Stock comparison
Lam Research
Palantir Technologies
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
PLTR
Palantir Technologies
Market cap
$314.81B
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 | PLTR | Winner |
|---|---|---|---|
| Warren Buffett | 78B | 58C | LRCX |
| Benjamin Graham | 88A | 73D | LRCX |
| Philip Fisher | 76B | 83C | PLTR |
| Peter Lynch | 69B | 80C | PLTR |
| Joel Greenblatt | 84C | 35D | LRCX |
| Charlie Munger | 86A | 72D | LRCX |
| Terry Smith | 88A | 77B | LRCX |
Side-by-side metrics
| Metric | LRCX | PLTR |
|---|---|---|
| Market cap | $385.48B | $314.81B |
| P/E (TTM) | 55.4x | 143.8x |
| EV/EBIT | 62.9x | 221.1x |
| ROIC (TTM) | 42.79% | 22.28% |
| Gross margin | 49.98% | 84.07% |
| Net margin | 30.94% | 43.67% |
| Revenue CAGR 5y | 5.96% | 30.53% |
| 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
- Dividend yield0.34%vs 0.0%+100%
- EV/EBIT62.9xvs 221.1x+72%
- P/E (TTM)55.4xvs 143.8x+61%
- ROIC (TTM)42.79%vs 22.28%+48%
PLTR leads on
- Debt / Equity0.0xvs 0.4x+93%
- Revenue CAGR 5y30.53%vs 5.96%+80%
- Gross margin84.07%vs 49.98%+41%
- Net margin43.67%vs 30.94%+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.