LRCX vs NVDA
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. NVDA: NVIDIA is the dominant engine of the global AI revolution, providing the critical GPU and networking infrastructure required for large-scale accelerated computing.
Side-by-side fundamentals
| Metric | LRCX | NVDA | Edge |
|---|---|---|---|
| Price as of 2026-10-09 close | $318.84 | $229.28 | |
| Market cap | $399.0B | $5.53T | |
| P/E as of 2026-10-09 | 55.31 | 35.11 | NVDA lower |
| Net margin FY2026, SEC XBRL | +31.3% | +55.6% | NVDA higher |
| Gross margin FY2026, SEC XBRL | +50.5% | +71.1% | NVDA higher |
| Operating margin FY2026, SEC XBRL | +35.3% | +60.4% | NVDA higher |
| ROE FY2026, SEC XBRL | +58.3% | +76.3% | NVDA higher |
| ROA FY2026, SEC XBRL | +30.9% | +58.1% | NVDA higher |
| Debt / equity as of 2026-09-03 | 0.30 | 0.04 | NVDA lower |
| Revenue growth (YoY) as of 2026-09-03 | +26.0% | +70.7% | NVDA higher |
| Revenue CAGR (3y) SEC XBRL | +10.1% | +100.0% | NVDA higher |
| Dividend yield as of 2026-09-03 | +0.4% | +0.0% | LRCX higher |
| Dividend streak (yrs) SEC XBRL | 4 | 4 | Tie |
| Beta as of 2026-09-03 | 2.14 | 1.86 | |
| 1-year return as of 2026-10-09 close | +126.1% | +19.1% | 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.