LRCX vs MSFT
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. MSFT: Microsoft is a global leader in cloud computing and artificial intelligence, providing the essential software and infrastructure platforms that empower modern organizations.
Side-by-side fundamentals
| Metric | LRCX | MSFT | Edge |
|---|---|---|---|
| Price as of 2026-08-21 close | $314.00 | $483.24 | |
| Market cap as of 2026-08-24 | $392.9B | $3.59T | |
| P/E as of 2026-08-24 | 56.17 | 27.66 | MSFT lower |
| PEG as of 2026-08-24 | 1.58 | 1.47 | MSFT lower |
| Net margin as of 2026-08-24 | +31.3% | +40.3% | MSFT higher |
| Gross margin as of 2026-08-24 | +50.5% | +67.9% | MSFT higher |
| Operating margin as of 2026-08-24 | +35.3% | +46.7% | MSFT higher |
| ROE as of 2026-08-24 | +67.0% | +33.2% | LRCX higher |
| ROA as of 2026-08-24 | +33.2% | +19.4% | LRCX higher |
| Debt / equity as of 2026-08-24 | 0.30 | 0.24 | MSFT lower |
| Revenue growth (YoY) as of 2026-08-24 | +26.0% | +17.8% | LRCX higher |
| Revenue CAGR (3y) SEC XBRL | +10.1% | +16.1% | MSFT higher |
| Dividend yield as of 2026-08-24 | +1.1% | +0.8% | LRCX higher |
| Dividend streak (yrs) SEC XBRL | 4 | 5 | MSFT higher |
| Beta as of 2026-08-24 | 1.87 | 1.11 | |
| 1-year return as of 2026-08-21 close | +219.1% | -4.2% | 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.