Lam Research (LRCX) Competitors

$915.42
+7.88 (+0.87%)
(As of 05/10/2024 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 stock? We will compare the two businesses based on the strength of their earnings, dividends, community ranking, analyst recommendations, valuation, profitability, risk, institutional ownership and media sentiment.

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

Lam Research presently has a consensus target price of $950.85, suggesting a potential upside of 3.87%. Axcelis Technologies has a consensus target price of $169.00, suggesting a potential upside of 48.52%. Given Axcelis Technologies' stronger consensus rating and higher probable upside, analysts clearly 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)
2 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.71

In the previous week, Axcelis Technologies had 9 more articles in the media than Lam Research. MarketBeat recorded 24 mentions for Axcelis Technologies and 15 mentions for Lam Research. Lam Research's average media sentiment score of 0.95 beat Axcelis Technologies' score of 0.32 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
9 Very Positive mention(s)
2 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Axcelis Technologies
4 Very Positive mention(s)
1 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Lam Research has a net margin of 25.35% compared to Axcelis Technologies' net margin of 22.16%. 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 22.16%30.22%20.37%

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$17.43B6.87$4.51B$27.1933.67
Axcelis Technologies$1.13B3.27$246.26M$7.5715.03

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 1.64, suggesting that its stock price is 64% more volatile than the S&P 500.

Lam Research received 837 more outperform votes than Axcelis Technologies when rated by MarketBeat users. Likewise, 76.47% of users gave Lam Research an outperform vote while only 71.65% of users gave Axcelis Technologies an outperform vote.

CompanyUnderperformOutperform
Lam ResearchOutperform Votes
1388
76.47%
Underperform Votes
427
23.53%
Axcelis TechnologiesOutperform Votes
551
71.65%
Underperform Votes
218
28.35%

Summary

Lam Research beats Axcelis Technologies on 11 of the 18 factors compared between the two stocks.

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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$119.68B$26.63B$20.99B$7.81B
Dividend Yield0.87%1.36%2.74%3.92%
P/E Ratio33.6717.26220.4114.82
Price / Sales6.873.47535.5774.88
Price / Cash24.6819.8729.3135.50
Price / Book14.924.336.584.38
Net Income$4.51B$654.93M$639.96M$217.46M
7 Day Performance0.76%2.16%0.42%-0.14%
1 Month Performance-4.35%0.31%0.82%0.05%
1 Year Performance73.67%15.13%32.11%9.69%

Lam Research Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
ACLS
Axcelis Technologies
4.5922 of 5 stars
$111.27
-1.9%
$169.00
+51.9%
-9.1%$3.62B$1.13B14.701,704Earnings Report
Analyst Revision
VECO
Veeco Instruments
1.6733 of 5 stars
$37.49
flat
$36.57
-2.5%
+83.5%$2.11B$666.43M-57.681,215Analyst Forecast
Insider Selling
News Coverage
High Trading Volume
ACMR
ACM Research
4.5881 of 5 stars
$27.33
-1.5%
$31.88
+16.6%
+137.7%$1.58B$557.72M23.361,590Analyst Forecast
Short Interest ↓
News Coverage
ERII
Energy Recovery
4.7185 of 5 stars
$13.87
+3.3%
$25.33
+82.6%
-42.5%$795.17M$128.35M40.79269Insider Buying
Short Interest ↑
News Coverage
MNTX
Manitex International
3.9717 of 5 stars
$6.37
-16.2%
$9.00
+41.3%
+38.0%$129.69M$291.39M13.55705High Trading Volume
IVAC
Intevac
0 of 5 stars
$4.18
-0.7%
N/A-17.8%$111.10M$52.67M-11.00126Short Interest ↑
Positive News
ASYS
Amtech Systems
2.2033 of 5 stars
$4.75
-4.8%
N/A-41.8%$67.40M$113.32M-3.52405News Coverage
CVV
CVD Equipment
0 of 5 stars
$4.72
+4.7%
N/A-54.9%$32.19M$24.11M-7.74128Upcoming Earnings
Short Interest ↓
News Coverage
ASML
ASML
4.4242 of 5 stars
$908.22
-0.9%
$1,036.00
+14.1%
+43.1%$358.37B$29.82B46.3942,416Short Interest ↓
T
AT&T
4.2442 of 5 stars
$17.09
+0.6%
$20.81
+21.8%
+1.2%$122.50B$122.43B9.19149,900

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This page (NASDAQ:LRCX) was last updated on 5/12/2024 by MarketBeat.com Staff

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