Stock comparison
Lam Research
Seagate Technology Holdings
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
STX
Seagate Technology Holdings
Market cap
$178.37B
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 | STX | Winner |
|---|---|---|---|
| Warren Buffett | 70B | 36D | LRCX |
| Benjamin Graham | 80A | 57C | LRCX |
| Philip Fisher | 68B | 51C | LRCX |
| Peter Lynch | 61C | 52C | LRCX |
| Joel Greenblatt | 76B | 78B | STX |
| Charlie Munger | 78B | 60C | LRCX |
| Terry Smith | 80A | 50C | LRCX |
Side-by-side metrics
| Metric | LRCX | STX |
|---|---|---|
| Market cap | $356.06B | $178.37B |
| P/E (TTM) | 53.0x | 73.9x |
| EV/EBIT | 60.2x | 94.0x |
| ROIC (TTM) | 42.79% | 45.8% |
| Gross margin | 49.98% | 41.54% |
| Net margin | 30.94% | 21.6% |
| Revenue CAGR 5y | 5.96% | -3.93% |
| EPS CAGR 5y | 11.27% | 6.29% |
| Debt / Equity | 0.4x | 0.4x |
| Dividend yield | 0.35% | 0.37% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
LRCX leads on
- Revenue CAGR 5y5.96%vs -3.93%+166%
- Market cap$356.06Bvs $178.37B+50%
- EPS CAGR 5y11.27%vs 6.29%+44%
- EV/EBIT60.2xvs 94.0x+36%
STX leads on
- ROIC (TTM)45.8%vs 42.79%+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.