Lam Research Corporation (LRCX) vs Onto Innovation Inc. (ONTO)
Lam Research Corporation and Onto Innovation Inc. are both Semiconductor Equipment & Materials companies. Lam Research Corporation is the larger, with a market value of $390.4B against $13.9B — 28.0× the size. Lam Research Corporation trades at the lower P/E: 54.4× against 107×. Lam Research Corporation grew revenue faster over the last twelve months: 26.0% against 8.08%. Lam Research Corporation has the higher net margin (31.3% vs 11.8%) and the higher return on invested capital (48.2% vs 5.56%). Across the 22 metrics below, Lam Research Corporation leads on 12 and Onto Innovation Inc. on 10.
Valuation
Profitability
| Metric | LRCX | ONTO | Semiconductor Equipment & Materials median |
|---|---|---|---|
| Gross margin | 50.47% | 50.36% | 43.95% |
| Operating margin | 35.29% | 12.02% | 10.32% |
| Net margin | 31.27% | 11.84% | 7.45% |
| Free cash flow margin | 21.05% | 22.54% | 6.77% |
| Return on equity | 65.07% | 6.82% | 4.78% |
| Return on assets | 32.38% | 4.54% | 3.62% |
| Return on invested capital | 48.23% | 5.56% | 6.10% |
Growth
Health
Dividend
Size
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