LRCX vs MKSI
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. MKSI: MKS Instruments is a critical provider of advanced process control and precision technology solutions that enable the manufacturing of high-end semiconductors and electronics.
Side-by-side fundamentals
| Metric | LRCX | MKSI | Edge |
|---|---|---|---|
| Price as of 2026-10-08 close | $320.59 | $260.38 | |
| Market cap | $401.2B | $17.6B | |
| P/E as of 2026-10-08 | 55.62 | 41.62 | MKSI lower |
| Net margin | +31.3% | +7.5% | LRCX higher |
| Gross margin | +50.5% | +46.7% | LRCX higher |
| Operating margin | +35.3% | +13.4% | LRCX higher |
| ROE | +58.3% | +10.8% | LRCX higher |
| ROA | +30.9% | +3.4% | LRCX higher |
| Debt / equity as of 2026-09-03 | 0.30 | 1.32 | LRCX lower |
| Revenue growth (YoY) as of 2026-09-03 | +26.0% | +16.2% | LRCX higher |
| Revenue CAGR (3y) SEC XBRL | +10.1% | +3.5% | LRCX higher |
| Dividend yield as of 2026-09-03 | +0.4% | +0.4% | MKSI higher |
| Dividend streak (yrs) SEC XBRL | 4 | 15 | MKSI higher |
| Beta as of 2026-09-03 | 2.14 | 2.50 | |
| 1-year return as of 2026-10-08 close | +124.9% | +95.8% | LRCX higher |
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-08.
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.