Stock comparison
Lam Research
Tower Semiconductor
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
TSEM
Tower Semiconductor
Market cap
$31.68B
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 | TSEM | Winner |
|---|---|---|---|
| Warren Buffett | 78B | 34F | LRCX |
| Benjamin Graham | 88A | 83A | LRCX |
| Philip Fisher | 76B | 43D | LRCX |
| Peter Lynch | 69B | 55C | LRCX |
| Joel Greenblatt | 84C | 44D | LRCX |
| Charlie Munger | 86A | 36D | LRCX |
| Terry Smith | 88A | 25F | LRCX |
Side-by-side metrics
| Metric | LRCX | TSEM |
|---|---|---|
| Market cap | $381.86B | $31.68B |
| P/E (TTM) | 55.4x | 129.6x |
| EV/EBIT | 62.9x | 159.9x |
| ROIC (TTM) | 42.79% | 6.08% |
| Gross margin | 49.98% | 24.77% |
| Net margin | 30.94% | 15.13% |
| Revenue CAGR 5y | 5.96% | 0.95% |
| EPS CAGR 5y | 11.27% | 9.11% |
| Debt / Equity | 0.4x | 0.1x |
| 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 $31.68B+92%
- ROIC (TTM)42.79%vs 6.08%+86%
- Revenue CAGR 5y5.96%vs 0.95%+84%
TSEM leads on
- Debt / Equity0.1xvs 0.4x+85%
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.