Stock comparison
Lam Research
Insight Enterprises
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
NSIT
Insight Enterprises
Market cap
$2.95B
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 | NSIT | Winner |
|---|---|---|---|
| Warren Buffett | 78B | 38D | LRCX |
| Benjamin Graham | 88A | 46D | LRCX |
| Philip Fisher | 76B | 14F | LRCX |
| Peter Lynch | 69B | 10F | LRCX |
| Joel Greenblatt | 84C | 20F | LRCX |
| Charlie Munger | 86A | 25F | LRCX |
| Terry Smith | 88A | 27F | LRCX |
Side-by-side metrics
| Metric | LRCX | NSIT |
|---|---|---|
| Market cap | $385.48B | $2.95B |
| P/E (TTM) | 55.4x | 15.5x |
| EV/EBIT | 62.9x | 10.7x |
| ROIC (TTM) | 42.79% | 7.21% |
| Gross margin | 49.98% | 21.97% |
| Net margin | 30.94% | 2.17% |
| Revenue CAGR 5y | 5.96% | -3.31% |
| EPS CAGR 5y | 11.27% | -5.5% |
| Debt / Equity | 0.4x | 1.1x |
| 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
- Revenue CAGR 5y5.96%vs -3.31%+156%
- EPS CAGR 5y11.27%vs -5.5%+149%
- Dividend yield0.34%vs 0.0%+100%
- Market cap$385.48Bvs $2.95B+99%
NSIT leads on
- EV/EBIT10.7xvs 62.9x+83%
- P/E (TTM)15.5xvs 55.4x+72%
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.