AMAT vs LRCX
AMAT: Applied Materials is a leading provider of materials engineering solutions and manufacturing equipment essential for the production of advanced semiconductor chips and electronic devices. LRCX: Lam Research is a leader in essential wafer fabrication equipment, driving the manufacturing breakthroughs needed for next-generation semiconductor devices in AI, cloud, and mobile.
Side-by-side fundamentals
| Metric | AMAT | LRCX | Edge |
|---|---|---|---|
| Price as of 2026-08-21 close | $492.32 | $314.00 | |
| Market cap as of 2026-08-24 | $390.7B | $392.9B | |
| P/E as of 2026-08-24 | 45.80 | 56.17 | AMAT lower |
| PEG as of 2026-08-24 | 1.48 | 1.58 | AMAT lower |
| Net margin as of 2026-08-24 | +30.1% | +31.3% | LRCX higher |
| Gross margin as of 2026-08-24 | +49.4% | +50.5% | LRCX higher |
| Operating margin as of 2026-08-24 | +29.6% | +35.3% | LRCX higher |
| ROE as of 2026-08-24 | +39.8% | +67.0% | LRCX higher |
| ROA as of 2026-08-24 | +22.9% | +33.2% | LRCX higher |
| Debt / equity as of 2026-08-24 | 0.27 | 0.30 | AMAT lower |
| Revenue growth (YoY) as of 2026-08-24 | +7.8% | +26.0% | LRCX higher |
| Revenue CAGR (3y) SEC XBRL | +3.2% | +10.1% | LRCX higher |
| Dividend yield as of 2026-08-24 | +0.9% | +1.1% | LRCX higher |
| Dividend streak (yrs) SEC XBRL | 5 | 4 | AMAT higher |
| Beta as of 2026-08-24 | 1.61 | 1.87 | |
| 1-year return as of 2026-08-21 close | +208.0% | +219.1% | LRCX higher |
Fundamentals: market data, as of 2026-08-24. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-08-21.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.