Powerpack

Unlock full stockrow access for only $9.90/month and boost yourself as an investor.

  • Full quarterly history

    Every quarter and TTM period we hold, not just the last 12.

  • Analyst estimates

    Three years of forward estimates and dividend forecasts.

  • Unlimited screener

    All results, unlimited saved screens, email when a screen changes.

  • Unlimited Excel

    Full workbooks and screener exports.

  • Unlimited follows

See Powerpack
Screener Weekly Summary Pricing

Applied Materials, Inc. (AMAT) vs Lam Research Corporation (LRCX)

Applied Materials, Inc. and Lam Research Corporation are both Semiconductor Equipment & Materials companies. Applied Materials, Inc. and Lam Research Corporation are of similar size ($390.4B and $382.9B). Applied Materials, Inc. trades at the lower P/E: 41.6× against 54.4×. 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%). Both pay a dividend; Lam Research Corporation yields more (0.90% vs 0.71%). Across the 23 metrics below, Applied Materials, Inc. leads on 12 and Lam Research Corporation on 11.

Valuation

Metric AMAT LRCX Semiconductor Equipment & Materials median
P/E 41.56 54.44 54.39
P/S 12.49 17.03 6.08
P/B 15.03 31.72 4.89
Price to free cash flow 66.95 80.88 60.92
EV/EBITDA 39.55 45.57 39.95
EV/Sales 12.40 16.95 6.36
Earnings yield 2.41% 1.84% 1.14%
Free cash flow yield 1.49% 1.24% 1.28%

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

Metric AMAT LRCX Semiconductor Equipment & Materials median
Revenue growth (TTM) 7.77% 26.02% 14.60%
EPS growth (last fiscal year) 0.58% 38.80% —
Revenue growth, 5-year CAGR 10.52% 9.70% 8.85%
Net income growth, 5-year CAGR 14.10% 13.20% 0.00%

Health

Metric AMAT LRCX Semiconductor Equipment & Materials median
Debt to equity 0.26 0.30 0.09
Current ratio 2.42 2.63 3.66
Net debt to EBITDA (0.23) (0.21) (0.49)

Dividend

Metric AMAT LRCX Semiconductor Equipment & Materials median
Dividend yield 0.71% 0.90% 0.85%
Payout ratio 0.15 0.21 0.00

Size

Metric AMAT LRCX Semiconductor Equipment & Materials median
Market cap 382.88b 390.42b 4.63b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack