Company Deep Dive
Read the full research report: business segments breakdown, earnings transcripts review, management credibility analysis, competitive landscape, and scenarios.
LRCX
STRONG BUYLam Research Corporation · Technology · United States · $474.1B · Avg Vol: $4.7B/d
COMPANY DESCRIPTION
Lam Research Corporation (LRCX) is a global supplier of wafer fabrication equipment and services to the semiconductor industry, specializing in etch, deposition, and clean technologies. Its significant competitive moat stems from its highly specialized and proprietary process technology, which is critical for manufacturing advanced semiconductor devices. The company is a market leader in multiple segments of semiconductor equipment, essential for next-generation chip production.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 17.2B | 17.4B | 14.9B | 18.4B | 2.3% | 21.7B | 23.2B | 30.8B | 29.2% |
| EPS | 3.29 | 3.33 | 2.91 | 4.17 | 8.2% | 5.31 | 5.72 | — | 37.2% |
| Shares | 1.4B | 1.3B | 1.3B | 1.3B | -7.4% | 1.3B | — | — | — |
| Debt | 5.0B | 5.0B | 5.0B | 4.5B | -3.6% | 3.7B | — | — | — |
| Equity | 6.3B | 8.2B | 8.5B | 9.9B | 16.2% | — | — | — | — |
| Op CF | 3.1B | 5.2B | 4.7B | 6.2B | 25.8% | 7.0B | — | — | — |
| Inv CF | 612.3M | -534.6M | -370.6M | -708.1M | — | — | — | — | — |
| Fin CF | -4.6B | -2.8B | -4.0B | -4.9B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of LRCX are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| LRCX | Lam Research Corporation(you) | $474.1B | 83 | STRONG BUY |
| AMAT | Applied Materials, Inc. | $497.7B | 80 | BUY |
| ASML.AS | ASML Holding N.V. | $692.8B | 85 | STRONG BUY |
| KLAC.MX | KLA Corporation | $322.7B | 86 | STRONG BUY |
| 6857.T | Advantest Corporation | $145.4B | 76 | BUY |
| 8035.T | Tokyo Electron Limited | $205.1B | 66 | BUY |
| TER | Teradyne, Inc. | $68.4B | 84 | STRONG BUY |
| 7769.TW | Hon. Precision, Inc. | $36.7B | 80 | BUY |
| ASM.AS | ASM International NV | $52.8B | 72 | BUY |
| 6920.T | Lasertec Corporation | $27.7B | 69 | BUY |
Peer medians: ROE 6.9% · P/E 33.0x · Gross margin 32.4%