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Lam Research (LRCX) Competitors

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$98.83 +2.02 (+2.09%)
Closing price 04:00 PM Eastern
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$98.82 -0.02 (-0.02%)
As of 06:05 PM Eastern
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LRCX vs. AMAT, KLAC, META, MKSI, MU, NVDA, TER, ONTO, ENTG, and AMKR

Should you be buying Lam Research stock or one of its competitors? The main competitors of Lam Research include Applied Materials (AMAT), KLA (KLAC), Meta Platforms (META), MKS (MKSI), Micron Technology (MU), NVIDIA (NVDA), Teradyne (TER), Onto Innovation (ONTO), Entegris (ENTG), and Amkor Technology (AMKR). These companies are all part of the "computer and technology" sector.

Lam Research vs. Its Competitors

Applied Materials (NASDAQ:AMAT) and Lam Research (NASDAQ:LRCX) 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 valuation, earnings, analyst recommendations, dividends, risk, profitability, institutional ownership and media sentiment.

Applied Materials currently has a consensus target price of $200.76, suggesting a potential upside of 5.66%. Lam Research has a consensus target price of $94.20, suggesting a potential downside of 4.68%. Given Applied Materials' higher probable upside, research analysts plainly 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)
6 Hold rating(s)
16 Buy rating(s)
0 Strong Buy rating(s)
2.73
Lam Research
0 Sell rating(s)
6 Hold rating(s)
17 Buy rating(s)
1 Strong Buy rating(s)
2.79

Applied Materials has a beta of 1.69, suggesting that its stock price is 69% more volatile than the S&P 500. Comparatively, Lam Research has a beta of 1.68, suggesting that its stock price is 68% more volatile than the S&P 500.

In the previous week, Lam Research had 4 more articles in the media than Applied Materials. MarketBeat recorded 47 mentions for Lam Research and 43 mentions for Applied Materials. Lam Research's average media sentiment score of 1.39 beat Applied Materials' score of 1.29 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
31 Very Positive mention(s)
3 Positive mention(s)
6 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Lam Research
40 Very Positive mention(s)
2 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Lam Research has a net margin of 27.18% compared to Applied Materials' net margin of 24.06%. Lam Research's return on equity of 53.21% beat Applied Materials' return on equity.

Company Net Margins Return on Equity Return on Assets
Applied Materials24.06% 40.15% 22.42%
Lam Research 27.18%53.21%24.07%

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
Applied Materials$27.18B5.61$7.18B$8.2223.12
Lam Research$14.91B8.48$3.83B$3.5927.53

Applied Materials pays an annual dividend of $1.84 per share and has a dividend yield of 1.0%. Lam Research pays an annual dividend of $0.92 per share and has a dividend yield of 0.9%. Applied Materials pays out 22.4% of its earnings in the form of a dividend. Lam Research pays out 25.6% 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. Applied Materials has increased its dividend for 8 consecutive years and Lam Research has increased its dividend for 10 consecutive years. Applied Materials is clearly the better dividend stock, given its higher yield and lower payout ratio.

80.6% of Applied Materials shares are held by institutional investors. Comparatively, 84.6% of Lam Research shares are held by institutional investors. 0.2% of Applied Materials 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 will outperform the market over the long term.

Summary

Lam Research beats Applied Materials on 13 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$126.42B$38.06B$27.31B$8.94B
Dividend Yield0.95%2.07%2.94%4.13%
P/E Ratio27.5446.2736.0119.90
Price / Sales8.48248.312,034.90165.00
Price / Cash29.2090.3337.9957.06
Price / Book15.135.267.055.38
Net Income$3.83B$529.18M$762.35M$248.50M
7 Day Performance2.93%3.40%3.11%2.99%
1 Month Performance19.82%18.88%6.51%6.03%
1 Year Performance-7.88%33.29%52,212.27%20.40%

Lam Research Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
LRCX
Lam Research
4.5302 of 5 stars
$98.83
+2.1%
$94.20
-4.7%
-8.7%$126.42B$14.91B27.5417,450Positive News
Analyst Forecast
AMAT
Applied Materials
4.8858 of 5 stars
$182.91
-0.2%
$200.24
+9.5%
-22.6%$146.78B$28.09B22.2535,700Trending News
Analyst Forecast
KLAC
KLA
4.4758 of 5 stars
$891.58
+0.2%
$815.39
-8.5%
+8.6%$117.90B$9.81B32.4115,230Positive News
Analyst Forecast
META
Meta Platforms
3.9343 of 5 stars
$735.90
+0.3%
$719.52
-2.2%
+42.5%$1.85T$170.36B28.7074,067Trending News
Analyst Forecast
Insider Trade
MKSI
MKS
4.6524 of 5 stars
$99.01
-1.2%
$130.82
+32.1%
-22.2%$6.68B$3.59B29.5610,200Positive News
MU
Micron Technology
4.9507 of 5 stars
$123.60
-0.9%
$146.21
+18.3%
-8.1%$138.32B$25.11B22.2748,000Trending News
Earnings Report
Dividend Announcement
Insider Trade
Analyst Revision
NVDA
NVIDIA
4.8836 of 5 stars
$157.30
-0.3%
$175.78
+11.7%
+23.3%$3.84T$130.50B50.7436,000Trending News
Insider Trade
TER
Teradyne
4.8239 of 5 stars
$89.99
-0.4%
$114.33
+27.1%
-37.8%$14.44B$2.82B25.426,500Positive News
ONTO
Onto Innovation
4.7722 of 5 stars
$101.51
+2.7%
$141.67
+39.6%
-54.2%$4.96B$987.32M22.971,551News Coverage
Positive News
ENTG
Entegris
4.4435 of 5 stars
$80.38
-2.4%
$113.00
+40.6%
-38.3%$12.17B$3.24B39.408,200Positive News
AMKR
Amkor Technology
4.9661 of 5 stars
$20.97
-0.9%
$28.00
+33.5%
-46.6%$5.18B$6.32B16.3828,300News Coverage

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This page (NASDAQ:LRCX) was last updated on 7/2/2025 by MarketBeat.com Staff
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