Stock comparison
Lam Research
Super Micro Computer
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
SMCI
Super Micro Computer
Market cap
$21.4B
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 | SMCI | Winner |
|---|---|---|---|
| Warren Buffett | 78B | 61C | LRCX |
| Benjamin Graham | 88A | 62C | LRCX |
| Philip Fisher | 76B | 48D | LRCX |
| Peter Lynch | 69B | 53C | LRCX |
| Joel Greenblatt | 84C | 36D | LRCX |
| Charlie Munger | 86A | 46D | LRCX |
| Terry Smith | 88A | 49D | LRCX |
Side-by-side metrics
| Metric | LRCX | SMCI |
|---|---|---|
| Market cap | $381.86B | $21.4B |
| P/E (TTM) | 55.4x | 14.9x |
| EV/EBIT | 62.9x | 19.3x |
| ROIC (TTM) | 42.79% | 7.06% |
| Gross margin | 49.98% | 8.39% |
| Net margin | 30.94% | 3.7% |
| Revenue CAGR 5y | 5.96% | 57.65% |
| EPS CAGR 5y | 11.27% | 33.94% |
| Debt / Equity | 0.4x | 0.9x |
| 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 $21.4B+94%
- Net margin30.94%vs 3.7%+88%
- ROIC (TTM)42.79%vs 7.06%+84%
SMCI leads on
- Revenue CAGR 5y57.65%vs 5.96%+90%
- P/E (TTM)14.9xvs 55.4x+73%
- EV/EBIT19.3xvs 62.9x+69%
- EPS CAGR 5y33.94%vs 11.27%+67%
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.