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 2026-10-09 close | $318.84 | $535.07 | |
| Market cap | $399.0B | $3.97T | |
| P/E as of 2026-10-09 | 55.31 | 29.81 | MSFT lower |
| PEG as of 2026-10-09, 3-year EPS CAGR to FY2026 | n/a | 1.30 | |
| Net margin FY2026, SEC XBRL | +31.3% | +40.3% | MSFT higher |
| Gross margin FY2026, SEC XBRL | +50.5% | +67.9% | MSFT higher |
| Operating margin FY2026, SEC XBRL | +35.3% | +46.8% | MSFT higher |
| ROE FY2026, SEC XBRL | +58.3% | +30.2% | LRCX higher |
| ROA FY2026, SEC XBRL | +30.9% | +17.6% | LRCX higher |
| Debt / equity as of 2026-09-03 | 0.30 | 0.24 | MSFT lower |
| Revenue growth (YoY) as of 2026-09-03 | +26.0% | +17.8% | LRCX higher |
| Revenue CAGR (3y) SEC XBRL | +10.1% | +16.1% | MSFT higher |
| Dividend yield as of 2026-09-03 | +0.4% | +0.7% | MSFT higher |
| Dividend streak (yrs) SEC XBRL | 4 | 19 | MSFT higher |
| Beta as of 2026-09-03 | 2.14 | 0.95 | |
| 1-year return as of 2026-10-09 close | +126.1% | +2.4% | 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 2026-10-09.
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.