Stock comparison
Lam Research
Palo Alto Networks
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
$372.09B
Sector
Technology
PANW
Palo Alto Networks
Market cap
$170.64B
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 | PANW | Winner |
|---|---|---|---|
| Warren Buffett | 78B | 40D | LRCX |
| Benjamin Graham | 88A | 56D | LRCX |
| Philip Fisher | 76B | 63C | LRCX |
| Peter Lynch | 69B | 67B | LRCX |
| Joel Greenblatt | 84C | 44D | LRCX |
| Charlie Munger | 86A | 42D | LRCX |
| Terry Smith | 88A | 40D | LRCX |
Side-by-side metrics
| Metric | LRCX | PANW |
|---|---|---|
| Market cap | $372.09B | $170.64B |
| P/E (TTM) | 55.4x | 131.7x |
| EV/EBIT | 62.9x | 130.1x |
| ROIC (TTM) | 42.79% | 5.78% |
| Gross margin | 49.98% | 73.5% |
| Net margin | 30.94% | 12.96% |
| Revenue CAGR 5y | 5.96% | 21.32% |
| EPS CAGR 5y | 11.27% | 10.32% |
| 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
- Dividend yield0.34%vs 0.0%+100%
- ROIC (TTM)42.79%vs 5.78%+86%
- Net margin30.94%vs 12.96%+58%
- P/E (TTM)55.4xvs 131.7x+58%
PANW leads on
- Debt / Equity0.0xvs 0.4x+89%
- Revenue CAGR 5y21.32%vs 5.96%+72%
- Gross margin73.5%vs 49.98%+32%
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.