Applied Materials, Inc. (AMAT) vs Lam Research Corporation (LRCX)
- Applied Materials, Inc. AMAT 409.29 −4.82%
- Lam Research Corporation LRCX 263.94 −4.87%
Applied Materials, Inc. and Lam Research Corporation are both Semiconductor Equipment & Materials companies. Applied Materials, Inc. and Lam Research Corporation are of similar size ($347.2B and $341.3B). Applied Materials, Inc. trades at the lower P/E: 35.1× against 45.6×. Lam Research Corporation grew revenue faster over the last twelve months: 26.0% against 7.77%. Lam Research Corporation has the higher net margin (31.3% vs 30.1%) and the higher return on invested capital (48.2% vs 24.9%). Only Lam Research Corporation pays a dividend (0.42%). Across the 23 metrics below, Applied Materials, Inc. leads on 12 and Lam Research Corporation on 11.
Valuation
Profitability
| Metric | AMAT | LRCX | Semiconductor Equipment & Materials median |
|---|---|---|---|
| Gross margin | 49.40% | 50.47% | 43.95% |
| Operating margin | 29.64% | 35.29% | 10.32% |
| Net margin | 30.05% | 31.27% | 7.45% |
| Free cash flow margin | 18.25% | 21.05% | 6.77% |
| Return on equity | 41.07% | 65.07% | 4.78% |
| Return on assets | 23.84% | 32.38% | 3.62% |
| Return on invested capital | 24.91% | 48.23% | 6.10% |
Growth
Health
Dividend
Size
Any metric, up to five companies and an Excel export Powerpack