Stock comparison
Lam Research
Sanmina
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
$356.06B
Sector
Technology
SANM
Sanmina
Market cap
$12.61B
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 | SANM | Winner |
|---|---|---|---|
| Warren Buffett | 70B | 45D | LRCX |
| Benjamin Graham | 80A | 78B | LRCX |
| Philip Fisher | 68B | 31F | LRCX |
| Peter Lynch | 61C | 46D | LRCX |
| Joel Greenblatt | 76B | 45D | LRCX |
| Charlie Munger | 78B | 32F | LRCX |
| Terry Smith | 80A | 35D | LRCX |
Side-by-side metrics
| Metric | LRCX | SANM |
|---|---|---|
| Market cap | $356.06B | $12.61B |
| P/E (TTM) | 53.0x | 49.2x |
| EV/EBIT | 60.2x | 37.3x |
| ROIC (TTM) | 42.79% | 7.43% |
| Gross margin | 49.98% | 8.53% |
| Net margin | 30.94% | 2.29% |
| Revenue CAGR 5y | 5.96% | 4.8% |
| EPS CAGR 5y | 11.27% | 2.57% |
| Debt / Equity | 0.4x | 0.9x |
| Dividend yield | 0.35% | 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 yield0.35%vs 0.0%+100%
- Market cap$356.06Bvs $12.61B+96%
- Net margin30.94%vs 2.29%+93%
- Gross margin49.98%vs 8.53%+83%
SANM leads on
- EV/EBIT37.3xvs 60.2x+38%
- P/E (TTM)49.2xvs 53.0x+7%
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.