Stock comparison
Lam Research
SPS Commerce
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
SPSC
SPS Commerce
Market cap
$1.97B
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 | SPSC | Winner |
|---|---|---|---|
| Warren Buffett | 78B | 51C | LRCX |
| Benjamin Graham | 88A | 52C | LRCX |
| Philip Fisher | 76B | 56C | LRCX |
| Peter Lynch | 69B | 45D | LRCX |
| Joel Greenblatt | 84C | 25F | LRCX |
| Charlie Munger | 86A | 39D | LRCX |
| Terry Smith | 88A | 45D | LRCX |
Side-by-side metrics
| Metric | LRCX | SPSC |
|---|---|---|
| Market cap | $381.86B | $1.97B |
| P/E (TTM) | 55.4x | 21.0x |
| EV/EBIT | 62.9x | 14.6x |
| ROIC (TTM) | 42.79% | 8.66% |
| Gross margin | 49.98% | 66.82% |
| Net margin | 30.94% | 11.92% |
| Revenue CAGR 5y | 5.96% | 18.18% |
| EPS CAGR 5y | 11.27% | 18.68% |
| 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%
- Market cap$381.86Bvs $1.97B+99%
- ROIC (TTM)42.79%vs 8.66%+80%
- Net margin30.94%vs 11.92%+61%
SPSC leads on
- Debt / Equity0.0xvs 0.4x+98%
- EV/EBIT14.6xvs 62.9x+77%
- Revenue CAGR 5y18.18%vs 5.96%+67%
- P/E (TTM)21.0xvs 55.4x+62%
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.