Which is better, DOCN or LRCX?

On the Buffett-Fit framework, Lam Research Corporation (LRCX) currently grades higher than DOCN — 70/100 (B grade) vs 41/100 (D). That said, "better" depends on which framework you trust — DOCN wins on Peter Lynch; LRCX wins on Warren Buffett, Benjamin Graham, Philip Fisher, Joel Greenblatt, Charlie Munger, and Terry Smith. The full pillar breakdown is on this page.

Should I buy DOCN or LRCX?

This page is an educational comparison, not investment advice. Both DOCN 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 DOCN better than LRCX for value investing?

On the Buffett-style value-investing framework, LRCX currently grades higher — 70/100 vs 41/100, a 29-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 DOCN 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). DOCN currently scores 41/100 (D grade); LRCX scores 70/100 (B grade). The "Where each wins" section on this page breaks down which pillar each stock dominates.

Which has the stronger moat, DOCN or LRCX?

Moat strength is one of the five pillars in the Buffett-Fit score on this page. DOCN 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, DOCN 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 DOCN and LRCX both Technology stocks?

Yes — both DigitalOcean Holdings, Inc. (DOCN) 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 DOCN 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

DigitalOcean Holdings

Lam Research

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

DOCN

Market cap

$15.36B

Sector

Technology

LRCX

Lam Research

Market cap

$356.06B

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	DOCN	LRCX	Winner
Warren Buffett	41D	70B	LRCX
Benjamin Graham	62C	80A	LRCX
Philip Fisher	59C	68B	LRCX
Peter Lynch	73B	61C	DOCN
Joel Greenblatt	44D	76B	LRCX
Charlie Munger	40D	78B	LRCX
Terry Smith	37D	80A	LRCX

Side-by-side metrics

Metric	DOCN	LRCX
Market cap	$15.36B	$356.06B
P/E (TTM)	57.8x	53.0x
EV/EBIT	98.9x	60.2x
ROIC (TTM)	6.49%	42.79%
Gross margin	58.49%	49.98%
Net margin	24.97%	30.94%
Revenue CAGR 5y	20.43%	5.96%
EPS CAGR 5y	-	11.27%
Debt / Equity	1.0x	0.4x
Dividend yield	0.0%	0.35%

Where each one wins

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

DOCN leads on

Revenue CAGR 5y20.43%vs 5.96%+71%
Gross margin58.49%vs 49.98%+15%

LRCX leads on

Dividend yield0.35%vs 0.0%+100%
Market cap$356.06Bvs $15.36B+96%
ROIC (TTM)42.79%vs 6.49%+85%
Debt / Equity0.4xvs 1.0x+65%

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

DigitalOcean Holdings

Lam Research

Fit scores by strategy

Side-by-side metrics

Where each one wins

More like DOCN

More like LRCX

Related on invest-like

Key terms in this analysis