Stock comparison
Lam Research
Navitas Semiconductor
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
NVTS
Navitas Semiconductor
Market cap
$6.68B
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 | NVTS | Winner |
|---|---|---|---|
| Warren Buffett | 78B | 22F | LRCX |
| Benjamin Graham | 88A | 53D | LRCX |
| Philip Fisher | 76B | 37D | LRCX |
| Peter Lynch | 69B | 31F | LRCX |
| Joel Greenblatt | 84C | 0F | LRCX |
| Charlie Munger | 86A | 26F | LRCX |
| Terry Smith | 88A | 25F | LRCX |
Side-by-side metrics
| Metric | LRCX | NVTS |
|---|---|---|
| Market cap | $385.48B | $6.68B |
| P/E (TTM) | 55.4x | - |
| EV/EBIT | 62.9x | - |
| ROIC (TTM) | 42.79% | -21.84% |
| Gross margin | 49.98% | 6.69% |
| Net margin | 30.94% | -3.31% |
| Revenue CAGR 5y | 5.96% | 17.93% |
| EPS CAGR 5y | 11.27% | - |
| Debt / Equity | 0.4x | 0.0x |
| 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
- ROIC (TTM)42.79%vs -21.84%+151%
- Net margin30.94%vs -3.31%+109%
- Dividend yield0.34%vs 0.0%+100%
- Market cap$385.48Bvs $6.68B+98%
NVTS leads on
- EV/EBIT-vs 62.9x+178%
- P/E (TTM)-vs 55.4x+158%
- Debt / Equity0.0xvs 0.4x+96%
- Revenue CAGR 5y17.93%vs 5.96%+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.