Lam Research Corporation (LRCX) vs Onto Innovation Inc. (ONTO)
- Lam Research Corporation LRCX 199.79 +7.88%
- Onto Innovation Inc. ONTO 172.27 +10.44%
Lam Research Corporation and Onto Innovation Inc. are both Semiconductor Equipment & Materials companies. Lam Research Corporation is the larger, with a market value of $231.4B against $7.7B — 30.2× the size. Lam Research Corporation trades at the lower P/E: 27.9× against 58.7×. Lam Research Corporation grew revenue faster over the last twelve months: 33.4% against 8.08%. Lam Research Corporation has the higher net margin (32.3% vs 11.8%) and the higher return on invested capital (59.1% vs 5.56%). Across the 22 metrics below, Lam Research Corporation leads on 13 and Onto Innovation Inc. on 9.
Valuation
Profitability
| Metric | LRCX | ONTO | Semiconductor Equipment & Materials median |
|---|---|---|---|
| Gross margin | 51.05% | 50.36% | 46.86% |
| Operating margin | 36.95% | 12.02% | 12.02% |
| Net margin | 32.34% | 11.84% | 10.16% |
| Free cash flow margin | 25.02% | 22.54% | 6.73% |
| Return on equity | 70.12% | 6.82% | 5.31% |
| Return on assets | 35.02% | 4.54% | 4.10% |
| Return on invested capital | 59.12% | 5.56% | 6.36% |
Growth
Health
Dividend
Size
Any metric, up to five companies and an Excel export Powerpack