Lam Research (LRCX) Competitors $70.05 -4.74 (-6.34%) (As of 11/15/2024 ET) Add Compare Share Share Competitors Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSustainabilityTrends LRCX vs. AMAT, KLAC, ENTG, ONTO, MKSI, AMKR, AEIS, FORM, ACLS, and UCTTShould you be buying Lam Research stock or one of its competitors? The main competitors of Lam Research include Applied Materials (AMAT), KLA (KLAC), Entegris (ENTG), Onto Innovation (ONTO), MKS Instruments (MKSI), Amkor Technology (AMKR), Advanced Energy Industries (AEIS), FormFactor (FORM), Axcelis Technologies (ACLS), and Ultra Clean (UCTT). These companies are all part of the "semiconductor equipment" industry. Lam Research vs. Applied Materials KLA Entegris Onto Innovation MKS Instruments Amkor Technology Advanced Energy Industries FormFactor Axcelis Technologies Ultra Clean Lam Research (NASDAQ:LRCX) and Applied Materials (NASDAQ:AMAT) are both large-cap computer and technology companies, but which is the better business? We will compare the two businesses based on the strength of their profitability, dividends, institutional ownership, earnings, community ranking, valuation, risk, media sentiment and analyst recommendations. Do analysts recommend LRCX or AMAT? Lam Research currently has a consensus target price of $97.03, indicating a potential upside of 38.51%. Applied Materials has a consensus target price of $219.81, indicating a potential upside of 30.16%. Given Lam Research's stronger consensus rating and higher probable upside, analysts plainly believe Lam Research is more favorable than Applied Materials.Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Lam Research 0 Sell rating(s) 6 Hold rating(s) 14 Buy rating(s) 0 Strong Buy rating(s) 2.70Applied Materials 0 Sell rating(s) 7 Hold rating(s) 15 Buy rating(s) 0 Strong Buy rating(s) 2.68 Which has better valuation & earnings, LRCX or AMAT? 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 RatioLam Research$14.91B6.05$3.83B$3.0922.64Applied Materials$26.52B5.25$6.86B$8.9018.98 Does the MarketBeat Community favor LRCX or AMAT? Applied Materials received 510 more outperform votes than Lam Research when rated by MarketBeat users. However, 76.02% of users gave Lam Research an outperform vote while only 71.98% of users gave Applied Materials an outperform vote. CompanyUnderperformOutperformLam ResearchOutperform Votes140476.02% Underperform Votes44323.98% Applied MaterialsOutperform Votes191471.98% Underperform Votes74528.02% Do institutionals and insiders have more ownership in LRCX or AMAT? 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 insiders. Comparatively, 0.3% of Applied Materials shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth. Is LRCX or AMAT a better dividend stock? Lam Research pays an annual dividend of $0.92 per share and has a dividend yield of 1.3%. Applied Materials pays an annual dividend of $1.60 per share and has a dividend yield of 0.9%. Lam Research pays out 29.7% of its earnings in the form of a dividend. Applied Materials pays out 18.0% 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. Is LRCX or AMAT more profitable? Applied Materials has a net margin of 27.74% compared to Lam Research's net margin of 26.02%. Lam Research's return on equity of 50.60% beat Applied Materials' return on equity.Company Net Margins Return on Equity Return on Assets Lam Research26.02% 50.60% 22.33% Applied Materials 27.74%39.99%22.15% Which has more volatility & risk, LRCX or AMAT? Lam Research has a beta of 1.48, indicating that its stock price is 48% more volatile than the S&P 500. Comparatively, Applied