stockrowApplied Materials, Inc. (AMAT) vs Lam Research Corporation (LRCX)
- Applied Materials, Inc. AMAT 334.00 +4.62%
- Lam Research Corporation LRCX 199.79 +7.88%
Applied Materials, Inc. and Lam Research Corporation are both Semiconductor Equipment & Materials companies. Applied Materials, Inc. and Lam Research Corporation are of similar size ($253.4B and $231.4B). Applied Materials, Inc. trades at the lower P/E: 27.7× against 27.9×. Lam Research Corporation grew revenue faster over the last twelve months: 33.4% against 7.77%. Lam Research Corporation has the higher net margin (32.3% vs 30.1%) and the higher return on invested capital (59.1% vs 24.9%). Only Lam Research Corporation pays a dividend (0.59%). Across the 23 metrics below, Lam Research Corporation leads on 14 and Applied Materials, Inc. on 9.
Valuation
Profitability
| Metric | AMAT | LRCX | Semiconductor Equipment & Materials median |
|---|---|---|---|
| Gross margin | 49.40% | 51.05% | 46.86% |
| Operating margin | 29.64% | 36.95% | 12.02% |
| Net margin | 30.05% | 32.34% | 10.16% |
| Free cash flow margin | 18.25% | 25.02% | 6.73% |
| Return on equity | 41.07% | 70.12% | 5.31% |
| Return on assets | 23.84% | 35.02% | 4.10% |
| Return on invested capital | 24.91% | 59.12% | 6.36% |
Growth
Health
Dividend
Size
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