Which is better, ARW or LRCX?

On the Buffett-Fit framework, Lam Research Corporation (LRCX) currently grades higher than ARW — 78/100 (B grade) vs 19/100 (F). That said, "better" depends on which framework you trust — ARW wins on none; LRCX wins on Warren Buffett, Benjamin Graham, Philip Fisher, Peter Lynch, Joel Greenblatt, Charlie Munger, and Terry Smith. The full pillar breakdown is on this page.

Should I buy ARW or LRCX?

This page is an educational comparison, not investment advice. Both ARW and LRCX are graded against the same Buffett 5-pillar framework (moat, earnings durability, management quality, financial health, valuation) plus six other documented investor frameworks. Read the side-by-side breakdown to see which one matches the criteria you care about most — and always do your own research before making any investment decision.

Is ARW better than LRCX for value investing?

On the Buffett-style value-investing framework, LRCX currently grades higher — 78/100 vs 19/100, a 59-point gap. The gap is driven by which pillars each stock passes; the table on this page shows moat, durability, management, financial health, and valuation side-by-side.

What's the difference between ARW and LRCX on Warren Buffett's framework?

Both stocks are evaluated on the same five pillars: economic moat (durable competitive advantage), earnings durability (consistent profitability), management quality (capital allocation), financial health (conservative balance sheet), and valuation (margin of safety). ARW currently scores 19/100 (F grade); LRCX scores 78/100 (B grade). The "Where each wins" section on this page breaks down which pillar each stock dominates.

Which has the stronger moat, ARW or LRCX?

Moat strength is one of the five pillars in the Buffett-Fit score on this page. ARW and LRCX are each scored on ROIC sustainability, gross-margin durability, and qualitative signals like brand strength, switching costs, network effects, and regulatory barriers. The pillar breakdown on this page shows the moat sub-score side-by-side so you can see which one has the more durable competitive advantage.

Which is more undervalued, ARW or LRCX?

Valuation is one of the five Buffett-Fit pillars on this page. Both stocks are scored on owner-earnings yield, price-to-intrinsic-value vs the underlying compounding rate, and the margin of safety relative to a conservative DCF. The valuation sub-score in the table below tells you which one currently trades at a more attractive price relative to its underlying business quality.

Are ARW and LRCX both Technology stocks?

Yes — both Arrow Electronics, Inc. (ARW) and Lam Research Corporation (LRCX) operate in the Technology sector. That makes this a direct sector-peer comparison, which is the apples-to-apples way to use the Buffett-Fit framework: the score weighs each stock against its sector's specific quality and valuation benchmarks (sector-relative bonus), so the cross-stock comparison isn't distorted by inter-sector base-rate differences.

Is this ARW vs LRCX comparison investment advice?

No. This page is an educational pattern-match against documented public frameworks (Buffett, Graham, Fisher, Lynch, Greenblatt, Munger, Smith), not personalised investment advice. The scores reflect how closely each stock matches each framework's documented criteria — they are not buy/hold/sell recommendations. Always do your own research and consult a licensed financial adviser for personalised advice.

Stock comparison

Arrow Electronics

Lam Research

Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.

ARW

Arrow Electronics

Market cap

$11.11B

Sector

Technology

LRCX

Lam Research

Market cap

$381.86B

Sector

Technology

Overall winner

Lam Research LRCX

Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.

Fit scores by strategy

Strategy	ARW	LRCX	Winner
Warren Buffett	19F	78B	LRCX
Benjamin Graham	40D	88A	LRCX
Philip Fisher

Side-by-side metrics

Metric	ARW	LRCX
Market cap	$11.11B	$381.86B
P/E (TTM)	14.7x	55.4x
EV/EBIT	13.7x	62.9x
ROIC (TTM)	8.88%	42.79%
Gross margin	11.18%	49.98%
Net margin	2.17%	30.94%
Revenue CAGR 5y	-2.74%

Where each one wins

The metrics with the biggest gap between the two - sorted so the most decisive edges read first.

ARW leads on

EV/EBIT13.7xvs 62.9x+78%
P/E (TTM)14.7xvs 55.4x+73%

LRCX leads on

EPS CAGR 5y11.27%vs -7.84%+170%

More like ARW

ARW vs ADBE ARW vs AMAT ARW vs KARO ARW vs ANET ARW vs ATEN ARW vs KLAC

More like LRCX

LRCX vs ADBE

Related on invest-like

Strongest Moat Highest ROIC Warren Buffett strategy Economic Moat

Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.