Lam Research (LRCX) Competitors

$925.37
+23.90 (+2.65%)
(As of 04/26/2024 ET)

LRCX vs. ACLS, VECO, ACMR, ERII, MNTX, IVAC, ASYS, CVV, ASML, and T

Should you be buying Lam Research stock or one of its competitors? The main competitors of Lam Research include Axcelis Technologies (ACLS), Veeco Instruments (VECO), ACM Research (ACMR), Energy Recovery (ERII), Manitex International (MNTX), Intevac (IVAC), Amtech Systems (ASYS), CVD Equipment (CVV), ASML (ASML), and AT&T (T).

Lam Research vs.

Lam Research (NASDAQ:LRCX) and Axcelis Technologies (NASDAQ:ACLS) are both computer and technology companies, but which is the better business? We will contrast the two businesses based on the strength of their media sentiment, institutional ownership, community ranking, dividends, analyst recommendations, profitability, earnings, valuation and risk.

84.6% of Lam Research shares are owned by institutional investors. Comparatively, 90.0% of Axcelis Technologies shares are owned by institutional investors. 0.3% of Lam Research shares are owned by company insiders. Comparatively, 1.4% of Axcelis Technologies shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

Lam Research has a net margin of 25.35% compared to Axcelis Technologies' net margin of 21.78%. Lam Research's return on equity of 45.96% beat Axcelis Technologies' return on equity.

Company Net Margins Return on Equity Return on Assets
Lam Research25.35% 45.96% 20.08%
Axcelis Technologies 21.78%31.66%21.02%

Lam Research presently has a consensus price target of $950.85, indicating a potential upside of 2.75%. Axcelis Technologies has a consensus price target of $189.00, indicating a potential upside of 83.39%. Given Axcelis Technologies' higher possible upside, analysts plainly believe Axcelis Technologies is more favorable than Lam Research.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Lam Research
0 Sell rating(s)
6 Hold rating(s)
13 Buy rating(s)
0 Strong Buy rating(s)
2.68
Axcelis Technologies
0 Sell rating(s)
3 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.57

In the previous week, Lam Research had 57 more articles in the media than Axcelis Technologies. MarketBeat recorded 65 mentions for Lam Research and 8 mentions for Axcelis Technologies. Lam Research's average media sentiment score of 0.65 beat Axcelis Technologies' score of 0.44 indicating that Lam Research is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Lam Research
16 Very Positive mention(s)
4 Positive mention(s)
22 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
Axcelis Technologies
4 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

Lam Research has a beta of 1.51, suggesting that its stock price is 51% more volatile than the S&P 500. Comparatively, Axcelis Technologies has a beta of 1.63, suggesting that its stock price is 63% more volatile than the S&P 500.

Lam Research received 840 more outperform votes than Axcelis Technologies when rated by MarketBeat users. Likewise, 76.52% of users gave Lam Research an outperform vote while only 71.63% of users gave Axcelis Technologies an outperform vote.

CompanyUnderperformOutperform
Lam ResearchOutperform Votes
1388
76.52%
Underperform Votes
426
23.48%
Axcelis TechnologiesOutperform Votes
548
71.63%
Underperform Votes
217
28.37%

Lam Research has higher revenue and earnings than Axcelis Technologies. Axcelis Technologies is trading at a lower price-to-earnings ratio than Lam Research, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Lam Research$14.24B8.52$4.51B$27.1934.03
Axcelis Technologies$1.13B2.97$246.26M$7.4313.87

Summary

Lam Research beats Axcelis Technologies on 13 of the 18 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding LRCX and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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LRCX vs. The Competition

MetricLam ResearchSpecial industry machinery IndustryComputer SectorNASDAQ Exchange
Market Cap$121.32B$25.36B$20.51B$7.64B
Dividend Yield0.89%1.38%2.80%3.94%
P/E Ratio34.0317.80225.3714.96
Price / Sales8.523.35513.8685.79
Price / Cash24.9419.3128.6935.33
Price / Book15.124.226.774.26
Net Income$4.51B$628.70M$627.07M$214.06M
7 Day Performance6.33%3.53%3.02%1.88%
1 Month Performance-4.76%-5.10%-3.14%-5.70%
1 Year Performance76.57%12.25%16.21%6.72%

Lam Research Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
ACLS
Axcelis Technologies
4.5293 of 5 stars
$97.24
+0.3%
$189.00
+94.4%
-11.5%$3.17B$1.13B13.091,704Upcoming Earnings
VECO
Veeco Instruments
0.6167 of 5 stars
$33.73
+3.0%
$36.57
+8.4%
+91.5%$1.90B$666.43M-51.891,215Positive News
ACMR
ACM Research
3.4606 of 5 stars
$27.39
+6.4%
$31.88
+16.4%
+189.5%$1.54B$557.72M23.411,590Short Interest ↑
Analyst Revision
News Coverage
ERII
Energy Recovery
4.8396 of 5 stars
$13.89
+1.0%
$25.33
+82.4%
-38.1%$792.84M$128.35M37.54269Upcoming Earnings
Short Interest ↓
News Coverage
MNTX
Manitex International
4.0973 of 5 stars
$5.43
-2.7%
$9.00
+65.7%
+7.1%$113.12M$291.39M15.08705Upcoming Earnings
Short Interest ↓
News Coverage
Positive News
IVAC
Intevac
0 of 5 stars
$3.65
+0.3%
N/A-31.1%$97.02M$52.67M-7.77126Earnings Report
Analyst Downgrade
News Coverage
ASYS
Amtech Systems
2.8717 of 5 stars
$4.76
+2.4%
N/A-42.5%$65.99M$116.68M-3.53405Short Interest ↓
Positive News
CVV
CVD Equipment
0 of 5 stars
$4.48
+2.5%
N/A-56.8%$30.55M$24.11M-7.34136Analyst Report
News Coverage
Gap Up
ASML
ASML
3.8949 of 5 stars
$901.57
+3.4%
$1,036.00
+14.9%
+46.0%$355.75B$29.82B46.0542,416Dividend Cut
Short Interest ↑
T
AT&T
4.7979 of 5 stars
$16.51
+1.2%
$20.50
+24.2%
-4.9%$118.09B$122.43B8.42149,900Earnings Report
Analyst Upgrade
Short Interest ↓

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This page (NASDAQ:LRCX) was last updated on 4/28/2024 by MarketBeat.com Staff

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