Stock comparison
Lam Research
NetApp
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
NTAP
NetApp
Market cap
$27.6B
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 | NTAP | Winner |
|---|---|---|---|
| Warren Buffett | 78B | 72B | LRCX |
| Benjamin Graham | 88A | 76B | LRCX |
| Philip Fisher | 76B | 64C | LRCX |
| Peter Lynch | 69B | 53C | LRCX |
| Joel Greenblatt | 84C | 49D | LRCX |
| Charlie Munger | 86A | 74B | LRCX |
| Terry Smith | 88A | 71B | LRCX |
Side-by-side metrics
| Metric | LRCX | NTAP |
|---|---|---|
| Market cap | $381.86B | $27.6B |
| P/E (TTM) | 55.4x | 19.6x |
| EV/EBIT | 62.9x | 18.6x |
| ROIC (TTM) | 42.79% | 18.92% |
| Gross margin | 49.98% | 70.46% |
| Net margin | 30.94% | 18.07% |
| Revenue CAGR 5y | 5.96% | 3.42% |
| EPS CAGR 5y | 11.27% | 15.28% |
| Debt / Equity | 0.4x | 2.4x |
| Dividend yield | 0.34% | 1.73% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
LRCX leads on
- Market cap$381.86Bvs $27.6B+93%
- Debt / Equity0.4xvs 2.4x+85%
- ROIC (TTM)42.79%vs 18.92%+56%
- Revenue CAGR 5y5.96%vs 3.42%+43%
NTAP leads on
- Dividend yield1.73%vs 0.34%+80%
- EV/EBIT18.6xvs 62.9x+70%
- P/E (TTM)19.6xvs 55.4x+65%
- Gross margin70.46%vs 49.98%+29%
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.