Stock comparison
Lam Research
Novanta Inc. Tangible Equity Units
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
$385.48B
Sector
Technology
NOVTU
Novanta Inc. Tangible Equity Units
Market cap
$2.41B
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 | NOVTU | Winner |
|---|---|---|---|
| Warren Buffett | 78B | 48D | LRCX |
| Benjamin Graham | 88A | 81A | LRCX |
| Philip Fisher | 76B | 49D | LRCX |
| Peter Lynch | 69B | 24F | LRCX |
| Joel Greenblatt | 84C | 42D | LRCX |
| Charlie Munger | 86A | 37D | LRCX |
| Terry Smith | 88A | 35D | LRCX |
Side-by-side metrics
| Metric | LRCX | NOVTU |
|---|---|---|
| Market cap | $385.48B | $2.41B |
| P/E (TTM) | 55.4x | 116.2x |
| EV/EBIT | 62.9x | 46.3x |
| ROIC (TTM) | 42.79% | 5.54% |
| Gross margin | 49.98% | 41.48% |
| Net margin | 30.94% | 5.35% |
| Revenue CAGR 5y | 5.96% | - |
| EPS CAGR 5y | 11.27% | - |
| Debt / Equity | 0.4x | 0.2x |
| 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$385.48Bvs $2.41B+99%
- ROIC (TTM)42.79%vs 5.54%+87%
- Net margin30.94%vs 5.35%+83%
NOVTU leads on
- Debt / Equity0.2xvs 0.4x+37%
- EV/EBIT46.3xvs 62.9x+26%
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.