Stock comparison
Lam Research
Semtech
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
SMTC
Semtech
Market cap
$14.6B
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 | SMTC | Winner |
|---|---|---|---|
| Warren Buffett | 78B | 32F | LRCX |
| Benjamin Graham | 88A | 56D | LRCX |
| Philip Fisher | 76B | 39D | LRCX |
| Peter Lynch | 69B | 27F | LRCX |
| Joel Greenblatt | 84C | 47D | LRCX |
| Charlie Munger | 86A | 46D | LRCX |
| Terry Smith | 88A | 37D | LRCX |
Side-by-side metrics
| Metric | LRCX | SMTC |
|---|---|---|
| Market cap | $381.86B | $14.6B |
| P/E (TTM) | 55.4x | - |
| EV/EBIT | 62.9x | 98.1x |
| ROIC (TTM) | 42.79% | 11.1% |
| Gross margin | 49.98% | 51.55% |
| Net margin | 30.94% | -3.85% |
| Revenue CAGR 5y | 5.96% | 9.11% |
| EPS CAGR 5y | 11.27% | - |
| Debt / Equity | 0.4x | 0.9x |
| 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
- Net margin30.94%vs -3.85%+112%
- Dividend yield0.34%vs 0.0%+100%
- Market cap$381.86Bvs $14.6B+96%
- ROIC (TTM)42.79%vs 11.1%+74%
SMTC leads on
- P/E (TTM)-vs 55.4x+118%
- Revenue CAGR 5y9.11%vs 5.96%+35%
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.