Stock comparison
Lam Research
MicroStrategy Incorporated Variable Rate Series A Perpetual Stretch Preferred Stock
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
STRC
MicroStrategy Incorporated Variable Rate Series A Perpetual Stretch Preferred Stock
Market cap
$29.52B
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 | STRC | Winner |
|---|---|---|---|
| Warren Buffett | 78B | 38D | LRCX |
| Benjamin Graham | 88A | 34F | LRCX |
| Philip Fisher | 76B | 49D | LRCX |
| Peter Lynch | 69B | 3F | LRCX |
| Joel Greenblatt | 84C | 2F | LRCX |
| Charlie Munger | 86A | 59D | LRCX |
| Terry Smith | 88A | 49D | LRCX |
Side-by-side metrics
| Metric | LRCX | STRC |
|---|---|---|
| Market cap | $381.86B | $29.52B |
| P/E (TTM) | 55.4x | - |
| EV/EBIT | 62.9x | - |
| ROIC (TTM) | 42.79% | 0.74% |
| Gross margin | 49.98% | 68.11% |
| Net margin | 30.94% | -25.19% |
| Revenue CAGR 5y | 5.96% | -1.68% |
| EPS CAGR 5y | 11.27% | -3.9% |
| Debt / Equity | 0.4x | 0.2x |
| 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
- EPS CAGR 5y11.27%vs -3.9%+135%
- Revenue CAGR 5y5.96%vs -1.68%+128%
- Net margin30.94%vs -25.19%+101%
- Dividend yield0.34%vs 0.0%+100%
STRC leads on
- EV/EBIT-vs 62.9x+117%
- P/E (TTM)-vs 55.4x+109%
- Debt / Equity0.2xvs 0.4x+49%
- Gross margin68.11%vs 49.98%+27%
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.