Materials has a beta of 1.56, indicating that its stock price is 56% more volatile than the S&P 500. Does the media refer more to LRCX or AMAT? In the previous week, Applied Materials had 64 more articles in the media than Lam Research. MarketBeat recorded 86 mentions for Applied Materials and 22 mentions for Lam Research. Lam Research's average media sentiment score of 0.71 beat Applied Materials' score of 0.47 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 9 Very Positive mention(s) 5 Positive mention(s) 4 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Positive Applied Materials 34 Very Positive mention(s) 8 Positive mention(s) 13 Neutral mention(s) 16 Negative mention(s) 0 Very Negative mention(s) Neutral SummaryLam Research beats Applied Materials on 10 of the 19 factors compared between the two stocks. 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Skip ChartMedia Sentiment Over TimeWhat is Media Sentiment?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.Skip Chart LRCX vs. The Competition Export to ExcelMetricLam ResearchSpecial industry machinery IndustryComputer SectorNASDAQ ExchangeMarket Cap$90.13B$19.75B$24.76B$8.72BDividend Yield1.31%1.62%2.80%4.07%P/E Ratio22.6417.96209.5414.16Price / Sales6.0514.173,408.4881.71Price / Cash21.0223.4335.3036.03Price / Book10.653.496.865.94Net Income$3.83B$595.81M$677.40M$225.73M7 Day Performance-10.42%-4.48%-2.23%-1.34%1 Month Performance-4.22%-8.87%-0.03%1.15%1 Year Performance0.02%1.30%16.82%24.02% Lam Research Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)LRCXLam Research4.9795 of 5 stars$70.05-6.3%$97.03+38.5%+0.0%$90.13B$14.91B22.6417,450Analyst RevisionGap DownAMATApplied Materials4.88 of 5 stars$186.61-1.0%N/A+9.1%$153.84B$26.52B20.9734,000Analyst ForecastShort Interest ↑Analyst RevisionNews CoverageGap DownKLACKLA4.9884 of 5 stars$664.78-0.2%N/A+12.7%$88.92B$10.26B30.3615,230News CoveragePositive NewsGap DownENTGEntegris4.7546 of 5 stars$106.33+1.9%N/A-5.3%$16.06B$3.52B70.428,000Short Interest ↑High Trading VolumeONTOOnto Innovation4.7879 of 5 stars$174.84+0.1%N/A+17.3%$8.64B$942.24M47.381,497Positive NewsGap DownMKSIMKS Instruments4.9816 of 5 stars$112.91-1.1%N/A+39.9%$7.60B$3.54B250.9110,200Positive NewsGap DownAMKRAmkor Technology4.9802 of 5 stars$26.48-2.3%N/A-3.1%$6.53B$6.44B17.8928,700Dividend IncreasePositive NewsAEISAdvanced Energy Industries4.5254 of 5 stars$114.29-2.3%N/A+15.1%$4.31B$1.66B100.2610,000Positive NewsFORMFormFactor4.1955 of 5 stars$42.14+0.4%N/A-2.2%$3.26B$663.10M24.222,115Short Interest ↑Positive NewsACLSAxcelis Technologies3.8734 of 5 stars$82.73-3.0%N/A-46.3%$2.70B$1.13B12.241,704Short Interest ↑Analyst RevisionNews CoverageGap DownUCTTUltra Clean4.049 of 5 stars$35.74-2.3%N/A+28.6%$1.61B$1.73B446.817,184Insider SellingShort Interest ↑News CoveragePositive News Related Companies and Tools Related Companies Applied Materials Alternatives KLA Alternatives Entegris Alternatives Onto Innovation Alternatives MKS Instruments Alternatives Amkor Technology Alternatives Advanced Energy Industries Alternatives FormFactor Alternatives Axcelis Technologies Alternatives Ultra Clean Alternatives Top 10 Stock Comparisons Bank Stocks Artificial Intelligence Stocks Toy Stocks Growth Stocks Airline Stocks Chinese Stocks EV Charging Stocks Defense Stocks Lithium Stocks Pharmaceutical Stocks This page (NASDAQ:LRCX) was last updated on 11/17/2024 by MarketBeat.com Staff From Our PartnersBill Gates’s Next Big AI Bet: StargateIn February 2016… when almost nobody was talking about artificial intelligence…. 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