Stock comparison
Lam Research
Q2 Holdings
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
LRCX
Lam Research
Market cap
$381.86B
Sector
Technology
QTWO
Q2 Holdings
Market cap
$2.89B
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 | LRCX | QTWO | Winner |
|---|---|---|---|
| Warren Buffett | 78B | 48D | LRCX |
| Benjamin Graham | 88A | 55D | LRCX |
| Philip Fisher | 76B | 42D | LRCX |
| Peter Lynch | 69B | 43D | LRCX |
| Joel Greenblatt | 84C | 45D | LRCX |
| Charlie Munger | 86A | 33F | LRCX |
| Terry Smith | 88A | 30F | LRCX |
Side-by-side metrics
| Metric | LRCX | QTWO |
|---|---|---|
| Market cap | $381.86B | $2.89B |
| P/E (TTM) | 55.4x | 38.4x |
| EV/EBIT | 62.9x | 62.5x |
| ROIC (TTM) | 42.79% | 6.3% |
| Gross margin | 49.98% | 55.58% |
| Net margin | 30.94% | 8.99% |
| Revenue CAGR 5y | 5.96% | 12.36% |
| EPS CAGR 5y | 11.27% | - |
| Debt / Equity | 0.4x | 0.6x |
| Dividend yield | 0.34% | 0.0% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
LRCX leads on
- Dividend yield0.34%vs 0.0%+100%
- Market cap$381.86Bvs $2.89B+99%
- ROIC (TTM)42.79%vs 6.3%+85%
- Net margin30.94%vs 8.99%+71%
QTWO leads on
- Revenue CAGR 5y12.36%vs 5.96%+52%
- P/E (TTM)38.4xvs 55.4x+31%
- Gross margin55.58%vs 49.98%+10%
Related on invest-like
Key terms in this analysis
Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.