57166.04624.01114.49
Price / Cash71.36271.6048.6856.90
Price / Book37.589.1910.717.34
Net Income$5.36B$853.38M$1.06B$337.06M
7 Day Performance4.13%2.20%3.71%3.67%
1 Month Performance27.82%37.82%12.68%7.41%
1 Year Performance277.80%269.06%170.16%37.93%

Lam Research Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
LRCX
Lam Research
4.3291 of 5 stars
$317.49
-0.2%
$295.07
-7.1%
+278.6%$397.94B$18.44B60.0419,000
AMAT
Applied Materials
4.3379 of 5 stars
$427.36
+0.1%
$465.14
+8.8%
+178.3%$338.75B$28.37B40.1336,500
KLAC
KLA
4.1933 of 5 stars
$1,842.18
+0.7%
$1,842.19
+0.0%
+147.9%$238.98B$13.10B52.1415,200
META
Meta Platforms
4.9576 of 5 stars
$607.38
+0.4%
$840.19
+38.3%
-1.3%$1.53T$200.97B22.0878,865
MKSI
MKS
3.6052 of 5 stars
$313.16
+0.5%
$318.77
+1.8%
+279.2%$21.04B$3.93B65.5110,300

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This page (NASDAQ:LRCX) was last updated on 5/29/2026 by MarketBeat.com Staff.
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